The Analysis of CUTLER INVESTMENT COUNSEL LLC's Holdings
Currently, CUTLER INVESTMENT COUNSEL LLC holds 140 types of securities in its portfolio with a total value $953.8M. In the most recent quarter, they have increased their positions in LEN (+26.7K shares, valued at $3.4M), IJR (+17.5K shares, valued at $2.1M), JIRE (+25.1K shares, valued at $1.8M); decreased their positions in MSFT (-2.1K shares, valued at $1.1M), MINT (-7.8K shares, valued at $785.4K), SCHZ (-31.3K shares, valued at $735.0K); initiated new positions in LEN (+26.7K shares, valued at $3.4M), SCHF (+17.1K shares, valued at $398.6K), VB (+1.5K shares, valued at $373.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VO VANGUARD INDEX FDS157.7K shares3.43%2025-09-302025-11-04
IGSB ISHARES TR812.0K shares4.14%2025-09-302025-11-04 IEFA ISHARES TR489.8K shares2.86%2025-09-302025-11-04 SPEM SPDR INDEX SHS FDS803.5K shares2.55%2025-09-302025-11-04 MSFT MICROSOFT CORP69.3K shares-2.99%2025-09-302025-11-04 JIRE J P MORGAN EXCHANGE TRADED F444.7K shares5.97%2025-09-302025-11-04 IUSG ISHARES TR197.1K shares1.99%2025-09-302025-11-04 CAT CATERPILLAR INC60.9K shares-0.82%2025-09-302025-11-04 VUG VANGUARD INDEX FDS59.4K shares1.70%2025-09-302025-11-04 SPAB SPDR SERIES TRUST1.1M shares4.34%2025-09-302025-11-04 GOVT ISHARES TR1.1M shares3.36%2025-09-302025-11-04 WMT WALMART INC227.6K shares-0.49%2025-09-302025-11-04 IJR ISHARES TR193.1K shares9.94%2025-09-302025-11-04 BLK BLACKROCK INC18.2K shares-0.73%2025-09-302025-11-04 RTX RTX CORPORATION119.2K shares-0.44%2025-09-302025-11-04 HD HOME DEPOT INC48.4K shares-0.01%2025-09-302025-11-04 SCHW SCHWAB CHARLES CORP195.1K shares-0.35%2025-09-302025-11-04 RSG REPUBLIC SVCS INC80.7K shares-0.60%2025-09-302025-11-04 MCD MCDONALDS CORP52.3K shares-1.23%2025-09-302025-11-04 DE DEERE & CO33.6K shares-0.68%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.47.9K shares-0.42%2025-09-302025-11-04 XOM EXXON MOBIL CORP123.0K shares-0.48%2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS43.7K shares-0.66%2025-09-302025-11-04 KR KROGER CO181.5K shares-0.63%2025-09-302025-11-04 MDT MEDTRONIC PLC120.1K shares-0.54%2025-09-302025-11-04 RPG INVESCO EXCHANGE TRADED FD T231.8K shares-5.10%2025-09-302025-11-04 CVX CHEVRON CORP NEW70.5K shares10.62%2025-09-302025-11-04 TXN TEXAS INSTRS INC59.0K shares-0.90%2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INC242.9K shares-1.02%2025-09-302025-11-04 NEE NEXTERA ENERGY INC138.1K shares-0.57%2025-09-302025-11-04 SPYM SPDR SERIES TRUST131.3K shares19.71%2025-09-302025-11-04 CVS CVS HEALTH CORP130.9K shares-0.48%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON51.4K shares-1.08%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO61.8K shares-0.89%2025-09-302025-11-04 PNC PNC FINL SVCS GROUP INC46.0K shares-0.80%2025-09-302025-11-04 CARR CARRIER GLOBAL CORPORATION151.9K shares-0.80%2025-09-302025-11-04 IVV ISHARES TR13.2K shares-2.82%2025-09-302025-11-04 VSS VANGUARD INTL EQUITY INDEX F58.7K shares5.75%2025-09-302025-11-04 EMLC VANECK ETF TRUST327.6K shares2.57%2025-09-302025-11-04 PEP PEPSICO INC58.9K shares-0.93%2025-09-302025-11-04 BDX BECTON DICKINSON & CO43.3K shares-1.23%2025-09-302025-11-04 MTB M & T BK CORP40.1K shares-1.00%2025-09-302025-11-04 DD DUPONT DE NEMOURS INC101.3K shares-1.13%2025-09-302025-11-04 MRK MERCK & CO INC92.0K shares-1.08%2025-09-302025-11-04 REET ISHARES TR297.3K shares9.25%2025-09-302025-11-04 EFAV ISHARES TR87.3K shares-2.51%2025-09-302025-11-04 BIV VANGUARD BD INDEX FDS90.3K shares0.57%2025-09-302025-11-04 NKE NIKE INC95.5K shares-1.50%2025-09-302025-11-04 VTI VANGUARD INDEX FDS20.1K shares-1.16%2025-09-302025-11-04 AAPL APPLE INC24.4K shares-1.55%2025-09-302025-11-04 VTV VANGUARD INDEX FDS32.6K shares0.21%2025-09-302025-11-04 SPGI S&P GLOBAL INC11.8K shares-0.03%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS94.0K shares2.66%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR181.7K shares-0.55%2025-09-302025-11-04 PDN INVESCO EXCH TRADED FD TR II111.6K shares-3.16%2025-09-302025-11-04 SCHD SCHWAB STRATEGIC TR161.0K shares0.68%2025-09-302025-11-04 PFE PFIZER INC169.4K shares-1.94%2025-09-302025-11-04 VWO VANGUARD INTL EQUITY INDEX F71.8K shares-1.93%2025-09-302025-11-04 LEN LENNAR CORP26.7K sharesnew addition2025-09-302025-11-04 NOBL PROSHARES TR32.2K shares-0.85%2025-09-302025-11-04 AMZN AMAZON COM INC13.0K shares-3.04%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL5.4K shares6.48%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW2.9K shares-0.69%2025-09-302025-11-04 AVO MISSION PRODUCE INC212.8K shares0.00%2025-09-302025-11-04 VT VANGUARD INTL EQUITY INDEX F18.4K shares6.74%2025-09-302025-11-04 FNDC SCHWAB STRATEGIC TR52.4K shares-0.44%2025-09-302025-11-04 BND VANGUARD BD INDEX FDS30.5K shares11.95%2025-09-302025-11-04 VNQ VANGUARD INDEX FDS24.6K shares6.65%2025-09-302025-11-04 FNDA SCHWAB STRATEGIC TR68.5K shares9.61%2025-09-302025-11-04 FNDF SCHWAB STRATEGIC TR44.5K shares0.27%2025-09-302025-11-04 SCHX SCHWAB STRATEGIC TR72.0K shares-0.00%2025-09-302025-11-04 VCSH VANGUARD SCOTTSDALE FDS22.9K shares-1.40%2025-09-302025-11-04 VIG VANGUARD SPECIALIZED FUNDS8.4K shares1.14%2025-09-302025-11-04 GOOG ALPHABET INC7.3K shares0.69%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR2.4K shares11.44%2025-09-302025-11-04 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-04 NVDA NVIDIA CORPORATION6.8K shares10.50%2025-09-302025-11-04 TSLA TESLA INC2.6K shares17.66%2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS22.9K shares27.86%2025-09-302025-11-04 FNDE SCHWAB STRATEGIC TR29.1K shares-0.52%2025-09-302025-11-04 BNDX VANGUARD CHARLOTTE FDS20.8K shares24.52%2025-09-302025-11-04 VGT VANGUARD WORLD FD1.4K shares-6.08%2025-09-302025-11-04 GLD SPDR GOLD TR2.7K shares9.49%2025-09-302025-11-04 QQQ INVESCO QQQ TR1.5K shares2.20%2025-09-302025-11-04 SCHZ SCHWAB STRATEGIC TR38.9K shares-44.61%2025-09-302025-11-04 SBUX STARBUCKS CORP10.0K shares-4.31%2025-09-302025-11-04 GOOGL ALPHABET INC3.5K shares-5.31%2025-09-302025-11-04 ABBV ABBVIE INC3.5K shares6.23%2025-09-302025-11-04 COR CENCORA INC2.5K shares0.04%2025-09-302025-11-04 LOW LOWES COS INC3.0K shares0.13%2025-09-302025-11-04 WFC WELLS FARGO CO NEW8.4K shares2.33%2025-09-302025-11-04 SCZ ISHARES TR8.7K shares-7.11%2025-09-302025-11-04 SGOL ETFS GOLD TR16.6K shares10.57%2025-09-302025-11-04 VYM VANGUARD WHITEHALL FDS4.3K shares0.00%2025-09-302025-11-04 NSC NORFOLK SOUTHN CORP2.0K shares0.00%2025-09-302025-11-04 EMB ISHARES TR6.1K shares0.00%2025-09-302025-11-04 PEG PUBLIC SVC ENTERPRISE GRP IN6.8K shares0.00%2025-09-302025-11-04 XLU SELECT SECTOR SPDR TR6.1K shares-3.17%2025-09-302025-11-04 SLV ISHARES SILVER TR12.3K shares12.65%2025-09-302025-11-04 IJH ISHARES TR7.7K shares-8.87%2025-09-302025-11-04 VSGX VANGUARD WORLD FD6.7K shares0.00%2025-09-302025-11-04 EMR EMERSON ELEC CO3.5K shares0.00%2025-09-302025-11-04 NFLX NETFLIX INC387 shares-14.95%2025-09-302025-11-04 VXF VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-04 DFAC DIMENSIONAL ETF TRUST11.5K shares-2.13%2025-09-302025-11-04 TQQQ PROSHARES TR4.1K shares22.65%2025-09-302025-11-04 CSCO CISCO SYS INC6.1K shares0.36%2025-09-302025-11-04 SCHF SCHWAB STRATEGIC TR17.1K sharesnew addition2025-09-302025-11-04 SPDW SPDR INDEX SHS FDS9.2K shares0.00%2025-09-302025-11-04 CMI CUMMINS INC933 shares-2.51%2025-09-302025-11-04 VBK VANGUARD INDEX FDS1.3K shares3.16%2025-09-302025-11-04 IBIT ISHARES BITCOIN TRUST ETF6.0K shares7.45%2025-09-302025-11-04 AVGO BROADCOM INC1.2K shares6.73%2025-09-302025-11-04 VBR VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-04 VB VANGUARD INDEX FDS1.5K sharesnew addition2025-09-302025-11-04 ALK ALASKA AIR GROUP INC7.5K shares-3.86%2025-09-302025-11-04 V VISA INC1.1K shares3.11%2025-09-302025-11-04 IHI ISHARES TR5.8K shares-6.70%2025-09-302025-11-04 VOO VANGUARD INDEX FDS542 shares23.74%2025-09-302025-11-04 META META PLATFORMS INC453 shares1.80%2025-09-302025-11-04 VNQI VANGUARD INTL EQUITY INDEX F6.9K shares-1.42%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K sharesnew addition2025-09-302025-11-04 SCHV SCHWAB STRATEGIC TR10.9K shares11.75%2025-09-302025-11-04 AGG ISHARES TR3.1K shares0.00%2025-09-302025-11-04 VUSB VANGUARD BD INDEX FDS6.3K shares-57.58%2025-09-302025-11-04 PM PHILIP MORRIS INTL INC1.9K shares0.90%2025-09-302025-11-04 ESGV VANGUARD WORLD FD2.6K shares0.59%2025-09-302025-11-04 ORCL ORACLE CORP1.1K shares0.74%2025-09-302025-11-04 GVA GRANITE CONSTR INC2.8K shares0.00%2025-09-302025-11-04 SPYG SPDR SERIES TRUST2.8K shares0.00%2025-09-302025-11-04 ESGE ISHARES INC6.6K shares0.00%2025-09-302025-11-04 MINT PIMCO ETF TR2.8K shares-73.36%2025-09-302025-11-04 AEP AMERICAN ELEC PWR CO INC2.4K shares-1.88%2025-09-302025-11-04 RY ROYAL BK CDA1.8K shares-3.17%2025-09-302025-11-04 AIQ GLOBAL X FDS5.2K sharesnew addition2025-09-302025-11-04 IEMG ISHARES INC3.6K shares3.73%2025-09-302025-11-04 BP BP PLC6.7K shares0.16%2025-09-302025-11-04 IWF ISHARES TR488 shares0.00%2025-09-302025-11-04 PXF INVESCO EXCH TRADED FD TR II3.7K shares0.00%2025-09-302025-11-04 KO COCA COLA CO3.2K shares2.62%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available