You're signed outSign in or to get full access.
Icw Investment Advisors LLC
ICW Investment Advisors LLC, also doing business as Intelligent Capitalworks, is a registered investment adviser headquartered in Scottsdale, Arizona. Founded in 2005 in Delaware, the firm provides fiduciary investment and wealth management services primarily to high net worth individuals but also serves other individual investors, pension and profit-sharing plans, and charitable organizations. ICW is a boutique firm with 6 employees and aims to provide personalized, discretionary portfolio management to its clients.
Investment Strategy
ICW Investment Advisors LLC pursues a personalized, fiduciary-based approach to investment management, focusing on discretionary portfolio management for high net worth and other individual clients. Their investment process emphasizes strategic asset allocation and diversification across sectors and asset classes. The firm's client accounts are primarily managed with an emphasis on long-term capital appreciation, using a mix of equities from leading global companies. They also serve pension plans and charitable organizations, tailoring strategies to the needs and risk tolerance of each client group.
Latest 13F Filing Activity
Icw Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 139 equity positions with a total 13F market value of $253M. The fund increased holdings in Broadcom Inc., Microsoft Corp., Nvidia Corporation among other positions. Icw Investment Advisors LLC reduced exposure to Eli Lilly & Co., Abbvie Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.03% | $7.7M | 15,444 | $177.75 | $497.41 | +$1.9M |
M MA | MASTERCARD INCORPORATED | 2.24% | $5.7M | 10,109 | $301.99 | $561.94 | +$122.8K |
V V | VISA INC | 2.24% | $5.7M | 15,958 | $191.42 | $355.05 | +$35.3K |
C COST | COSTCO WHSL CORP NEW | 2.16% | $5.5M | 5,533 | $326.92 | $989.94 | +$214.6K |
A AAPL | APPLE INC | 2.09% | $5.3M | 25,778 | $88.96 | $205.17 | -$313.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more