Schear Investment Advisers, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $165 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $13.1M, Vanguard Index Fds S&P 500 ETF with a value of $9.8M, Broadcom Inc. with a value of $7.55M, Apple Inc. with a value of $6.97M, and Eli Lilly & CO with a value of $6.04M.
Examining the 13F form we can see an decrease of $15.3M in the current position value, from $181M to 165M.
Schear Investment Advisers, LLC is based out at Cincinnati, OH
Below you can find more details about Schear Investment Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$165 Million
Technology: $51.3 Million
Financial Services: $22 Million
Healthcare: $19.6 Million
ETFs: $15.1 Million
Consumer Cyclical: $13.9 Million
Industrials: $13 Million
Communication Services: $12.2 Million
Consumer Defensive: $9.57 Million
Other: $8.71 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
