Lederer & Associates Investment Counsel Reduced Holdings in Q4 2024

Lederer & Associates Investment Counsel

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-3.42K
- 49.02%
$288.47 - $316.54 $986K - $1.08M
3.56K $1.03M
ELV
Elevance Health, Inc.

Healthcare
-171
- 4.18%
$365.96 - $514.62 $62.6K - $88K
3.92K $1.45M
MSFT
Microsoft Corp

Technology
-574
- 2.2%
$406.35 - $454.46 $233K - $261K
25.5K $10.8M
AMGN
Amgen Inc

Healthcare
-15
- 0.22%
$258.78 - $328.31 $3.88K - $4.92K
6.94K $1.81M
NEE
Nextera Energy Inc

Utilities
-1.03K
- 3.83%
$69.77 - $85.43 $71.7K - $87.8K
25.8K $1.85M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-1.45K
- 15.24%
$120.52 - $149.33 $175K - $217K
8.08K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
-316
- 14.6%
$485.52 - $625.25 $153K - $198K
1.85K $935K
Corpay Inc
-1.02K
- 27.45%
N/A
2.7K $914K
AMT
American Tower Corp

Real Estate
-156
- 3.7%
$179.4 - $232.01 $28K - $36.2K
4.06K $745K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-192
- 1.46%
$59.25 - $72.99 $11.4K - $14K
13K $774K
MDT
Medtronic PLC

Healthcare
-70
- 0.46%
$79.61 - $92.24 $5.57K - $6.46K
15.3K $1.22M
SPGI
S&P Global Inc.

Financial Services
-133
- 3.09%
$480.36 - $529.17 $63.9K - $70.4K
4.17K $2.08M
CB
Chubb LTD

Financial Services
-189
- 2.48%
$271.57 - $301.89 $51.3K - $57.1K
7.44K $2.06M
XOM
Exxon Mobil Corp

Energy
-408
- 4.32%
$105.51 - $125.37 $43K - $51.2K
9.05K $973K
CCI
Crown Castle International Corp

Real Estate
-206
- 5.21%
$89.78 - $119.11 $18.5K - $24.5K
3.75K $340K
KMB
Kimberly Clark Corp

Consumer Defensive
-282
- 4.22%
$130.37 - $146.09 $36.8K - $41.2K
6.4K $838K
PSA
Public Storage

Real Estate
-51
- 3.63%
$289.33 - $360.21 $14.8K - $18.4K
1.35K $405K
TRV
Travelers Companies, Inc.

Financial Services
-544
- 13.88%
$225.97 - $266.66 $123K - $145K
3.38K $813K
SYK
Stryker Corp

Healthcare
-249
- 3.73%
$345.14 - $392.15 $85.9K - $97.6K
6.43K $2.32M
MLM
Martin Marietta Materials Inc

Basic Materials
-51
- 1.58%
$516.5 - $619.58 $26.3K - $31.6K
3.18K $1.65M
SYY
Sysco Corp

Consumer Defensive
-727
- 4.91%
$73.63 - $81.77 $53.5K - $59.4K
14.1K $1.08M
WM
Waste Management Inc

Industrials
-144
- 1.81%
$201.79 - $228.46 $29.1K - $32.9K
7.81K $1.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.01%
$442.29 - $483.08 $442 - $483
7K $3.17M
SBAC
Sba Communications Corp

Real Estate
-52
- 5.21%
$198.24 - $249.31 $10.3K - $13K
946 $193K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.11%
$385.02 - $431.37 $1.16K - $1.29K
2.65K $1.03M
META
Meta Platforms, Inc.

Communication Services
-226
- 3.28%
$554.08 - $632.68 $125K - $143K
6.67K $3.91M
FISV
Fiserv Inc

Technology
-1.19K
- 14.45%
N/A
7.03K $1.45M
GS
Goldman Sachs Group Inc

Financial Services
-295
- 16.53%
$486.1 - $608.57 $143K - $180K
1.49K $853K
AVB
Avalonbay Communities Inc

Real Estate
-44
- 3.45%
$216.28 - $237.81 $9.52K - $10.5K
1.23K $271K
SPG
Simon Property Group Inc

Real Estate
-108
- 3.59%
$167.23 - $183.84 $18.1K - $19.9K
2.9K $499K
CTSH
Cognizant Technology Solutions Corp

Technology
-61
- 0.51%
$74.37 - $82.32 $4.54K - $5.02K
11.9K $916K
WAT
Waters Corp

Healthcare
-106
- 3.28%
$323.11 - $392.01 $34.2K - $41.6K
3.13K $1.16M
EQIX
Equinix Inc

Real Estate
-31
- 3.74%
$865.69 - $985.0 $26.8K - $30.5K
798 $752K
DLR
Digital Realty Trust, Inc.

Real Estate
-93
- 3.58%
$156.46 - $195.69 $14.6K - $18.2K
2.5K $444K
NFLX
Netflix Inc

Communication Services
-492
- 19.06%
$687.65 - $936.56 $338K - $461K
2.09K $1.86M
BMY
Bristol Myers Squibb CO

Healthcare
-1.36K
- 6.05%
$51.92 - $59.94 $70.6K - $81.5K
21.1K $1.2M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 0.68%
$873.59 - $994.69 $12.2K - $13.9K
2.03K $1.86M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-695
- 4.54%
$77.25 - $91.3 $53.7K - $63.5K
14.6K $1.25M
CSCO
Cisco Systems, Inc.

Technology
-1.6K
- 5.77%
$52.45 - $60.02 $83.7K - $95.7K
26K $1.54M
HON
Honeywell International Inc

Industrials
-7
- 0.18%
$202.84 - $236.0 $1.42K - $1.65K
3.93K $889K
BLK
Black Rock Inc.

Financial Services
-87
- 2.99%
$934.02 - $1065.26 $81.3K - $92.7K
2.83K $2.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
-62
- 2.04%
$275.15 - $388.2 $17.1K - $24.1K
2.97K $1.02M
JPM
Jpmorgan Chase & CO

Financial Services
-523
- 5.16%
$205.18 - $250.29 $107K - $131K
9.62K $2.31M
ADP
Automatic Data Processing Inc

Industrials
-46
- 0.4%
$280.08 - $307.97 $12.9K - $14.2K
11.5K $3.38M
GOOG
Alphabet Inc.

Communication Services
-91
- 1.1%
$163.08 - $198.16 $14.8K - $18K
8.19K $1.56M
V
Visa Inc.

Financial Services
-314
- 2.71%
$273.87 - $320.91 $86K - $101K
11.3K $3.57M
AVGO
Broadcom Inc.

Technology
-1.58K
- 10.73%
$159.67 - $250.0 $252K - $394K
13.1K $3.04M
AAPL
Apple Inc.

Technology
-1.81K
- 3.21%
$221.69 - $259.02 $401K - $469K
54.6K $13.7M
GOOGL
Alphabet Inc.

Communication Services
-549
- 1.91%
$161.86 - $196.66 $88.9K - $108K
28.3K $5.35M
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lederer & Associates Investment Counsel Portfolio

Follow Lederer & Associates Investment Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lederer & Associates Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Lederer & Associates Investment Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email