Lederer & Associates Investment Counsel Incresed Positions in Q3 2025

Lederer & Associates Investment Counsel

  • $154 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.4K
+ 79.3%
$28.92 - $32.19 $562K - $626K
44K $1.4M
XOM
Exxon Mobil Corp

Energy
5.31K
+ 52.13%
$105.83 - $117.22 $562K - $623K
15.5K $1.75M
GLD
Spdr Gold Trust

ETFs
75
+ 1.1%
$300.96 - $355.47 $22.6K - $26.7K
6.89K $2.45M
Linde PLC
453
+ 12.42%
N/A
4.1K $1.95M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.63K
+ 7.46%
$27.61 - $29.15 $128K - $135K
66.7K $1.94M
CME
Cme Group Inc.

Financial Services
717
+ 16.91%
$258.83 - $287.1 $186K - $206K
4.96K $1.34M
VRT
Vertiv Holdings CO

Industrials
282
+ 5.86%
N/A
5.09K $768K
WELL
Welltower Inc.

Real Estate
53
+ 1.13%
$150.71 - $178.14 $7.99K - $9.44K
4.75K $846K
ITW
Illinois Tool Works Inc

Industrials
112
+ 2.53%
$252.31 - $269.41 $28.3K - $30.2K
4.54K $1.18M
SPG
Simon Property Group Inc

Real Estate
14
+ 0.55%
$159.93 - $187.67 $2.24K - $2.63K
2.54K $476K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
236
+ 0.46%
$20.76 - $21.78 $4.9K - $5.14K
52K $1.12M
O
Realty Income Corp

Real Estate
80
+ 1.13%
$56.13 - $60.79 $4.49K - $4.86K
7.16K $435K
AMZN
Amazon Com Inc

Consumer Cyclical
34
+ 0.14%
$211.65 - $238.24 $7.2K - $8.1K
23.5K $5.16M
CSCO
Cisco Systems, Inc.

Technology
488
+ 2.08%
$66.2 - $71.79 $32.3K - $35K
23.9K $1.64M
DLR
Digital Realty Trust, Inc.

Real Estate
31
+ 1.14%
$161.21 - $180.02 $5K - $5.58K
2.74K $474K
SBUX
Starbucks Corp

Consumer Cyclical
360
+ 2.77%
$81.9 - $96.86 $29.5K - $34.9K
13.4K $1.13M
COST
Costco Wholesale Corp

Consumer Defensive
83
+ 3.83%
$915.95 - $994.57 $76K - $82.5K
2.25K $2.08M
FISV
Fiserv Inc

Technology
1.34K
+ 14.05%
N/A
10.8K $1.4M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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