Lederer & Associates Investment Counsel Sells in Q2 2025

Lederer & Associates Investment Counsel

  • $151 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-450
- 0.8%
$172.42 - $223.89 $77.6K - $101K
55.5K $11.4M
KO
Coca Cola CO

Consumer Defensive
-10.3K
- 50.0%
$68.37 - $73.9 $705K - $763K
10.3K $730K
GOOG
Alphabet Inc.

Communication Services
-4.28K
- 52.92%
$146.58 - $180.01 $628K - $771K
3.81K $676K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-88
- 1.26%
$483.48 - $539.8 $42.5K - $47.5K
6.9K $3.35M
PEP
Pepsico Inc

Consumer Defensive
-1.17K
- 14.16%
$128.02 - $151.37 $149K - $177K
7.08K $934K
JNJ
Johnson & Johnson

Healthcare
-580
- 4.06%
$146.36 - $159.82 $84.9K - $92.7K
13.7K $2.09M
AWK
American Water Works Company, Inc.

Utilities
-1.25K
- 10.72%
$133.82 - $151.96 $167K - $189K
10.4K $1.44M
AMGN
Amgen Inc

Healthcare
-36
- 0.52%
$262.28 - $309.85 $9.44K - $11.2K
6.86K $1.92M
EQIX
Equinix Inc

Real Estate
-223
- 28.48%
$740.07 - $914.43 $165K - $204K
560 $445K
PG
Procter & Gamble CO

Consumer Defensive
-760
- 18.79%
$157.66 - $172.39 $120K - $131K
3.29K $523K
CB
Chubb LTD

Financial Services
-25
- 0.33%
$274.32 - $302.46 $6.86K - $7.56K
7.55K $2.19M
NEE
Nextera Energy Inc

Utilities
-572
- 2.17%
$64.11 - $75.0 $36.7K - $42.9K
25.7K $1.79M
WM
Waste Management Inc

Industrials
-240
- 2.95%
$216.47 - $242.1 $52K - $58.1K
7.91K $1.81M
SPG
Simon Property Group Inc

Real Estate
-321
- 11.28%
$140.37 - $171.44 $45.1K - $55K
2.53K $406K
VRT
Vertiv Holdings CO

Industrials
-4.57K
- 48.72%
N/A
4.81K $618K
MDT
Medtronic PLC

Healthcare
-114
- 0.77%
$80.68 - $88.86 $9.2K - $10.1K
14.7K $1.28M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-359
- 0.69%
$18.94 - $21.67 $6.8K - $7.78K
51.8K $1.1M
AMT
American Tower Corp

Real Estate
-176
- 4.41%
$203.96 - $228.19 $35.9K - $40.2K
3.81K $843K
CCI
Crown Castle International Corp

Real Estate
-151
- 4.03%
$94.83 - $107.06 $14.3K - $16.2K
3.6K $369K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-350
- 0.59%
$26.18 - $26.93 $9.16K - $9.43K
59.2K $1.58M
ADP
Automatic Data Processing Inc

Industrials
-172
- 1.49%
$276.76 - $326.81 $47.6K - $56.2K
11.4K $3.52M
PSA
Public Storage

Real Estate
-16
- 1.2%
$266.31 - $309.77 $4.26K - $4.96K
1.31K $385K
CTSH
Cognizant Technology Solutions Corp

Technology
-312
- 2.62%
$66.47 - $81.81 $20.7K - $25.5K
11.6K $905K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.1%
$335.24 - $380.78 $1.01K - $1.14K
2.93K $1.07M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-25
- 0.1%
$24.32 - $24.81 $608 - $620
24.4K $606K
TRV
Travelers Companies, Inc.

Financial Services
-3
- 0.09%
$233.83 - $276.34 $701 - $829
3.36K $898K
GOOGL
Alphabet Inc.

Communication Services
-3.3K
- 11.6%
$144.7 - $178.6 $477K - $589K
25.1K $4.43M
V
Visa Inc.

Financial Services
-14
- 0.12%
$308.27 - $373.31 $4.32K - $5.23K
11.4K $4.03M
SYK
Stryker Corp

Healthcare
-246
- 3.82%
$337.37 - $395.63 $83K - $97.3K
6.2K $2.45M
SPGI
S&P Global Inc.

Financial Services
-48
- 1.11%
$438.31 - $527.29 $21K - $25.3K
4.27K $2.25M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-346
- 0.55%
$23.55 - $27.67 $8.15K - $9.57K
62.1K $1.72M
HON
Honeywell International Inc

Industrials
-4
- 0.1%
$182.86 - $232.88 $731 - $932
3.92K $913K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-242
- 0.98%
$22.27 - $29.21 $5.39K - $7.07K
24.5K $716K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-20
- 0.13%
$57.41 - $74.81 $1.15K - $1.5K
14.9K $1.11M
CSCO
Cisco Systems, Inc.

Technology
-255
- 1.08%
$53.19 - $69.38 $13.6K - $17.7K
23.4K $1.63M
Black Rock Inc
-63
- 2.27%
N/A
2.71K $2.85M
MLM
Martin Marietta Materials Inc

Basic Materials
-36
- 1.01%
$452.51 - $568.19 $16.3K - $20.5K
3.53K $1.94M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.07%
$462.22 - $707.75 $462 - $708
1.48K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
-139
- 1.48%
$210.28 - $289.91 $29.2K - $40.3K
9.28K $2.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
-37
- 1.25%
$321.63 - $509.31 $11.9K - $18.8K
2.93K $1.49M
NFLX
Netflix Inc

Communication Services
-46
- 2.37%
$855.86 - $1339.13 $39.4K - $61.6K
1.9K $2.54M
META
Meta Platforms, Inc.

Communication Services
-18
- 0.26%
$484.66 - $738.09 $8.72K - $13.3K
6.89K $5.09M
AVGO
Broadcom Inc.

Technology
-1.33K
- 9.63%
$146.29 - $275.65 $194K - $365K
12.4K $3.43M
MSFT
Microsoft Corp

Technology
-1.31K
- 5.04%
$354.56 - $497.45 $463K - $649K
24.6K $12.2M
NVDA
Nvidia Corp

Technology
-226
- 0.41%
$94.31 - $157.99 $21.3K - $35.7K
54.6K $8.62M
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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