Leonard Rickey Investment Advisors P.L.L.C. Purchases in Q1 2025

Leonard Rickey Investment Advisors P.L.L.C.

  • $471 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
924K
+ 10981.89%
$32.42 - $36.13 $29.9M - $33.4M
932K $30.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
284K
+ 143.69%
$25.35 - $27.46 $7.19M - $7.79M
481K $12.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
88.2K
+ 31.91%
$77.7 - $78.94 $6.85M - $6.96M
365K $28.8M
IAU
Ishares Gold Trust

ETFs
10.9K
+ 4.32%
$49.74 - $58.96 $542K - $643K
263K $15.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
47.2K
+ 19.23%
$44.72 - $46.25 $2.11M - $2.18M
293K $13.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14K
+ 2.84%
$48.43 - $49.9 $677K - $698K
507K $25.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.08K
+ 1.19%
$87.68 - $94.52 $182K - $196K
176K $16.4M
FNDX
Schwab Fundamental U S Large C

ETFs
35.5K
+ 2.55%
$23.03 - $25.01 $818K - $888K
1.43M $33.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.2K
New
$58.81 - $68.2 $306K - $355K
5.2K $310K
HD
Home Depot, Inc.

Consumer Cyclical
652
New
$347.25 - $424.87 $226K - $277K
652 $238K
VEA
Vanguard Ftse Developed Market

ETFs
3.03K
+ 13.48%
$47.4 - $52.99 $144K - $161K
25.5K $1.31M
AMAT
Applied Materials Inc

Technology
1.59K
New
$145.06 - $195.51 $231K - $311K
1.59K $230K
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.8K
New
$25.69 - $26.89 $200K - $210K
7.8K $208K
ELV
Elevance Health, Inc.

Healthcare
124
+ 11.69%
$365.9 - $436.25 $45.4K - $54.1K
1.19K $515K
BDX
Becton Dickinson & CO

Healthcare
457
+ 34.36%
$222.79 - $249.08 $102K - $114K
1.79K $409K
COP
Conocophillips

Energy
761
+ 19.36%
$88.6 - $105.85 $67.4K - $80.6K
4.69K $492K
MDT
Medtronic PLC

Healthcare
670
+ 18.69%
$79.84 - $94.5 $53.5K - $63.3K
4.26K $382K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.11K
+ 13.84%
$96.93 - $109.51 $204K - $231K
17.3K $1.69M
NVS
Novartis Ag

Healthcare
171
+ 3.99%
$97.14 - $115.57 $16.6K - $19.8K
4.45K $496K
UL
Unilever PLC

Consumer Defensive
1.07K
+ 19.6%
$54.72 - $60.29 $58.7K - $64.6K
6.54K $389K
ROP
Roper Technologies Inc

Industrials
50
+ 12.44%
$502.71 - $593.81 $25.1K - $29.7K
452 $266K
BK
Bank Of New York Mellon Corp

Financial Services
217
+ 4.55%
$75.42 - $88.95 $16.4K - $19.3K
4.98K $417K
EUSB
Ishares Tr Esg Advanced Total

Technology
86
+ 0.18%
$42.05 - $43.43 $3.62K - $3.73K
48.5K $2.1M
WFC
Wells Fargo & Company

Financial Services
426
+ 7.07%
$66.78 - $81.42 $28.4K - $34.7K
6.45K $463K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
886
+ 1.81%
$24.6 - $24.99 $21.8K - $22.1K
49.9K $1.25M
SNY
Sanofi

Healthcare
49
+ 1.04%
$48.15 - $59.42 $2.36K - $2.91K
4.76K $263K
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 1.68%
$279.74 - $321.29 $5.87K - $6.75K
1.27K $397K
HEI
Heico Corp

Industrials
31
+ 3.28%
$219.6 - $270.85 $6.81K - $8.4K
975 $259K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
134
+ 2.04%
$95.85 - $99.25 $12.8K - $13.3K
6.69K $660K
GD
General Dynamics Corp

Industrials
27
+ 2.4%
$241.94 - $272.58 $6.53K - $7.36K
1.15K $314K
VFMV
Vanguard Wellington Fd

ETFs
1
+ 0.06%
$119.38 - $128.27 $119 - $128
1.75K $219K
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 0.43%
N/A
5.56K $1.01M
Vanguard Malvern Fds
68.1K
+ 744.08%
N/A
77.3K $0
ADI
Analog Devices Inc

Technology
67
+ 5.03%
$201.56 - $243.82 $13.5K - $16.3K
1.4K $282K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
50
+ 0.66%
$39.91 - $43.97 $2K - $2.2K
7.58K $307K
KMX
Carmax Inc

Consumer Cyclical
42
+ 0.98%
$69.25 - $89.19 $2.91K - $3.75K
4.33K $337K
DIS
Walt Disney CO

Communication Services
180
+ 6.12%
$96.87 - $114.0 $17.4K - $20.5K
3.12K $308K
DSI
Ishares Msci Kld 400 Social Et

ETFs
22
+ 0.67%
$101.98 - $115.66 $2.24K - $2.54K
3.29K $335K
CGGO
Capital Group Global Growth Eq

ETFs
1.9K
+ 1.68%
$28.33 - $30.84 $53.9K - $58.6K
115K $3.27M
VXF
Vanguard Extended Market ETF

ETFs
117
+ 2.57%
$170.36 - $201.04 $19.9K - $23.5K
4.67K $806K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 0.7%
$507.05 - $563.67 $12.2K - $13.5K
3.43K $1.76M
NVDA
Nvidia Corp

Technology
375
+ 4.79%
$106.98 - $149.43 $40.1K - $56K
8.21K $889K
VUG
Vanguard Growth ETF

ETFs
2.73K
+ 6.94%
$369.1 - $427.61 $1.01M - $1.17M
42K $15.6M
VTI
Vanguard Total Stock Market Et

ETFs
1.85K
+ 1.68%
$271.18 - $303.12 $502K - $561K
112K $30.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.4K
+ 1.35%
$57.21 - $65.8 $939K - $1.08M
1.23M $71.6M
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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