Leonard Rickey Investment Advisors P.L.L.C. Incresed Positions in Q2 2025

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

  • $494 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
34.9K
+ 14.05%
$55.54 - $69.09 $1.94M - $2.41M
283K $19.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
71.9K
+ 14.19%
$49.57 - $50.27 $3.56M - $3.61M
578K $29.1M
VUG
Vanguard Growth ETF

ETFs
774
+ 1.84%
$329.49 - $438.4 $255K - $339K
42.8K $18.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.02K
+ 0.86%
$29.12 - $35.84 $234K - $288K
940K $33.7M
FNDX
Schwab Fundamental U S Large C

ETFs
23.2K
+ 1.63%
$20.84 - $24.54 $484K - $570K
1.45M $35.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.7K
+ 2.44%
$23.4 - $29.68 $275K - $348K
493K $14.6M
MSFT
Microsoft Corp

Technology
585
+ 4.7%
$354.56 - $497.45 $207K - $291K
13K $6.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.02K
+ 2.62%
$72.02 - $73.82 $506K - $518K
275K $20.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.17K
+ 0.87%
$77.94 - $79.5 $247K - $252K
368K $29.2M
META
Meta Platforms, Inc.

Communication Services
51
+ 2.13%
$484.66 - $738.09 $24.7K - $37.6K
2.45K $1.81M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
598
+ 0.34%
$85.42 - $94.39 $51.1K - $56.4K
177K $16.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 1.63%
$4164.15 - $5789.24 $12.5K - $17.4K
187 $1.08M
GOOGL
Alphabet Inc.

Communication Services
167
+ 1.99%
$144.7 - $178.6 $24.2K - $29.8K
8.58K $1.51M
AMAT
Applied Materials Inc

Technology
499
+ 31.38%
$126.95 - $183.52 $63.3K - $91.6K
2.09K $382K
SCHW
Schwab Charles Corp

Financial Services
443
+ 5.17%
$69.06 - $91.24 $30.6K - $40.4K
9.01K $822K
IVV
Ishares Core S&P 500 ETF

ETFs
26
+ 1.33%
$498.8 - $620.9 $13K - $16.1K
1.98K $1.23M
PM
Philip Morris International Inc.

Consumer Defensive
116
+ 2.48%
$149.23 - $184.95 $17.3K - $21.5K
4.79K $872K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
52
+ 3.34%
$141.37 - $228.57 $7.35K - $11.9K
1.61K $364K
BA
Boeing CO

Industrials
3
+ 0.14%
$136.59 - $217.51 $410 - $653
2.22K $464K
DIS
Walt Disney CO

Communication Services
19
+ 0.61%
$81.72 - $124.01 $1.55K - $2.36K
3.14K $389K
WFC
Wells Fargo & Company

Financial Services
306
+ 4.74%
$60.98 - $80.12 $18.7K - $24.5K
6.76K $541K
GOOG
Alphabet Inc.

Communication Services
21
+ 0.62%
$146.58 - $180.01 $3.08K - $3.78K
3.4K $602K
ADI
Analog Devices Inc

Technology
87
+ 6.21%
$164.6 - $238.02 $14.3K - $20.7K
1.49K $353K
HEI
Heico Corp

Industrials
25
+ 2.56%
$236.44 - $328.0 $5.91K - $8.2K
1K $328K
IVW
Ishares S&P 500 Growth ETF

ETFs
22
+ 0.7%
$82.96 - $110.1 $1.83K - $2.42K
3.16K $348K
VO
Vanguard Mid Cap ETF

ETFs
19
+ 0.82%
$228.54 - $279.83 $4.34K - $5.32K
2.34K $654K
NVS
Novartis Ag

Healthcare
75
+ 1.68%
$101.96 - $121.01 $7.65K - $9.08K
4.53K $547K
MCK
Mckesson Corp

Healthcare
24
+ 4.57%
$652.83 - $732.78 $15.7K - $17.6K
549 $402K
UL
Unilever PLC

Consumer Defensive
625
+ 9.55%
$57.9 - $65.43 $36.2K - $40.9K
7.17K $438K
BK
Bank Of New York Mellon Corp

Financial Services
112
+ 2.25%
$73.31 - $91.62 $8.21K - $10.3K
5.09K $464K
GD
General Dynamics Corp

Industrials
70
+ 6.07%
$247.68 - $291.66 $17.3K - $20.4K
1.22K $356K
MDT
Medtronic PLC

Healthcare
606
+ 14.24%
$80.68 - $88.86 $48.9K - $53.8K
4.86K $423K
BAC
Bank Of America Corp

Financial Services
10
+ 0.15%
$34.39 - $47.46 $344 - $475
6.78K $320K
TDG
Trans Digm Group Inc

Industrials
6
+ 3.45%
$1231.75 - $1520.64 $7.39K - $9.12K
180 $273K
V
Visa Inc.

Financial Services
46
+ 1.67%
$308.27 - $373.31 $14.2K - $17.2K
2.81K $995K
VIG
Vanguard Dividend Appreciation

ETFs
138
+ 2.48%
N/A
5.7K $1.04M
MA
Mastercard Inc

Financial Services
15
+ 2.1%
$479.92 - $590.74 $7.2K - $8.86K
729 $409K
CRM
Salesforce, Inc.

Technology
14
+ 1.42%
$236.26 - $291.15 $3.31K - $4.08K
997 $271K
VFMV
Vanguard Wellington Fd

ETFs
1
+ 0.06%
$114.53 - $128.23 $115 - $128
1.75K $224K
SCHP
Schwab Strategic Us Tips ETF

ETFs
67
+ 0.86%
$26.18 - $26.93 $1.75K - $1.8K
7.87K $209K
IQV
Iqvia Holdings Inc.

Healthcare
166
+ 12.4%
$137.0 - $174.37 $22.7K - $28.9K
1.51K $237K
ABC
Amerisourcebergen Corp

Healthcare
7
+ 0.87%
N/A
814 $150K
Vanguard Malvern Fds
6.38K
+ 8.26%
N/A
83.6K $0
CHKP
Check Point Software Technologies LTD

Technology
17
+ 1.36%
$204.26 - $233.47 $3.47K - $3.97K
1.27K $280K
ROP
Roper Technologies Inc

Industrials
2
+ 0.44%
$519.19 - $590.78 $1.04K - $1.18K
454 $257K
PEP
Pepsico Inc

Consumer Defensive
125
+ 6.9%
$128.02 - $151.37 $16K - $18.9K
1.94K $255K
SNY
Sanofi

Healthcare
337
+ 7.08%
$47.62 - $55.44 $16K - $18.7K
5.1K $246K
ELV
Elevance Health, Inc.

Healthcare
82
+ 6.92%
$372.27 - $452.69 $30.5K - $37.1K
1.27K $492K
KMX
Carmax Inc

Consumer Cyclical
226
+ 5.22%
$62.27 - $82.77 $14.1K - $18.7K
4.56K $306K
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 2
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