Leonard Rickey Investment Advisors P.L.L.C. Incresed Positions in Q3 2024

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

  • $433 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.86K
+ 0.41%
$57.32 - $62.65 $279K - $304K
1.2M $74.7M
FNDX
Schwab Fundamental U S Large C

ETFs
5.1K
+ 1.13%
$65.36 - $71.76 $334K - $366K
455K $32.7M
VTI
Vanguard Total Stock Market Et

ETFs
2.9K
+ 3.08%
$255.18 - $283.2 $740K - $821K
97K $27.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.38K
+ 3.13%
$71.45 - $75.64 $670K - $710K
309K $23.2M
IAU
Ishares Gold Trust

ETFs
40
+ 0.02%
$44.06 - $50.5 $1.76K - $2.02K
244K $12.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.3K
+ 1.32%
$58.03 - $65.37 $191K - $216K
252K $16.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
177
+ 0.1%
$83.76 - $91.82 $14.8K - $16.3K
173K $15.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.5K
+ 2.15%
$76.94 - $79.54 $423K - $438K
261K $20.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.9K
+ 2.32%
$48.06 - $49.39 $524K - $539K
481K $23.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.66K
+ 2.86%
$44.83 - $47.42 $298K - $316K
239K $11.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.51K
+ 0.78%
$49.93 - $51.15 $125K - $128K
325K $16.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
+ 88.53%
$191.76 - $263.26 $204K - $280K
2.27K $593K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2K
+ 1.49%
$25.21 - $28.46 $50.3K - $56.8K
136K $3.83M
ORCL
Oracle Corp

Technology
107
+ 2.23%
$125.9 - $170.35 $13.5K - $18.2K
4.91K $836K
SBUX
Starbucks Corp

Consumer Cyclical
140
+ 2.06%
$72.51 - $98.6 $10.2K - $13.8K
6.93K $675K
PM
Philip Morris International Inc.

Consumer Defensive
213
+ 4.61%
$101.25 - $127.45 $21.6K - $27.1K
4.84K $587K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31
+ 0.93%
$475.2 - $527.7 $14.7K - $16.4K
3.36K $1.77M
CGGO
Capital Group Global Growth Eq

ETFs
1.44K
+ 2.02%
$27.25 - $30.52 $39.1K - $43.8K
72.4K $2.18M
UL
Unilever PLC

Consumer Defensive
237
+ 4.62%
$54.7 - $65.59 $13K - $15.5K
5.37K $348K
VXF
Vanguard Extended Market ETF

ETFs
24
+ 0.52%
$163.98 - $182.92 $3.94K - $4.39K
4.63K $843K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 1.97%
$245.82 - $304.51 $5.65K - $7K
1.19K $362K
CHKP
Check Point Software Technologies LTD

Technology
158
+ 12.95%
$165.0 - $195.47 $26.1K - $30.9K
1.38K $265K
COP
Conocophillips

Energy
863
+ 28.66%
$102.3 - $116.61 $88.3K - $101K
3.87K $407K
SNY
Sanofi

Healthcare
262
+ 5.66%
$48.54 - $58.53 $12.7K - $15.3K
4.89K $281K
EBAY
Ebay Inc

Consumer Cyclical
197
+ 5.25%
$52.61 - $65.44 $10.4K - $12.9K
3.95K $257K
CRM
Salesforce, Inc.

Technology
149
+ 19.15%
$238.42 - $276.53 $35.5K - $41.2K
927 $253K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.08%
$237.84 - $263.83 $476 - $528
2.38K $627K
WMT
Walmart Inc.

Consumer Defensive
109
+ 3.41%
$66.91 - $81.4 $7.29K - $8.87K
3.31K $266K
MA
Mastercard Inc

Financial Services
11
+ 1.44%
$429.6 - $500.99 $4.73K - $5.51K
776 $383K
IQV
Iqvia Holdings Inc.

Healthcare
42
+ 2.98%
$206.81 - $251.55 $8.69K - $10.6K
1.45K $343K
DHR
Danaher Corp

Healthcare
75
+ 9.18%
$239.25 - $280.76 $17.9K - $21.1K
892 $247K
TDG
Trans Digm Group Inc

Industrials
10
+ 5.95%
$1202.03 - $1427.41 $12K - $14.3K
178 $254K
AVGO
Broadcom Inc.

Technology
2.3K
+ 916.33%
$136.27 - $1745.86 $313K - $4.02M
2.55K $440K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
460
+ 6.3%
$37.39 - $41.59 $17.2K - $19.1K
7.76K $322K
KMX
Carmax Inc

Consumer Cyclical
150
+ 3.66%
$71.21 - $85.78 $10.7K - $12.9K
4.25K $329K
ITOT
Ishares Core S&P Total U.S. St

ETFs
38
+ 1.09%
$113.41 - $125.62 $4.31K - $4.77K
3.53K $442K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
30
+ 0.62%
$116.79 - $133.54 $3.5K - $4.01K
4.87K $641K
NVDA
Nvidia Corp

Technology
299
+ 5.23%
$98.91 - $134.91 $29.6K - $40.3K
6.02K $731K
BDX
Becton Dickinson & CO

Healthcare
56
+ 4.21%
$221.47 - $242.41 $12.4K - $13.6K
1.39K $334K
GD
General Dynamics Corp

Industrials
17
+ 1.53%
$279.51 - $308.09 $4.75K - $5.24K
1.13K $340K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
62
+ 3.21%
$147.95 - $191.05 $9.17K - $11.8K
2K $346K
ROP
Roper Technologies Inc

Industrials
23
+ 6.34%
$515.25 - $576.55 $11.9K - $13.3K
386 $214K
ADBE
Adobe Inc.

Technology
48
+ 11.79%
$508.13 - $586.55 $24.4K - $28.2K
455 $235K
ADI
Analog Devices Inc

Technology
20
+ 1.6%
$200.56 - $243.33 $4.01K - $4.87K
1.27K $292K
VIG
Vanguard Dividend Appreciation

ETFs
44
+ 0.8%
$182.15 - $182.15 $8.01K - $8.01K
5.55K $1.01M
ABC
Amerisourcebergen Corp

Healthcare
4
+ 0.37%
N/A
1.08K $199K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.5%
$158.61 - $180.75 $1.11K - $1.27K
1.4K $228K
ELV
Elevance Health, Inc.

Healthcare
11
+ 1.08%
$500.12 - $562.29 $5.5K - $6.19K
1.03K $533K
GOOG
Alphabet Inc.

Communication Services
197
+ 6.15%
$149.54 - $192.66 $29.5K - $38K
3.4K $568K
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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