Leonard Rickey Investment Advisors P.L.L.C. Incresed Positions in Q3 2025

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

  • $523 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.13K
+ 1.01%
$303.93 - $329.86 $342K - $371K
112K $36.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
28.2K
+ 36.29%
$100.37 - $100.74 $2.83M - $2.84M
106K $10.7M
IAU
Ishares Gold Trust

ETFs
824
+ 0.33%
$61.62 - $72.77 $50.8K - $60K
253K $18.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.5K
+ 4.75%
$68.24 - $73.73 $919K - $993K
297K $21.8M
VUG
Vanguard Growth ETF

ETFs
7
+ 0.02%
$433.97 - $484.08 $3.04K - $3.39K
42.8K $20.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
25.9K
+ 4.47%
$49.78 - $50.75 $1.29M - $1.31M
604K $30.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.91K
+ 0.39%
$29.55 - $32.52 $56.3K - $62K
495K $15.9M
MSFT
Microsoft Corp

Technology
1.59K
+ 12.21%
$491.09 - $535.64 $781K - $852K
14.6K $7.57M
AAPL
Apple Inc.

Technology
398
+ 3.84%
$202.38 - $256.87 $80.5K - $102K
10.8K $2.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.98K
+ 1.08%
$78.96 - $80.04 $314K - $318K
372K $29.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.62K
+ 0.92%
$92.18 - $95.14 $150K - $155K
179K $17M
CGGO
Capital Group Global Growth Eq

ETFs
148
+ 0.13%
$31.71 - $34.17 $4.69K - $5.06K
115K $3.92M
NVDA
Nvidia Corp

Technology
122
+ 1.52%
$153.3 - $186.58 $18.7K - $22.8K
8.15K $1.52M
GOOG
Alphabet Inc.

Communication Services
30
+ 0.88%
$175.16 - $255.24 $5.25K - $7.66K
3.43K $834K
AVGO
Broadcom Inc.

Technology
234
+ 9.88%
$264.74 - $369.57 $61.9K - $86.5K
2.6K $858K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
166
+ 2.81%
$459.11 - $506.91 $76.2K - $84.1K
6.08K $3.06M
BDX
Becton Dickinson & CO

Healthcare
641
+ 32.75%
$172.41 - $199.66 $111K - $128K
2.6K $486K
COST
Costco Wholesale Corp

Consumer Defensive
332
+ 12.35%
$915.95 - $994.57 $304K - $330K
3.02K $2.8M
AMAT
Applied Materials Inc

Technology
397
+ 19.0%
$156.25 - $204.95 $62K - $81.4K
2.49K $508K
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 0.68%
$617.65 - $666.84 $9.26K - $10K
2.23K $1.48M
BK
Bank Of New York Mellon Corp

Financial Services
98
+ 1.92%
$90.65 - $109.75 $8.88K - $10.8K
5.19K $565K
GD
General Dynamics Corp

Industrials
112
+ 9.16%
$293.92 - $341.0 $32.9K - $38.2K
1.34K $455K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
41
+ 2.55%
$224.68 - $282.71 $9.21K - $11.6K
1.65K $461K
IQV
Iqvia Holdings Inc.

Healthcare
251
+ 16.68%
$157.68 - $200.82 $39.6K - $50.4K
1.76K $333K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.1%
$184.85 - $231.54 $370 - $463
2.06K $476K
SCHW
Schwab Charles Corp

Financial Services
525
+ 5.83%
$91.03 - $98.69 $47.8K - $51.8K
9.54K $910K
JNJ
Johnson & Johnson

Healthcare
103
+ 6.75%
$155.17 - $185.42 $16K - $19.1K
1.63K $302K
NVS
Novartis Ag

Healthcare
238
+ 5.26%
$113.5 - $129.73 $27K - $30.9K
4.77K $611K
WMT
Walmart Inc.

Consumer Defensive
444
+ 15.77%
$94.4 - $104.27 $41.9K - $46.3K
3.26K $335K
WFC
Wells Fargo & Company

Financial Services
378
+ 5.59%
$77.05 - $85.16 $29.1K - $32.2K
7.14K $598K
MDT
Medtronic PLC

Healthcare
161
+ 3.31%
$87.67 - $95.74 $14.1K - $15.4K
5.02K $478K
MCK
Mckesson Corp

Healthcare
40
+ 7.29%
$659.01 - $772.54 $26.4K - $30.9K
589 $455K
COP
Conocophillips

Energy
250
+ 4.93%
$91.0 - $98.99 $22.8K - $24.7K
5.32K $503K
RTX
Raytheon Technologies Corp

Industrials
49
+ 2.88%
$144.19 - $167.33 $7.07K - $8.2K
1.75K $293K
ADI
Analog Devices Inc

Technology
106
+ 7.13%
$220.68 - $255.63 $23.4K - $27.1K
1.59K $391K
BA
Boeing CO

Industrials
74
+ 3.34%
$209.79 - $237.38 $15.5K - $17.6K
2.29K $494K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
412
+ 2.39%
$46.86 - $48.27 $19.3K - $19.9K
17.7K $848K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
920
+ 1.99%
$25.0 - $25.33 $23K - $23.3K
47.1K $1.19M
EUSB
Ishares Tr Esg Advanced Total

Technology
291
+ 0.65%
$42.97 - $44.2 $12.5K - $12.9K
45K $1.98M
SCHP
Schwab Strategic Us Tips ETF

ETFs
895
+ 11.38%
$26.44 - $27.1 $23.7K - $24.3K
8.76K $236K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
11
+ 0.15%
$44.92 - $48.31 $494 - $531
7.57K $365K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.79%
$291.67 - $316.99 $2.92K - $3.17K
1.28K $387K
UL
Unilever PLC

Consumer Defensive
444
+ 6.2%
$58.43 - $65.01 $25.9K - $28.9K
7.61K $451K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47
+ 0.71%
$97.75 - $100.75 $4.59K - $4.74K
6.69K $670K
ADSK
Autodesk, Inc.

Technology
48
+ 6.34%
N/A
805 $197K
AMZN
Amazon Com Inc

Consumer Cyclical
23
+ 0.11%
$211.65 - $238.24 $4.87K - $5.48K
20.6K $4.53M
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 0.54%
N/A
5.73K $1.04M
SNY
Sanofi

Healthcare
238
+ 4.67%
$45.07 - $51.35 $10.7K - $12.2K
5.33K $251K
ABC
Amerisourcebergen Corp

Healthcare
20
+ 2.46%
N/A
834 $154K
Activity Summary
Buys All Purchases 72 New Holdings 6 Increased Positions 66 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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