Leonard Rickey Investment Advisors P.L.L.C. Reduced Holdings in Q2 2025

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

  • $494 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-77.9K
- 41.48%
$102.31 - $105.8 $7.97M - $8.24M
110K $11.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-161K
- 55.07%
$45.12 - $46.23 $7.28M - $7.46M
132K $6.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-89.4K
- 37.53%
$48.13 - $49.85 $4.3M - $4.46M
149K $7.3M
AAPL
Apple Inc.

Technology
-23
- 0.22%
$172.42 - $223.89 $3.97K - $5.15K
10.4K $2.13M
EUSB
Ishares Tr Esg Advanced Total

Technology
-3.72K
- 7.67%
$42.54 - $43.56 $158K - $162K
44.7K $1.95M
ABBV
Abb Vie Inc.

Healthcare
-231
- 10.1%
$170.16 - $206.27 $39.3K - $47.6K
2.06K $381K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.71K
- 7.44%
$24.66 - $25.17 $91.5K - $93.4K
46.2K $1.16M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.54K
- 8.2%
$46.41 - $47.7 $71.5K - $73.5K
17.2K $819K
EBAY
Ebay Inc

Consumer Cyclical
-1.08K
- 24.39%
$59.52 - $79.36 $64.4K - $85.9K
3.35K $249K
SBUX
Starbucks Corp

Consumer Cyclical
-97
- 1.72%
$79.69 - $99.41 $7.73K - $9.64K
5.53K $506K
JNJ
Johnson & Johnson

Healthcare
-65
- 4.08%
$146.36 - $159.82 $9.51K - $10.4K
1.53K $233K
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.47%
$285.55 - $321.23 $1.71K - $1.93K
1.27K $369K
LLY
Eli Lilly & CO

Healthcare
-6
- 1.68%
$713.71 - $898.95 $4.28K - $5.39K
352 $274K
CMCSA
Comcast Corp

Communication Services
-132
- 1.52%
$32.84 - $36.72 $4.33K - $4.85K
8.58K $306K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-51
- 0.76%
$96.84 - $99.46 $4.94K - $5.07K
6.64K $658K
DRI
Darden Restaurants Inc

Consumer Cyclical
-48
- 4.21%
$186.58 - $225.78 $8.96K - $10.8K
1.09K $237K
RTX
Raytheon Technologies Corp

Industrials
-117
- 6.43%
$113.75 - $148.48 $13.3K - $17.4K
1.7K $248K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-855
- 8.03%
$59.98 - $74.92 $51.3K - $64.1K
9.8K $729K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.08K
- 3.07%
$81.46 - $94.63 $88.1K - $102K
34.1K $3.23M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-23
- 0.37%
$35.77 - $42.27 $823 - $972
6.17K $260K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-35
- 0.82%
$90.56 - $109.49 $3.17K - $3.83K
4.22K $460K
VTV
Vanguard Value ETF

ETFs
-202
- 1.93%
$153.67 - $176.74 $31K - $35.7K
10.2K $1.81M
WMT
Walmart Inc.

Consumer Defensive
-25
- 0.88%
$81.79 - $99.98 $2.04K - $2.5K
2.82K $275K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.67K
- 9.65%
$86.93 - $109.64 $146K - $184K
15.7K $1.72M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-127
- 3.89%
$108.12 - $135.04 $13.7K - $17.2K
3.13K $423K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-25
- 0.33%
$36.23 - $44.97 $906 - $1.12K
7.56K $339K
VXF
Vanguard Extended Market ETF

ETFs
-166
- 3.56%
$150.43 - $192.71 $25K - $32K
4.5K $867K
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 1.47%
$908.13 - $1056.85 $36.3K - $42.3K
2.69K $2.66M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-137
- 2.92%
$113.67 - $150.4 $15.6K - $20.6K
4.55K $684K
TSLA
Tesla, Inc.

Consumer Cyclical
-62
- 2.93%
$221.86 - $362.89 $13.8K - $22.5K
2.06K $653K
FNDB
Schwab Fundamental U S Broad M

ETFs
-3.49K
- 1.91%
$20.36 - $23.98 $71.1K - $83.7K
179K $4.3M
VEA
Vanguard Ftse Developed Market

ETFs
-428
- 1.68%
$45.65 - $57.01 $19.5K - $24.4K
25.1K $1.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.36%
$496.48 - $617.85 $3.97K - $4.94K
2.21K $1.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11
- 0.49%
$320.42 - $424.58 $3.52K - $4.67K
2.22K $935K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-46
- 1.34%
$456.74 - $568.03 $21K - $26.1K
3.39K $1.92M
JPM
Jpmorgan Chase & CO

Financial Services
-65
- 1.36%
$210.28 - $289.91 $13.7K - $18.8K
4.7K $1.36M
IAU
Ishares Gold Trust

ETFs
-10.6K
- 4.05%
$56.1 - $64.74 $597K - $689K
252K $15.7M
AVGO
Broadcom Inc.

Technology
-136
- 5.43%
$146.29 - $275.65 $19.9K - $37.5K
2.37K $653K
IXUS
Ishares Tr

ETFs
-202
- 0.42%
$62.37 - $77.63 $12.6K - $15.7K
47.7K $3.69M
NVDA
Nvidia Corp

Technology
-186
- 2.27%
$94.31 - $157.99 $17.5K - $29.4K
8.03K $1.27M
CGGO
Capital Group Global Growth Eq

ETFs
-424
- 0.37%
$25.31 - $32.17 $10.7K - $13.6K
115K $3.66M
VT
Vanguard Total World Stk Index

ETFs
-501
- 1.3%
$103.16 - $128.52 $51.7K - $64.4K
38K $4.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-68.2K
- 5.55%
$51.16 - $62.02 $3.49M - $4.23M
1.16M $72.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-83
- 0.4%
$167.32 - $223.3 $13.9K - $18.5K
20.6K $4.52M
VEU
Vanguard Ftse All World Ex Us

ETFs
-450
- 0.09%
$54.19 - $67.22 $24.4K - $30.2K
477K $32.1M
VTI
Vanguard Total Stock Market Et

ETFs
-577
- 0.52%
$243.75 - $303.93 $141K - $175K
111K $33.8M
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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