Leonard Rickey Investment Advisors P.L.L.C. Reduced Holdings in Q1 2025

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

  • $471 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-52.5K
- 16.37%
$71.17 - $73.66 $3.74M - $3.87M
268K $19.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-32.8K
- 12.11%
$49.25 - $50.66 $1.62M - $1.66M
238K $11.8M
MUB
Ishares National Muni Bond ETF

ETFs
-8.44K
- 4.3%
$104.71 - $107.69 $883K - $909K
188K $19.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-339
- 1.61%
$190.26 - $242.06 $64.5K - $82.1K
20.7K $3.93M
MSFT
Microsoft Corp

Technology
-234
- 1.85%
$375.39 - $447.2 $87.8K - $105K
12.4K $4.67M
AAPL
Apple Inc.

Technology
-507
- 4.65%
$209.68 - $247.1 $106K - $125K
10.4K $2.31M
TSLA
Tesla, Inc.

Consumer Cyclical
-21
- 0.98%
$222.15 - $428.22 $4.67K - $8.99K
2.12K $549K
GOOGL
Alphabet Inc.

Communication Services
-15
- 0.18%
$154.33 - $206.19 $2.31K - $3.09K
8.41K $1.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-400
- 15.27%
$551.42 - $612.93 $221K - $245K
2.22K $1.24M
ORCL
Oracle Corp

Technology
-1.02K
- 20.33%
$139.81 - $186.47 $143K - $191K
4.01K $560K
COST
Costco Wholesale Corp

Consumer Defensive
-313
- 10.29%
$890.62 - $1076.86 $279K - $337K
2.73K $2.58M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-18.4K
- 6.88%
$58.01 - $64.46 $1.07M - $1.18M
248K $15.5M
VT
Vanguard Total World Stk Index

ETFs
-1.04K
- 2.64%
$115.08 - $123.97 $120K - $129K
38.5K $4.46M
AVGO
Broadcom Inc.

Technology
-84
- 3.24%
$167.43 - $244.7 $14.1K - $20.6K
2.51K $419K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-371
- 19.22%
$165.25 - $224.62 $61.3K - $83.3K
1.56K $258K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-660
- 13.44%
$102.49 - $119.96 $67.6K - $79.2K
4.25K $442K
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.06K
- 1.12%
$22.52 - $24.48 $46.5K - $50.5K
183K $4.18M
GOOG
Alphabet Inc.

Communication Services
-6
- 0.18%
$156.06 - $207.71 $936 - $1.25K
3.38K $527K
META
Meta Platforms, Inc.

Communication Services
-132
- 5.22%
$576.36 - $736.67 $76.1K - $97.2K
2.4K $1.38M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-704
- 1.96%
$90.0 - $96.32 $63.4K - $67.8K
35.2K $3.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-33
- 1.46%
$360.07 - $417.26 $11.9K - $13.8K
2.23K $804K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-310
- 6.21%
$126.86 - $146.45 $39.3K - $45.4K
4.69K $595K
IVV
Ishares Core S&P 500 ETF

ETFs
-41
- 2.06%
$554.06 - $615.85 $22.7K - $25.2K
1.95K $1.09M
SCHW
Schwab Charles Corp

Financial Services
-1.63K
- 15.95%
$71.24 - $83.64 $116K - $136K
8.57K $670K
SBUX
Starbucks Corp

Consumer Cyclical
-1.31K
- 18.85%
$91.75 - $115.81 $120K - $151K
5.62K $551K
CRM
Salesforce, Inc.

Technology
-23
- 2.29%
$268.36 - $359.95 $6.17K - $8.28K
983 $263K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-368
- 10.14%
$120.29 - $134.6 $44.3K - $49.5K
3.26K $395K
JPM
Jpmorgan Chase & CO

Financial Services
-318
- 6.25%
$225.19 - $279.95 $71.6K - $89K
4.77K $1.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
-200
- 5.98%
$92.45 - $106.69 $18.5K - $21.3K
3.14K $290K
IQV
Iqvia Holdings Inc.

Healthcare
-115
- 7.91%
$176.3 - $209.96 $20.3K - $24.1K
1.34K $236K
ABC
Amerisourcebergen Corp

Healthcare
-252
- 23.8%
N/A
807 $149K
WMT
Walmart Inc.

Consumer Defensive
-372
- 11.58%
$84.5 - $105.05 $31.4K - $39.1K
2.84K $249K
BAC
Bank Of America Corp

Financial Services
-573
- 7.8%
$39.61 - $47.74 $22.7K - $27.4K
6.77K $282K
PEP
Pepsico Inc

Consumer Defensive
-155
- 7.88%
$142.64 - $156.42 $22.1K - $24.2K
1.81K $271K
VO
Vanguard Mid Cap ETF

ETFs
-7
- 0.3%
$251.87 - $277.95 $1.76K - $1.95K
2.32K $596K
BA
Boeing CO

Industrials
-22
- 0.98%
$148.15 - $186.25 $3.26K - $4.1K
2.21K $377K
V
Visa Inc.

Financial Services
-340
- 10.97%
$306.92 - $362.71 $104K - $123K
2.76K $966K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-273
- 4.22%
$39.4 - $42.61 $10.8K - $11.6K
6.19K $247K
MA
Mastercard Inc

Financial Services
-50
- 6.54%
$504.67 - $576.31 $25.2K - $28.8K
714 $391K
CMCSA
Comcast Corp

Communication Services
-49
- 0.56%
$33.19 - $38.23 $1.63K - $1.87K
8.71K $321K
VTV
Vanguard Value ETF

ETFs
-113
- 1.07%
$167.73 - $179.21 $19K - $20.3K
10.4K $1.78M
FISV
Fiserv Inc

Technology
-22
- 2.1%
N/A
1.03K $128K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 2.02%
$461.52 - $548.18 $4.62K - $5.48K
486 $254K
LLY
Eli Lilly & CO

Healthcare
-10
- 2.72%
$725.72 - $929.72 $7.26K - $9.3K
358 $295K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-82
- 0.43%
$45.92 - $47.58 $3.77K - $3.9K
18.8K $889K
EBAY
Ebay Inc

Consumer Cyclical
-188
- 4.07%
$61.61 - $70.93 $11.6K - $13.3K
4.44K $300K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-151
- 1.4%
$63.91 - $70.19 $9.65K - $10.6K
10.7K $720K
RTX
Raytheon Technologies Corp

Industrials
-33
- 1.78%
$114.1 - $135.66 $3.77K - $4.48K
1.82K $241K
CVX
Chevron Corp

Energy
-14
- 0.92%
$146.71 - $167.97 $2.05K - $2.35K
1.5K $250K
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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