Leonard Rickey Investment Advisors P.L.L.C. Sells in Q4 2024

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

  • $434 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-53.6K
- 16.52%
$49.79 - $51.14 $2.67M - $2.74M
271K $13.6M
MU
Micron Technology Inc

Technology
-80
- 0.58%
$84.16 - $113.41 $6.73K - $9.07K
13.8K $1.16M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-511
- 1.4%
$91.94 - $100.02 $47K - $51.1K
35.9K $3.32M
MSFT
Microsoft Corp

Technology
-34
- 0.27%
$406.35 - $454.46 $13.8K - $15.5K
12.7K $5.35M
VT
Vanguard Total World Stk Index

ETFs
-204
- 0.51%
$117.09 - $123.07 $23.9K - $25.1K
39.5K $4.64M
EUSB
Ishares Tr Esg Advanced Total

Technology
-449
- 0.92%
$42.39 - $44.29 $19K - $19.9K
48.4K $2.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-61
- 0.98%
$442.29 - $483.08 $27K - $29.5K
6.14K $2.78M
SNY
Sanofi

Healthcare
-178
- 3.64%
$45.89 - $57.31 $8.17K - $10.2K
4.71K $227K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-970
- 5.98%
$100.18 - $109.1 $97.2K - $106K
15.2K $1.6M
DHR
Danaher Corp

Healthcare
-5
- 0.56%
$226.16 - $274.52 $1.13K - $1.37K
887 $203K
TDG
Trans Digm Group Inc

Industrials
-4
- 2.25%
$1239.0 - $1442.53 $4.96K - $5.77K
174 $220K
BDX
Becton Dickinson & CO

Healthcare
-56
- 4.04%
$220.02 - $243.75 $12.3K - $13.7K
1.33K $301K
VO
Vanguard Mid Cap ETF

ETFs
-51
- 2.14%
$261.5 - $284.63 $13.3K - $14.5K
2.33K $614K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-39
- 0.79%
$113.92 - $127.38 $4.44K - $4.97K
4.91K $565K
CHKP
Check Point Software Technologies LTD

Technology
-21
- 1.52%
$170.18 - $209.01 $3.57K - $4.39K
1.36K $253K
VFMV
Vanguard Wellington Fd

ETFs
-43
- 2.4%
$120.0 - $127.93 $5.16K - $5.5K
1.75K $210K
CVX
Chevron Corp

Energy
-22
- 1.43%
$141.15 - $162.53 $3.11K - $3.58K
1.51K $219K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-228
- 2.94%
$41.16 - $44.07 $9.38K - $10K
7.53K $316K
ABC
Amerisourcebergen Corp

Healthcare
-17
- 1.58%
N/A
1.06K $196K
VIG
Vanguard Dividend Appreciation

ETFs
-9
- 0.16%
N/A
5.54K $1.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-37
- 1.82%
$570.51 - $610.59 $21.1K - $22.6K
1.99K $1.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-5
- 0.15%
$107.41 - $115.71 $537 - $579
3.27K $360K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-122
- 5.12%
$370.24 - $418.94 $45.2K - $51.1K
2.26K $908K
MA
Mastercard Inc

Financial Services
-12
- 1.55%
$491.3 - $536.15 $5.9K - $6.43K
764 $402K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1
- 0.03%
$94.43 - $105.47 $94.4 - $105
3.34K $339K
VXF
Vanguard Extended Market ETF

ETFs
-85
- 1.83%
$179.17 - $207.15 $15.2K - $17.6K
4.55K $864K
WMT
Walmart Inc.

Consumer Defensive
-94
- 2.84%
$79.1 - $95.7 $7.44K - $9K
3.21K $290K
BA
Boeing CO

Industrials
-157
- 6.56%
$138.14 - $180.72 $21.7K - $28.4K
2.24K $395K
COST
Costco Wholesale Corp

Consumer Defensive
-66
- 2.12%
$873.59 - $994.69 $57.7K - $65.6K
3.04K $2.79M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-65
- 3.26%
$172.07 - $207.36 $11.2K - $13.5K
1.93K $381K
GOOG
Alphabet Inc.

Communication Services
-20
- 0.59%
$163.08 - $198.16 $3.26K - $3.96K
3.38K $644K
WFC
Wells Fargo & Company

Financial Services
-116
- 1.89%
$54.98 - $77.35 $6.38K - $8.97K
6.03K $423K
AAPL
Apple Inc.

Technology
-283
- 2.53%
$221.69 - $259.02 $62.7K - $73.3K
10.9K $2.73M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 2.63%
$4100.99 - $5300.34 $24.6K - $31.8K
222 $1.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-128
- 5.64%
$213.65 - $479.86 $27.3K - $61.4K
2.14K $864K
Activity Summary
Buys All Purchases 68 New Holdings 3 Increased Positions 65 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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