Leonard Rickey Investment Advisors P.L.L.C. Sells in Q3 2025

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

  • $523 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-52.3K
- 39.72%
$45.6 - $46.92 $2.38M - $2.45M
79.3K $3.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-32.3K
- 21.71%
$48.5 - $50.19 $1.57M - $1.62M
116K $5.83M
MUB
Ishares National Muni Bond ETF

ETFs
-4.24K
- 3.86%
$103.24 - $106.68 $438K - $453K
106K $11.3M
CMCSA
Comcast Corp

Communication Services
-1.39K
- 16.24%
$31.41 - $36.33 $43.8K - $50.6K
7.19K $225K
SBUX
Starbucks Corp

Consumer Cyclical
-23
- 0.42%
$81.9 - $96.86 $1.88K - $2.23K
5.5K $465K
DRI
Darden Restaurants Inc

Consumer Cyclical
-7
- 0.64%
$184.73 - $220.27 $1.29K - $1.54K
1.08K $206K
EBAY
Ebay Inc

Consumer Cyclical
-733
- 21.85%
$75.33 - $100.77 $55.2K - $73.9K
2.62K $238K
LLY
Eli Lilly & CO

Healthcare
-5
- 1.42%
$625.65 - $812.69 $3.13K - $4.06K
347 $264K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-631
- 10.23%
$42.04 - $45.23 $26.5K - $28.5K
5.54K $250K
BAC
Bank Of America Corp

Financial Services
-681
- 10.04%
$44.92 - $52.42 $30.6K - $35.7K
6.1K $314K
MA
Mastercard Inc

Financial Services
-13
- 1.78%
$550.18 - $598.96 $7.15K - $7.79K
716 $407K
XOM
Exxon Mobil Corp

Energy
-406
- 4.11%
$105.83 - $117.22 $43K - $47.6K
9.48K $1.07M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-90
- 0.92%
$71.6 - $76.11 $6.44K - $6.85K
9.71K $735K
ORCL
Oracle Corp

Technology
-885
- 21.68%
$218.96 - $328.33 $194K - $291K
3.2K $899K
CVX
Chevron Corp

Energy
-48
- 3.23%
$145.57 - $161.83 $6.99K - $7.77K
1.44K $223K
PEP
Pepsico Inc

Consumer Defensive
-39
- 2.01%
$133.81 - $152.16 $5.22K - $5.93K
1.9K $266K
VO
Vanguard Mid Cap ETF

ETFs
-66
- 2.82%
$279.83 - $293.74 $18.5K - $19.4K
2.27K $667K
MPC
Marathon Petroleum Corp

Energy
-87
- 5.7%
$158.59 - $198.69 $13.8K - $17.3K
1.44K $277K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-52
- 1.66%
$135.0 - $146.02 $7.02K - $7.59K
3.08K $448K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-46
- 1.4%
$115.96 - $125.95 $5.33K - $5.79K
3.25K $408K
VXF
Vanguard Extended Market ETF

ETFs
-199
- 4.42%
$193.58 - $213.07 $38.5K - $42.4K
4.3K $900K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-64
- 1.52%
$108.46 - $120.63 $6.94K - $7.72K
4.15K $493K
IVV
Ishares Core S&P 500 ETF

ETFs
-51
- 2.58%
$620.67 - $670.08 $31.7K - $34.2K
1.93K $1.29M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-15
- 0.33%
$148.97 - $165.88 $2.23K - $2.49K
4.53K $745K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-989
- 2.9%
$94.17 - $99.95 $93.1K - $98.9K
33.1K $3.31M
VTV
Vanguard Value ETF

ETFs
-77
- 0.75%
$175.51 - $186.57 $13.5K - $14.4K
10.2K $1.89M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11
- 0.5%
$420.11 - $472.68 $4.62K - $5.2K
2.21K $1.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-78
- 2.3%
$567.77 - $614.76 $44.3K - $48K
3.31K $2.03M
JPM
Jpmorgan Chase & CO

Financial Services
-7
- 0.15%
$282.78 - $316.06 $1.98K - $2.21K
4.7K $1.48M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-111
- 0.71%
$109.47 - $119.06 $12.2K - $13.2K
15.6K $1.84M
TSLA
Tesla, Inc.

Consumer Cyclical
-70
- 3.4%
$293.94 - $444.72 $20.6K - $31.1K
1.99K $883K
IXUS
Ishares Tr

ETFs
-4
- 0.01%
$76.35 - $82.58 $305 - $330
47.7K $3.94M
FNDB
Schwab Fundamental U S Broad M

ETFs
-1.89K
- 1.05%
$23.83 - $25.77 $45.1K - $48.8K
178K $4.57M
VT
Vanguard Total World Stk Index

ETFs
-260
- 0.68%
$128.41 - $138.03 $33.4K - $35.9K
37.7K $5.2M
GOOGL
Alphabet Inc.

Communication Services
-123
- 1.43%
$174.36 - $254.72 $21.4K - $31.3K
8.45K $2.06M
MU
Micron Technology Inc

Technology
-7
- 0.05%
$104.88 - $168.89 $734 - $1.18K
13.8K $2.31M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-21.6K
- 2.3%
$36.04 - $38.78 $779K - $838K
919K $35.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.63K
- 0.55%
$66.38 - $71.68 $175K - $189K
475K $33.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-23.3K
- 2.0%
$62.09 - $66.51 $1.45M - $1.55M
1.14M $74.3M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.42K
- 0.37%
$24.38 - $26.34 $132K - $143K
1.44M $38M
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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