Leonard Rickey Investment Advisors P.L.L.C. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $433 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $74.7M, Schwab Fundamental U S Large C with a value of $32.7M, Vanguard Ftse All World Ex Us with a value of $30.4M, Vanguard Total Stock Market Et with a value of $27.5M, and Vanguard Sht Trm Inflt Prot Fd with a value of $23.7M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $407M to 433M.
Below you can find more details about Leonard Rickey Investment Advisors P.L.L.C. portfolio as well as his latest detailed transactions.
Portfolio value
$433 Million
ETFs: $387 Million
Technology: $13.1 Million
Consumer Cyclical: $7.05 Million
Financial Services: $6.67 Million
Healthcare: $4.34 Million
Consumer Defensive: $4.27 Million
Communication Services: $3.91 Million
Energy: $2 Million
Other: $1.82 Million
Stock Holdings Table Market Cap. of $200 Billions or more
