Leonard Rickey Investment Advisors P.L.L.C. Portfolio Holdings
Leonard Rickey Investment Advisors P.L.L.C.
- $407 Million
- Q2 2024
Leonard Rickey Investment Advisors P.L.L.C. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $407 Million distributed in 110 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 $69.9M, Schwab Fundamental U S Large C with a value of $30.2M, Vanguard Ftse All World Ex Us with a value of $28.5M, Vanguard Total Stock Market Et with a value of $25.2M, and Vanguard Sht Trm Inflt Prot Fd with a value of $22.8M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $387M to 407M.
Below you can find more details about Leonard Rickey Investment Advisors P.L.L.C. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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