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

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

  • $434 Million
  • Q4 2024

Leonard Rickey Investment Advisors P.L.L.C. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $434 Million distributed in 108 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 $75.7M, Schwab Fundamental U S Large C with a value of $32.9M, Vanguard Total Stock Market Et with a value of $31.8M, Vanguard Ftse All World Ex Us with a value of $28.3M, and Vanguard Sht Trm Inflt Prot Fd with a value of $23.8M.

Examining the 13F form we can see an increase of $421K in the current position value, from $433M to 434M.

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 $434 Million
ETFs: $386 Million
Technology: $13.5 Million
Consumer Cyclical: $8.21 Million
Financial Services: $7.25 Million
Communication Services: $4.38 Million
Consumer Defensive: $4.28 Million
Healthcare: $3.82 Million
Energy: $1.88 Million
Other: $1.56 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $434 Million
  • Prior Value $433 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

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

Follow Leonard Rickey Investment Advisors P.L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leonard Rickey Investment Advisors P.L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Leonard Rickey Investment Advisors P.L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email