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

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

  • $471 Million
  • Q1 2025

Leonard Rickey Investment Advisors P.L.L.C. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $471 Million distributed in 107 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 $71.6M, Schwab Fundamental U S Large C with a value of $33.4M, Dimensional ETF Tr U S Core Eq with a value of $30.6M, Vanguard Total Stock Market Et with a value of $30.5M, and Vanguard Ftse All World Ex Us with a value of $29.1M.

Examining the 13F form we can see an increase of $37.8M in the current position value, from $434M to 471M.

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 $471 Million
ETFs: $426 Million
Technology: $11.5 Million
Financial Services: $7.45 Million
Consumer Cyclical: $7.39 Million
Consumer Defensive: $4.23 Million
Healthcare: $4.09 Million
Communication Services: $3.83 Million
Energy: $1.9 Million
Other: $1.7 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $471 Million
  • Prior Value $434 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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