Leonard Rickey Investment Advisors P.L.L.C. Portfolio Holdings
Leonard Rickey Investment Advisors P.L.L.C.
- $433 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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