Leonard Rickey Investment Advisors P.L.L.C. Portfolio Holdings
Leonard Rickey Investment Advisors P.L.L.C.
- $387 Million
- Q1 2024
Leonard Rickey Investment Advisors P.L.L.C. has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $387 Million distributed in 94 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 $71.4M, Schwab Fundamental U S Large C with a value of $29.8M, Vanguard Ftse All World Ex Us with a value of $28.5M, Vanguard Total Stock Market Et with a value of $22.4M, and Vanguard Sht Trm Inflt Prot Fd with a value of $21.8M.
Examining the 13F form we can see an increase of $49.6M in the current position value, from $338M to 387M.
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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