Schear Investment Advisers, LLC Incresed Positions in Q4 2024

Schear Investment Advisers, LLC

  • $181 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.6K
+ 129.62%
$521.84 - $558.82 $7.64M - $8.18M
25.9K $14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14.2K
+ 201.5%
$481.22 - $538.17 $6.83M - $7.64M
21.2K $10.9M
AVGO
Broadcom Inc.

Technology
2.3K
+ 5.99%
$159.67 - $250.0 $366K - $574K
40.6K $9.42M
NVDA
Nvidia Corp

Technology
3.63K
+ 3.32%
$117.0 - $148.88 $425K - $540K
113K $15.2M
GOOGL
Alphabet Inc.

Communication Services
2.32K
+ 6.86%
$161.86 - $196.66 $375K - $455K
36.1K $6.83M
MRVL
Marvell Technology, Inc.

Technology
1.5K
+ 5.63%
$70.31 - $124.78 $105K - $187K
28K $3.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.42K
+ 5.72%
$180.88 - $232.93 $257K - $331K
26.3K $5.76M
AAPL
Apple Inc.

Technology
1.36K
+ 4.35%
$221.69 - $259.02 $302K - $353K
32.7K $8.18M
MS
Morgan Stanley

Financial Services
3.02K
+ 27.97%
$104.42 - $134.99 $315K - $407K
13.8K $1.74M
CRWD
Crowd Strike Holdings, Inc.

Technology
764
+ 13.64%
$275.15 - $388.2 $210K - $297K
6.37K $2.18M
V
Visa Inc.

Financial Services
517
+ 5.69%
$273.87 - $320.91 $142K - $166K
9.6K $3.03M
JPM
Jpmorgan Chase & CO

Financial Services
716
+ 5.9%
$205.18 - $250.29 $147K - $179K
12.9K $3.08M
MCK
Mckesson Corp

Healthcare
593
+ 35.21%
$482.27 - $628.5 $286K - $373K
2.28K $1.3M
MSFT
Microsoft Corp

Technology
1.26K
+ 9.1%
$406.35 - $454.46 $513K - $574K
15.1K $6.38M
C
Citigroup Inc

Financial Services
2.39K
+ 7.65%
$61.31 - $72.5 $146K - $173K
33.6K $2.37M
BSX
Boston Scientific Corp

Healthcare
3.34K
+ 16.87%
$83.62 - $91.5 $279K - $305K
23.1K $2.06M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.7K
+ 18.46%
$178.39 - $215.0 $304K - $366K
10.9K $2.11M
GS
Goldman Sachs Group Inc

Financial Services
227
+ 7.0%
$486.1 - $608.57 $110K - $138K
3.47K $1.99M
TMUS
T Mobile Us, Inc.

Communication Services
1.33K
+ 34.29%
$206.1 - $246.94 $274K - $328K
5.21K $1.15M
DAL
Delta Air Lines, Inc.

Industrials
1.54K
+ 6.15%
$47.46 - $65.77 $72.9K - $101K
26.5K $1.6M
COST
Costco Wholesale Corp

Consumer Defensive
163
+ 3.53%
$873.59 - $994.69 $142K - $162K
4.78K $4.38M
ORCL
Oracle Corp

Technology
1.71K
+ 23.09%
$165.41 - $192.43 $284K - $330K
9.14K $1.52M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
136
+ 3.3%
$338.38 - $446.21 $46K - $60.7K
4.26K $1.85M
TGT
Target Corp

Consumer Defensive
1.88K
+ 122.21%
$121.59 - $160.69 $229K - $302K
3.42K $462K
MSI
Motorola Solutions, Inc.

Technology
370
+ 9.23%
$449.08 - $504.6 $166K - $187K
4.38K $2.02M
WMT
Walmart Inc.

Consumer Defensive
868
+ 7.31%
$79.1 - $95.7 $68.7K - $83.1K
12.7K $1.15M
TJX
Tjx Companies Inc

Consumer Cyclical
1.1K
+ 7.97%
$112.15 - $127.2 $123K - $139K
14.8K $1.79M
HON
Honeywell International Inc

Industrials
56
+ 0.83%
$202.84 - $236.0 $11.4K - $13.2K
6.77K $1.53M
SYK
Stryker Corp

Healthcare
365
+ 11.35%
$345.14 - $392.15 $126K - $143K
3.58K $1.29M
BAC
Bank Of America Corp

Financial Services
397
+ 1.7%
$39.22 - $47.77 $15.6K - $19K
23.7K $1.04M
INTU
Intuit Inc

Technology
151
+ 8.55%
$602.01 - $706.25 $90.9K - $107K
1.92K $1.2M
CTRA
Coterra Energy Inc.

Energy
1.21K
+ 2.72%
$22.71 - $27.63 $27.4K - $33.4K
45.7K $1.17M
AJG
Arthur J. Gallagher & Co.

Financial Services
244
+ 4.65%
$278.49 - $315.16 $68K - $76.9K
5.49K $1.56M
CLX
Clorox CO

Consumer Defensive
434
+ 5.47%
$156.51 - $169.74 $67.9K - $73.7K
8.37K $1.36M
DE
Deere & CO

Industrials
102
+ 4.54%
$389.45 - $466.0 $39.7K - $47.5K
2.35K $996K
ACN
Accenture PLC

Technology
166
+ 4.37%
$343.9 - $376.86 $57.1K - $62.6K
3.96K $1.39M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
237
+ 12.73%
$209.89 - $233.24 $49.7K - $55.3K
2.1K $445K
ABC
Amerisourcebergen Corp

Healthcare
153
+ 2.51%
N/A
6.24K $1.16M
LOW
Lowes Companies Inc

Consumer Cyclical
163
+ 15.02%
$244.52 - $284.07 $39.9K - $46.3K
1.25K $308K
RTX
Raytheon Technologies Corp

Industrials
304
+ 5.22%
$114.45 - $127.21 $34.8K - $38.7K
6.13K $709K
Ge Vernova Inc
888
+ 10.43%
N/A
9.4K $0
Linde PLC
52
+ 1.26%
N/A
4.17K $0
KO
Coca Cola CO

Consumer Defensive
1.06K
+ 15.11%
$61.74 - $71.71 $65.7K - $76.3K
8.11K $504K
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.7%
$161.05 - $179.7 $5.64K - $6.29K
5.04K $844K
MPC
Marathon Petroleum Corp

Energy
223
+ 9.75%
$131.65 - $174.84 $29.4K - $39K
2.51K $350K
CB
Chubb LTD

Financial Services
186
+ 2.73%
$271.57 - $301.89 $50.5K - $56.2K
7K $1.93M
FCX
Freeport Mcmoran Inc

Basic Materials
176
+ 2.58%
$38.08 - $50.82 $6.7K - $8.94K
6.99K $266K
LMT
Lockheed Martin Corp

Industrials
22
+ 1.96%
$479.66 - $614.62 $10.6K - $13.5K
1.15K $557K
CAT
Caterpillar Inc

Industrials
236
+ 3.56%
$360.37 - $416.88 $85K - $98.4K
6.86K $2.49M
Activity Summary
Buys All Purchases 62 New Holdings 7 Increased Positions 55 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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