Schear Investment Advisers, LLC Reduced Holdings in Q1 2025

Schear Investment Advisers, LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10.8K
- 50.72%
$468.34 - $539.52 $5.05M - $5.81M
10.5K $4.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.84K
- 26.4%
$507.05 - $563.67 $3.47M - $3.86M
19.1K $9.8M
AAPL
Apple Inc.

Technology
-1.27K
- 3.9%
$209.68 - $247.1 $267K - $315K
31.4K $6.97M
LLY
Eli Lilly & CO

Healthcare
-1.22K
- 14.27%
$725.72 - $929.72 $884K - $1.13M
7.32K $6.04M
PSX
Phillips 66

Energy
-4.72K
- 74.17%
$113.93 - $131.55 $538K - $621K
1.65K $203K
FANG
Diamondback Energy, Inc.

Energy
-3K
- 42.16%
$139.9 - $180.18 $420K - $541K
4.12K $658K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.56K
- 41.72%
$161.05 - $222.93 $251K - $347K
2.18K $399K
PEP
Pepsico Inc

Consumer Defensive
-2.54K
- 62.25%
$142.64 - $156.42 $362K - $397K
1.54K $231K
ADBE
Adobe Inc.

Technology
-5
- 0.12%
$377.84 - $464.11 $1.89K - $2.32K
4.26K $1.63M
HON
Honeywell International Inc

Industrials
-776
- 11.47%
$202.75 - $226.52 $157K - $176K
5.99K $1.27M
URI
United Rentals, Inc.

Industrials
-58
- 3.32%
$594.17 - $789.56 $34.5K - $45.8K
1.69K $1.06M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.13K
- 50.99%
$56.12 - $68.15 $175K - $213K
3.01K $203K
NVO
Novo Nordisk A S

Healthcare
-1.23K
- 28.78%
$69.3 - $90.95 $85.2K - $112K
3.04K $211K
MRK
Merck & Co., Inc.

Healthcare
-246
- 2.97%
$83.01 - $101.02 $20.4K - $24.9K
8.02K $720K
MPC
Marathon Petroleum Corp

Energy
-595
- 23.7%
$134.72 - $159.03 $80.2K - $94.6K
1.92K $279K
UNH
Unitedhealth Group Inc

Healthcare
-308
- 6.14%
$461.52 - $548.18 $142K - $169K
4.71K $2.46M
KO
Coca Cola CO

Consumer Defensive
-2.01K
- 24.79%
$60.81 - $72.32 $122K - $145K
6.1K $436K
BAC
Bank Of America Corp

Financial Services
-372
- 1.57%
$39.61 - $47.74 $14.7K - $17.8K
23.3K $972K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-86
- 8.59%
$497.6 - $606.74 $42.8K - $52.2K
915 $455K
SPY
Spdr S&P 500 ETF Trust

ETFs
-75
- 10.09%
$551.42 - $612.93 $41.4K - $46K
668 $373K
LMT
Lockheed Martin Corp

Industrials
-1
- 0.09%
$423.19 - $506.29 $423 - $506
1.15K $511K
UNP
Union Pacific Corp

Industrials
-388
- 5.47%
$225.21 - $254.42 $87.4K - $98.7K
6.71K $1.58M
CB
Chubb LTD

Financial Services
-604
- 8.63%
$257.71 - $301.99 $156K - $182K
6.4K $1.93M
Blackrock Inc
-7
- 0.78%
N/A
885 $0
PG
Procter & Gamble CO

Consumer Defensive
-58
- 1.15%
$158.56 - $176.26 $9.2K - $10.2K
4.98K $848K
ABBV
Abb Vie Inc.

Healthcare
-15
- 1.14%
$169.2 - $216.66 $2.54K - $3.25K
1.3K $271K
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.28%
$279.74 - $321.29 $1.96K - $2.25K
2.47K $772K
JNJ
Johnson & Johnson

Healthcare
-13
- 0.32%
$142.06 - $167.7 $1.85K - $2.18K
4.03K $668K
DE
Deere & CO

Industrials
-47
- 2.0%
$408.57 - $509.27 $19.2K - $23.9K
2.3K $1.08M
V
Visa Inc.

Financial Services
-25
- 0.26%
$306.92 - $362.71 $7.67K - $9.07K
9.57K $3.35M
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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