Schear Investment Advisers, LLC Portfolio Holdings

Schear Investment Advisers, LLC

  • $181 Million
  • Q4 2024

Schear Investment Advisers, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $181 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.2M, Vanguard Index Fds S&P 500 ETF with a value of $14M, Invesco Qqq Trust, Series 1 with a value of $10.9M, Broadcom Inc. with a value of $9.42M, and Apple Inc. with a value of $8.18M.

Examining the 13F form we can see an increase of $25M in the current position value, from $156M to 181M.

Schear Investment Advisers, LLC is based out at Cincinnati, OH

Below you can find more details about Schear Investment Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
Technology: $56.8 Million
ETFs: $25.3 Million
Financial Services: $19.9 Million
Healthcare: $19.4 Million
Consumer Cyclical: $15.1 Million
Industrials: $12.9 Million
Communication Services: $12.9 Million
Consumer Defensive: $10.5 Million
Other: $7.82 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $181 Million
  • Prior Value $156 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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