Lederer & Associates Investment Counsel Purchases in Q1 2025

Lederer & Associates Investment Counsel

  • $137 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Black Rock Inc
2.78K
New
N/A
2.78K $2.63M
BX
Blackstone Inc.

Financial Services
8.22K
New
$136.53 - $186.74 $1.12M - $1.53M
8.22K $1.15M
DAL
Delta Air Lines, Inc.

Industrials
17.6K
New
$43.6 - $69.06 $766K - $1.21M
17.6K $766K
VRT
Vertiv Holdings CO

Industrials
9.38K
New
N/A
9.38K $678K
BA
Boeing CO

Industrials
3.95K
New
$148.15 - $186.25 $585K - $735K
3.95K $673K
ABBV
Abb Vie Inc.

Healthcare
549
+ 5.32%
$169.2 - $216.66 $92.9K - $119K
10.9K $2.28M
V
Visa Inc.

Financial Services
80
+ 0.71%
$306.92 - $362.71 $24.6K - $29K
11.4K $3.98M
UBER
Uber Technologies, Inc

Technology
1.85K
+ 10.73%
$63.17 - $81.49 $117K - $150K
19K $1.39M
JNJ
Johnson & Johnson

Healthcare
105
+ 0.74%
$142.06 - $167.7 $14.9K - $17.6K
14.3K $2.37M
WM
Waste Management Inc

Industrials
342
+ 4.38%
$200.54 - $233.78 $68.6K - $80K
8.15K $1.89M
XOM
Exxon Mobil Corp

Energy
1.19K
+ 13.2%
$105.44 - $118.93 $126K - $142K
10.2K $1.22M
CB
Chubb LTD

Financial Services
128
+ 1.72%
$257.71 - $301.99 $33K - $38.7K
7.57K $2.29M
CVX
Chevron Corp

Energy
170
+ 2.11%
$146.71 - $167.97 $24.9K - $28.6K
8.24K $1.38M
LLY
Eli Lilly & CO

Healthcare
88
+ 3.59%
$725.72 - $929.72 $63.9K - $81.8K
2.54K $2.1M
ADP
Automatic Data Processing Inc

Industrials
50
+ 0.43%
$286.85 - $318.64 $14.3K - $15.9K
11.6K $3.54M
UNP
Union Pacific Corp

Industrials
390
+ 5.22%
$225.21 - $254.42 $87.8K - $99.2K
7.86K $1.86M
SPGI
S&P Global Inc.

Financial Services
150
+ 3.6%
$478.26 - $543.77 $71.7K - $81.6K
4.32K $2.2M
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 1.57%
$890.62 - $1076.86 $28.5K - $34.5K
2.07K $1.95M
SYK
Stryker Corp

Healthcare
10
+ 0.16%
$355.18 - $399.9 $3.55K - $4K
6.44K $2.4M
META
Meta Platforms, Inc.

Communication Services
236
+ 3.54%
$576.74 - $736.67 $136K - $174K
6.91K $3.98M
MLM
Martin Marietta Materials Inc

Basic Materials
379
+ 11.9%
$460.39 - $552.64 $174K - $209K
3.56K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
284
+ 10.74%
$347.25 - $424.87 $98.6K - $121K
2.93K $1.07M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.43%
$461.52 - $548.18 $3.69K - $4.39K
1.86K $973K
SCHV
Schwab Strategic Tr Us Large C

ETFs
41
+ 0.07%
$25.77 - $27.6 $1.06K - $1.13K
62.5K $1.66M
Corpay Inc
12
+ 0.44%
N/A
2.71K $946K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11
+ 0.02%
$20.2 - $22.24 $222 - $245
52.1K $1.12M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
33
+ 0.12%
$22.46 - $23.26 $741 - $768
27.9K $646K
NEE
Nextera Energy Inc

Utilities
489
+ 1.89%
$66.96 - $76.16 $32.7K - $37.2K
26.3K $1.87M
SCHR
Schwab Intermediate Term Us Tr

ETFs
29
+ 0.16%
$24.05 - $24.81 $697 - $719
18.4K $458K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
57
+ 0.23%
$24.29 - $24.65 $1.38K - $1.41K
24.5K $603K
SCHO
Schwab Short Term Us Treasury

ETFs
20
+ 0.11%
$24.1 - $24.33 $482 - $487
17.8K $433K
WAT
Waters Corp

Healthcare
30
+ 0.96%
$362.16 - $417.28 $10.9K - $12.5K
3.16K $1.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6
+ 0.05%
$25.58 - $29.24 $153 - $175
12.9K $337K
SCHG
Schwab Strategic Tr Us Large C

ETFs
839
+ 3.51%
$24.91 - $29.02 $20.9K - $24.3K
24.8K $620K
PYPL
Pay Pal Holdings, Inc.

Financial Services
315
+ 2.15%
$65.15 - $91.81 $20.5K - $28.9K
14.9K $975K
AMZN
Amazon Com Inc

Consumer Cyclical
863
+ 3.87%
$190.26 - $242.06 $164K - $209K
23.1K $4.4M
AVGO
Broadcom Inc.

Technology
645
+ 4.92%
$167.43 - $244.7 $108K - $158K
13.8K $2.3M
GOOGL
Alphabet Inc.

Communication Services
166
+ 0.59%
$154.33 - $206.19 $25.6K - $34.2K
28.4K $4.4M
MSFT
Microsoft Corp

Technology
357
+ 1.4%
$375.39 - $447.2 $134K - $160K
25.9K $9.72M
AAPL
Apple Inc.

Technology
1.36K
+ 2.49%
$209.68 - $247.1 $285K - $336K
56K $12.4M
NVDA
Nvidia Corp

Technology
988
+ 1.84%
$106.98 - $149.43 $106K - $148K
54.8K $5.94M
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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