Lederer & Associates Investment Counsel has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $143 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.7M, Microsoft Corp with a value of $10.8M, Nvidia Corp with a value of $7.23M, Alphabet Inc. with a value of $5.35M, and Amazon Com Inc with a value of $4.89M.
Examining the 13F form we can see an increase of $1.11M in the current position value, from $142M to 143M.
Lederer & Associates Investment Counsel is based out at Long Beach, CA
Below you can find more details about Lederer & Associates Investment Counsel portfolio as well as his latest detailed transactions.
Portfolio value
$143 Million
Technology: $42.5 Million
Financial Services: $20.8 Million
Healthcare: $16.7 Million
Communication Services: $12.7 Million
ETFs: $10.4 Million
Consumer Defensive: $9.61 Million
Consumer Cyclical: $8.56 Million
Industrials: $7.72 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
