Leonard Rickey Investment Advisors P.L.L.C. Purchases in Q4 2024

Leonard Rickey Investment Advisors P.L.L.C.

  • $434 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
12.8K
+ 13.23%
$280.04 - $302.45 $3.59M - $3.88M
110K $31.8M
VUG
Vanguard Growth ETF

ETFs
1.08K
+ 2.81%
$378.79 - $428.11 $407K - $460K
39.3K $16.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
61.3K
+ 45.06%
$26.16 - $28.82 $1.6M - $1.77M
197K $5.17M
CGGO
Capital Group Global Growth Eq

ETFs
40.7K
+ 56.25%
$29.21 - $30.67 $1.19M - $1.25M
113K $3.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.2K
+ 1.27%
$61.68 - $67.87 $939K - $1.03M
1.21M $75.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.5K
+ 5.93%
$77.86 - $79.27 $1.21M - $1.23M
276K $21.6M
AMZN
Amazon Com Inc

Consumer Cyclical
223
+ 1.07%
$180.88 - $232.93 $40.3K - $51.9K
21K $4.61M
MUB
Ishares National Muni Bond ETF

ETFs
9.21K
+ 4.92%
$105.78 - $108.7 $974K - $1M
196K $20.9M
IAU
Ishares Gold Trust

ETFs
7.77K
+ 3.18%
$48.37 - $52.65 $376K - $409K
252K $12.5M
NVDA
Nvidia Corp

Technology
1.82K
+ 30.17%
$117.0 - $148.88 $212K - $270K
7.84K $1.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
395
+ 17.75%
$567.81 - $607.81 $224K - $240K
2.62K $1.54M
GOOGL
Alphabet Inc.

Communication Services
190
+ 2.31%
$161.86 - $196.66 $30.8K - $37.4K
8.43K $1.59M
SCHW
Schwab Charles Corp

Financial Services
1.91K
+ 23.09%
$63.31 - $82.85 $121K - $158K
10.2K $754K
ADSK
Autodesk, Inc.

Technology
715
New
N/A
715 $175K
AVGO
Broadcom Inc.

Technology
38
+ 1.49%
$159.67 - $250.0 $6.07K - $9.5K
2.59K $600K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.3%
$205.18 - $250.29 $3.08K - $3.75K
5.09K $1.22M
FISV
Fiserv Inc

Technology
1.05K
New
N/A
1.05K $131K
V
Visa Inc.

Financial Services
3
+ 0.1%
$273.87 - $320.91 $822 - $963
3.1K $979K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11K
+ 2.29%
$48.33 - $49.08 $534K - $542K
493K $23.8M
META
Meta Platforms, Inc.

Communication Services
90
+ 3.69%
$554.08 - $632.68 $49.9K - $56.9K
2.53K $1.49M
CRM
Salesforce, Inc.

Technology
79
+ 8.52%
$270.87 - $367.87 $21.4K - $29.1K
1.01K $336K
DIS
Walt Disney CO

Communication Services
257
+ 9.57%
$92.39 - $117.6 $23.7K - $30.2K
2.94K $327K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 1.49%
$521.84 - $558.82 $26.1K - $27.9K
3.41K $1.84M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
130
+ 2.67%
$129.96 - $144.97 $16.9K - $18.8K
5K $696K
MCK
Mckesson Corp

Healthcare
16
+ 3.06%
$482.27 - $628.5 $7.72K - $10.1K
539 $307K
BAC
Bank Of America Corp

Financial Services
31
+ 0.42%
$39.22 - $47.77 $1.22K - $1.48K
7.35K $322K
EBAY
Ebay Inc

Consumer Cyclical
676
+ 17.12%
$57.51 - $67.17 $38.9K - $45.4K
4.62K $286K
BK
Bank Of New York Mellon Corp

Financial Services
50
+ 1.06%
$70.82 - $81.87 $3.54K - $4.09K
4.77K $366K
IXUS
Ishares Tr

ETFs
4.69K
+ 10.66%
$65.95 - $72.56 $310K - $341K
48.7K $3.22M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
627
+ 8.05%
$33.92 - $36.6 $21.3K - $22.9K
8.41K $291K
ITOT
Ishares Core S&P Total U.S. St

ETFs
103
+ 2.92%
$124.26 - $134.12 $12.8K - $13.8K
3.63K $466K
KMX
Carmax Inc

Consumer Cyclical
34
+ 0.8%
$71.11 - $87.2 $2.42K - $2.96K
4.29K $350K
RTX
Raytheon Technologies Corp

Industrials
179
+ 10.69%
$114.45 - $127.21 $20.5K - $22.8K
1.85K $214K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
377
+ 6.1%
$96.64 - $101.23 $36.4K - $38.2K
6.56K $635K
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 2.07%
$118.38 - $133.06 $11.8K - $13.3K
4.94K $594K
CMCSA
Comcast Corp

Communication Services
983
+ 12.64%
$37.39 - $45.14 $36.8K - $44.4K
8.76K $328K
PRF
Invesco Exchange Traded Fd Tr

ETFs
101
+ 1.59%
$40.15 - $42.9 $4.06K - $4.33K
6.47K $260K
ORCL
Oracle Corp

Technology
122
+ 2.48%
$165.41 - $192.43 $20.2K - $23.5K
5.03K $838K
MCD
Mcdonalds Corp

Consumer Cyclical
60
+ 5.04%
$288.47 - $316.54 $17.3K - $19K
1.25K $362K
Vanguard Malvern Fds
9.15K
New
N/A
9.15K $0
ROP
Roper Technologies Inc

Industrials
16
+ 4.15%
$519.85 - $575.95 $8.32K - $9.22K
402 $208K
ADI
Analog Devices Inc

Technology
61
+ 4.8%
$206.35 - $236.48 $12.6K - $14.4K
1.33K $283K
PEP
Pepsico Inc

Consumer Defensive
139
+ 7.6%
$151.29 - $176.1 $21K - $24.5K
1.97K $299K
COP
Conocophillips

Energy
57
+ 1.47%
$95.12 - $114.72 $5.42K - $6.54K
3.93K $389K
MPC
Marathon Petroleum Corp

Energy
107
+ 7.63%
$131.65 - $174.84 $14.1K - $18.7K
1.51K $210K
UNH
Unitedhealth Group Inc

Healthcare
37
+ 8.06%
$485.52 - $625.25 $18K - $23.1K
496 $250K
HEI
Heico Corp

Industrials
10
+ 1.07%
$237.06 - $279.02 $2.37K - $2.79K
944 $224K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.06%
$143.34 - $165.86 $143 - $166
1.61K $232K
MDT
Medtronic PLC

Healthcare
67
+ 1.9%
$79.61 - $92.24 $5.33K - $6.18K
3.59K $286K
Activity Summary
Buys All Purchases 68 New Holdings 3 Increased Positions 65 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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