Portfolio (Quarterly)
Guide ↗
Leonard Rickey Investment Advisors P.L.L.C.
· CIK 0001731447| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 6,954 | $695K | 0.13% | SOLD |
| 2 | BAC | BANK AMERICA CORP | Financial Services | 5,668 | $312K | 0.06% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 1,036 | $274K | 0.05% | SOLD |
| 4 | ADSK | AUTODESK INC | Technology | 816 | $242K | 0.04% | SOLD |
| 5 | EBAY | EBAY INC. | Consumer Cyclical | 2,624 | $229K | 0.04% | SOLD |
| 6 | BX | BLACKSTONE INC | Financial Services | 1,420 | $219K | 0.04% | SOLD |
| 7 | ROP | ROPER TECHNOLOGIES INC | Industrials | 483 | $215K | 0.04% | SOLD |
| 8 | QCOM | QUALCOMM INC | Technology | 1,211 | $207K | 0.04% | SOLD |
Sector Allocation
Financial Services
34.2%
Technology
25.1%
Consumer Cyclical
10.2%
Communication Services
7.2%
Consumer Defensive
6.3%
Industrials
6.0%
Healthcare
5.9%
Energy
4.4%
Basic Materials
0.6%
Utilities
0.3%