10,000+ stock pitches from top investors available on joinyellowbrick.com
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13F Holdings
Holdings from the most recent 13F from LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Filed: 2022-01-24 (Q4 2021) | Holdings: 88 | Value: $172.5K | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - Apple Inc | Reduce 1% $(104.94) | 8.13% | $14.0K | +25.38% | +2.58% | -10.25% | |
| MSFT - Microsoft Corp | Reduce 1% $(79.04) | 6.63% | $11.4K | +68.88% | -3.51% | -16.69% | |
| GOOGL - Alphabet Inc A | Reduce 4% $(237.55) | 3.05% | $5.3K | +37.49% | -4.40% | -26.04% | |
| AMZN - Amazon.com Inc | Reduce 2% $(106.70) | 2.84% | $4.9K | +51.02% | +2.69% | -31.68% | |
| SCHP - Schwab US TIPS ETF | Add 15% ($600.06) | 2.61% | $4.5K | -1.24% | -2.76% | -7.59% | |
| BLK - BlackRock Inc | Reduce 1% $(25.64) | 2.36% | $4.1K | +37.12% | -13.09% | -0.18% | |
| ADP - Automatic Data Processing Inc | Reduce 10% $(471.21) | 2.34% | $4.0K | +55.35% | +7.09% | +9.04% | |
| NVDA - NVIDIA Corp | Reduce 2% $(89.70) | 2.11% | $3.6K | +540.39% | -11.71% | -14.22% | |
| META - Meta Platforms Inc | Reduce 2% $(78.04) | 2.04% | $3.5K | +133.72% | -37.66% | -52.83% | |
| JPM - JPMorgan Chase & Co | 1.95% | $3.4K | +105.16% | -11.10% | +0.04% | ||
| JNJ - Johnson & Johnson | 1.92% | $3.3K | +4.09% | +15.30% | +7.15% | ||
| NEE - NextEra Energy Inc | Add 1% ($16.06) | 1.86% | $3.2K | +0.94% | -4.80% | +0.03% | |
| V - Visa Inc Class A | Add 1% ($20.37) | 1.80% | $3.1K | +84.06% | +5.35% | +13.52% | |
| AWK - American Water Works Co Inc | 1.77% | $3.1K | -4.05% | +2.32% | +0.27% | ||
| RTX - Raytheon Technologies Ord | Reduce 2% $(54.31) | 1.75% | $3.0K | +89.69% | +17.84% | +20.41% | |
| LMT - Lockheed Martin Corp | Reduce 1% $(28.43) | 1.64% | $2.8K | +39.19% | +18.02% | +23.35% | |
| MCD - McDonald s Corp | Reduce 1% $(15.81) | 1.62% | $2.8K | +26.23% | +1.38% | +11.28% | |
| CSCO - Cisco Systems Inc | Reduce 4% $(102.41) | 1.56% | $2.7K | +28.81% | -6.76% | -11.59% | |
| WM - Waste Management Inc | 1.52% | $2.6K | +66.42% | +5.29% | +4.59% | ||
| AMGN - Amgen Inc | Reduce 1% $(30.15) | 1.51% | $2.6K | +45.01% | +13.70% | +18.31% | |
| BMY - Bristol-Myers Squibb Company | Reduce 2% $(59.62) | 1.50% | $2.6K | -13.76% | +23.09% | +21.11% | |
| ELV - Anthem Inc | Reduce 3% $(74.64) | 1.50% | $2.6K | -11.42% | +14.70% | +13.01% | |
| CB - Chubb Ltd | 1.47% | $2.5K | +53.99% | +7.11% | +20.18% | ||
| SPGI - S&P Global Inc | Reduce 3% $(73.14) | 1.47% | $2.5K | +25.77% | -6.97% | -9.95% | |
| ADBE - Adobe Systems Inc | Reduce 4% $(107.76) | 1.43% | $2.5K | -24.30% | -18.11% | -29.15% | |
| BRK.B - Berkshire Hathaway Inc B | Add 7% ($156.40) | 1.42% | $2.5K | +60.16% | +11.62% | +3.32% | |
| UNP - Union Pacific Corp | Add 1% ($19.15) | 1.38% | $2.4K | -1.43% | -2.09% | -15.64% | |
| PG - Procter & Gamble Co | Reduce 1% $(35.01) | 1.34% | $2.3K | +7.14% | +1.88% | -9.40% | |
| MDT - Medtronic PLC | Add 3% ($67.25) | 1.28% | $2.2K | -6.75% | +7.29% | -18.45% | |
| PYPL - PayPal Holdings Inc | Reduce 2% $(54.51) | 1.24% | $2.1K | -55.78% | -45.07% | -50.50% | |
| SYK - Stryker Corp | Reduce 2% $(33.69) | 1.24% | $2.1K | +58.22% | +4.16% | +4.84% | |
| DIS - Walt Disney Co | Add 10% ($191.95) | 1.22% | $2.1K | -11.61% | -11.34% | -20.08% | |
| COST - Costco Wholesale Corp | Reduce 5% $(98.22) | 1.19% | $2.1K | +113.10% | +18.58% | +2.97% | |
| SBUX - Starbucks Corp | 1.15% | $2.0K | +2.89% | -18.92% | +13.30% | ||
| MLM - Martin Marietta Materials Inc | Reduce 13% $(292.56) | 1.11% | $1.9K | +47.42% | -3.77% | -6.82% | |
| SYY - Sysco Corp | Reduce 3% $(58.67) | 1.10% | $1.9K | +6.41% | +18.72% | +6.69% | |
| AMT - American Tower Corp | Add 21% ($285.69) | 0.97% | $1.7K | -2.41% | +6.15% | -8.70% | |
| SCHH - Schwab US REIT ETF | Add 26% ($345.33) | 0.97% | $1.7K | -1.56% | +6.60% | -11.15% | |
| SCHZ - Schwab US Aggregate Bond ETF | Add 6% ($90.00) | 0.91% | $1.6K | -2.75% | -7.29% | -8.53% | |
| WBA - Walgreen Boots Alliance Inc | Reduce 4% $(62.06) | 0.87% | $1.5K | -73.27% | -11.32% | -26.58% | |
| GOOG - Alphabet Inc C | Reduce 1% $(20.25) | 0.86% | $1.5K | +38.81% | -4.04% | -24.69% | |
| PEP - PepsiCo Inc | Add 11% ($149.86) | 0.85% | $1.5K | -16.47% | +1.63% | +2.59% | |
| D - Dominion Resources Inc | Reduce 2% $(28.28) | 0.83% | $1.4K | -18.37% | +10.01% | -16.69% | |
| MDLZ - Mondelez International Inc Class A | Add 1% ($12.26) | 0.83% | $1.4K | +6.85% | -1.68% | -1.07% | |
| CMCSA - Comcast Corp Class A | Reduce 2% $(32.72) | 0.83% | $1.4K | -22.75% | -6.68% | -16.20% | |
| SCHJ - Schwab 1 5 Year Corp Bond ETF | Add 10% ($127.29) | 0.80% | $1.4K | +9.16% | -3.99% | -3.44% | |
| HD - The Home Depot Inc | New Purchase | 0.79% | $1.4K | +6.45% | -14.34% | -9.19% | |
| KO - Coca-Cola Co | 0.78% | $1.3K | +30.24% | +11.94% | +5.68% | ||
| BALL - Ball Corp | Reduce 17% $(269.18) | 0.78% | $1.3K | -32.63% | +0.14% | -33.36% | |
| SCHV - Schwab US Large-Cap Value ETF | New Purchase | 0.78% | $1.3K | +26.10% | +0.85% | +0.42% | |
| FISV - Fiserv Inc | Reduce 100% | 0.00% | $0.00 | +118.15% | -3.30% | +3.07% | |
| FLT - Fleetcor Technologies Inc | Reduce 100% | 0.00% | $0.00 | +72.48% | +13.97% | -9.37% | |