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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13F Holdings
Holdings from the most recent 13F from LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Filed: 2022-05-24 (Q1 2022) | Holdings: 90 | Value: $163.3K | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - Apple Inc | Reduce 3% $(369.65) | 8.22% | $13.4K | +43.60% | +23.00% | +25.71% | |
| MSFT - Microsoft Corp | 6.40% | $10.5K | +89.88% | +8.25% | +27.48% | ||
| GOOGL - Alphabet Inc A | Reduce 4% $(183.58) | 2.98% | $4.9K | +68.60% | +11.11% | +17.62% | |
| AMZN - Amazon.com Inc | Add 1% ($26.08) | 2.95% | $4.8K | +107.24% | +32.44% | +10.94% | |
| SCHP - Schwab US TIPS ETF | 2.65% | $4.3K | +2.72% | -0.13% | -4.77% | ||
| ADP - Automatic Data Processing Inc | 2.29% | $3.7K | +55.24% | +22.27% | +1.12% | ||
| RTX - Raytheon Technologies Ord | Reduce 2% $(63.90) | 2.09% | $3.4K | +70.80% | +3.61% | +2.13% | |
| JNJ - Johnson & Johnson | Reduce 1% $(32.79) | 2.09% | $3.4K | -7.58% | -6.80% | -12.06% | |
| BLK - BlackRock Inc | Reduce 1% $(22.16) | 2.07% | $3.4K | +71.43% | +16.37% | +10.52% | |
| NVDA - NVIDIA Corp | 2.06% | $3.4K | +801.11% | +11.84% | +137.30% | ||
| V - Visa Inc Class A | 1.94% | $3.2K | +82.52% | +4.79% | +12.25% | ||
| BMY - Bristol-Myers Squibb Company | 1.85% | $3.0K | -30.92% | -6.66% | -13.70% | ||
| NEE - NextEra Energy Inc | 1.78% | $2.9K | +4.50% | +19.67% | -0.13% | ||
| JPM - JPMorgan Chase & Co | 1.77% | $2.9K | +131.66% | -5.29% | +11.03% | ||
| BRK.B - Berkshire Hathaway Inc B | Reduce 1% $(26.11) | 1.76% | $2.9K | +56.67% | -3.39% | +3.38% | |
| AMGN - Amgen Inc | Reduce 1% $(36.76) | 1.69% | $2.8K | +26.10% | -2.14% | -11.19% | |
| CB - Chubb Ltd | Reduce 2% $(60.32) | 1.68% | $2.7K | +43.60% | -4.44% | -6.62% | |
| AWK - American Water Works Co Inc | 1.64% | $2.7K | +1.55% | +5.50% | -1.91% | ||
| ELV - Anthem Inc | Reduce 4% $(97.26) | 1.62% | $2.6K | -22.40% | -2.14% | -9.80% | |
| UNP - Union Pacific Corp | 1.58% | $2.6K | +9.34% | +10.48% | -9.05% | ||
| MCD - McDonald s Corp | Reduce 2% $(47.48) | 1.55% | $2.5K | +29.80% | +8.84% | +20.36% | |
| WM - Waste Management Inc | Reduce 1% $(25.04) | 1.51% | $2.5K | +56.25% | +11.15% | +4.31% | |
| MDT - Medtronic PLC | Add 1% ($18.86) | 1.46% | $2.4K | -9.60% | -11.79% | -17.97% | |
| CSCO - Cisco Systems Inc | 1.44% | $2.4K | +64.02% | +9.02% | +15.90% | ||
| SPGI - S&P Global Inc | 1.35% | $2.2K | +47.32% | +9.03% | +3.69% | ||
| META - Meta Platforms Inc | Reduce 6% $(136.31) | 1.34% | $2.2K | +288.61% | -6.44% | +40.07% | |
| PG - Procter & Gamble Co | Reduce 1% $(13.60) | 1.32% | $2.1K | +16.20% | -0.32% | +1.44% | |
| SYK - Stryker Corp | 1.30% | $2.1K | +65.95% | -6.41% | +18.74% | ||
| COST - Costco Wholesale Corp | Reduce 2% $(38.58) | 1.25% | $2.0K | +133.64% | +26.45% | +12.33% | |
| ADBE - Adobe Systems Inc | Add 1% ($12.30) | 1.22% | $2.0K | -3.20% | +2.18% | -0.82% | |
| SYY - Sysco Corp | Reduce 1% $(23.27) | 1.20% | $2.0K | +4.26% | +12.62% | -6.29% | |
| DIS - Walt Disney Co | 1.14% | $1.9K | +17.90% | +15.80% | -13.10% | ||
| MLM - Martin Marietta Materials Inc | 1.03% | $1.7K | +71.00% | +12.28% | +24.40% | ||
| AVGO - Broadcom Inc Com | New Purchase | 1.00% | $1.6K | +407.36% | +5.88% | +43.65% | |
| D - Dominion Energy | 0.95% | $1.6K | -26.11% | +0.07% | -38.23% | ||
| SCHV - Schwab US Large-Cap Value ETF | Add 16% ($202.96) | 0.92% | $1.5K | +31.76% | +3.25% | -1.76% | |
| SBUX - Starbucks Corp | Reduce 3% $(48.68) | 0.91% | $1.5K | +35.13% | +20.86% | +38.29% | |
| SCHH - Schwab US REIT ETF | Add 84% ($661.00) | 0.89% | $1.4K | +4.79% | +2.60% | -15.22% | |
| AMT - American Tower Corp | 0.88% | $1.4K | -7.09% | +5.08% | -26.89% | ||
| SCHZ - Schwab US Aggregate Bond ETF | Reduce 4% $(64.13) | 0.87% | $1.4K | +4.49% | -1.37% | -3.64% | |
| MDLZ - Mondelez International Inc Class A | Add 4% ($53.99) | 0.86% | $1.4K | +13.82% | +3.21% | +22.55% | |
| KO - Coca-Cola Co | 0.86% | $1.4K | +19.88% | +1.78% | -2.82% | ||
| PEP - PepsiCo Inc | Reduce 1% $(12.72) | 0.85% | $1.4K | -14.92% | +7.55% | +12.45% | |
| LMT - Lockheed Martin Corp | Reduce 61% $(2.1K) | 0.85% | $1.4K | +17.78% | -0.47% | +2.42% | |
| CTSH - Cognizant Technology Solutions | New Purchase | 0.82% | $1.3K | +18.20% | -4.99% | -10.70% | |
| CMCSA - Comcast Corp Class A | 0.81% | $1.3K | -12.04% | -12.01% | -6.28% | ||
| PYPL - PayPal Holdings Inc | 0.80% | $1.3K | -9.35% | +24.06% | -23.85% | ||
| GOOG - Alphabet Inc C | Reduce 9% $(128.47) | 0.80% | $1.3K | +69.56% | +11.94% | +18.27% | |
| WBA - Walgreen Boots Alliance Inc | 0.79% | $1.3K | -67.84% | -11.45% | -24.94% | ||
| SCHJ - Schwab 1 5 Year Corp Bond ETF | Reduce 6% $(81.93) | 0.77% | $1.3K | +13.15% | -0.56% | -0.02% | |
| BALL - Ball Corp | Reduce 100% | 0.00% | $0.00 | -7.76% | -12.99% | -22.52% | |
| HD - The Home Depot Inc | Reduce 100% | 0.00% | $0.00 | +61.11% | +9.07% | +2.98% | |