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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13F Holdings
Holdings from the most recent 13F from LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Filed: 2022-08-09 (Q2 2022) | Holdings: 88 | Value: $129.8K | 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 4% $(448.46) | 7.75% | $10.1K | +18.38% | -12.27% | +6.62% | |
| MSFT - Microsoft Corp | Reduce 5% $(394.21) | 6.41% | $8.3K | +70.10% | -15.50% | +13.15% | |
| GOOGL - Alphabet Inc A | Reduce 1% $(41.41) | 2.90% | $3.8K | +49.02% | -20.91% | +9.19% | |
| SCHP - Schwab US TIPS ETF | Reduce 7% $(263.29) | 2.86% | $3.7K | +2.99% | -6.11% | -5.07% | |
| ADP - Automatic Data Processing Inc | Reduce 9% $(306.48) | 2.43% | $3.1K | +28.59% | +0.40% | +0.32% | |
| RTX - Raytheon Technologies Ord | Reduce 6% $(205.32) | 2.40% | $3.1K | +71.44% | +5.85% | -5.08% | |
| JNJ - Johnson & Johnson | Reduce 11% $(380.21) | 2.34% | $3.0K | -2.44% | +2.70% | +3.51% | |
| AMZN - Amazon.com Inc | Add 1821% ($2.9K) | 2.32% | $3.0K | +50.33% | -32.38% | -3.04% | |
| BMY - Bristol-Myers Squibb Company | Reduce 14% $(451.99) | 2.11% | $2.7K | -29.63% | +6.36% | -15.80% | |
| V - Visa Inc Class A | Reduce 3% $(85.64) | 2.10% | $2.7K | +70.42% | -3.93% | +12.89% | |
| AMGN - Amgen Inc | Reduce 12% $(329.85) | 1.88% | $2.4K | +27.71% | +17.39% | +8.39% | |
| BLK - BlackRock Inc | Reduce 11% $(291.78) | 1.85% | $2.4K | +47.21% | +7.65% | +0.89% | |
| NEE - NextEra Energy Inc | Reduce 12% $(323.89) | 1.79% | $2.3K | -12.95% | -6.75% | -22.08% | |
| AWK - American Water Works Co Inc | Reduce 6% $(136.74) | 1.75% | $2.3K | -4.70% | -5.52% | -9.41% | |
| MCD - McDonald s Corp | Reduce 12% $(305.35) | 1.71% | $2.2K | +19.52% | +5.87% | +12.23% | |
| BRK.B - Berkshire Hathaway Inc B | Reduce 1% $(16.38) | 1.70% | $2.2K | +63.07% | +2.27% | +20.41% | |
| CB - Chubb Ltd | Reduce 13% $(331.66) | 1.69% | $2.2K | +55.36% | +11.40% | +7.36% | |
| JPM - JPMorgan Chase & Co | Reduce 13% $(298.80) | 1.61% | $2.1K | +145.83% | +15.54% | +34.27% | |
| ELV - Elevance Health | Reduce 23% $(593.57) | 1.55% | $2.0K | -20.13% | +7.04% | -3.55% | |
| WM - Waste Management Inc | Reduce 16% $(371.80) | 1.55% | $2.0K | +43.18% | -5.62% | -5.22% | |
| NVDA - NVIDIA Corp | Reduce 2% $(28.35) | 1.42% | $1.8K | +715.50% | -10.98% | +139.71% | |
| SPGI - S&P Global Inc | Reduce 1% $(19.88) | 1.38% | $1.8K | +34.31% | -9.35% | +2.31% | |
| PG - Procter & Gamble Co | Reduce 12% $(252.20) | 1.36% | $1.8K | +16.42% | -2.54% | +9.81% | |
| UNP - Union Pacific Corp | Reduce 13% $(257.02) | 1.36% | $1.8K | +1.94% | -7.72% | +1.76% | |
| SYY - Sysco Corp | Reduce 15% $(304.53) | 1.33% | $1.7K | -4.36% | +1.40% | -11.54% | |
| SYK - Stryker Corp | 1.22% | $1.6K | +75.56% | +0.38% | +30.83% | ||
| CSCO - Cisco Systems Inc | Reduce 13% $(238.22) | 1.21% | $1.6K | +55.59% | +0.82% | +20.58% | |
| MDT - Medtronic PLC | Reduce 20% $(389.26) | 1.18% | $1.5K | +0.46% | -12.24% | -8.59% | |
| ADBE - Adobe Systems Inc | Reduce 6% $(89.68) | 1.17% | $1.5K | -13.31% | -25.25% | +16.86% | |
| META - Meta Platforms | Reduce 7% $(106.74) | 1.14% | $1.5K | +298.35% | -36.43% | +73.73% | |
| KO - Coca-Cola Co | 1.10% | $1.4K | +19.71% | -3.62% | -1.39% | ||
| PEP - PepsiCo Inc | 1.07% | $1.4K | -19.34% | +4.04% | +7.34% | ||
| COST - Costco Wholesale Corp | Reduce 20% $(336.94) | 1.05% | $1.4K | +86.91% | -5.59% | +3.71% | |
| LMT - Lockheed Martin Corp | Reduce 2% $(31.82) | 1.02% | $1.3K | +20.70% | +14.87% | +7.38% | |
| SCHZ - Schwab US Aggregate Bond ETF | Reduce 4% $(47.69) | 0.99% | $1.3K | +4.33% | -6.00% | -3.98% | |
| SCHV - Schwab US Large-Cap Value ETF | Reduce 3% $(41.46) | 0.98% | $1.3K | +29.65% | +0.92% | +4.63% | |
| MLM - Martin Marietta Materials Inc | Reduce 3% $(36.80) | 0.98% | $1.3K | +51.99% | +0.14% | +27.29% | |
| MC - LVMH Moet Hennessy Louis Vuitton | New Purchase | 0.97% | $1.3K | -22.39% | -1.59% | +29.48% | |
| UNH - UnitedHealth Group Inc | New Purchase | 0.96% | $1.2K | -40.02% | +1.04% | -5.51% | |
| DIS - Walt Disney Co | Reduce 5% $(62.71) | 0.94% | $1.2K | +6.32% | -19.58% | -18.42% | |
| SCHH - Schwab US REIT ETF | Reduce 2% $(18.55) | 0.93% | $1.2K | +0.46% | -11.72% | -13.20% | |
| D - Dominion Energy | Reduce 19% $(270.47) | 0.92% | $1.2K | -24.78% | -24.01% | -36.96% | |
| MDLZ - Mondelez International Inc Class A | Reduce 15% $(215.44) | 0.91% | $1.2K | +10.51% | +1.70% | +17.30% | |
| MRK - Merck & Co Inc | New Purchase | 0.90% | $1.2K | -5.08% | +14.09% | +20.62% | |
| SCHJ - Schwab 1 5 Year Corp Bond ETF | Reduce 5% $(58.72) | 0.90% | $1.2K | +13.25% | -2.16% | +1.02% | |
| GLD - SPDR Gold Shares | New Purchase | 0.88% | $1.1K | +86.35% | -2.34% | +6.10% | |
| CMCSA - Comcast Corp Class A | Reduce 1% $(15.03) | 0.84% | $1.1K | -3.05% | -14.72% | +22.23% | |
| SBUX - Starbucks Corp | Reduce 13% $(162.56) | 0.84% | $1.1K | +13.60% | +12.56% | +20.71% | |
| AVGO - Broadcom Inc Com | Reduce 14% $(182.25) | 0.83% | $1.1K | +382.77% | -6.45% | +58.93% | |
| AMT - American Tower Corp | Reduce 28% $(401.89) | 0.82% | $1.1K | -15.29% | -20.52% | -31.18% | |
| GOOG - Alphabet Inc C | Reduce 100% | 0.00% | $0.00 | +42.91% | -21.26% | +8.88% | |
| CTSH - Cognizant Technology Solutions | Reduce 100% | 0.00% | $0.00 | +21.16% | -16.97% | +4.42% | |
| PYPL - PayPal Holdings Inc | Reduce 100% | 0.00% | $0.00 | -11.54% | -11.51% | -35.99% | |
| WBA - Walgreen Boots Alliance Inc | Reduce 100% | 0.00% | $0.00 | -73.09% | -2.12% | -22.64% | |