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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13F Holdings
Holdings from the most recent 13F from LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Filed: 2025-01-24 (Q4 2024) | Holdings: 85 | Value: $143.2M | 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% $(453.0K) | 9.55% | $13.7M | -12.46% | -6.48% | ||
| MSFT - Microsoft Corp | Reduce 2% $(241.9K) | 7.52% | $10.8M | +13.18% | -7.40% | ||
| NVDA - NVIDIA Corp | 5.04% | $7.2M | +15.50% | -11.04% | |||
| GOOGL - Alphabet Inc A | Reduce 2% $(103.9K) | 3.73% | $5.3M | -8.34% | -15.73% | ||
| AMZN - Amazon.com Inc | Reduce 2% $(93.2K) | 3.41% | $4.9M | -5.04% | -16.45% | ||
| META - Meta Platforms | Reduce 3% $(132.3K) | 2.73% | $3.9M | +11.45% | -12.58% | ||
| V - Visa Inc Class A | Reduce 3% $(99.2K) | 2.49% | $3.6M | +8.80% | +1.74% | ||
| ADP - Automatic Data Processing Inc | 2.36% | $3.4M | +5.46% | -0.47% | |||
| BRK.B - Berkshire Hathaway Inc B | 2.22% | $3.2M | +4.13% | +14.36% | |||
| AVGO - Broadcom Inc Com | Reduce 11% $(365.4K) | 2.12% | $3.0M | +17.21% | -9.61% | ||
| BLK - BlackRock Inc | Reduce 3% $(89.2K) | 2.02% | $2.9M | -3.01% | -9.64% | ||
| SYK - Stryker Corp | Reduce 4% $(89.6K) | 1.62% | $2.3M | -5.50% | -7.60% | ||
| JPM - JPMorgan Chase & Co | Reduce 5% $(125.4K) | 1.61% | $2.3M | +2.65% | -7.24% | ||
| SPGI - S&P Global Inc | Reduce 3% $(66.2K) | 1.45% | $2.1M | -1.62% | -5.93% | ||
| CB - Chubb Ltd | Reduce 2% $(52.2K) | 1.44% | $2.1M | +6.05% | +3.94% | ||
| JNJ - Johnson & Johnson | 1.43% | $2.0M | +4.36% | +4.96% | |||
| LLY - Eli Lilly and Co | New Purchase | 1.32% | $1.9M | +1.99% | +13.79% | ||
| COST - Costco Wholesale Corp | Reduce 1% $(12.8K) | 1.30% | $1.9M | +5.38% | +5.19% | ||
| NFLX - Netflix Inc | Reduce 19% $(438.5K) | 1.30% | $1.9M | +25.70% | +13.43% | ||
| NEE - NextEra Energy Inc | Reduce 4% $(73.7K) | 1.29% | $1.9M | -0.36% | -9.09% | ||
| HSY - The Hershey Co | Add 10% ($169.0K) | 1.28% | $1.8M | +12.06% | +7.44% | ||
| ABBV - AbbVie Inc | New Purchase | 1.28% | $1.8M | +8.42% | +8.76% | ||
| AMGN - Amgen Inc | 1.26% | $1.8M | +6.35% | +2.07% | |||
| ADBE - Adobe Systems Inc | Add 2% ($26.7K) | 1.25% | $1.8M | -11.05% | -14.53% | ||
| UNP - Union Pacific Corp | Add 7% ($118.6K) | 1.19% | $1.7M | -10.97% | -14.43% | ||
| GLD - SPDR Gold Shares | 1.15% | $1.6M | +22.88% | +20.04% | |||
| MLM - Martin Marietta Materials Inc | Reduce 2% $(26.3K) | 1.15% | $1.6M | -0.23% | -7.18% | ||
| SCHV - Schwab US Large-Cap Value ETF | Add 201% ($1.1M) | 1.14% | $1.6M | +0.45% | -5.05% | ||
| WM - Waste Management Inc | Reduce 2% $(29.1K) | 1.10% | $1.6M | +11.56% | +8.33% | ||
| AWK - American Water Works Co Inc | Add 2% ($35.6K) | 1.10% | $1.6M | +16.24% | +18.04% | ||
| GOOG - Alphabet Inc C | Reduce 1% $(17.3K) | 1.09% | $1.6M | -8.52% | -15.53% | ||
| SCHP - Schwab US TIPS ETF | Add 100% ($773.5K) | 1.08% | $1.5M | +2.53% | +2.47% | ||
| CSCO - Cisco Systems Inc | Reduce 6% $(94.5K) | 1.08% | $1.5M | +7.13% | -7.01% | ||
| FLUT - Flutter Entertainment PLC | New Purchase | 1.05% | $1.5M | +2.92% | -11.65% | ||
| FI - Fiserv Inc | Reduce 14% $(244.1K) | 1.01% | $1.4M | -21.28% | -14.49% | ||
| ELV - Elevance Health | Reduce 4% $(63.1K) | 1.01% | $1.4M | -6.59% | +4.52% | ||
| KO - Coca-Cola Co | 0.90% | $1.3M | +12.35% | +15.22% | |||
| PEP - PepsiCo Inc | 0.88% | $1.3M | -12.63% | -10.84% | |||
| PYPL - PayPal Holdings Inc | Reduce 5% $(59.3K) | 0.87% | $1.2M | -19.28% | -25.36% | ||
| MDT - Medtronic PLC | 0.85% | $1.2M | -4.20% | -6.43% | |||
| BMY - Bristol-Myers Squibb Company | Reduce 6% $(76.9K) | 0.83% | $1.2M | -21.23% | -20.11% | ||
| CVX - Chevron Corp | 0.82% | $1.2M | -2.56% | -10.27% | |||
| WAT - Waters Corp | Reduce 3% $(39.3K) | 0.81% | $1.2M | -17.35% | -18.13% | ||
| SCHH - Schwab US REIT ETF | 0.77% | $1.1M | +0.23% | -2.60% | |||
| SYY - Sysco Corp | Reduce 5% $(55.6K) | 0.75% | $1.1M | -0.97% | -5.40% | ||
| LVMUY - Louis Vuitton Moet Hennessy | Reduce 15% $(189.9K) | 0.74% | $1.1M | -31.30% | -25.46% | ||
| UBER - Uber Technologies Inc | New Purchase | 0.72% | $1.0M | +25.31% | +14.95% | ||
| MCD - McDonald s Corp | Reduce 49% $(991.3K) | 0.72% | $1.0M | +3.16% | +11.15% | ||
| HD - The Home Depot Inc | 0.72% | $1.0M | -14.88% | -13.27% | |||
| CRWD - CrowdStrike Holdings Inc | New Purchase | 0.71% | $1.0M | +34.25% | +15.93% | ||
| AMT - American Tower Corp | Reduce 100% | 0.00% | $0.00 | ||||
| CPAY - Corpay Inc | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - Exxon Mobil Corp | Reduce 100% | 0.00% | $0.00 | ||||
| LYV - Live Nation Entertainment Inc | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UnitedHealth Group Inc | Reduce 100% | 0.00% | $0.00 | ||||