Fund HoldingsLEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

Total Portfolio Value
$136.6K
Total Bought
$15.9K
Total Sold
$14.1K
Net Transaction
+$1.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BlackRock Inc(BLK)02,775+2,775031.92%+3
Blackstone Inc(BX)08,216+8,216010.84%+1
Delta Air Lines Inc(DAL)017,571+17,571010.56%+1
Vertiv Holdings Co(VRT)09,384+9,384010.50%+1
Boeing Co(BA)03,947+3,947010.49%+1
Berkshire Hathaway Inc B7,0016,988-13342.72%+1
AbbVie Inc(ABBV)10,32110,870+549221.67%0
Visa Inc Class A(V)11,28811,368+80442.92%0
Uber Technologies Inc(UBER)17,18819,033+1,845111.02%0
Amgen Inc(AMGN)6,9446,894-50221.57%0
Johnson & Johnson(JNJ)14,16514,270+105221.73%0
SPDR Gold Shares(GLD)6,8156,8150221.44%0
Waste Management Inc(WM)7,8068,148+342221.38%0
Fiserv Inc(FISV)7,0327,769+737121.26%0
Exxon Mobil Corp9,04710,241+1,194110.89%0
Chubb Ltd
COM
7,4427,570+128221.67%0
Chevron Corp(CVX)8,0688,238+170111.01%0
Eli Lilly and Co(LLY)2,4502,538+88221.53%0
Coca-Cola Co(KO)20,63520,6350111.08%0
Automatic Data Processing Inc11,53011,580+50342.59%0
Union Pacific Corp(UNP)7,4747,864+390221.36%0
American Water Works Co Inc12,65411,617-1,037221.25%0
CME Group Inc Class A(CME)4,1294,1290110.80%0
American Tower Corp(AMT)4,0643,988-76110.64%0
S&P Global Inc(SPGI)4,1714,321+150221.61%0
Medtronic PLC(MDT)15,28114,779-502110.97%0
Bristol-Myers Squibb Company(BMY)21,12221,1220110.94%0
Costco Wholesale Corp(COST)2,0332,065+32221.43%0
Stryker Corp(SYK)6,4336,443+10221.76%0
Meta Platforms(META)6,6746,910+236442.92%0
The Travelers Companies Inc(TRV)3,3753,358-17110.65%0
Kimberly-Clark Corp(KMB)6,3956,3950110.67%0
Martin Marietta Materials Inc(MLM)3,1843,563+379221.25%0
Schwab US TIPS ETF59,88659,570-316221.17%0
Crown Castle International Corp(CCI)3,7473,7470000.29%0
The Home Depot Inc(HD)2,6452,929+284110.79%0
UnitedHealth Group Inc(UNH)1,8491,857+8110.71%0
Schwab US Large-Cap Value ETF62,41962,460+41221.22%0
Corpay Inc(CPAY)2,7012,713+12110.69%0
CrowdStrike Holdings Inc(CRWD)2,9742,970-4110.77%0
Prologis Inc(PLD)6,5176,394-123110.52%0
Schwab US REIT ETF52,10752,118+11110.82%0
SBA Communications Corp(SBAC)9469460000.15%0
NextEra Energy Inc(NEE)25,82426,313+489221.37%0
Schwab US Aggregate Bond ETF27,84127,874+33110.47%0
iShares Residential Real Estate Capd ETF2,3752,3750000.15%0
Schwab Int-Term US Treasury ETF18,37918,408+29000.34%0
Procter & Gamble Co(PG)4,0454,0450110.50%0
Schwab 1 5 Year Corp Bond ETF24,40324,460+57110.44%0
Schwab Short-Term US Treasury ETF17,77017,790+20000.32%0
American States Water Co3,7503,7500000.22%0
JPMorgan Chase & Co(JPM)9,6199,418-201221.69%0
Waters Corp(WAT)3,1253,155+30110.85%0
Schwab US Dividend Equity ETF25,45224,787-665110.51%-0
Cognizant Technology Solutions(CTSH)11,91011,9100110.67%-0
Opendoor Technologies(OPEN)10,00010,0000000.01%-0
Public Storage(PSA)1,3531,329-24000.29%-0
AvalonBay Communities Inc1,2311,209-22000.19%-0
Schwab US Mid-Cap ETF12,86312,869+6000.25%-0
PepsiCo Inc(PEP)8,2618,244-17110.90%-0
Sysco Corp(SYY)14,07414,0740110.77%-0
Schwab US Broad Market ETF18,99918,9990000.30%-0
Simon Property Group Inc(SPG)2,8992,846-53000.35%-0
Goldman Sachs Group Inc(GS)1,4901,485-5110.59%-0
Bank of America Corporation20,00020,0000110.61%-0
Schwab US Large-Cap Growth ETF23,92724,766+839110.45%-0
Netflix Inc(NFLX)2,0891,944-145221.33%-0
Honeywell International Inc(HON)3,9343,926-8110.61%-0
Cisco Systems Inc(CSCO)26,03923,683-2,356211.07%-0
Merck & Co Inc(MRK)8,9688,943-25110.59%-0
Digital Realty Trust Inc(DLR)2,5032,458-45000.26%-0
Equinix Inc(EQIX)798783-15110.47%-0
Lockheed Martin Corp(LMT)3650-36500-0
Flutter Entertainment PLC(FLUT)5,8435,823-20210.94%-0
PayPal Holdings Inc(PYPL)14,62314,938+315110.71%-0
Alphabet Inc C(GOOG)8,1868,095-91210.93%-0
Amazon.com Inc(AMZN)22,27523,138+863543.22%-0
Genuine Parts Co(GPC)4,7380-4,73810-1
Broadcom Inc Com(AVGO)13,11213,757+645321.69%-1
Mondelez International Inc Class A(MDLZ)12,9560-12,95610-1
Alphabet Inc A(GOOG)28,25828,424+166543.22%-1
McDonald s Corp(MCD)3,5560-3,55610-1
Microsoft Corp(MSFT)25,54425,901+35711107.12%-1
Louis Vuitton Moet Hennessy8,0810-8,08110-1
Apple Inc(AAPL)54,60755,967+1,36014129.10%-1
NVIDIA Corp(NVDA)53,80354,791+988764.35%-1
Elevance Health(ELV)3,9170-3,91710-1
Adobe Systems Inc(ADBE)4,0420-4,04220-2
The Hershey Co(HSY)10,8440-10,84420-2
BlackRock Inc(BLK)2,8260-2,82630-3
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