Lederer--Associates-Investment-Counselca
AI_NATIVE detailed information: This accession holds the following tickers:[ "AWR", null, "ABBV", "GOOGL", "SCHH", "BLK", "AVGO", null, "CCI", null, null, "HON", "HD", "UNP", "META", "MDT", "MSFT", "EQIX", "BX", "PYPL", "PEP", "UNH", "AAPL", "NVDA", "GS", "PG", "MRK", "AMGN", "SPGI", null, "SPG", "GLD", "AMT", "SYK", "TRV", "UBER", null, "SBAC", "VRT", "AVB", "FI", "CPAY", "WM", "AMZN", "SCHB", null, null, "V", "WAT", "SCHD", "SCHG", null, "OPEN", "SYY", "PSA", "KMB", "ADP", "BAC", "BRK-B", "BA", "BMY", "CVX", "CB", "CSCO", "CME", "KO", "CTSH", "COST", "CRWD", "DAL", "DLR", "NEE", "GOOG", "XOM", "JNJ", "LLY", "PLD", "NFLX", "AWK", "MLM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-02
- Total Holdings
- 81
- Total Value
- 136590
- Accession Number
- 0001089707-25-000002
- Form Type
- 13F-HR
- Manager Name
- Lederer--Associates-Investment-Counselca
Data Enrichment
89% identified72 identified9 unidentified
Holdings
81 positions • $136.6K total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.0K | All Managers (Combined) | $10.0K | 7.3% ($10.0K/$136.6K) | QoQ -37.50% (-$0)YoY -66.66% (-$0) |