Schear Investment Advisers as of Dec. 31, 2022
Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 90 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.2 | $4.2M | 12k | 351.34 | |
Apple (AAPL) | 4.8 | $3.9M | 30k | 129.93 | |
Eli Lilly & Co. (LLY) | 3.4 | $2.8M | 7.6k | 365.84 | |
Diamondback Energy (FANG) | 3.3 | $2.7M | 20k | 136.78 | |
Microsoft Corporation (MSFT) | 3.1 | $2.5M | 11k | 239.82 | |
Chevron Corporation (CVX) | 2.9 | $2.4M | 13k | 179.49 | |
NVIDIA Corporation (NVDA) | 2.9 | $2.3M | 16k | 146.14 | |
UnitedHealth (UNH) | 2.8 | $2.3M | 4.3k | 530.18 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $2.0M | 22k | 88.23 | |
Amazon (AMZN) | 2.2 | $1.8M | 22k | 84.00 | |
Home Depot (HD) | 2.1 | $1.7M | 5.5k | 315.86 | |
Costco Wholesale Corporation (COST) | 2.0 | $1.7M | 3.6k | 456.50 | |
Broadcom (AVGO) | 2.0 | $1.6M | 2.8k | 559.13 | |
Honeywell International (HON) | 1.8 | $1.5M | 7.0k | 214.30 | |
Union Pacific Corporation (UNP) | 1.8 | $1.5M | 7.2k | 207.07 | |
Visa Com Cl A (V) | 1.6 | $1.3M | 6.3k | 207.76 | |
Abbvie (ABBV) | 1.6 | $1.3M | 8.0k | 161.61 | |
Target Corporation (TGT) | 1.6 | $1.3M | 8.7k | 149.04 | |
Johnson & Johnson (JNJ) | 1.6 | $1.3M | 7.3k | 176.65 | |
Morgan Stanley Com New (MS) | 1.6 | $1.3M | 15k | 85.02 | |
Bank of America Corporation (BAC) | 1.6 | $1.3M | 38k | 33.12 | |
Caterpillar (CAT) | 1.4 | $1.1M | 4.8k | 239.56 | |
Deere & Company (DE) | 1.4 | $1.1M | 2.7k | 428.76 | |
Adobe Systems Incorporated (ADBE) | 1.4 | $1.1M | 3.3k | 336.53 | |
PNC Financial Services (PNC) | 1.3 | $1.0M | 6.6k | 157.94 | |
Goldman Sachs (GS) | 1.3 | $1.0M | 3.0k | 343.38 | |
Amgen (AMGN) | 1.2 | $990k | 3.8k | 262.64 | |
Pepsi (PEP) | 1.2 | $956k | 5.3k | 180.66 | |
Cabot Oil & Gas Corporation (CTRA) | 1.2 | $937k | 38k | 24.57 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $883k | 1.9k | 469.07 | |
BlackRock (BLK) | 1.1 | $858k | 1.2k | 708.63 | |
Advanced Micro Devices (AMD) | 1.1 | $855k | 13k | 64.77 | |
Procter & Gamble Company (PG) | 1.0 | $823k | 5.4k | 151.56 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $816k | 3.1k | 266.84 | |
AmerisourceBergen (COR) | 1.0 | $774k | 4.7k | 165.71 | |
Spartannash (SPTN) | 1.0 | $771k | 26k | 30.24 | |
Marvell Technology (MRVL) | 0.9 | $737k | 20k | 37.04 | |
Signature Bank (SBNY) | 0.9 | $733k | 6.4k | 115.22 | |
TJX Companies (TJX) | 0.9 | $707k | 8.9k | 79.60 | |
Qualcomm (QCOM) | 0.8 | $687k | 6.2k | 109.94 | |
Wyndham Hotels And Resorts (WH) | 0.8 | $672k | 9.4k | 71.31 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $665k | 5.0k | 134.10 | |
Motorola Solutions Com New (MSI) | 0.8 | $662k | 2.6k | 257.71 | |
Summit Matls Cl A (SUM) | 0.8 | $661k | 23k | 28.39 | |
Delta Air Lines Inc Del Com New (DAL) | 0.8 | $653k | 20k | 32.86 | |
Boston Scientific Corporation (BSX) | 0.8 | $640k | 14k | 46.27 | |
Raytheon Technologies Corp (RTX) | 0.8 | $636k | 6.3k | 100.92 | |
Freeport-mcmoran CL B (FCX) | 0.8 | $622k | 16k | 38.00 | |
Constellation Brands Cl A (STZ) | 0.8 | $622k | 2.7k | 231.75 | |
McDonald's Corporation (MCD) | 0.8 | $615k | 2.3k | 263.53 | |
Pfizer (PFE) | 0.7 | $599k | 12k | 51.24 | |
Linde SHS | 0.7 | $595k | 1.8k | 326.18 | |
Ashland (ASH) | 0.7 | $562k | 5.2k | 107.53 | |
Stryker Corporation (SYK) | 0.7 | $541k | 2.2k | 244.49 | |
Phillips 66 (PSX) | 0.7 | $537k | 5.2k | 104.08 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $523k | 1.4k | 382.46 | |
Hershey Company (HSY) | 0.6 | $509k | 2.2k | 231.57 | |
Devon Energy Corporation (DVN) | 0.6 | $502k | 8.2k | 61.51 | |
Thermo Fisher Scientific (TMO) | 0.6 | $474k | 860.00 | 550.69 | |
Mondelez Intl Cl A (MDLZ) | 0.6 | $463k | 6.9k | 66.65 | |
Meta Platforms Cl A (META) | 0.5 | $437k | 3.6k | 120.34 | |
General Motors Company (GM) | 0.5 | $437k | 13k | 33.64 | |
FedEx Corporation (FDX) | 0.5 | $435k | 2.5k | 173.20 | |
Becton, Dickinson and (BDX) | 0.5 | $434k | 1.7k | 254.30 | |
Abbott Laboratories (ABT) | 0.5 | $432k | 3.9k | 109.79 | |
Verizon Communications (VZ) | 0.5 | $422k | 11k | 39.40 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.5 | $416k | 8.3k | 50.21 | |
Fmc Corp Com New (FMC) | 0.5 | $407k | 3.3k | 124.80 | |
Genuine Parts Company (GPC) | 0.5 | $390k | 2.2k | 173.51 | |
Keurig Dr Pepper (KDP) | 0.5 | $366k | 10k | 35.66 | |
McKesson Corporation (MCK) | 0.5 | $365k | 973.00 | 375.12 | |
Lululemon Athletica (LULU) | 0.4 | $354k | 1.1k | 320.38 | |
Arthur J. Gallagher & Co. (AJG) | 0.4 | $349k | 1.9k | 188.54 | |
Enterprise Products Partners (EPD) | 0.4 | $336k | 14k | 24.12 | |
Micron Technology (MU) | 0.4 | $335k | 6.7k | 49.98 | |
Coca-Cola Company (KO) | 0.4 | $329k | 5.2k | 63.61 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $319k | 1.2k | 266.39 | |
Marathon Petroleum Corp (MPC) | 0.4 | $308k | 2.6k | 116.39 | |
Broadridge Financial Solutions (BR) | 0.4 | $307k | 2.3k | 134.13 | |
Nike CL B (NKE) | 0.4 | $298k | 2.5k | 117.01 | |
Chemours (CC) | 0.4 | $296k | 9.7k | 30.62 | |
Lowe's Companies (LOW) | 0.3 | $273k | 1.4k | 199.24 | |
Zoetis Cl A (ZTS) | 0.3 | $266k | 1.8k | 146.55 | |
Merck & Co (MRK) | 0.3 | $264k | 2.4k | 110.95 | |
Travelers Companies (TRV) | 0.3 | $257k | 1.4k | 187.49 | |
Lockheed Martin Corporation (LMT) | 0.3 | $255k | 525.00 | 486.49 | |
salesforce (CRM) | 0.3 | $254k | 1.9k | 132.59 | |
Air Products & Chemicals (APD) | 0.3 | $214k | 693.00 | 308.26 | |
Humana (HUM) | 0.3 | $208k | 406.00 | 512.19 | |
Gogoro *w Exp 04/04/202 (GGROW) | 0.0 | $19k | 53k | 0.35 |