Schear Investment Advisers as of Dec. 31, 2024
Portfolio Holdings for Schear Investment Advisers
Schear Investment Advisers holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $15M | 113k | 134.29 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.4 | $14M | 26k | 538.81 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.8 | $11M | 21k | 511.23 | |
| Broadcom (AVGO) | 5.0 | $9.4M | 41k | 231.84 | |
| Apple (AAPL) | 4.4 | $8.2M | 33k | 250.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $6.8M | 36k | 189.30 | |
| Eli Lilly & Co. (LLY) | 3.5 | $6.6M | 8.5k | 772.00 | |
| Microsoft Corporation (MSFT) | 3.4 | $6.4M | 15k | 421.50 | |
| Amazon (AMZN) | 3.1 | $5.8M | 26k | 219.39 | |
| Meta Platforms Cl A (META) | 2.6 | $4.8M | 8.3k | 585.51 | |
| Costco Wholesale Corporation (COST) | 2.3 | $4.4M | 4.8k | 916.27 | |
| Marvell Technology (MRVL) | 1.6 | $3.1M | 28k | 110.45 | |
| Ge Vernova (GEV) | 1.6 | $3.1M | 9.4k | 328.93 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $3.1M | 13k | 239.71 | |
| Visa Com Cl A (V) | 1.6 | $3.0M | 9.6k | 316.04 | |
| Home Depot (HD) | 1.4 | $2.7M | 6.8k | 388.99 | |
| Advanced Micro Devices (AMD) | 1.4 | $2.6M | 22k | 120.79 | |
| UnitedHealth (UNH) | 1.3 | $2.5M | 5.0k | 505.86 | |
| Caterpillar (CAT) | 1.3 | $2.5M | 6.9k | 362.76 | |
| Citigroup Com New (C) | 1.3 | $2.4M | 34k | 70.39 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $2.2M | 6.4k | 342.16 | |
| PNC Financial Services (PNC) | 1.1 | $2.1M | 11k | 192.85 | |
| Boston Scientific Corporation (BSX) | 1.1 | $2.1M | 23k | 89.32 | |
| Motorola Solutions Com New (MSI) | 1.1 | $2.0M | 4.4k | 462.23 | |
| Goldman Sachs (GS) | 1.1 | $2.0M | 3.5k | 572.62 | |
| Chubb (CB) | 1.0 | $1.9M | 7.0k | 276.30 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $1.9M | 4.3k | 444.68 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $1.9M | 4.3k | 434.93 | |
| TJX Companies (TJX) | 1.0 | $1.8M | 15k | 120.81 | |
| Linde SHS (LIN) | 0.9 | $1.7M | 4.2k | 418.67 | |
| Morgan Stanley Com New (MS) | 0.9 | $1.7M | 14k | 125.72 | |
| Union Pacific Corporation (UNP) | 0.9 | $1.6M | 7.1k | 228.04 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $1.6M | 27k | 60.50 | |
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $1.6M | 5.5k | 283.85 | |
| Honeywell International (HON) | 0.8 | $1.5M | 6.8k | 225.89 | |
| Oracle Corporation (ORCL) | 0.8 | $1.5M | 9.1k | 166.64 | |
| Martin Marietta Materials (MLM) | 0.8 | $1.5M | 2.9k | 516.50 | |
| Amgen (AMGN) | 0.8 | $1.4M | 5.5k | 260.64 | |
| AmerisourceBergen (COR) | 0.7 | $1.4M | 6.2k | 224.68 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.4M | 4.0k | 351.79 | |
| Clorox Company (CLX) | 0.7 | $1.4M | 8.4k | 162.41 | |
| McKesson Corporation (MCK) | 0.7 | $1.3M | 2.3k | 569.91 | |
| Stryker Corporation (SYK) | 0.7 | $1.3M | 3.6k | 360.05 | |
| Ge Aerospace Com New (GE) | 0.7 | $1.3M | 7.5k | 166.79 | |
| United Rentals (URI) | 0.7 | $1.2M | 1.7k | 704.44 | |
| Intuit (INTU) | 0.6 | $1.2M | 1.9k | 628.50 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.6 | $1.2M | 46k | 25.54 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $1.2M | 15k | 78.18 | |
| Diamondback Energy (FANG) | 0.6 | $1.2M | 7.1k | 163.83 | |
| Lululemon Athletica (LULU) | 0.6 | $1.2M | 3.0k | 382.41 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.2M | 13k | 90.35 | |
| Metropcs Communications (TMUS) | 0.6 | $1.1M | 5.2k | 220.73 | |
| Micron Technology (MU) | 0.6 | $1.1M | 13k | 84.16 | |
| Air Products & Chemicals (APD) | 0.6 | $1.1M | 3.7k | 290.04 | |
| Bank of America Corporation (BAC) | 0.6 | $1.0M | 24k | 43.95 | |
| Deere & Company (DE) | 0.5 | $996k | 2.4k | 423.70 | |
| Chevron Corporation (CVX) | 0.5 | $949k | 6.6k | 144.84 | |
| Eaton Corp SHS (ETN) | 0.5 | $935k | 2.8k | 331.87 | |
| Blackrock (BLK) | 0.5 | $914k | 892.00 | 1025.11 | |
| D.R. Horton (DHI) | 0.5 | $877k | 6.3k | 139.82 | |
| Procter & Gamble Company (PG) | 0.4 | $844k | 5.0k | 167.65 | |
| Constellation Brands Cl A (STZ) | 0.4 | $825k | 3.7k | 221.00 | |
| Merck & Co (MRK) | 0.4 | $823k | 8.3k | 99.48 | |
| Phillips 66 (PSX) | 0.4 | $726k | 6.4k | 113.93 | |
| McDonald's Corporation (MCD) | 0.4 | $719k | 2.5k | 289.89 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $709k | 6.1k | 115.72 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $625k | 3.2k | 197.49 | |
| Pepsi (PEP) | 0.3 | $621k | 4.1k | 152.06 | |
| Johnson & Johnson (JNJ) | 0.3 | $585k | 4.0k | 144.62 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $557k | 1.1k | 485.94 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $521k | 1.0k | 520.23 | |
| Coca-Cola Company (KO) | 0.3 | $505k | 8.1k | 62.26 | |
| Target Corporation (TGT) | 0.2 | $463k | 3.4k | 135.18 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $446k | 2.1k | 212.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $436k | 743.00 | 586.08 | |
| Enterprise Products Partners (EPD) | 0.2 | $431k | 14k | 31.36 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $368k | 4.3k | 86.02 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $366k | 6.1k | 59.73 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $350k | 2.5k | 139.50 | |
| Zoetis Cl A (ZTS) | 0.2 | $323k | 2.0k | 162.93 | |
| Lowe's Companies (LOW) | 0.2 | $308k | 1.2k | 246.80 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $266k | 7.0k | 38.08 | |
| Abbvie (ABBV) | 0.1 | $233k | 1.3k | 177.70 | |
| American Express Company (AXP) | 0.1 | $233k | 784.00 | 296.79 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $231k | 1.1k | 213.63 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $205k | 288.00 | 712.33 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $201k | 382.00 | 526.57 | |
| Williams Companies (WMB) | 0.1 | $200k | 3.7k | 54.12 |
