Schear Investment Advisers, LLC

Q1 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    89

  • Value ($000)

    $173,612

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0001962838
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$13.07M
8 %

120,596

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$9.80M
6 %

19,078

AVGO
AVGO

BROADCOM INC

COM
$7.55M
4 %

45,086

AAPL
AAPL

APPLE INC

COM
$6.97M
4 %

31,399

LLY
LLY

ELI LILLY & CO

COM
$6.04M
4 %

7,317

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$5.76M
3 %

37,249

MSFT
MSFT

MICROSOFT CORP

COM
$5.70M
3 %

15,188

AMZN
AMZN

AMAZON COM INC

COM
$5.06M
3 %

26,605

META
META

META PLATFORMS INC

CL A
$4.99M
3 %

8,658

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$4.91M
3 %

10,471

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