Schear Investment Advisers, LLC

Q4 2024 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    88

  • Value ($000)

    $187,843

  • Date Filed
    01/29/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.16M
8 %

112,872

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$13.97M
7 %

25,920

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$10.86M
6 %

21,247

AVGO
AVGO

BROADCOM INC

COM
11135F101
$9.42M
5 %

40,614

AAPL
AAPL

APPLE INC

COM
037833100
$8.18M
4 %

32,672

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$6.83M
4 %

36,066

LLY
LLY

ELI LILLY & CO

COM
532457108
$6.59M
4 %

8,535

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.38M
3 %

15,131

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.76M
3 %

26,259

META
META

META PLATFORMS INC

CL A
30303M102
$4.84M
3 %

8,273

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