Schear Investment Advisers, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$162M
Signature - Title
Kerina M. Graves - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Schear Investment Advisers, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Schear Investment Advisers, LLC reported 84 stock holdings with total value $162M as of Q3 2024. Top holdings included NVDA, LLY, AAPL, AVGO, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 84 $162M +$24.6M -$483K +$24.2M NVDA, LLY, AAPL, AVGO, MSFT 13F-HR 11/6/2024, 04:23 PM
Q2 2024 81 $138M +$22.1M -$4.69M +$17.4M NVDA, LLY, AAPL, MSFT, VOO 13F-HR 7/30/2024, 10:21 AM
Q1 2024 79 $125M +$17.5M -$10.8M +$6.76M NVDA, VOO, LLY, AAPL, MSFT 13F-HR 5/1/2024, 04:49 PM
Q4 2023 78 $104M +$2.09M -$2.21M -$116K VOO, AAPL, NVDA, LLY, MSFT 13F-HR 1/31/2024, 01:32 PM
Q3 2023 78 $92.7M +$3.57M -$4.09M -$521K VOO, AAPL, LLY, NVDA, MSFT 13F-HR 10/25/2023, 04:40 PM
Q2 2023 81 $94.6M +$8M -$4.92M +$3.08M AAPL, VOO, NVDA, MSFT, LLY 13F-HR 7/17/2023, 04:51 PM
Q1 2023 84 $83.6M +$3.74M -$6.57M -$2.83M AAPL, VOO, MSFT, FANG, LLY 13F-HR 4/25/2023, 05:42 PM
Q4 2022 90 $81.1M $0 $0 VOO, AAPL, LLY, FANG, MSFT 13F-HR 1/24/2023, 05:01 PM