Investor Details
| Filer Name: | SCHEAR INVESTMENT ADVISERS, LLC |
|---|---|
| CIK: | 1962838 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-29 |
| Number of Holdings: | 88 |
| Portfolio Value: | $0.19B |
Schear Investment Advisers, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 112,872 | $15M | 8.07% | 3.3% | - |
| VOO | US | VANGUARD S&P 500 ETF | 25,920 | $14M | 7.43% | 129.6% | - |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 21,247 | $11M | 5.78% | 201.5% | - |
| AVGO | US | BROADCOM INC | 40,614 | $9M | 5.01% | 6.0% | - |
| AAPL | US | APPLE INC | 32,672 | $8M | 4.36% | 4.4% | - |
| GOOGL | US | ALPHABET INC-CL A | 36,066 | $7M | 3.63% | 6.9% | - |
| LLY | US | ELI LILLY & CO | 8,535 | $7M | 3.51% | 1.7% | - |
| MSFT | US | MICROSOFT CORP | 15,131 | $6M | 3.40% | 9.1% | - |
| AMZN | US | AMAZON.COM INC | 26,259 | $6M | 3.07% | 5.7% | - |
| META | US | META PLATFORMS INC-CLASS A | 8,273 | $5M | 2.58% | 10.0% | - |
| COST | US | COSTCO WHOLESALE CORP | 4,775 | $4M | 2.33% | 3.5% | - |
| GEV | US | GE VERNOVA INC | 9,399 | $3M | 1.65% | 10.4% | - |
| MRVL | US | MARVELL TECHNOLOGY INC | 28,027 | $3M | 1.65% | 5.6% | - |
| JPM | US | JPMORGAN CHASE & CO | 12,860 | $3M | 1.64% | 5.9% | - |
| V | US | VISA INC-CLASS A SHARES | 9,596 | $3M | 1.61% | 5.7% | - |
| HD | US | HOME DEPOT INC | 6,844 | $3M | 1.42% | -0.2% | - |
| AMD | US | ADVANCED MICRO DEVICES | 21,760 | $3M | 1.40% | 13.8% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 5,013 | $3M | 1.35% | 2.4% | - |
| CAT | US | CATERPILLAR INC | 6,864 | $2M | 1.33% | 3.6% | - |
| C | US | CITIGROUP INC | 33,607 | $2M | 1.26% | 7.7% | - |