SI

Schear Investment Advisers, LLC

13F
Schear Investment Advisers, LLC
Last update 2025-05-01 89 Stocks (4 new)
Value $174.00 Mil Turnover 7 %
Countries:
Top Holdings: NVDA(7.53%)VOO(5.65%)AVGO(4.35%)AAPL(4.02%)LLY(3.48%)
Summary Stock Picks Current Portfolio
Schear Investment Advisers, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
120,596
13,070.2
+6.84%
7.530
+0.48%
0.000
+22.37%
+5.69%
3,461,082.1
Semiconductors
VOO 		Vanguard S&P 500 ETF
19,078
9,804.4
-26.40%
5.650
-1.96%
0.000
+3.60%
+1.99%
613,880.0
 
AVGO 		Broadcom Inc
45,086
7,548.8
+11.01%
4.350
+0.43%
0.000
+39.68%
+12.95%
1,227,584.8
Semiconductors
AAPL 		Apple Inc
31,399
6,974.7
-3.90%
4.020
-0.17%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
LLY 		Eli Lilly and Co
7,317
6,043.2
-14.27%
3.480
-0.50%
0.000
-15.77%
-0.42%
687,521.9
Drug Manufacturers
GOOGL 		Alphabet Inc
37,249
5,760.2
+3.28%
3.320
+0.11%
0.000
-1.57%
-11.12%
2,046,560.0
Interactive Media
MSFT 		Microsoft Corp
15,188
5,701.4
+0.38%
3.280
+0.01%
0.000
+19.59%
+10.48%
3,447,734.1
Software
AMZN 		Amazon.com Inc
26,605
5,061.9
+1.32%
2.920
+0.04%
0.000
+1.68%
-5.54%
2,200,026.7
Retail - Cyclical
META 		Meta Platforms Inc
8,658
4,990.1
+4.65%
2.870
+0.13%
0.000
+7.59%
+17.60%
1,729,731.4
Interactive Media
QQQ 		INVESCO QQQ Trust
10,471
4,910.1
-50.72%
2.830
-2.93%
0.000
+6.86%
+3.59%
336,456.4
 

Schear Investment Advisers, LLC's Historical Top Holdings Breakdowns

Schear Investment Advisers, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-2.93%
●
468.34 ($508.07) 539.52
$528.77
4.07%
Reduce -50.72%
10,471
-10,776
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-1.96%
●
507.05 ($540.58) 563.67
$547.65
1.31%
Reduce -26.4%
19,078
-6,842
LLY 		Eli Lilly and Co2025-03-31Reduce
-0.50%
●
725.72 ($832.09) 929.72
$765.84
-7.96%
Reduce -14.27%
7,317
-1,218
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2025-03-31Add
+0.49%
●
165.25 ($194.34) 224.62
$202.40
4.15%
Add 161.96%
8,291
5,126
NVDA 		NVIDIA Corp2025-03-31Add
+0.48%
●
106.98 ($126.74) 149.43
$141.92
11.98%
Add 6.84%
120,596
7,724
AVGO 		Broadcom Inc2025-03-31Add
+0.43%
●
167.43 ($211.65) 244.7
$261.08
23.35%
Add 11.01%
45,086
4,472
VST 		Vistra Corp2025-03-31New Buy
+0.41%
●
108.49 ($149.41) 191.89
$172.69
15.58%
New holding
6,069
6,069
GEV 		GE Vernova Inc2025-03-31Add
+0.39%
●
270.13 ($348.71) 437.71
$488.13
39.98%
Add 23.84%
11,640
2,241
CEG 		Constellation Energy Corp2025-03-31New Buy
+0.38%
●
201.63 ($268.03) 347.44
$299.54
11.76%
New holding
3,268
3,268
ORCL 		Oracle Corp2025-03-31Add
+0.37%
●
139.81 ($162.81) 186.47
$168.10
3.25%
Add 50.33%
13,736
4,599

Schear Investment Advisers, LLC Total Holding History ($B)

To

Schear Investment Advisers, LLC's Asset Allocation

To

Schear Investment Advisers, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Schear Investment Advisers, LLC's Hypothetical Growth since 2025-03-31

Schear Investment Advisers, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Schear Investment Advisers, LLC's Holdings Heat Map

Size field:

Schear Investment Advisers, LLC's Holdings Bubble Chart

Schear Investment Advisers, LLC News

  • 1

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