Schear Investment Advisers, LLC Top Holdings and 13F Report (2024) About Schear Investment Advisers, LLCInvestment ActivitySchear Investment Advisers, LLC has $161.63 million in total holdings as of September 30, 2024.Schear Investment Advisers, LLC owns shares of 84 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 15.24% of the portfolio was purchased this quarter.About 0.30% of the portfolio was sold this quarter.This quarter, Schear Investment Advisers, LLC has purchased 81 new stocks and bought additional shares in 71 stocks.Schear Investment Advisers, LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $13,266,348Eli Lilly and Company $7,438,352Apple $7,295,230Broadcom $6,610,028Microsoft $5,967,831 Largest New Holdings this Quarter D.R. Horton $1,308,110 HoldingOracle $1,264,879 HoldingRegeneron Pharmaceuticals $397,369 HoldingAbbVie $267,190 HoldingL3Harris Technologies $216,462 Holding Largest Purchases this Quarter Broadcom 34,925 shares (about $6.02M)NVIDIA 14,710 shares (about $1.79M)D.R. Horton 6,857 shares (about $1.31M)Oracle 7,423 shares (about $1.26M)Alphabet 4,905 shares (about $813.49K) Largest Sales this Quarter Lowe's Companies 175 shares (about $47.40K)McKesson 37 shares (about $18.29K)Mondelez International 81 shares (about $5.97K)Bank of America 71 shares (about $2.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSchear Investment Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$13,266,348$1,786,382 ▲15.6%109,2428.2%Computer and TechnologyLLYEli Lilly and Company$7,438,352$608,641 ▲8.9%8,3964.6%MedicalAAPLApple$7,295,230$550,113 ▲8.2%31,3104.5%Computer and TechnologyAVGOBroadcom$6,610,028$6,024,563 ▲1,029.0%38,3194.1%Computer and TechnologyMSFTMicrosoft$5,967,831$520,233 ▲9.5%13,8693.7%Computer and TechnologyVOOVanguard S&P 500 ETF$5,956,229$8,443 ▲0.1%11,2883.7%ETFGOOGLAlphabet$5,597,603$813,494 ▲17.0%33,7513.5%Computer and TechnologyAMZNAmazon.com$4,628,065$456,509 ▲10.9%24,8382.9%Retail/WholesaleMETAMeta Platforms$4,307,039$522,065 ▲13.8%7,5242.7%Computer and TechnologyCOSTCostco Wholesale$4,088,630$473,402 ▲13.1%4,6122.5%Retail/WholesaleQQQInvesco QQQ$3,439,429$239,154 ▲7.5%7,0472.1%FinanceAMDAdvanced Micro Devices$3,137,210$333,247 ▲11.9%19,1201.9%Computer and TechnologyUNHUnitedHealth Group$2,862,593$318,066 ▲12.5%4,8961.8%MedicalHDHome Depot$2,778,051$401,958 ▲16.9%6,8561.7%Retail/WholesaleFANGDiamondback Energy$2,704,439$417,036 ▲18.2%15,6871.7%Oils/EnergyCATCaterpillar$2,592,343$253,055 ▲10.8%6,6281.6%Industrial ProductsJPMJPMorgan Chase & Co.$2,560,684$396,417 ▲18.3%12,1441.6%FinanceVVisa$2,496,271$237,282 ▲10.5%9,0791.5%Business ServicesADBEAdobe$2,203,154$256,301 ▲13.2%4,2551.4%Computer and TechnologyGE VERNOVA INC$2,170,135$573,960 ▲36.0%8,5111.3%COMCBChubb$1,965,666$282,045 ▲16.8%6,8161.2%FinanceLINDE PLC$1,961,325$136,382 ▲7.5%4,1131.2%SHSCCitigroup$1,954,247$278,132 ▲16.6%31,2181.2%FinanceCVXChevron$1,920,990$13,549 ▲0.7%13,0441.2%Oils/EnergyMRVLMarvell Technology$1,913,488$55,965 ▲3.0%26,5321.2%Computer and TechnologyAMGNAmgen$1,870,429$142,417 ▲8.2%5,8051.2%MedicalUNPUnion Pacific$1,817,051$144,684 ▲8.7%7,3721.1%TransportationMSIMotorola Solutions$1,802,117$94,872 ▲5.6%4,0081.1%Computer and TechnologyPNCThe PNC Financial Services Group$1,705,056$229,029 ▲15.5%9,2241.1%FinanceMUMicron Technology$1,678,443$563,975 ▲50.6%16,1841.0%Computer and TechnologyBSXBoston Scientific$1,656,726$144,723 ▲9.6%19,7701.0%MedicalTJXTJX Companies$1,614,882$86,274 ▲5.6%13,7391.0%Retail/WholesaleGSThe Goldman Sachs Group$1,605,642$156,455 ▲10.8%3,2431.0%FinanceULTAUlta Beauty$1,604,342$237,752 ▲17.4%4,1231.0%Retail/WholesaleMLMMartin Marietta Materials$1,602,909$240,060 ▲17.6%2,9781.0%ConstructionCRWDCrowdStrike$1,571,473$341,612 ▲27.8%5,6031.0%Computer and TechnologyGEHCGE HealthCare Technologies$1,490,901$29,844 ▲2.0%15,8860.9%MedicalAJGArthur J. Gallagher & Co.$1,475,223$74,282 ▲5.3%5,2430.9%FinanceGEGeneral Electric$1,427,928$158,030 ▲12.4%7,5720.9%TransportationHONHoneywell International$1,387,438$109,350 ▲8.6%6,7120.9%Multi-Sector ConglomeratesCORCencora$1,370,287$29,035 ▲2.2%6,0880.8%MedicalURIUnited Rentals$1,350,630$204,052 ▲17.8%1,6680.8%ConstructionACNAccenture$1,341,810$17,674 ▲1.3%3,7960.8%Computer and TechnologyDHID.R. Horton$1,308,110$1,308,110 ▲New Holding6,8570.8%ConstructionCLXClorox$1,293,505$97,257 ▲8.1%7,9400.8%Consumer StaplesDALDelta Air Lines$1,269,042$95,739 ▲8.2%24,9860.8%TransportationORCLOracle$1,264,879$1,264,879 ▲New Holding7,4230.8%Computer and TechnologyMRKMerck & Co., Inc.$1,201,692$177,721 ▲17.4%10,5820.7%MedicalSYKStryker$1,162,173$41,906 ▲3.7%3,2170.7%MedicalMSMorgan Stanley$1,124,854$92,461 ▲9.0%10,7910.7%FinanceAPDAir Products and Chemicals$1,110,570$43,470 ▲4.1%3,7300.7%Basic MaterialsINTUIntuit$1,096,686$63,342 ▲6.1%1,7660.7%Computer and TechnologySTZConstellation Brands$1,067,094$114,414 ▲12.0%4,1410.7%Consumer StaplesCTRACoterra Energy$1,065,009$130,384 ▲14.0%44,4680.7%Oils/EnergyWMTWalmart$958,341$70,414 ▲7.9%11,8680.6%Retail/WholesaleDEDeere & Company$938,575$132,711 ▲16.5%2,2490.6%Industrial ProductsBACBank of America$923,988$2,817 ▼-0.3%23,2860.6%FinancePSXPhillips 66$909,897$56,261 ▲6.6%6,9220.6%Oils/EnergyLULULululemon Athletica$877,546$54,541 ▲6.6%3,2340.5%Consumer DiscretionaryPGProcter & Gamble$866,173$2,771 ▲0.3%5,0010.5%Consumer StaplesMCKMcKesson$832,603$18,294 ▼-2.1%1,6840.5%MedicalTMUST-Mobile US$800,470$25,176 ▲3.2%3,8790.5%Computer and TechnologyBLKBlackRock$780,497$96,850 ▲14.2%8220.5%FinanceNVONovo Nordisk A/S$769,549$83,825 ▲12.2%6,4630.5%MedicalJNJJohnson & Johnson$763,465$49,266 ▲6.9%4,7110.5%MedicalMCDMcDonald's$759,448$15,835 ▲2.1%2,4940.5%Retail/WholesalePEPPepsiCo$727,984$10,203 ▲1.4%4,2810.5%Consumer StaplesTMOThermo Fisher Scientific$720,634$59,383 ▲9.0%1,1650.4%MedicalRTXRTX$705,878$10,783 ▲1.6%5,8260.4%AerospaceLMTLockheed Martin$657,630$258,376 ▲64.7%1,1250.4%AerospaceSMCISuper Micro Computer$635,426$223,607 ▲54.3%1,5260.4%Computer and TechnologyMDLZMondelez International$586,929$5,967 ▼-1.0%7,9670.4%Consumer StaplesKOCoca-Cola$506,182$75,740 ▲17.6%7,0440.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$426,3040.0%7430.3%FinanceMMCMarsh & McLennan Companies$415,394$95,483 ▲29.8%1,8620.3%FinanceEPDEnterprise Products Partners$400,2920.0%13,7510.2%Oils/EnergyREGNRegeneron Pharmaceuticals$397,369$397,369 ▲New Holding3780.2%MedicalZTSZoetis$387,0480.0%1,9810.2%MedicalMPCMarathon Petroleum$372,7380.0%2,2880.2%Oils/EnergyFCXFreeport-McMoRan$340,305$30,152 ▲9.7%6,8170.2%Basic MaterialsLOWLowe's Companies$293,872$47,399 ▼-13.9%1,0850.2%Retail/WholesaleABBVAbbVie$267,190$267,190 ▲New Holding1,3530.2%MedicalTGTTarget$240,024$13,872 ▲6.1%1,5400.1%Retail/WholesaleLHXL3Harris Technologies$216,462$216,462 ▲New Holding9100.1%AerospaceGMGeneral Motors$0$404,806 ▼-100.0%00.0%Auto/Tires/TrucksGGROWGogoro$0$3,872 ▼-100.0%00.0%Consumer CyclicalShowing largest 100 holdings. 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