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Leonard Rickey Investment Advisors P.L.L.C.
RIA/Wealth
Leonard Rickey Investment Advisors P.L.L.C. is a RIA/Wealth based in Hendersonville, TN led by Matthew James Hargreaves, reporting $823.8M in AUM as of Q3 2025 with 86% ETF concentration, 64% concentrated in top 10 holdings, and minimal technology exposure.
CIOMatthew James Hargreaves
- Portfolio Value
- $531.1M
- Positions
- 117
- Top Holding
- IJH at 14%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Leonard Rickey Investment Advisors P.L.L.C.'s portfolio (64.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $74.3M | 14.00% | -$1.5M Sold | — 1.1M shares | |
ETF ETF | $38.0M | 7.15% | -$142.7K Sold | — 1.4M shares | |
ETF ETF | $36.8M | 6.93% | +$369.5K Bought | — 112.2K shares | |
ETF ETF | $35.4M | 6.67% | -$833.9K Sold | — 918.6K shares | |
ETF ETF | $33.9M | 6.38% | -$188.0K Sold | — 474.6K shares | |
ETF ETF | $30.6M | 5.76% | +$1.3M Bought | — 604.2K shares | |
ETF ETF | $29.7M | 5.59% | +$317.8K Bought | — 371.7K shares | |
ETF ETF | $21.8M | 4.11% | +$989.4K Bought | — 296.9K shares | |
ETF ETF | $20.7M | 3.90% | +$268.1K Bought | — 278.9K shares | |
ETF ETF | $20.5M | 3.87% | +$3.4K Bought | — 42.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Leonard Rickey Investment Advisors P.L.L.C.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+36.29% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-39.72% | |
-21.85% | |
-21.71% | |
-21.68% | |
-16.24% |
Analytics
Portfolio insights and performance metrics for Leonard Rickey Investment Advisors P.L.L.C.
GthenA