Fund HoldingsLeisure Capital Management

Total Portfolio Value
$199.38M
Total Bought
$20.66M
Total Sold
$18.17M
Net Transaction
+$2.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PGIM ETF TR
PGIM ULTRA SH BD
073,857+73,85703,6711.84%+3,671
ISHARES TR018,714+18,71401,7710.89%+1,771
SCHWAB STRATEGIC TR196,266205,041+8,77511,06912,7256.38%+1,655
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
34,267109,833+75,5666952,2041.11%+1,509
MICROSOFT CORP(MSFT)23,19923,393+1948,7249,8424.94%+1,118
NVIDIA CORPORATION(NVDA)2,0092,089+809951,8880.95%+893
OMNICOM GROUP INC(OMC)08,836+8,83608550.43%+855
NUVEEN CALIFORNIA AMT QLT MU0173,174+173,17402,1041.06%+2,104
META PLATFORMS INC(META)5,7145,523-1912,0232,6821.35%+659
SCHWAB STRATEGIC TR115,181123,917+8,7364,2574,8352.43%+578
JPMORGAN CHASE & CO(JPM)20,80220,493-3093,5384,1052.06%+566
EQUINIX INC(EQIX)0659+65905440.27%+544
VICI PPTYS INC(VICI)017,500+17,50005210.26%+521
AMERICOLD REALTY TRUST INC(COLD)020,000+20,00004980.25%+498
QUALCOMM INC(QCOM)22,27921,941-3383,2223,7151.86%+492
COSTCO WHSL CORP NEW(COST)6,6566,65604,3934,8762.45%+483
NETFLIX INC(NFLX)4,8584,670-1882,3652,8361.42%+471
ALLSTATE CORP(ALL)14,93214,667-2652,0902,5381.27%+447
MARATHON PETE CORP(MPC)8,1348,13401,2071,6390.82%+432
DISNEY WALT CO(DIS)011,824+11,82401,4470.73%+1,447
MERCK & CO INC(MRK)020,076+20,07602,6491.33%+2,649
BROADCOM INC(AVGO)2,3592,266-932,6333,0031.51%+370
HOME DEPOT INC(HD)9,0389,122+843,1323,4991.75%+367
MCKESSON CORP(MCK)1,6702,080+4107731,1160.56%+343
SCHWAB STRATEGIC TR62,75866,981+4,2232,9653,2981.65%+333
SCHWAB STRATEGIC TR29,75031,568+1,8182,2412,5711.29%+330
AMERIPRISE FINL INC(AMP)5,3555,35502,0342,3481.18%+314
ELI LILLY & CO(LLY)9151,071+1565348340.42%+300
AUTOZONE INC(AZO)0566+56601,7840.89%+1,784
PROCTER AND GAMBLE CO(PG)017,490+17,49002,8381.42%+2,838
SABRA HEALTH CARE REIT INC(SBRA)473,315473,31506,7546,9913.51%+237
COPART INC(CPRT)04,000+4,00002320.12%+232
BERKSHIRE HATHAWAY INC DEL1,8652,129+2646658950.45%+230
KLA CORP(KLAC)2,6162,500-1161,5211,7460.88%+226
WASTE MGMT INC DEL(WM)01,029+1,02902190.11%+219
EXXON MOBIL CORP13,10113,10101,3101,5230.76%+213
AMERICAN EXPRESS CO(AXP)4,7054,799+948811,0930.55%+211
LOWES COS INC(LOW)08,539+8,53902,1751.09%+2,175
DOVER CORP(DOV)01,180+1,18002090.10%+209
AMETEK INC01,124+1,12402060.10%+206
FTAI AVIATION LTD(FTAI)02,995+2,99502020.10%+202
ALPHABET INC(GOOG)16,93816,998+602,3662,5661.29%+199
APPLIED MATLS INC3,1063,406+3005037020.35%+199
AMAZON COM INC(AMZN)4,8935,173+2807439330.47%+190
ALPHABET INC(GOOG)13,47813,658+1801,8992,0801.04%+180
ORACLE CORP(ORCL)7,0867,08607478900.45%+143
SCHWAB STRATEGIC TR28,09731,106+3,0099801,1140.56%+133
ASHLAND INC(ASH)010,394+10,39401,0120.51%+1,012
EDWARDS LIFESCIENCES CORP9,4828,906-5767238510.43%+128
CONOCOPHILLIPS(COP)015,298+15,29801,9470.98%+1,947
HORMEL FOODS CORP(HRL)017,422+17,42206080.30%+608
NUVEEN AMT FREE QLTY MUN INC010,045+10,04501110.06%+111
GSK PLC(GSK)020,584+20,58408820.44%+882
SPDR S&P 500 ETF TR(SPY)2,2392,23901,0641,1710.59%+107
FEDEX CORP(FDX)03,873+3,87301,1220.56%+1,122
AUTONATION INC(AN)09,584+9,58401,5870.80%+1,587
CAPITAL ONE FINL CORP(COF)8,2817,890-3911,0861,1750.59%+89
UNILEVER PLC(UL)016,315+16,31508190.41%+819
GENUINE PARTS CO(GPC)08,550+8,55001,3250.66%+1,325
WELLS FARGO CO NEW(WFC)11,64111,310-3315736560.33%+83
PARKER-HANNIFIN CORP(PH)81381303754520.23%+77
PHILLIPS 66(PSX)2,1982,262+642933690.19%+77
GENERAL DYNAMICS CORP(GD)2,9763,003+277738480.43%+76
ALTRIA GROUP INC(MO)22,13322,109-248939640.48%+72
GOLDMAN SACHS GROUP INC(GS)2,4452,428-179431,0140.51%+71
BANK AMERICA CORP18,56318,313-2506256940.35%+69
SPDR S&P MIDCAP 400 ETF TR(MDY)1,3901,39007057730.39%+68
HALLIBURTON CO(HAL)024,853+24,85309800.49%+980
VISA INC(V)5,5775,428-1491,4521,5150.76%+63
TRUIST FINL CORP(TFC)16,81817,536+7186216840.34%+63
RTX CORPORATION(RTX)3,4233,566+1432883480.17%+60
SCHWAB CHARLES CORP(SCHW)17,05516,946-1091,1731,2260.61%+52
JOHNSON & JOHNSON(JNJ)016,477+16,47702,6071.31%+2,607
INTERNATIONAL BUSINESS MACHS(IBM)1,6291,62902663110.16%+45
CHEVRON CORP NEW(CVX)04,208+4,20806640.33%+664
PUBLIC SVC ENTERPRISE GRP IN(PEG)014,820+14,82009900.50%+990
COLGATE PALMOLIVE CO(CL)6,1365,899-2374895310.27%+42
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
15,82514,949-8761,3511,3910.70%+40
INVESCO QQQ TR99399304074410.22%+34
ENERGY TRANSFER L P(ET)17,00017,00002352670.13%+33
KIMBERLY-CLARK CORP(KMB)3,2333,264+313934220.21%+29
KAYNE ANDERSON ENERGY INFRST(KYN)23,29023,29002042330.12%+29
DEERE & CO(DE)02,720+2,72001,1170.56%+1,117
ISHARES TR1,9241,92402002260.11%+25
NEXTERA ENERGY INC(NEE)3,3443,550+2062032270.11%+24
ENTERPRISE PRODS PARTNERS L(EPD)8,3158,31502192430.12%+24
ROYAL BK CDA(RY)09,342+9,34209420.47%+942
BANK NEW YORK MELLON CORP17,61016,263-1,3479179370.47%+20
DTE ENERGY CO(DTB)08,006+8,00608980.45%+898
SCHWAB STRATEGIC TR3,7163,661-552832950.15%+12
PFIZER INC(PFE)11,98812,868+8803453570.18%+12
BLACKROCK ENHANCED INTL DIV39,42439,42402082180.11%+10
ISHARES TR4,1804,18004524620.23%+9
DIGITAL RLTY TR INC(DLR)7,2856,855-4309809870.50%+7
BLACKROCK RES & COMMODITIES(BCX)20,00020,00001781820.09%+4
NUVEEN NEW YORK AMT QLT MUNI(NRK)10,08310,08301061100.05%+3
EDISON INTL(EIX)3,1033,10302222190.11%-2
PALO ALTO NETWORKS INC(PANW)1,6981,734+365014930.25%-8
ILLINOIS TOOL WKS INC(ITW)6,5306,343-1871,7101,7020.85%-8
ISHARES TR6,9946,490-5045275180.26%-9
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