Fund HoldingsLeisure Capital Management

Total Portfolio Value
$233.98M
Total Bought
$28.39M
Total Sold
$12.95M
Net Transaction
+$15.44M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
HARBOR ETF TRUST
LONG TERM GROWER
188,320381,026+192,7064,7639,7584.17%+4,995
PGIM ETF TR
PGIM ULTRA SH BD
084,612+84,61204,2121.80%+4,212
SABRA HEALTH CARE REIT INC(SBRA)473,421531,012+57,5917,2919,8824.22%+2,591
APPLE INC(AAPL)80,52681,242+71616,96018,9298.09%+1,969
SOUTHERN CO(SO)012,156+12,15601,0960.47%+1,096
SCHWAB STRATEGIC TR202,735205,093+2,35813,02613,9165.95%+890
HESS MIDSTREAM LP(HESM)024,723+24,72308720.37%+872
ISHARES TR04,653+4,65306150.26%+615
VICI PPTYS INC(VICI)018,333+18,33306110.26%+611
LOWES COS INC(LOW)9,7999,818+192,1602,6591.14%+499
MACERICH CO(MAC)36,96954,969+18,0005711,0030.43%+432
ALLSTATE CORP(ALL)014,740+14,74002,7951.19%+2,795
EQUINIX INC(EQIX)0999+99908870.38%+887
SCHWAB STRATEGIC TR068,002+68,00203,5021.50%+3,502
META PLATFORMS INC(META)5,3745,324-502,7103,0481.30%+338
LOCKHEED MARTIN CORP(LMT)3,0092,947-621,4061,7230.74%+317
NEWMONT CORP(NEM)22,15022,668+5189271,2120.52%+284
UNITEDHEALTH GROUP INC(UNH)2,8112,932+1211,4321,7140.73%+283
MCDONALDS CORP(MCD)05,129+5,12901,5620.67%+1,562
JOHNSON & JOHNSON(JNJ)016,478+16,47802,6701.14%+2,670
BLACKROCK INC(BLK)01,493+1,49301,4180.61%+1,418
FTAI AVIATION LTD(FTAI)01,838+1,83802440.10%+244
PUBLIC SVC ENTERPRISE GRP IN(PEG)14,71814,875+1571,0851,3270.57%+242
SPDR SER TR
ST NUVE TERM ETF
098,105+98,10504,7232.02%+4,723
AMERIPRISE FINL INC(AMP)05,355+5,35502,5161.08%+2,516
D R HORTON INC(DHI)01,189+1,18902270.10%+227
INTERNATIONAL BUSINESS MACHS(IBM)4,6024,604+27961,0180.44%+222
CISCO SYS INC(CSCO)32,54533,207+6621,5461,7670.76%+221
SANOFI(SNY)16,86017,870+1,0108181,0300.44%+212
CROWN CASTLE INC(CCI)08,709+8,70901,0330.44%+1,033
MEDTRONIC PLC(MDT)11,98612,800+8149431,1520.49%+209
TESLA INC(TSLA)0795+79502080.09%+208
ORACLE CORP(ORCL)7,0867,08601,0011,2070.52%+207
GE AEROSPACE(GE)01,074+1,07402030.09%+203
CHUBB LIMITED
COM
0699+69902020.09%+202
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
0111,988+111,98802,3020.98%+2,302
AMERICAN ELEC PWR CO INC01,958+1,95802010.09%+201
BERKSHIRE HATHAWAY INC DEL3,4543,486+321,4051,6040.69%+199
BANK NEW YORK MELLON CORP16,13916,197+589671,1640.50%+197
SCHWAB STRATEGIC TR031,790+31,79002,6411.13%+2,641
ILLINOIS TOOL WKS INC(ITW)06,492+6,49201,7010.73%+1,701
COSTCO WHSL CORP NEW(COST)6,4766,426-505,5055,6972.43%+192
AMERICAN EXPRESS CO(AXP)4,7994,79901,1111,3010.56%+190
OMNICOM GROUP INC(OMC)09,538+9,53809860.42%+986
ROYAL BK CDA(RY)9,2669,366+1009861,1680.50%+183
UNILEVER PLC(UL)16,21316,520+3078921,0730.46%+182
DEERE & CO(DE)02,835+2,83501,1830.51%+1,183
PAYCHEX INC(PAYX)8,6568,892+2361,0261,1930.51%+167
DTE ENERGY CO(DTB)7,9778,196+2198861,0520.45%+167
HOME DEPOT INC(HD)08,157+8,15703,3051.41%+3,305
PROCTER AND GAMBLE CO(PG)17,48517,576+912,8843,0441.30%+161
NUVEEN AMT FREE QLTY MUN INC10,04522,516+12,4711152700.12%+154
AUTONATION INC(AN)09,280+9,28001,6600.71%+1,660
NIKE INC(NKE)010,676+10,67609440.40%+944
ABBOTT LABS09,798+9,79801,1170.48%+1,117
SCHWAB STRATEGIC TR0118,721+118,72104,8822.09%+4,882
ALTRIA GROUP INC(MO)22,12222,291+1691,0081,1380.49%+130
NUVEEN CALIFORNIA AMT QLT MU180,942175,988-4,9542,2642,3921.02%+128
FIRST AMERN FINL CORP(FAF)010,351+10,35106830.29%+683
VISA INC(V)05,606+5,60601,5410.66%+1,541
RIO TINTO PLC(RIO)15,37315,947+5741,0141,1350.49%+121
BROADCOM INC(AVGO)2,21121,278+19,0673,5503,6701.57%+121
CATERPILLAR INC(CAT)1,4111,478+674705780.25%+108
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
15,83015,880+501,6351,7390.74%+105
HORMEL FOODS CORP(HRL)019,931+19,93106320.27%+632
GOLDMAN SACHS GROUP INC(GS)2,4282,42801,0981,2020.51%+104
TRUIST FINL CORP(TFC)17,34618,165+8196747770.33%+103
PARKER-HANNIFIN CORP(PH)0813+81305140.22%+514
AMERICAN TOWER CORP NEW(AMT)1,6901,844+1543294290.18%+100
CAPITAL ONE FINL CORP(COF)07,859+7,85901,1770.50%+1,177
RTX CORPORATION(RTX)3,5663,56603584320.18%+74
EDISON INTL(EIX)4,6754,67503364070.17%+71
INVESCO QQQ TR9931,118+1254765460.23%+70
AMGEN INC(AMGN)5,2595,306+471,6431,7100.73%+66
HP INC(HPQ)35,80036,771+9711,2541,3190.56%+65
PEPSICO INC(PEP)011,834+11,83402,0120.86%+2,012
AMERICOLD REALTY TRUST INC(COLD)20,00020,00005115650.24%+55
CORNING INC(GLW)7,9697,96903103600.15%+50
GENUINE PARTS CO(GPC)08,805+8,80501,2300.53%+1,230
AMAZON COM INC(AMZN)5,1735,633+4601,0001,0500.45%+50
NEXTERA ENERGY INC(NEE)3,5933,59302543040.13%+49
THERMO FISHER SCIENTIFIC INC(TMO)71271203944400.19%+47
SPDR S&P MIDCAP 400 ETF TR(MDY)1,3931,390-37457920.34%+46
AUTOZONE INC(AZO)0542+54201,7070.73%+1,707
COLGATE PALMOLIVE CO(CL)5,8995,89905726120.26%+40
BIOCRYST PHARMACEUTICALS INC(BCRX)28,00028,00001732130.09%+40
GENERAL DYNAMICS CORP(GD)3,0033,007+48719090.39%+37
SEMPRA(SRE)4,2444,24403233550.15%+32
ISHARES TR6,5446,490-545135430.23%+30
SCHWAB STRATEGIC TR3,7013,756+552883170.14%+30
PIMCO ETF TR
ACTIVE BD ETF
4,1924,342+1503824110.18%+29
ISHARES TR4,1804,051-1294464740.20%+28
BANK AMERICA CORP20,20420,668+4648048200.35%+17
KAYNE ANDERSON ENERGY INFRST(KYN)23,29023,29002412560.11%+16
DISNEY WALT CO(DIS)012,658+12,65801,2180.52%+1,218
VERIZON COMMUNICATIONS INC(VZ)5,7475,604-1432372520.11%+15
YUM BRANDS INC(YUM)1,5341,540+62032150.09%+12
ISHARES TR4,5214,388-1334624720.20%+10
BLACKROCK ENHANCED INTL DIV39,42439,42402202290.10%+9
ISHARES TR1,9241,92402452540.11%+9
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