Fund HoldingsLeisure Capital Management

Total Portfolio Value
$185.06M
Total Bought
$15.49M
Total Sold
$17.71M
Net Transaction
-$2.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PIMCO ETF TR
ACTIVE BD ETF
037,650+37,65003,4811.88%+3,481
SCHWAB STRATEGIC TR0196,266+196,266011,0695.98%+11,069
VANGUARD INDEX FDS03,768+3,76801,6460.89%+1,646
ISHARES TR012,765+12,76501,4840.80%+1,484
MICROSOFT CORP(MSFT)023,199+23,19908,7244.71%+8,724
APPLE INC(AAPL)069,306+69,306013,3437.21%+13,343
CROWN CASTLE INC(CCI)07,983+7,98309200.50%+920
ALTRIA GROUP INC(MO)022,133+22,13308930.48%+893
SCHWAB STRATEGIC TR102,221115,181+12,9603,4714,2572.30%+786
SCHWAB STRATEGIC TR062,758+62,75802,9651.60%+2,965
COSTCO WHSL CORP NEW(COST)6,6696,656-133,7684,3932.37%+626
QUALCOMM INC(QCOM)022,279+22,27903,2221.74%+3,222
ISHARES TR01,881+1,88104740.26%+474
HOME DEPOT INC(HD)9,0389,03802,7313,1321.69%+401
HONEYWELL INTL INC(HON)015,799+15,79903,3131.79%+3,313
JPMORGAN CHASE & CO(JPM)22,02020,802-1,2183,1933,5381.91%+345
SEMPRA(SRE)04,264+4,26403190.17%+319
BROADCOM INC(AVGO)02,359+2,35902,6331.42%+2,633
AMERIPRISE FINL INC(AMP)5,3555,35501,7652,0341.10%+269
INTEL CORP(INTC)37,78431,967-5,8171,3431,6060.87%+263
ALLSTATE CORP(ALL)16,70514,932-1,7731,8612,0901.13%+229
EDISON INTL(EIX)03,103+3,10302220.12%+222
SCHWAB CHARLES CORP(SCHW)17,43017,055-3759571,1730.63%+216
SCHWAB STRATEGIC TR23,79028,097+4,3077679800.53%+213
KAYNE ANDERSON ENERGY INFRST(KYN)023,290+23,29002040.11%+204
NEXTERA ENERGY INC(NEE)03,344+3,34402030.11%+203
ISHARES TR032,675+32,67501,8931.02%+1,893
ISHARES TR01,924+1,92402000.11%+200
AMERICAN EXPRESS CO(AXP)04,705+4,70508810.48%+881
SABRA HEALTH CARE REIT INC(SBRA)473,315473,31506,5986,7543.65%+156
GOLDMAN SACHS GROUP INC(GS)2,4452,44507919430.51%+152
ALPHABET INC(GOOG)16,95816,938-202,2192,3661.28%+147
CAPITAL ONE FINL CORP(COF)9,6958,281-1,4149411,0860.59%+145
NIKE INC(NKE)010,704+10,70401,1620.63%+1,162
SCHWAB STRATEGIC TR31,08929,750-1,3392,1042,2411.21%+137
AMAZON COM INC(AMZN)4,8934,89306227430.40%+121
NETFLIX INC(NFLX)04,858+4,85802,3651.28%+2,365
ALPHABET INC(GOOG)13,49813,478-201,7801,8991.03%+120
EXXON MOBIL CORP10,13113,101+2,9701,1911,3100.71%+119
SPDR S&P 500 ETF TR(SPY)2,2202,239+199491,0640.58%+115
GENERAL DYNAMICS CORP(GD)2,9762,97606587730.42%+115
ISHARES TR4,7235,368+6454085200.28%+112
PALO ALTO NETWORKS INC(PANW)1,6981,69803985010.27%+103
NVIDIA CORPORATION(NVDA)2,0572,009-488959950.54%+100
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
19,05515,825-3,2301,2571,3510.73%+94
BANK AMERICA CORP19,51318,563-9505346250.34%+91
WELLS FARGO CO NEW(WFC)11,80211,641-1614825730.31%+91
AMERICAN TOWER CORP NEW(AMT)1,6931,69302783650.20%+87
PPG INDS INC(PPG)5,1365,028-1086677520.41%+85
FIRST AMERN FINL CORP(FAF)10,40110,40105886700.36%+83
ISHARES TR6,4906,994+5044475270.28%+80
APPLIED MATLS INC3,0933,106+134285030.27%+75
SPDR S&P MIDCAP 400 ETF TR(MDY)1,3901,39006357050.38%+71
KLA CORP(KLAC)3,1632,616-5471,4511,5210.82%+70
EDWARDS LIFESCIENCES CORP09,482+9,48207230.39%+723
BLACKROCK INC(BLK)1,8301,535-2951,1831,2460.67%+63
ISHARES TR4,1804,18003944520.24%+58
PARKER-HANNIFIN CORP(PH)81381303173750.20%+58
INVESCO QQQ TR981993+123514070.22%+55
COLGATE PALMOLIVE CO(CL)6,1366,13604364890.26%+53
BOEING CO(BA)1,013933-801942430.13%+49
MCKESSON CORP(MCK)1,6701,67007267730.42%+47
BANK NEW YORK MELLON CORP20,39817,610-2,7888709170.50%+47
ELI LILLY & CO(LLY)91591504925340.29%+42
RTX CORPORATION(RTX)3,4543,423-312492880.16%+39
PHILLIPS 66(PSX)2,1982,19802642930.16%+29
THERMO FISHER SCIENTIFIC INC(TMO)81081004104300.23%+20
SCHWAB STRATEGIC TR3,7663,716-502662830.15%+16
BERKSHIRE HATHAWAY INC DEL1,8651,86506536650.36%+12
BLACKROCK ENHANCED INTL DIV39,42439,42401972080.11%+11
NUVEEN NEW YORK AMT QLT MUNI(NRK)10,08310,0830951060.06%+11
UNITED PARCEL SERVICE INC(UPS)2,6452,64504124160.22%+4
BIOMARIN PHARMACEUTICAL INC(BMRN)12,00012,000012120.01%0
PACIRA BIOSCIENCES INC(PCRX)12,00012,000011110.01%0
PETIQ INC14,00014,000014140.01%0
KAMAN CORP10,00010,000010100.01%0
VISHAY INTERTECHNOLOGY INC(VSH)11,00011,000011110.01%-0
AGENUS INC10,57710,57701290.00%-3
ENERGY TRANSFER L P(ET)17,00017,00002392350.13%-4
RIO TINTO PLC(RIO)18,19815,489-2,7091,1581,1530.62%-5
TESLA INC(TSLA)1,0601,045-152652600.14%-6
NEWMONT CORP(NEM)25,29222,437-2,8559359290.50%-6
BLACKROCK RES & COMMODITIES(BCX)20,00020,00001841780.10%-7
KIMBERLY-CLARK CORP(KMB)3,3283,233-954023930.21%-9
ORACLE CORP(ORCL)07,086+7,08607470.40%+747
PARSONS CORP DEL(PSN)17,0000-17,000210-21
TRUIST FINL CORP(TFC)22,50216,818-5,6846446210.34%-23
MARATHON PETE CORP(MPC)8,1348,13401,2311,2070.65%-24
INTERNATIONAL BUSINESS MACHS(IBM)2,0801,629-4512922660.14%-25
HP INC(HPQ)038,194+38,19401,1490.62%+1,149
DIGITAL RLTY TR INC(DLR)8,4197,285-1,1341,0199800.53%-38
ILLINOIS TOOL WKS INC(ITW)06,530+6,53001,7100.92%+1,710
META PLATFORMS INC(META)6,8945,714-1,1802,0702,0231.09%-47
VISA INC(V)6,5365,577-9591,5031,4520.78%-51
INVESCO EXCH TRD SLF IDX FD34,75631,310-3,4466996400.35%-58
LOCKHEED MARTIN CORP(LMT)03,165+3,16501,4350.78%+1,435
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
39,32634,267-5,0597626950.38%-67
PFIZER INC(PFE)12,54411,988-5564163450.19%-71
MCDONALDS CORP(MCD)05,224+5,22401,5490.84%+1,549
ENTERPRISE PRODS PARTNERS L(EPD)10,7958,315-2,4802952190.12%-76
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