Fund HoldingsLeelyn Smith, LLC

Total Portfolio Value
$499.54M
Total Bought
$53.75M
Total Sold
$31.63M
Net Transaction
+$22.12M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
JANUS DETROIT STR TR
HENDRSN SHRT ETF
202,965316,430+113,4659,80715,3473.07%+5,540
NVIDIA CORPORATION(NVDA)10,74610,798+525,3229,7571.95%+4,435
ALPHABET INC(GOOG)12,26537,995+25,7301,7135,7351.15%+4,021
VANGUARD WORLD FD135,371136,117+74635,13039,0127.81%+3,882
ADOBE INC(ADBE)2,90510,946+8,0411,7335,5231.11%+3,790
AUTODESK INC013,722+13,72203,5730.72%+3,573
VANECK ETF TRUST
MRNGSTR WDE MOAT
428,050440,347+12,29736,32939,5877.92%+3,259
SCHWAB STRATEGIC TR375,150388,289+13,13928,56031,3086.27%+2,748
PRICE T ROWE GROUP INC(TROW)019,774+19,77402,4110.48%+2,411
JANUS DETROIT STR TR
HENDERSN SML ETF
352,687360,153+7,46623,18625,1825.04%+1,996
PIMCO ETF TR
ENHAN SHRT MA AC
212,611230,382+17,77121,21623,1634.64%+1,946
AMAZON COM INC(AMZN)59,27159,241-309,00610,6862.14%+1,680
ELI LILLY & CO(LLY)9,9609,232-7285,8067,1821.44%+1,377
VANGUARD INDEX FDS3,3185,513+2,1951,4492,6500.53%+1,201
APPLIED MATLS INC33,17331,307-1,8665,3766,4571.29%+1,080
BERKSHIRE HATHAWAY INC DEL16,43816,400-385,8636,8971.38%+1,034
MERCK & CO INC(MRK)37,83037,018-8124,1244,8850.98%+760
MICROSOFT CORP(MSFT)19,24018,993-2477,2357,9911.60%+755
VANGUARD STAR FDS20,96732,246+11,2791,2151,9440.39%+729
JPMORGAN CHASE & CO(JPM)25,14524,986-1594,2775,0051.00%+727
KLA CORP(KLAC)7,3697,141-2284,2844,9891.00%+705
TESLA INC(TSLA)5,22810,831+5,6031,2991,9040.38%+605
LOWES COS INC(LOW)17,89517,975+803,9834,5790.92%+596
FIRST TR NASDAQ 100 TECH IND02,992+2,99205710.11%+571
VANGUARD WHITEHALL FDS64,26363,687-5767,1747,7061.54%+532
PEPSICO INC(PEP)015,780+15,78002,7620.55%+2,762
WALMART INC(WMT)26,33677,262+50,9264,1524,6490.93%+497
MASTERCARD INCORPORATED(MA)9,5249,427-974,0624,5400.91%+478
COSTCO WHSL CORP NEW(COST)6,6866,666-204,4134,8830.98%+470
ABBVIE INC(ABBV)19,67319,216-4573,0493,4990.70%+451
THERMO FISHER SCIENTIFIC INC(TMO)6,3646,523+1593,3783,7910.76%+413
FIRST TR MORNINGSTAR DIVID L155,490155,545+555,5795,9851.20%+406
MEDTRONIC PLC(MDT)39,00241,409+2,4073,2133,6090.72%+396
EXXON MOBIL CORP030,866+30,86603,5880.72%+3,588
INVESCO QQQ TR7,7878,063+2763,1893,5800.72%+391
INTERNATIONAL BUSINESS MACHS(IBM)17,64717,116-5312,8863,2680.65%+382
GENERAL DYNAMICS CORP(GD)15,99116,034+434,1534,5290.91%+377
INVESCO EXCH TRADED FD TR II154,098155,209+1,1116,5356,8911.38%+356
LAM RESEARCH CORP(LRCX)2,0091,982-271,5731,9260.39%+352
VERIZON COMMUNICATIONS INC(VZ)61,40163,212+1,8112,3152,6520.53%+338
INTERCONTINENTAL EXCHANGE IN(ICE)29,85030,208+3583,8344,1520.83%+318
VANGUARD BD INDEX FDS04,073+4,07303120.06%+312
CROWDSTRIKE HLDGS INC(CRWD)3,7333,881+1489531,2440.25%+291
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
0184,763+184,76305,2991.06%+5,299
VISA INC(V)15,64215,608-344,0724,3560.87%+284
BROADCOM INC(AVGO)1,4121,399-131,5761,8540.37%+278
META PLATFORMS INC(META)0556+55602700.05%+270
VEEVA SYS INC(VEEV)6,0556,150+951,1661,4250.29%+259
PROCTER AND GAMBLE CO(PG)18,11317,845-2682,6542,8950.58%+241
SYSCO CORP(SYY)29,39529,413+182,1502,3880.48%+238
ISHARES TR
CORE MSCI EAFE
03,151+3,15102340.05%+234
EMERSON ELEC CO(EMR)01,992+1,99202260.05%+226
SALESFORCE INC(CRM)6,2246,181-431,6381,8620.37%+224
FORTINET INC(FTNT)13,71714,955+1,2388031,0220.20%+219
DOMINION ENERGY INC(D)38,02840,763+2,7351,7872,0050.40%+218
ISHARES TR0408+40802140.04%+214
EATON CORP PLC(ETN)0669+66902090.04%+209
ALTRIA GROUP INC(MO)050,485+50,48502,2020.44%+2,202
QUALCOMM INC(QCOM)01,227+1,22702080.04%+208
VERTEX PHARMACEUTICALS INC(VRTX)0491+49102050.04%+205
CHUBB LIMITED
COM
0784+78402030.04%+203
BRISTOL-MYERS SQUIBB CO(BMY)038,525+38,52502,0890.42%+2,089
GENERAL MLS INC(GIS)032,672+32,67202,2860.46%+2,286
MARATHON PETE CORP(MPC)3,2883,300+124886650.13%+177
VANGUARD WORLD FD
INF TECH ETF
3,6553,65501,7691,9160.38%+147
KELLANOVA035,671+35,67102,0440.41%+2,044
TRADEWEB MKTS INC(TW)10,29910,249-509361,0680.21%+132
VANGUARD INDEX FDS7,2437,24301,6851,8100.36%+125
MONOLITHIC PWR SYS INC(MPWR)2,5282,520-81,5941,7070.34%+113
PAYLOCITY HLDG CORP(PCTY)06,595+6,59501,1330.23%+1,133
HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
37,85843,807+5,9497488580.17%+110
SERVICENOW INC(NOW)2,3212,293-281,6401,7480.35%+108
ISHARES TR
MSCI USA SMCP MN
030,719+30,71901,1500.23%+1,150
CHEVRON CORP NEW(CVX)015,463+15,46302,4390.49%+2,439
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
16,77117,640+8699221,0210.20%+99
ALLSTATE CORP(ALL)2,9502,95004135100.10%+97
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
7,9858,321+3365186070.12%+89
PPL CORP(PPL)77,76379,556+1,7932,1072,1900.44%+83
AT&T INC(T)24,79928,268+3,4694164980.10%+81
COCA COLA CO(KO)42,15041,896-2542,4842,5630.51%+79
PFIZER INC(PFE)068,172+68,17201,8920.38%+1,892
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
8,7189,550+8324695390.11%+69
COMCAST CORP NEW(CCZ)79,63181,944+2,3133,4923,5520.71%+60
SOUTHERN CO(SO)32,60732,665+582,2862,3430.47%+57
JOHNSON & JOHNSON(JNJ)16,31216,515+2032,5572,6130.52%+56
FIRST TR EXCHANGE-TRADED FD3,2243,182-426016530.13%+51
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
6,0636,074+115325810.12%+49
RTX CORPORATION(RTX)3,3353,375+402813290.07%+49
HOME DEPOT INC(HD)2,8862,731-1551,0001,0480.21%+47
VANGUARD WORLD FD
CONSUM STP ETF
3,5323,53206747210.14%+47
WASTE MGMT INC DEL(WM)1,7621,691-713163600.07%+45
3M CO(MMM)18,92719,887+9602,0692,1090.42%+40
TYLER TECHNOLOGIES INC(TYL)2,0492,104+558578940.18%+37
ALPHABET INC(GOOG)1,6961,816+1202392770.06%+37
COMERICA INC39,18840,450+1,2622,1872,2240.45%+37
ISHARES TR2,8063,108+3023093440.07%+35
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
3,5263,52603493820.08%+32
CME GROUP INC(CME)010,653+10,65302,2930.46%+2,293
ANALOG DEVICES INC(ADI)21,07721,304+2274,1854,2140.84%+29
SHERWIN WILLIAMS CO(SHW)64864802022250.05%+23
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