Fund HoldingsLeelyn Smith, LLC

Total Portfolio Value
$409.79M
Total Bought
$27.23M
Total Sold
$24.87M
Net Transaction
+$2.36M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PIMCO ETF TR
ENHAN SHRT MA AC
134,220201,381+67,16113,39020,1664.92%+6,777
JANUS DETROIT STR TR
HENDRSON AAA CL
351,307453,840+102,53317,51322,8425.57%+5,329
FIDELITY MERRIMACK STR TR074,472+74,47203,2440.79%+3,244
VICTORY PORTFOLIOS II
CORE BD ETF
072,499+72,49903,2290.79%+3,229
FIRST TR EXCHANGE-TRADED FD03,395+3,39505420.13%+542
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
09,866+9,86604530.11%+453
AMGEN INC(AMGN)010,263+10,26302,7580.67%+2,758
VANGUARD STAR FDS6,98614,836+7,8503927940.19%+402
COSTCO WHSL CORP NEW(COST)5,5125,874+3622,9683,3180.81%+351
ZOETIS INC(ZTS)16,45517,682+1,2272,8343,0760.75%+243
COMCAST CORP NEW(CCZ)76,26976,549+2803,1693,3940.83%+225
ABBVIE INC(ABBV)020,221+20,22103,0140.74%+3,014
JANUS DETROIT STR TR
HENDRSN SHRT ETF
04,635+4,63502220.05%+222
ISHARES TR0491+49102110.05%+211
META PLATFORMS INC(META)0698+69802100.05%+210
ATLASSIAN CORPORATION5,7815,801+209701,1690.29%+199
HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
24,44035,950+11,5104756570.16%+182
CME GROUP INC(CME)11,65411,637-172,1592,3300.57%+171
HUNTINGTON BANCSHARES INC(HBAN)168,477187,302+18,8251,8161,9480.48%+132
COMERICA INC38,60642,489+3,8831,6351,7650.43%+130
TRADEWEB MKTS INC(TW)9,87610,028+1526768040.20%+128
ALPHABET INC(GOOG)12,20812,128-801,4611,5870.39%+126
INTERNATIONAL BUSINESS MACHS(IBM)17,19817,293+952,3012,4260.59%+125
CISCO SYS INC(CSCO)44,36944,827+4582,2962,4100.59%+114
GENERAL DYNAMICS CORP(GD)16,02516,032+73,4483,5430.86%+95
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
2,6653,659+9942383290.08%+91
CHEVRON CORP NEW(CVX)016,869+16,86902,8440.69%+2,844
ACTIVISION BLIZZARD INC9,7319,548-1838208940.22%+74
3M CO(MMM)16,73718,652+1,9151,6751,7460.43%+71
THERMO FISHER SCIENTIFIC INC(TMO)5,5885,878+2902,9162,9750.73%+60
ZSCALER INC(ZS)4,6634,684+216827290.18%+47
JPMORGAN CHASE & CO(JPM)22,08322,452+3693,2123,2560.79%+44
ADOBE INC(ADBE)3,0072,964-431,4701,5110.37%+41
NVIDIA CORPORATION(NVDA)4,2944,248-461,8171,8480.45%+31
WALMART INC(WMT)25,48925,188-3014,0064,0280.98%+22
INTERCONTINENTAL EXCHANGE IN(ICE)28,01228,973+9613,1683,1880.78%+20
VEEVA SYS INC(VEEV)5,7365,645-911,1341,1480.28%+14
VANECK ETF TRUST
MRNGSTR INT MOAT
7,0097,696+6872222300.06%+7
DOMINION ENERGY INC(D)33,18238,630+5,4481,7191,7260.42%+7
BERKSHIRE HATHAWAY INC DEL17,13616,692-4445,8435,8471.43%+4
PAYLOCITY HLDG CORP(PCTY)5,5525,640+881,0251,0250.25%0
ISHARES TR3,3683,36802372300.06%-7
HOME DEPOT INC(HD)92792702882800.07%-8
ISHARES TR
MSCI USA MMENTM
1,8071,785-222612490.06%-11
FIRST TR NAS100 EQ WEIGHTED5,1405,158+185495360.13%-13
SERVICENOW INC(NOW)2,3192,308-111,3031,2900.31%-13
ISHARES TR2,1082,10803403240.08%-15
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
11,85511,85506566350.15%-21
FIRST TR EXCHANGE TRADED FD
WTR ETF
6,0546,204+1505365130.13%-23
FIRST TR MORNINGSTAR DIVID L0165,729+165,72905,5421.35%+5,542
TWILIO INC(TWLO)10,47410,776+3026666310.15%-36
TYLER TECHNOLOGIES INC(TYL)1,9001,942+427917500.18%-41
VANGUARD WORLD FDS
CONSUM STP ETF
3,5323,53206876450.16%-42
PFIZER INC(PFE)057,929+57,92901,9210.47%+1,921
LAM RESEARCH CORP(LRCX)2,0382,014-241,3101,2620.31%-48
VANGUARD INDEX FDS3,3253,32501,3541,3060.32%-48
MASTERCARD INCORPORATED(MA)9,7779,576-2013,8453,7910.93%-54
VANGUARD WHITEHALL FDS67,35768,575+1,2187,1457,0851.73%-59
TESLA INC(TSLA)4,9994,977-221,3091,2450.30%-63
WORKDAY INC(WDAY)4,5814,516-651,0359700.24%-65
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
10,62710,127-5005875170.13%-70
VANGUARD INDEX FDS7,2437,303+601,5951,5210.37%-74
SALESFORCE INC(CRM)6,2326,128-1041,3171,2430.30%-74
ISHARES TR
MSCI USA SMCP MN
32,88231,794-1,0881,1271,0510.26%-76
BROADCOM INC(AVGO)1,5201,491-291,3181,2380.30%-80
MEDTRONIC PLC(MDT)33,71136,877+3,1662,9702,8900.71%-80
AT&T INC(T)20,41116,311-4,1003262450.06%-81
VERIZON COMMUNICATIONS INC(VZ)55,45160,960+5,5092,0621,9760.48%-87
ELI LILLY & CO(LLY)12,11810,396-1,7225,6835,5841.36%-99
VANGUARD WORLD FDS
INF TECH ETF
3,6553,65501,6161,5160.37%-100
INVESCO QQQ TR7,8387,776-622,8952,7860.68%-109
ALTRIA GROUP INC(MO)51,24252,545+1,3032,3212,2100.54%-112
EXXON MOBIL CORP031,694+31,69403,7270.91%+3,727
INVESCO EXCH TRADED FD TR II0163,849+163,84906,4211.57%+6,421
PPL CORP(PPL)78,06882,361+4,2932,0661,9400.47%-125
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
227,935213,499-14,4366,2986,1701.51%-128
JOHNSON & JOHNSON(JNJ)15,18715,299+1122,5142,3830.58%-131
PALO ALTO NETWORKS INC(PANW)5,4125,332-801,3831,2500.31%-133
COCA COLA CO(KO)41,47442,231+7572,4982,3640.58%-133
VISA INC(V)15,51915,431-883,6853,5490.87%-136
KELLANOVA32,65734,617+1,9602,2012,0600.50%-141
MICROCHIP TECHNOLOGY INC.(MCHP)11,65911,488-1711,0458970.22%-148
SYSCO CORP(SYY)29,73031,091+1,3612,2062,0540.50%-152
SCHWAB STRATEGIC TR355,126362,273+7,14725,78925,6346.26%-155
NIKE INC(NKE)26,35628,793+2,4372,9092,7530.67%-156
PROCTER AND GAMBLE CO(PG)17,98917,643-3462,7302,5730.63%-156
BRISTOL-MYERS SQUIBB CO(BMY)036,239+36,23902,1030.51%+2,103
SOUTHERN CO(SO)34,19934,353+1542,4022,2230.54%-179
KLA CORP(KLAC)7,3257,336+113,5533,3650.82%-188
MONOLITHIC PWR SYS INC(MPWR)2,4322,427-51,3141,1210.27%-192
BLACKROCK INC(BLK)000000
AMAZON COM INC(AMZN)58,89958,604-2957,6787,4501.82%-228
TEXAS INSTRS INC(TXN)000000
FORTINET INC(FTNT)13,41313,323-901,0147820.19%-232
ACCENTURE PLC IRELAND
SHS CLASS A
12,23811,537-7013,7763,5430.86%-233
STARBUCKS CORP(SBUX)000000
NEXTERA ENERGY INC(NEE)3,2770-3,2772430-243
PEPSICO INC(PEP)14,09213,964-1282,6102,3660.58%-244
HONEYWELL INTL INC(HON)16,78317,231+4483,4823,1830.78%-299
VERTEX PHARMACEUTICALS INC(VRTX)8530-8533000-300
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