Fund HoldingsLeelyn Smith, LLC

Total Portfolio Value
$554.10M
Total Bought
$53.75M
Total Sold
$20.92M
Net Transaction
+$32.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANECK ETF TRUST
MRNGSTR WDE MOAT
0447,292+447,292043,3657.83%+43,365
TAIWAN SEMICONDUCTOR MFG LTD(TSM)026,206+26,20604,5510.82%+4,551
GE HEALTHCARE TECHNOLOGIES I(GEHC)040,974+40,97403,8450.69%+3,845
SCHWAB STRATEGIC TR409,035419,008+9,97331,80735,4196.39%+3,612
JANUS DETROIT STR TR
HENDERSN SML ETF
0374,282+374,282027,1754.90%+27,175
JANUS DETROIT STR TR
HENDRSN SHRT ETF
549,268582,477+33,20926,66128,5655.16%+1,903
VANGUARD WORLD FD137,559138,625+1,06643,22344,6308.05%+1,408
PIMCO ETF TR
ENHAN SHRT MA AC
268,614282,332+13,71827,03628,4285.13%+1,392
MCDONALDS CORP(MCD)020,191+20,19106,1481.11%+6,148
INVESCO EXCH TRADED FD TR II154,004157,319+3,3156,8427,9561.44%+1,113
APPLE INC(AAPL)34,49235,798+1,3067,2658,3411.51%+1,076
LOWES COS INC(LOW)018,597+18,59705,0370.91%+5,037
STARBUCKS CORP(SBUX)41,38343,295+1,9123,2224,2210.76%+999
BERKSHIRE HATHAWAY INC DEL016,508+16,50807,5981.37%+7,598
KELLANOVA36,67536,755+802,1152,9660.54%+851
NIKE INC(NKE)038,192+38,19203,3760.61%+3,376
ACCENTURE PLC IRELAND
SHS CLASS A
012,917+12,91704,5660.82%+4,566
3M CO(MMM)21,23621,513+2772,1702,9410.53%+771
INTERNATIONAL BUSINESS MACHS(IBM)016,399+16,39903,6250.65%+3,625
VANGUARD WHITEHALL FDS063,296+63,29608,1151.46%+8,115
INTERCONTINENTAL EXCHANGE IN(ICE)30,61730,742+1254,1914,9380.89%+747
TESLA INC(TSLA)10,98011,074+942,1732,8970.52%+725
FIRST TR MORNINGSTAR DIVID L153,663155,982+2,3195,8286,5431.18%+715
LOCKHEED MARTIN CORP(LMT)5,8555,854-12,7353,4220.62%+687
BRISTOL-MYERS SQUIBB CO(BMY)047,484+47,48402,4570.44%+2,457
ZOETIS INC(ZTS)20,78021,689+9093,6024,2380.76%+635
AUTODESK INC14,75015,548+7983,6504,2830.77%+633
THERMO FISHER SCIENTIFIC INC(TMO)6,7236,980+2573,7184,3180.78%+600
FIRST TR EXCHANGE-TRADED FD02,538+2,53805380.10%+538
MASTERCARD INCORPORATED(MA)09,537+9,53704,7090.85%+4,709
PPL CORP(PPL)79,88781,629+1,7422,2092,7000.49%+491
ABBVIE INC(ABBV)018,590+18,59003,6710.66%+3,671
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
07,419+7,41904700.08%+470
DOMINION ENERGY INC(D)42,61344,101+1,4882,0882,5490.46%+461
GENERAL MLS INC(GIS)33,17734,623+1,4462,0992,5570.46%+458
CISCO SYS INC(CSCO)46,34149,574+3,2332,2022,6380.48%+437
FIRST TR NASDAQ 100 TECH IND02,249+2,24904300.08%+430
SOUTHERN CO(SO)31,99732,032+352,4822,8890.52%+407
PAYLOCITY HLDG CORP(PCTY)7,6738,581+9081,0121,4160.26%+404
JOHNSON & JOHNSON(JNJ)16,95017,642+6922,4772,8590.52%+382
COCA COLA CO(KO)41,81042,230+4202,6613,0350.55%+373
CME GROUP INC(CME)10,77911,259+4802,1192,4840.45%+365
MEDTRONIC PLC(MDT)027,890+27,89002,5110.45%+2,511
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
03,771+3,77103520.06%+352
ALTRIA GROUP INC(MO)51,13952,111+9722,3292,6600.48%+330
ISHARES TR
MSCI USA MIN ETF
0165,484+165,484015,1102.73%+15,110
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
010,176+10,17603240.06%+324
VERIZON COMMUNICATIONS INC(VZ)62,85264,836+1,9842,5922,9120.53%+320
SYSCO CORP(SYY)031,258+31,25802,4400.44%+2,440
SERVICENOW INC(NOW)2,4502,506+561,9272,2410.40%+314
VEEVA SYS INC(VEEV)6,9287,512+5841,2681,5770.28%+309
VISA INC(V)016,137+16,13704,4370.80%+4,437
FORTINET INC(FTNT)15,48515,767+2829331,2230.22%+289
MONOLITHIC PWR SYS INC(MPWR)2,6632,662-12,1882,4610.44%+273
GENERAL DYNAMICS CORP(GD)15,88516,131+2464,6094,8750.88%+266
SHERWIN WILLIAMS CO(SHW)0648+64802470.04%+247
CROWDSTRIKE HLDGS INC(CRWD)3,9866,318+2,3321,5271,7720.32%+245
COSTCO WHSL CORP NEW(COST)6,5846,588+45,5975,8401.05%+244
PFIZER INC(PFE)77,07482,456+5,3822,1572,3860.43%+230
JONES LANG LASALLE INC(JLL)0849+84902290.04%+229
CHUBB LIMITED
COM
0777+77702240.04%+224
CALAMOS ETF TR
NASD 100 ST SEPT
08,111+8,11102030.04%+203
JPMORGAN CHASE & CO.(JPM)25,02024,945-755,0615,2600.95%+199
VANGUARD STAR FDS35,32735,717+3902,1302,3120.42%+182
PROCTER AND GAMBLE CO(PG)17,57317,770+1972,8983,0780.56%+180
SALESFORCE INC(CRM)6,6776,923+2461,7171,8950.34%+178
TRADEWEB MKTS INC(TW)10,28210,181-1011,0901,2590.23%+169
VANGUARD INDEX FDS7,2437,24301,7541,9110.34%+157
TYLER TECHNOLOGIES INC(TYL)2,1442,115-291,0781,2350.22%+157
HOME DEPOT INC(HD)2,7432,713-309441,0990.20%+155
PEPSICO INC(PEP)15,93616,368+4322,6282,7830.50%+155
WORKDAY INC(WDAY)04,552+4,55201,1130.20%+1,113
BROADCOM INC(AVGO)1,34813,151+11,8032,1642,2690.41%+104
ISHARES TR
MSCI USA SMCP MN
29,36529,310-551,0951,1960.22%+101
ANALOG DEVICES INC(ADI)21,35121,604+2534,8744,9730.90%+99
ALLSTATE CORP(ALL)2,9632,977+144735650.10%+92
RTX CORPORATION(RTX)3,3883,390+23404110.07%+71
DEERE & CO(DE)1,5471,553+65786480.12%+70
EXXON MOBIL CORP029,480+29,48003,4560.62%+3,456
NEXTERA ENERGY INC(NEE)5,3535,288-653794470.08%+68
AMGEN INC(AMGN)9,0158,948-672,8172,8830.52%+67
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
18,51818,597+791,0501,1070.20%+57
VANGUARD WORLD FD
CONSUM STP ETF
3,5323,53207177720.14%+55
INVESCO QQQ TR8,1388,098-403,8993,9520.71%+53
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
3,5263,52603664040.07%+37
VANGUARD WORLD FD
INF TECH ETF
3,6553,65502,1072,1440.39%+36
ILLINOIS TOOL WKS INC(ITW)1,3241,332+83143490.06%+35
HONEYWELL INTL INC(HON)19,89120,687+7964,2484,2760.77%+29
ISHARES TR3,9104,138+2284324580.08%+26
PROLOGIS INC.(PLD)1,9061,898-82142400.04%+26
HUNTINGTON BANCSHARES INC(HBAN)11,82911,82901561740.03%+18
EATON CORP PLC(ETN)672674+22112230.04%+13
ISHARES TR39539502162280.04%+12
AT&T INC(T)25,21022,142-3,0684824870.09%+5
CHEVRON CORP NEW(CVX)15,25016,229+9792,3852,3900.43%+5
ATLASSIAN CORPORATION7,1357,966+8311,2621,2650.23%+3
VERTEX PHARMACEUTICALS INC(VRTX)478473-52242200.04%-4
VICTORY PORTFOLIOS II
CORE BD ETF
054,143+54,14302,5950.47%+2,595
EMERSON ELEC CO(EMR)1,9921,922-702192100.04%-9
WASTE MGMT INC DEL(WM)1,6921,69203613510.06%-10
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