Fund HoldingsLeelyn Smith, LLC

Total Portfolio Value
$456.57M
Total Bought
$60.40M
Total Sold
$22.19M
Net Transaction
+$38.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
JANUS DETROIT STR TR
HENDRSN SHRT ETF
4,635202,965+198,3302229,8072.15%+9,585
VANGUARD WORLD FD0135,371+135,371035,1307.69%+35,130
VANECK ETF TRUST
MRNGSTR WDE MOAT
0428,050+428,050036,3297.96%+36,329
NVIDIA CORPORATION(NVDA)4,24810,746+6,4981,8485,3221.17%+3,474
JANUS DETROIT STR TR
HENDERSN SML ETF
0352,687+352,687023,1865.08%+23,186
SCHWAB STRATEGIC TR362,273375,150+12,87725,63428,5606.26%+2,926
MCDONALDS CORP(MCD)019,323+19,32305,7301.25%+5,730
AMAZON COM INC(AMZN)58,60459,271+6677,4509,0061.97%+1,556
MICROSOFT CORP(MSFT)019,240+19,24007,2351.58%+7,235
BOEING CO(BA)017,485+17,48504,5581.00%+4,558
COSTCO WHSL CORP NEW(COST)5,8746,686+8123,3184,4130.97%+1,095
PIMCO ETF TR
ENHAN SHRT MA AC
201,381212,611+11,23020,16621,2164.65%+1,050
JPMORGAN CHASE & CO(JPM)22,45225,145+2,6933,2564,2770.94%+1,021
CROWDSTRIKE HLDGS INC(CRWD)03,733+3,73309530.21%+953
KLA CORP(KLAC)7,3367,369+333,3654,2840.94%+919
APPLIED MATLS INC033,173+33,17305,3761.18%+5,376
HONEYWELL INTL INC(HON)17,23118,985+1,7543,1833,9810.87%+798
ACCENTURE PLC IRELAND
SHS CLASS A
11,53712,315+7783,5434,3210.95%+778
ZOETIS INC(ZTS)17,68219,352+1,6703,0763,8190.84%+743
HOME DEPOT INC(HD)9272,886+1,9592801,0000.22%+720
INTERCONTINENTAL EXCHANGE IN(ICE)28,97329,850+8773,1883,8340.84%+646
DEERE & CO(DE)01,542+1,54206160.14%+616
GENERAL DYNAMICS CORP(GD)16,03215,991-413,5434,1530.91%+610
APPLE INC(AAPL)034,120+34,12006,5691.44%+6,569
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
06,063+6,06305320.12%+532
VISA INC(V)15,43115,642+2113,5494,0720.89%+523
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
07,985+7,98505180.11%+518
NIKE INC(NKE)28,79330,003+1,2102,7533,2570.71%+504
ANALOG DEVICES INC(ADI)021,077+21,07704,1850.92%+4,185
MARATHON PETE CORP(MPC)03,288+3,28804880.11%+488
MONOLITHIC PWR SYS INC(MPWR)2,4272,528+1011,1211,5940.35%+473
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
08,718+8,71804690.10%+469
INTERNATIONAL BUSINESS MACHS(IBM)17,29317,647+3542,4262,8860.63%+460
COMERICA INC42,48939,188-3,3011,7652,1870.48%+422
VANGUARD STAR FDS14,83620,967+6,1317941,2150.27%+421
ALLSTATE CORP(ALL)02,950+2,95004130.09%+413
INVESCO QQQ TR7,7767,787+112,7863,1890.70%+403
THERMO FISHER SCIENTIFIC INC(TMO)5,8786,364+4862,9753,3780.74%+402
SALESFORCE INC(CRM)6,1286,224+961,2431,6380.36%+395
HUNTINGTON BANCSHARES INC(HBAN)187,302181,534-5,7681,9482,3090.51%+361
MERCK & CO INC(MRK)037,830+37,83004,1240.90%+4,124
SERVICENOW INC(NOW)2,3082,321+131,2901,6400.36%+350
ILLINOIS TOOL WKS INC(ITW)01,317+1,31703450.08%+345
ZSCALER INC(ZS)4,6844,822+1387291,0680.23%+340
VERIZON COMMUNICATIONS INC(VZ)60,96061,401+4411,9762,3150.51%+339
BROADCOM INC(AVGO)1,4911,412-791,2381,5760.35%+337
NEXTERA ENERGY INC(NEE)05,327+5,32703240.07%+324
MEDTRONIC PLC(MDT)36,87739,002+2,1252,8903,2130.70%+323
3M CO(MMM)18,65218,927+2751,7462,0690.45%+323
WASTE MGMT INC DEL(WM)01,762+1,76203160.07%+316
LOWES COS INC(LOW)017,895+17,89503,9830.87%+3,983
LAM RESEARCH CORP(LRCX)2,0142,009-51,2621,5730.34%+311
ISHARES TR02,806+2,80603090.07%+309
ATLASSIAN CORPORATION5,8016,149+3481,1691,4630.32%+294
TWILIO INC(TWLO)10,77612,150+1,3746319220.20%+291
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
11,85516,771+4,9166359220.20%+287
RTX CORPORATION(RTX)03,335+3,33502810.06%+281
PALO ALTO NETWORKS INC(PANW)5,3325,161-1711,2501,5220.33%+272
MASTERCARD INCORPORATED(MA)9,5769,524-523,7914,0620.89%+271
WORKDAY INC(WDAY)4,5164,464-529701,2320.27%+262
VANGUARD WORLD FDS
INF TECH ETF
3,6553,65501,5161,7690.39%+253
PROLOGIS INC.(PLD)01,881+1,88102510.05%+251
ALPHABET INC(GOOG)01,696+1,69602390.05%+239
ADOBE INC(ADBE)2,9642,905-591,5111,7330.38%+222
ELI LILLY & CO(LLY)10,3969,960-4365,5845,8061.27%+222
STARBUCKS CORP(SBUX)02,144+2,14402060.05%+206
SHERWIN WILLIAMS CO(SHW)0648+64802020.04%+202
PIMCO ETF TR
SHTRM MUN BD ACT
04,022+4,02202010.04%+201
JOHNSON & JOHNSON(JNJ)15,29916,312+1,0132,3832,5570.56%+174
AT&T INC(T)16,31124,799+8,4882454160.09%+171
PPL CORP(PPL)82,36177,763-4,5981,9402,1070.46%+167
VANGUARD INDEX FDS7,3037,243-601,5211,6850.37%+164
MICROCHIP TECHNOLOGY INC.(MCHP)11,48811,661+1738971,0520.23%+155
VANGUARD INDEX FDS3,3253,318-71,3061,4490.32%+144
TRADEWEB MKTS INC(TW)10,02810,299+2718049360.21%+132
ALPHABET INC(GOOG)12,12812,265+1371,5871,7130.38%+126
WALMART INC(WMT)25,18826,336+1,1484,0284,1520.91%+123
COCA COLA CO(KO)42,23142,150-812,3642,4840.54%+120
INVESCO EXCH TRADED FD TR II163,849154,098-9,7516,4216,5351.43%+114
TYLER TECHNOLOGIES INC(TYL)1,9422,049+1077508570.19%+107
COMCAST CORP NEW(CCZ)76,54979,631+3,0823,3943,4920.76%+98
SYSCO CORP(SYY)31,09129,395-1,6962,0542,1500.47%+96
HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
35,95037,858+1,9086577480.16%+91
VANGUARD WHITEHALL FDS68,57564,263-4,3127,0857,1741.57%+88
PROCTER AND GAMBLE CO(PG)17,64318,113+4702,5732,6540.58%+81
SOUTHERN CO(SO)34,35332,607-1,7462,2232,2860.50%+63
DOMINION ENERGY INC(D)38,63038,028-6021,7261,7870.39%+62
FIRST TR EXCHANGE-TRADED FD3,3953,224-1715426010.13%+60
TESLA INC(TSLA)4,9775,228+2511,2451,2990.28%+54
ISHARES TR2,1082,10803243670.08%+42
FIRST TR MORNINGSTAR DIVID L165,729155,490-10,2395,5425,5791.22%+37
ABBVIE INC(ABBV)20,22119,673-5483,0143,0490.67%+34
VANGUARD WORLD FDS
CONSUM STP ETF
3,5323,53206456740.15%+29
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
014,810+14,81007650.17%+765
ISHARES TR3,3683,36802302530.06%+22
FORTINET INC(FTNT)13,32313,717+3947828030.18%+21
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
3,6593,526-1333293490.08%+20
VEEVA SYS INC(VEEV)5,6456,055+4101,1481,1660.26%+17
BERKSHIRE HATHAWAY INC DEL16,69216,438-2545,8475,8631.28%+16
LOCKHEED MARTIN CORP(LMT)06,128+6,12802,7780.61%+2,778
Page 1 of 1