Fund HoldingsLeelyn Smith, LLC

Total Portfolio Value
$561.41M
Total Bought
$35.03M
Total Sold
$26.84M
Net Transaction
+$8.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
JANUS DETROIT STR TR
HENDRSN SHRT ETF
582,477641,950+59,47328,56531,3985.59%+2,833
UNITED PARCEL SERVICE INC(UPS)021,065+21,06502,6560.47%+2,656
PIMCO ETF TR
ENHAN SHRT MA AC
282,332309,374+27,04228,42831,0435.53%+2,615
TCW ETF TRUST
FLEXIBLE INCOME
065,177+65,17702,5210.45%+2,521
VANGUARD WORLD FD138,625136,217-2,40844,63046,7788.33%+2,148
TESLA INC(TSLA)11,07411,561+4872,8974,6690.83%+1,772
AMAZON COM INC(AMZN)058,721+58,721012,8832.29%+12,883
LAM RESEARCH CORP(LRCX)019,828+19,82801,4320.26%+1,432
ALPHABET INC(GOOG)041,055+41,05507,7721.38%+7,772
CADENCE DESIGN SYSTEM INC(CDNS)02,688+2,68808080.14%+808
ATLASSIAN CORPORATION7,9668,447+4811,2652,0560.37%+791
APPLE INC(AAPL)35,79836,325+5278,3419,0961.62%+756
ADVANCED MICRO DEVICES INC(AMD)05,962+5,96207200.13%+720
TAIWAN SEMICONDUCTOR MFG LTD(TSM)26,20626,530+3244,5515,2390.93%+688
BOEING CO(BA)020,969+20,96903,7110.66%+3,711
VISA INC(V)16,13716,086-514,4375,0840.91%+647
VANGUARD MALVERN FDS012,422+12,42206010.11%+601
BROADCOM INC(AVGO)13,15112,311-8402,2692,8540.51%+586
JPMORGAN CHASE & CO.(JPM)24,94524,279-6665,2605,8201.04%+560
JANUS DETROIT STR TR
HENDERSN SML ETF
374,282369,254-5,02827,17527,7204.94%+546
CROWDSTRIKE HLDGS INC(CRWD)6,3186,704+3861,7722,2940.41%+522
SALESFORCE INC(CRM)6,9237,095+1721,8952,3720.42%+477
PAYLOCITY HLDG CORP(PCTY)8,5819,396+8151,4161,8740.33%+459
HONEYWELL INTL INC(HON)20,68720,909+2224,2764,7230.84%+447
ISHARES TR08,543+8,54304300.08%+430
MOTOROLA SOLUTIONS INC(MSI)0905+90504180.07%+418
SERVICENOW INC(NOW)2,5062,497-92,2412,6470.47%+406
SPDR SER TR
ST SHOR CORP ETF
013,034+13,03403890.07%+389
VANGUARD TAX-MANAGED FDS07,944+7,94403800.07%+380
AUTODESK INC15,54815,660+1124,2834,6290.82%+345
NVIDIA CORPORATION(NVDA)094,323+94,323012,6672.26%+12,667
MASTERCARD INCORPORATED(MA)9,5379,506-314,7095,0060.89%+296
CISCO SYS INC(CSCO)49,57449,156-4182,6382,9100.52%+272
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
18,59723,852+5,2551,1071,3720.24%+265
FORTINET INC(FTNT)15,76715,655-1121,2231,4790.26%+256
INVESCO QQQ TR8,0988,203+1053,9524,1940.75%+241
BRISTOL-MYERS SQUIBB CO(BMY)47,48447,699+2152,4572,6980.48%+241
ISHARES TR01,152+1,15202200.04%+220
DBX ETF TR06,043+6,04302180.04%+218
WELLS FARGO CO NEW(WFC)03,050+3,05002140.04%+214
ISHARES TR03,402+3,40202120.04%+212
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
10,17616,181+6,0053245280.09%+205
AUTOMATIC DATA PROCESSING IN0695+69502030.04%+203
CME GROUP INC(CME)11,25911,395+1362,4842,6460.47%+162
VEEVA SYS INC(VEEV)7,5128,253+7411,5771,7350.31%+159
VANGUARD WORLD FD
INF TECH ETF
3,6553,65502,1442,2730.40%+129
WORKDAY INC(WDAY)4,5524,762+2101,1131,2290.22%+116
PRICE T ROWE GROUP INC(TROW)021,304+21,30402,4090.43%+2,409
ZSCALER INC(ZS)05,303+5,30309570.17%+957
PALO ALTO NETWORKS INC(PANW)09,929+9,92901,8070.32%+1,807
TRADEWEB MKTS INC(TW)10,18110,226+451,2591,3390.24%+80
ISHARES TR4,1384,555+4174585020.09%+44
ALTRIA GROUP INC(MO)52,11151,359-7522,6602,6860.48%+26
VANGUARD INDEX FDS03,318+3,31801,7880.32%+1,788
ISHARES TR
MSCI USA SMCP MN
29,31029,31001,1961,2150.22%+19
EMERSON ELEC CO(EMR)1,9221,847-752102290.04%+19
HUNTINGTON BANCSHARES INC(HBAN)11,82911,82901741920.03%+19
ALPHABET INC(GOOG)01,557+1,55702960.05%+296
DEERE & CO(DE)1,5531,558+56486600.12%+12
FIDELITY MERRIMACK STR TR058,149+58,14902,6090.46%+2,609
CHEVRON CORP NEW(CVX)16,22916,557+3282,3902,3980.43%+8
SYSCO CORP(SYY)31,25832,003+7452,4402,4470.44%+7
ACCENTURE PLC IRELAND
SHS CLASS A
12,91712,987+704,5664,5690.81%+3
AT&T INC(T)22,14221,518-6244874900.09%+3
CALAMOS ETF TR
NASD 100 ST SEPT
8,1118,11102032060.04%+3
VANGUARD INDEX FDS7,2437,24301,9111,9130.34%+2
ALLSTATE CORP(ALL)2,9772,939-385655670.10%+2
EATON CORP PLC(ETN)674675+12232240.04%+1
HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
039,347+39,34707620.14%+762
ILLINOIS TOOL WKS INC(ITW)1,3321,340+83493400.06%-9
CHUBB LIMITED
COM
77777702242150.04%-9
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
3,5263,396-1304043910.07%-13
COSTCO WHSL CORP NEW(COST)6,5886,359-2295,8405,8271.04%-14
JONES LANG LASALLE INC(JLL)84984902292150.04%-14
WALMART INC(WMT)07,505+7,50506780.12%+678
RTX CORPORATION(RTX)3,3903,402+124113940.07%-17
WASTE MGMT INC DEL(WM)1,6921,652-403513330.06%-18
TYLER TECHNOLOGIES INC(TYL)2,1152,103-121,2351,2130.22%-22
VANGUARD WORLD FD
CONSUM STP ETF
3,5323,53207727470.13%-25
SHERWIN WILLIAMS CO(SHW)64864802472200.04%-27
BERKSHIRE HATHAWAY INC DEL16,50816,695+1877,5987,5671.35%-31
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
3,7713,667-1043523200.06%-32
FIRST TR EXCHANGE-TRADED FD2,5382,079-4595385060.09%-32
PROLOGIS INC.(PLD)1,8981,913+152402020.04%-38
VANGUARD STAR FDS35,71738,543+2,8262,3122,2710.40%-41
HOME DEPOT INC(HD)2,7132,702-111,0991,0510.19%-48
SCHWAB STRATEGIC TR419,0081,294,466+875,45835,41935,3656.30%-54
PFIZER INC(PFE)82,45687,767+5,3112,3862,3280.41%-58
MICROSOFT CORP(MSFT)020,654+20,65408,7061.55%+8,706
NEXTERA ENERGY INC(NEE)5,2885,28804473790.07%-68
PPL CORP(PPL)81,62981,095-5342,7002,6320.47%-68
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
7,4196,134-1,2854703960.07%-73
MARATHON PETE CORP(MPC)03,312+3,31204620.08%+462
FIRST TR NASDAQ 100 TECH IND2,2491,881-3684303540.06%-76
KELLANOVA36,75535,575-1,1802,9662,8810.51%-86
PROCTER AND GAMBLE CO(PG)17,77017,768-23,0782,9790.53%-99
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
05,138+5,13803840.07%+384
DOMINION ENERGY INC(D)44,10144,203+1022,5492,3810.42%-168
VANGUARD WHITEHALL FDS63,29662,228-1,0688,1157,9401.41%-175
STARBUCKS CORP(SBUX)43,29544,252+9574,2214,0380.72%-183
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