Leelyn Smith, LLC Purchases in Q1 2025

Leelyn Smith, LLC

  • $549 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
110K
+ 17.08%
$48.89 - $49.21 $5.36M - $5.39M
752K $36.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
54K
+ 17.45%
$100.32 - $100.76 $5.42M - $5.44M
363K $36.6M
META
Meta Platforms, Inc.

Communication Services
6.97K
New
$576.36 - $736.67 $4.02M - $5.13M
6.97K $4.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.6K
+ 4.68%
$27.01 - $28.54 $1.64M - $1.73M
1.36M $37.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
25.2K
+ 5.43%
N/A
488K $41.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
78
+ 0.47%
$442.66 - $534.52 $34.5K - $41.7K
16.8K $8.93M
ICE
Intercontinental Exchange, Inc.

Financial Services
32
+ 0.11%
$142.8 - $176.36 $4.57K - $5.64K
30.5K $5.25M
MCD
Mcdonalds Corp

Consumer Cyclical
317
+ 1.55%
$279.74 - $321.29 $88.7K - $102K
20.7K $6.47M
SHV
Ishares Tr

ETFs
4.75K
+ 104.35%
$110.11 - $110.51 $523K - $525K
9.31K $1.03M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
27.1K
+ 11.98%
$24.88 - $26.85 $674K - $727K
253K $6.4M
SGOL
Abrdn Gold ETF Trust

ETFs
15.4K
New
$25.14 - $29.82 $387K - $459K
15.4K $458K
PLTR
Palantir Technologies Inc.

Technology
4.99K
New
$64.98 - $124.62 $324K - $622K
4.99K $421K
JNJ
Johnson & Johnson

Healthcare
223
+ 1.24%
$142.06 - $167.7 $31.7K - $37.4K
18.3K $3.03M
VZ
Verizon Communications Inc

Communication Services
1.53K
+ 2.36%
$37.81 - $46.49 $58K - $71.3K
66.4K $3.01M
FXO
First Tr Exchange Traded Fd Fi

ETFs
7.79K
New
$50.93 - $57.24 $397K - $446K
7.79K $412K
SBUX
Starbucks Corp

Consumer Cyclical
949
+ 2.14%
$91.75 - $115.81 $87.1K - $110K
45.2K $4.43M
KLAC
Kla Corp

Technology
76
+ 1.12%
$636.62 - $777.63 $48.4K - $59.1K
6.85K $4.66M
CVX
Chevron Corp

Energy
28
+ 0.17%
$146.71 - $167.97 $4.11K - $4.7K
16.6K $2.77M
GD
General Dynamics Corp

Industrials
766
+ 4.72%
$241.94 - $272.58 $185K - $209K
17K $4.63M
XOM
Exxon Mobil Corp

Energy
1
+ 0.0%
$105.44 - $118.93 $105 - $119
29.2K $3.47M
MDT
Medtronic PLC

Healthcare
301
+ 1.05%
$79.84 - $94.5 $24K - $28.4K
29K $2.61M
VEEV
Veeva Systems Inc

Healthcare
301
+ 3.65%
$210.58 - $246.8 $63.4K - $74.3K
8.55K $1.98M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.81K
+ 4.68%
$58.01 - $64.46 $105K - $116K
40.3K $2.51M
ZTS
Zoetis Inc.

Healthcare
1.14K
+ 5.06%
$156.48 - $175.67 $178K - $200K
23.6K $3.88M
T
At&T Inc.

Communication Services
3.76K
+ 17.45%
$21.56 - $28.28 $81K - $106K
25.3K $714K
DUK
Duke Energy Corp

Utilities
1.82K
New
$105.87 - $121.97 $192K - $221K
1.82K $221K
ZS
Zscaler, Inc.

Technology
253
+ 4.77%
$181.66 - $216.87 $46K - $54.9K
5.56K $1.1M
D
Dominion Energy, Inc

Utilities
772
+ 1.75%
$52.85 - $57.43 $40.8K - $44.3K
45K $2.52M
BA
Boeing CO

Industrials
1.56K
+ 7.44%
$148.15 - $186.25 $231K - $291K
22.5K $3.84M
PEP
Pepsico Inc

Consumer Defensive
981
+ 5.88%
$142.64 - $156.42 $140K - $153K
17.7K $2.65M
ADSK
Autodesk, Inc.

Technology
427
+ 2.73%
N/A
16.1K $3.95M
CRWD
Crowd Strike Holdings, Inc.

Technology
22
+ 0.33%
$308.86 - $455.36 $6.79K - $10K
6.73K $2.37M
DE
Deere & CO

Industrials
1
+ 0.06%
$408.57 - $509.27 $409 - $509
1.56K $731K
MPWR
Monolithic Power Systems Inc

Technology
165
+ 5.56%
$565.7 - $720.25 $93.3K - $119K
3.13K $1.82M
AMD
Advanced Micro Devices Inc

Technology
1.61K
+ 27.04%
$96.63 - $129.55 $156K - $209K
7.57K $778K
ALL
Allstate Corp

Financial Services
12
+ 0.41%
$180.99 - $210.18 $2.17K - $2.52K
2.95K $611K
PFE
Pfizer Inc

Healthcare
5.84K
+ 6.66%
$25.01 - $27.13 $146K - $158K
93.6K $2.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
839
+ 3.52%
$56.17 - $59.71 $47.1K - $50.1K
24.7K $1.41M
TMO
Thermo Fisher Scientific Inc.

Healthcare
397
+ 5.51%
$497.6 - $606.74 $198K - $241K
7.61K $3.78M
HTAB
Hartford Fds Exchange Traded

ETFs
2.03K
+ 5.15%
$18.95 - $19.6 $38.4K - $39.7K
41.4K $793K
FTNT
Fortinet, Inc.

Technology
22
+ 0.14%
$92.49 - $114.57 $2.03K - $2.52K
15.7K $1.51M
MPC
Marathon Petroleum Corp

Energy
17
+ 0.51%
$134.72 - $159.03 $2.29K - $2.7K
3.33K $485K
QTEC
First Trust Nasdaq 100 Technol

ETFs
281
+ 14.94%
$173.56 - $210.67 $48.8K - $59.2K
2.16K $375K
TYL
Tyler Technologies Inc

Technology
19
+ 0.9%
$553.41 - $646.74 $10.5K - $12.3K
2.12K $1.23M
PLD
Prologis, Inc.

Real Estate
15
+ 0.78%
$103.59 - $124.04 $1.55K - $1.86K
1.93K $215K
CDNS
Cadence Design Systems Inc

Technology
539
+ 20.05%
$233.96 - $324.52 $126K - $175K
3.23K $820K
NEE
Nextera Energy Inc

Utilities
194
+ 3.67%
$66.96 - $76.16 $13K - $14.8K
5.48K $388K
SYY
Sysco Corp

Consumer Defensive
693
+ 2.17%
$70.0 - $77.13 $48.5K - $53.5K
32.7K $2.45M
FXD
First Tr Exchange Traded Fd

ETFs
802
+ 13.07%
$56.39 - $68.12 $45.2K - $54.6K
6.94K $401K
Activity Summary
Buys All Purchases 75 New Holdings 6 Increased Positions 69 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Leelyn Smith, LLC Portfolio

Follow Leelyn Smith, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leelyn Smith, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leelyn Smith, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email