Leelyn Smith, LLC Incresed Positions in Q4 2024

Leelyn Smith, LLC

  • $547 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
59.5K
+ 10.21%
$48.82 - $49.11 $2.9M - $2.92M
642K $31.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
27K
+ 9.58%
$100.22 - $100.73 $2.71M - $2.72M
309K $31M
TSLA
Tesla, Inc.

Consumer Cyclical
487
+ 4.4%
$213.65 - $479.86 $104K - $234K
11.6K $4.67M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
16K
+ 3.58%
N/A
463K $39.8M
GOOGL
Alphabet Inc.

Communication Services
556
+ 1.37%
$161.86 - $196.66 $90K - $109K
41.1K $7.77M
AAPL
Apple Inc.

Technology
527
+ 1.47%
$221.69 - $259.02 $117K - $137K
36.3K $9.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
324
+ 1.24%
$172.07 - $207.36 $55.8K - $67.2K
26.5K $5.24M
BA
Boeing CO

Industrials
873
+ 4.34%
$138.14 - $180.72 $121K - $158K
21K $3.71M
CRWD
Crowd Strike Holdings, Inc.

Technology
386
+ 6.11%
$275.15 - $388.2 $106K - $150K
6.7K $2.29M
CRM
Salesforce, Inc.

Technology
172
+ 2.48%
$270.87 - $367.87 $46.6K - $63.3K
7.1K $2.37M
HON
Honeywell International Inc

Industrials
222
+ 1.07%
$202.84 - $236.0 $45K - $52.4K
20.9K $4.72M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.26K
+ 28.26%
$57.53 - $60.83 $302K - $320K
23.9K $1.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
105
+ 1.3%
$481.22 - $538.17 $50.5K - $56.5K
8.2K $4.19M
BMY
Bristol Myers Squibb CO

Healthcare
215
+ 0.45%
$51.92 - $59.94 $11.2K - $12.9K
47.7K $2.7M
CME
Cme Group Inc.

Financial Services
136
+ 1.21%
$221.17 - $246.02 $30.1K - $33.5K
11.4K $2.65M
VEEV
Veeva Systems Inc

Healthcare
741
+ 9.86%
$201.81 - $250.45 $150K - $186K
8.25K $1.74M
WDAY
Workday, Inc.

Technology
210
+ 4.61%
$233.85 - $279.91 $49.1K - $58.8K
4.76K $1.23M
TROW
Price T Rowe Group Inc

Financial Services
211
+ 1.0%
$106.48 - $124.69 $22.5K - $26.3K
21.3K $2.41M
ZS
Zscaler, Inc.

Technology
347
+ 7.0%
$166.99 - $211.99 $57.9K - $73.6K
5.3K $956K
PANW
Palo Alto Networks Inc

Technology
4.88K
+ 96.61%
$181.96 - $405.9 $888K - $1.98M
9.93K $1.81M
TW
Tradeweb Markets Inc.

Financial Services
45
+ 0.44%
$124.87 - $136.32 $5.62K - $6.13K
10.2K $1.34M
SHV
Ishares Tr

ETFs
417
+ 10.08%
$109.92 - $110.57 $45.8K - $46.1K
4.56K $501K
ADSK
Autodesk, Inc.

Technology
112
+ 0.72%
N/A
15.7K $3.85M
DE
Deere & CO

Industrials
5
+ 0.32%
$389.45 - $466.0 $1.95K - $2.33K
1.56K $660K
CVX
Chevron Corp

Energy
328
+ 2.02%
$141.15 - $162.53 $46.3K - $53.3K
16.6K $2.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.51K
+ 4.51%
$44.87 - $46.86 $113K - $118K
58.1K $2.61M
SYY
Sysco Corp

Consumer Defensive
745
+ 2.38%
$73.63 - $81.77 $54.9K - $60.9K
32K $2.45M
ACN
Accenture PLC

Technology
70
+ 0.54%
$343.9 - $376.86 $24.1K - $26.4K
13K $4.57M
ETN
Eaton Corp PLC

Industrials
1
+ 0.15%
$326.96 - $377.52 $327 - $378
675 $224K
Ge Healthcare Technologies I
1.73K
+ 4.21%
N/A
42.7K $0
Atlassian Corporation
481
+ 6.04%
N/A
8.45K $0
SFLR
Innovator Etfs Tr Equity Manag
6.01K
+ 59.01%
N/A
16.2K $0
HTAB
Hartford Fds Exchange Traded

ETFs
422
+ 1.08%
$19.26 - $19.88 $8.13K - $8.39K
39.3K $761K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.6%
$253.56 - $278.5 $2.03K - $2.23K
1.34K $339K
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.35%
$114.45 - $127.21 $1.37K - $1.53K
3.4K $393K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
187
+ 1.13%
$442.29 - $483.08 $82.7K - $90.3K
16.7K $7.57M
PLD
Prologis, Inc.

Real Estate
15
+ 0.79%
$101.4 - $126.96 $1.52K - $1.9K
1.91K $202K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.83K
+ 7.91%
$58.88 - $64.8 $166K - $183K
38.5K $2.27M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
875K
+ 208.94%
$26.93 - $84.95 $23.6M - $74.4M
1.29M $35.4M
PFE
Pfizer Inc

Healthcare
5.31K
+ 6.44%
$24.8 - $30.19 $132K - $160K
87.8K $2.33M
MSFT
Microsoft Corp

Technology
275
+ 1.35%
$406.35 - $454.46 $112K - $125K
20.7K $8.71M
MPC
Marathon Petroleum Corp

Energy
16
+ 0.49%
$131.65 - $174.84 $2.11K - $2.8K
3.31K $462K
D
Dominion Energy, Inc

Utilities
102
+ 0.23%
$52.63 - $60.92 $5.37K - $6.21K
44.2K $2.38M
SBUX
Starbucks Corp

Consumer Cyclical
957
+ 2.21%
$87.44 - $102.5 $83.7K - $98.1K
44.3K $4.03M
MDT
Medtronic PLC

Healthcare
801
+ 2.87%
$79.61 - $92.24 $63.8K - $73.9K
28.7K $2.29M
MCD
Mcdonalds Corp

Consumer Cyclical
212
+ 1.05%
$288.47 - $316.54 $61.2K - $67.1K
20.4K $5.91M
PEP
Pepsico Inc

Consumer Defensive
318
+ 1.94%
$151.29 - $176.1 $48.1K - $56K
16.7K $2.54M
JNJ
Johnson & Johnson

Healthcare
414
+ 2.35%
$143.34 - $165.86 $59.3K - $68.7K
18.1K $2.61M
GIS
General Mills Inc

Consumer Defensive
956
+ 2.76%
$62.78 - $74.62 $60K - $71.3K
35.6K $2.27M
Activity Summary
Buys All Purchases 75 New Holdings 15 Increased Positions 60 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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