Leelyn Smith, LLC Incresed Positions in Q2 2025

Leelyn Smith, LLC

  • $591 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.83K
+ 4.87%
$273.67 - $366.17 $1.87M - $2.5M
147K $53.8M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
7.78K
+ 2.2%
$62.52 - $78.19 $486K - $608K
361K $28M
MSFT
Microsoft Corp

Technology
361
+ 1.71%
$354.56 - $497.45 $128K - $180K
21.4K $10.7M
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 1.87%
$167.32 - $223.3 $185K - $247K
60.5K $13.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
356
+ 1.32%
$141.37 - $228.57 $50.3K - $81.4K
27.3K $6.19M
META
Meta Platforms, Inc.

Communication Services
262
+ 3.76%
$484.66 - $738.09 $127K - $193K
7.23K $5.34M
AMAT
Applied Materials Inc

Technology
871
+ 2.87%
$126.95 - $183.52 $111K - $160K
31.2K $5.71M
GOOGL
Alphabet Inc.

Communication Services
1.24K
+ 3.3%
$144.7 - $178.6 $179K - $221K
38.7K $6.82M
BA
Boeing CO

Industrials
311
+ 1.38%
$136.59 - $217.51 $42.5K - $67.6K
22.8K $4.79M
VNLA
Janus Henderson Short Duration

ETFs
17.7K
+ 2.36%
$48.74 - $49.2 $863K - $871K
769K $37.8M
WDAY
Workday, Inc.

Technology
3.45K
+ 71.28%
$210.47 - $274.71 $727K - $948K
8.3K $1.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 4.4%
$416.06 - $551.64 $133K - $177K
7.59K $4.19M
ZS
Zscaler, Inc.

Technology
140
+ 2.52%
$174.67 - $315.32 $24.5K - $44.1K
5.7K $1.79M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.01K
+ 1.93%
$100.04 - $100.54 $702K - $705K
370K $37.2M
NOW
Service Now, Inc.

Technology
73
+ 2.87%
$721.65 - $1040.18 $52.7K - $75.9K
2.62K $2.69M
MPWR
Monolithic Power Systems Inc

Technology
193
+ 6.16%
$455.19 - $737.73 $87.9K - $142K
3.32K $2.43M
NKE
Nike, Inc.

Consumer Cyclical
3.61K
+ 8.21%
$53.27 - $72.04 $192K - $260K
47.5K $3.38M
VEEV
Veeva Systems Inc

Healthcare
343
+ 4.01%
$209.39 - $289.94 $71.8K - $99.4K
8.9K $2.56M
HON
Honeywell International Inc

Industrials
329
+ 1.52%
$182.86 - $232.88 $60.2K - $76.6K
21.9K $5.11M
AMD
Advanced Micro Devices Inc

Technology
1.38K
+ 18.25%
$78.21 - $143.81 $108K - $199K
8.96K $1.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.19K
+ 1.93%
$114.78 - $133.31 $137K - $159K
63.1K $8.41M
GD
General Dynamics Corp

Industrials
276
+ 1.62%
$247.68 - $291.66 $68.4K - $80.5K
17.3K $5.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.36K
+ 3.36%
$55.54 - $69.09 $75.4K - $93.8K
41.7K $2.88M
CSCO
Cisco Systems, Inc.

Technology
79
+ 0.16%
$53.19 - $69.38 $4.2K - $5.48K
48.3K $3.35M
PANW
Palo Alto Networks Inc

Technology
43
+ 0.43%
$152.44 - $204.64 $6.55K - $8.8K
9.99K $2.04M
PLTR
Palantir Technologies Inc.

Technology
473
+ 9.48%
$74.01 - $144.25 $35K - $68.2K
5.47K $744K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
6.62K
+ 2.61%
$24.61 - $25.89 $163K - $171K
260K $6.69M
ADBE
Adobe Inc.

Technology
650
+ 6.24%
$340.0 - $420.68 $221K - $273K
11.1K $4.28M
CDNS
Cadence Design Systems Inc

Technology
347
+ 10.75%
$231.64 - $323.08 $80.4K - $112K
3.57K $1.1M
TROW
Price T Rowe Group Inc

Financial Services
1.21K
+ 5.44%
$80.27 - $98.06 $97.1K - $119K
23.4K $2.26M
CRM
Salesforce, Inc.

Technology
622
+ 8.58%
$236.26 - $291.15 $147K - $181K
7.87K $2.15M
T
At&T Inc.

Communication Services
5.78K
+ 22.85%
$26.33 - $28.94 $152K - $167K
31K $898K
FTNT
Fortinet, Inc.

Technology
147
+ 0.94%
$84.71 - $108.69 $12.5K - $16K
15.8K $1.67M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
892
+ 0.59%
$85.42 - $94.39 $76.2K - $84.2K
151K $14.2M
SHV
Ishares Tr

ETFs
1.02K
+ 10.95%
$110.06 - $110.46 $112K - $113K
10.3K $1.14M
WMT
Walmart Inc.

Consumer Defensive
253
+ 3.41%
$81.79 - $99.98 $20.7K - $25.3K
7.68K $751K
SYY
Sysco Corp

Consumer Defensive
962
+ 2.94%
$68.0 - $75.91 $65.4K - $73K
33.7K $2.55M
TYL
Tyler Technologies Inc

Technology
121
+ 5.7%
$521.68 - $592.84 $63.1K - $71.7K
2.24K $1.33M
IBM
International Business Machines Corp

Technology
7
+ 0.36%
$221.03 - $294.78 $1.55K - $2.06K
1.96K $577K
MPC
Marathon Petroleum Corp

Energy
16
+ 0.48%
$118.55 - $170.08 $1.9K - $2.72K
3.35K $555K
D
Dominion Energy, Inc

Utilities
792
+ 1.76%
$49.66 - $58.0 $39.3K - $45.9K
45.8K $2.59M
DE
Deere & CO

Industrials
5
+ 0.32%
$412.99 - $531.48 $2.06K - $2.66K
1.56K $795K
ADSK
Autodesk, Inc.

Technology
226
+ 1.4%
N/A
16.3K $4.01M
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.32%
$113.75 - $148.48 $1.25K - $1.63K
3.4K $495K
JEPI
J P Morgan Exchange Traded Fd

ETFs
767
+ 3.11%
$51.14 - $57.0 $39.2K - $43.7K
25.5K $1.45M
PFE
Pfizer Inc

Healthcare
5.73K
+ 6.12%
$21.59 - $24.84 $124K - $142K
99.3K $2.41M
KO
Coca Cola CO

Consumer Defensive
869
+ 2.06%
$68.37 - $73.9 $59.4K - $64.2K
43K $3.04M
SO
Southern CO

Utilities
295
+ 0.95%
$84.91 - $92.56 $25K - $27.3K
31.2K $2.86M
ITW
Illinois Tool Works Inc

Industrials
9
+ 0.67%
$218.41 - $252.43 $1.97K - $2.27K
1.36K $335K
Activity Summary
Buys All Purchases 91 New Holdings 8 Increased Positions 83 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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