Leelyn Smith, LLC Reduced Holdings in Q1 2025

Leelyn Smith, LLC

  • $549 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-15.9K
- 4.3%
$68.32 - $78.49 $1.08M - $1.25M
353K $24.7M
NVDA
Nvidia Corp

Technology
-2.01K
- 2.13%
$106.98 - $149.43 $215K - $301K
92.3K $10M
GOOGL
Alphabet Inc.

Communication Services
-3.59K
- 8.74%
$154.33 - $206.19 $554K - $740K
37.5K $5.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-511
- 4.42%
$222.15 - $428.22 $114K - $219K
11.1K $2.86M
AAPL
Apple Inc.

Technology
-393
- 1.08%
$209.68 - $247.1 $82.4K - $97.1K
35.9K $7.98M
AVGO
Broadcom Inc.

Technology
-389
- 3.16%
$167.43 - $244.7 $65.1K - $95.2K
11.9K $2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-932
- 11.36%
$468.34 - $539.52 $436K - $503K
7.27K $3.41M
VEA
Vanguard Ftse Developed Market

ETFs
-2.92K
- 36.76%
$47.4 - $52.99 $138K - $155K
5.02K $255K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.2K
- 12.98%
$50.48 - $51.04 $111K - $112K
14.7K $747K
GOOG
Alphabet Inc.

Communication Services
-240
- 15.41%
$156.06 - $207.71 $37.5K - $49.9K
1.32K $205K
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.15%
$347.25 - $424.87 $1.39K - $1.7K
2.7K $988K
MSI
Motorola Solutions, Inc.

Technology
-86
- 9.5%
$411.73 - $482.1 $35.4K - $41.5K
819 $358K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.8K
- 5.52%
$87.68 - $94.52 $771K - $831K
151K $14.1M
JPM
Jpmorgan Chase & CO

Financial Services
-676
- 2.78%
$225.19 - $279.95 $152K - $189K
23.6K $5.79M
K
Kellogg CO

Consumer Defensive
-1.02K
- 2.86%
$81.06 - $82.9 $82.4K - $84.3K
34.6K $2.85M
WMT
Walmart Inc.

Consumer Defensive
-75
- 1.0%
$84.5 - $105.05 $6.34K - $7.88K
7.43K $652K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.33K
- 2.29%
$44.41 - $45.98 $59K - $61.1K
56.8K $2.59M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-349
- 1.19%
$40.38 - $42.65 $14.1K - $14.9K
29K $1.2M
Tcw ETF Trust
-1.36K
- 2.08%
N/A
63.8K $0
SFLR
Innovator Etfs Tr Equity Manag
-5.39K
- 33.33%
N/A
10.8K $0
IBM
International Business Machines Corp

Technology
-184
- 8.61%
$217.4 - $264.74 $40K - $48.7K
1.95K $485K
CB
Chubb LTD

Financial Services
-7
- 0.9%
$257.71 - $301.99 $1.8K - $2.11K
770 $232K
PG
Procter & Gamble CO

Consumer Defensive
-84
- 0.47%
$158.56 - $176.26 $13.3K - $14.8K
17.7K $3.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-364
- 0.58%
$126.11 - $135.06 $45.9K - $49.2K
61.9K $7.98M
RTX
Raytheon Technologies Corp

Industrials
-17
- 0.5%
$114.1 - $135.66 $1.94K - $2.31K
3.39K $448K
COST
Costco Wholesale Corp

Consumer Defensive
-135
- 2.12%
$890.62 - $1076.86 $120K - $145K
6.22K $5.89M
CSCO
Cisco Systems, Inc.

Technology
-924
- 1.88%
$58.74 - $64.87 $54.3K - $59.9K
48.2K $2.98M
LLY
Eli Lilly & CO

Healthcare
-303
- 3.89%
$725.72 - $929.72 $220K - $282K
7.49K $6.19M
BMY
Bristol Myers Squibb CO

Healthcare
-432
- 0.91%
$53.9 - $63.11 $23.3K - $27.3K
47.3K $2.88M
MA
Mastercard Inc

Financial Services
-10
- 0.11%
$504.67 - $576.31 $5.05K - $5.76K
9.5K $5.2M
SO
Southern CO

Utilities
-777
- 2.45%
$80.96 - $92.96 $62.9K - $72.2K
30.9K $2.84M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-974
- 0.62%
$47.08 - $50.67 $45.9K - $49.4K
156K $7.85M
PPL
Ppl Corp

Utilities
-963
- 1.19%
$31.68 - $36.11 $30.5K - $34.8K
80.1K $2.89M
MMM
3 M CO

Industrials
-506
- 2.41%
$129.7 - $155.12 $65.6K - $78.5K
20.4K $3M
CME
Cme Group Inc.

Financial Services
-203
- 1.78%
$225.82 - $266.54 $45.8K - $54.1K
11.2K $2.97M
FDL
First Tr Morningstar Dividend

ETFs
-3.6K
- 2.32%
$39.69 - $43.83 $143K - $158K
152K $6.59M
MO
Altria Group, Inc.

Consumer Defensive
-651
- 1.27%
$50.81 - $60.02 $33.1K - $39.1K
50.7K $3.04M
KO
Coca Cola CO

Consumer Defensive
-378
- 0.89%
$60.81 - $72.32 $23K - $27.3K
42.1K $3.01M
V
Visa Inc.

Financial Services
-197
- 1.22%
$306.92 - $362.71 $60.5K - $71.5K
15.9K $5.57M
ABBV
Abb Vie Inc.

Healthcare
-345
- 1.89%
$169.2 - $216.66 $58.4K - $74.7K
17.9K $3.75M
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
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