Leelyn Smith, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $543 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $44.6M, Vaneck Morningstar Wide Moat E with a value of $38.4M, Schwab Strategic Tr Us Dividen with a value of $35.4M, Janus Henderson Short Duration with a value of $28.6M, and Pimco ETF Tr Enhanced Sht Matu with a value of $28.4M.
Examining the 13F form we can see an increase of $26.5M in the current position value, from $516M to 543M.
Leelyn Smith, LLC is based out at Geneva, IL
Below you can find more details about Leelyn Smith, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$543 Million
ETFs: $272 Million
Technology: $91.2 Million
Healthcare: $38.7 Million
Financial Services: $33.9 Million
Consumer Cyclical: $33.9 Million
Consumer Defensive: $26 Million
Industrials: $20.8 Million
Communication Services: $10.4 Million
Other: $15.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
