Leelyn Smith, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $591 Million distributed in 134 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 $53.8M, Vaneck Morningstar Wide Moat E with a value of $41.5M, Janus Henderson Short Duration with a value of $37.8M, Schwab Strategic Tr Us Dividen with a value of $37.7M, and Pimco ETF Tr Enhanced Sht Matu with a value of $37.2M.
Examining the 13F form we can see an increase of $42M in the current position value, from $549M to 591M.
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
$591 Million
ETFs: $305 Million
Technology: $99.3 Million
Financial Services: $38 Million
Healthcare: $35.3 Million
Consumer Cyclical: $31.5 Million
Consumer Defensive: $28.2 Million
Industrials: $22.7 Million
Communication Services: $16.2 Million
Other: $15.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
