Leelyn Smith, LLC Portfolio Holdings

Leelyn Smith, LLC

$547 Million
Q4 2024

Leelyn Smith, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $547 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 $46.8M, Vaneck Morningstar Wide Moat E with a value of $39.8M, Schwab Strategic Tr Us Dividen with a value of $35.4M, Janus Henderson Short Duration with a value of $31.4M, and Pimco ETF Tr Enhanced Sht Matu with a value of $31M.

Examining the 13F form we can see an increase of $4.36M in the current position value, from $543M to 547M.

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 $547 Million

ETFs: $279 Million

Technology: $87.9 Million

Consumer Cyclical: $36.1 Million

Financial Services: $35.6 Million

Healthcare: $34.6 Million

Consumer Defensive: $24.9 Million

Industrials: $23.2 Million

Communication Services: $11.1 Million

Other: $14.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 134
Current Value $547 Million
Prior Value $543 Million
Filing
Period Q4 2024
Filing Date February 10, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 15 stocks
Additional Purchases 60 stocks
Sold out of 0 stocks
Reduced holdings in 49 stocks

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