Leelyn Smith, LLC Portfolio Holdings

Leelyn Smith, LLC

$549 Million
Q1 2025

Leelyn Smith, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $549 Million distributed in 129 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 $43.3M, Vaneck Morningstar Wide Moat E with a value of $41.9M, Schwab Strategic Tr Us Dividen with a value of $37.9M, Janus Henderson Short Duration with a value of $36.9M, and Pimco ETF Tr Enhanced Sht Matu with a value of $36.6M.

Examining the 13F form we can see an increase of $2.49M in the current position value, from $547M to 549M.

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 $549 Million

ETFs: $287 Million

Technology: $80.5 Million

Healthcare: $37.1 Million

Financial Services: $37 Million

Consumer Cyclical: $28.8 Million

Consumer Defensive: $25.8 Million

Industrials: $23.4 Million

Communication Services: $13.7 Million

Other: $16.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

Portfolio
No. of Stocks 129
Current Value $549 Million
Prior Value $547 Million
Filing
Period Q1 2025
Filing Date May 01, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 6 stocks
Additional Purchases 69 stocks
Sold out of 0 stocks
Reduced holdings in 41 stocks

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