Leisure Capital Management Reduced Holdings in Q1 2025

Leisure Capital Management

  • $235 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
-67.2K
- 93.69%
$89.27 - $92.9 $6M - $6.25M
4.53K $418K
AAPL
Apple Inc.

Technology
-395
- 0.28%
$209.68 - $247.1 $82.8K - $97.6K
139K $31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.99K
- 89.14%
$507.05 - $563.67 $3.04M - $3.38M
730 $375K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-12.4K
- 84.9%
$100.32 - $100.76 $1.25M - $1.25M
2.21K $222K
GOOG
Alphabet Inc.

Communication Services
-81
- 0.43%
$156.06 - $207.71 $12.6K - $16.8K
18.6K $2.9M
MUB
Ishares National Muni Bond ETF

ETFs
-5.4K
- 63.44%
$104.71 - $107.69 $565K - $581K
3.11K $328K
AMP
Ameriprise Financial Inc

Financial Services
-268
- 5.01%
$472.29 - $575.13 $127K - $154K
5.09K $2.46M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.83K
- 24.38%
$85.29 - $92.57 $326K - $354K
11.9K $1.08M
EFG
Msci Eafe Growth ETF

ETFs
-1.67K
- 27.14%
$96.1 - $106.37 $160K - $177K
4.48K $447K
AXP
American Express CO

Financial Services
-31
- 0.65%
$255.39 - $325.87 $7.92K - $10.1K
4.77K $1.28M
DIS
Walt Disney CO

Communication Services
-149
- 3.49%
$96.87 - $114.0 $14.4K - $17K
4.12K $406K
AN
Autonation, Inc.

Consumer Cyclical
-265
- 13.91%
$156.67 - $195.15 $41.5K - $51.7K
1.64K $265K
EW
Edwards Lifesciences Corp

Healthcare
-266
- 3.23%
$67.95 - $76.19 $18.1K - $20.3K
7.97K $577K
UNH
Unitedhealth Group Inc

Healthcare
-75
- 10.08%
$461.52 - $548.18 $34.6K - $41.1K
669 $350K
RTX
Raytheon Technologies Corp

Industrials
-494
- 19.27%
$114.1 - $135.66 $56.4K - $67K
2.07K $274K
COF
Capital One Financial Corp

Financial Services
-133
- 1.71%
$163.87 - $209.82 $21.8K - $27.9K
7.66K $1.37M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-98
- 0.44%
$11.13 - $11.61 $1.09K - $1.14K
22.4K $251K
KMB
Kimberly Clark Corp

Consumer Defensive
-165
- 7.81%
$124.46 - $147.4 $20.5K - $24.3K
1.95K $276K
Blackrock Inc
-8
- 0.55%
N/A
1.45K $0
LLY
Eli Lilly & CO

Healthcare
-16
- 1.49%
$725.72 - $929.72 $11.6K - $14.9K
1.06K $873K
XOM
Exxon Mobil Corp

Energy
-570
- 4.75%
$105.44 - $118.93 $60.1K - $67.8K
11.4K $1.36M
JPM
Jpmorgan Chase & CO

Financial Services
-52
- 0.27%
$225.19 - $279.95 $11.7K - $14.6K
18.9K $4.63M
NFLX
Netflix Inc

Communication Services
-24
- 0.61%
$828.4 - $1058.6 $19.9K - $25.4K
3.89K $3.63M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 0.58%
$890.62 - $1076.86 $33K - $39.8K
6.39K $6.05M
MCK
Mckesson Corp

Healthcare
-57
- 2.81%
$566.21 - $672.99 $32.3K - $38.4K
1.97K $1.33M
AMGN
Amgen Inc

Healthcare
-153
- 2.89%
$258.59 - $327.36 $39.6K - $50.1K
5.15K $1.6M
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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