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 $10 Billions to $200 Billions
