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Leelyn Smith, LLC

SEC CIK
0001777817
Latest filing
Jul 23, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 5, 2021. Long positions only.

Institution overview
Positions
388
No 13F data for Q4 2020
Portfolio value
$336.0M
No 13F data for Q4 2020
Filed
May 5, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Leelyn Smith, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF326,270$22.6M6.7%–––
VanEck Morningstar Wide Moat ETF92189F643ETF325,215$22.5M6.7%–––
Vanguard World FD921910816MEGA GRWTH IND87,582$18.1M5.4%–––
iShares Tr46435G433MSCI USA SMCP MN405,581$14.9M4.4%–––
Invesco Actively Managed Exc46090A804TOTAL RETURN260,753$14.6M4.3%–––
Schwab US Dividend Equity ETF808524797ETF181,749$13.3M3.9%–––
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF233,298$11.7M3.5%–––
AMZNAmazon Com IncStock2,118$6.55M2.0%––History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF62,901$6.41M1.9%–––
AMATApplied Materials IncStock47,304$6.32M1.9%––History
AAPLApple Inc.Stock45,973$5.62M1.7%––History
Vanguard High Dividend Yield Index ETF921946406ETF54,536$5.51M1.6%–––
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL126,234$5.41M1.6%–––
MCDMcDonalds CorpStock22,157$4.97M1.5%––History
MSFTMicrosoft CorpStock20,765$4.90M1.5%––History
First Tr Exchange-Traded FD336917109SHS131,570$4.30M1.3%–––
LMTLockheed Martin CorpStock11,333$4.19M1.2%––History
BRK.BBerkshire Hathaway IncStock16,027$4.09M1.2%––History
iShares MSCI USA Momentum Factor ETF46432F396ETF22,064$3.55M1.1%–––
VVisa Inc.Stock16,355$3.46M1.0%––History
DISWalt Disney CoStock18,481$3.41M1.0%––History
LOWLowes Companies IncStock17,102$3.25M1.0%––History
Janus Detroit STR Tr47103U209HENDERSN SML ETF48,339$3.24M1.0%–––
BABoeing CoStock12,261$3.12M0.9%––History
SBUXStarbucks CorpStock27,688$3.02M0.9%––History
Invesco QQQ Trust Series I46090E103ETF9,401$3.00M0.9%–––
MAMastercard IncStock8,085$2.88M0.9%––History
ADIAnalog Devices IncStock18,183$2.82M0.8%––History
UNHUnitedHealth Group IncStock7,549$2.81M0.8%––History
WBAWalgreens Boots Alliance, Inc.COM50,810$2.79M0.8%––History
CMCSAComcast CorpStock51,210$2.77M0.8%––History
HONHoneywell International IncCOM12,730$2.76M0.8%––History
XOMExxonMobil Holdings CorpCOM49,196$2.75M0.8%––History
NKENIKE, Inc.Stock20,159$2.68M0.8%––History
WMTWalmart Inc.Stock18,856$2.56M0.8%––History
LLYEli Lilly & CoStock13,137$2.45M0.7%––History
ABBVAbbVie Inc.Stock22,506$2.44M0.7%––History
GDGeneral Dynamics CorpStock13,119$2.38M0.7%––History
TAT&T Inc.Stock78,033$2.36M0.7%––History
INTCIntel CorpStock35,871$2.30M0.7%––History
SYKStryker CorpStock9,177$2.23M0.7%––History
PGProcter & Gamble CoStock16,042$2.17M0.6%––History
MRKMerck & Co., Inc.Stock27,919$2.15M0.6%––History
JNJJohnson & JohnsonStock12,927$2.13M0.6%––History
BIIBBiogen Inc.COM7,561$2.12M0.6%––History
TROWPrice T Rowe Group IncStock12,212$2.10M0.6%––History
SYYSysco CorpStock26,032$2.05M0.6%––History
BMYBristol Myers Squibb CoStock32,157$2.03M0.6%––History
MOAltria Group, Inc.Stock39,474$2.02M0.6%––History
KOCoca Cola CoStock37,610$1.98M0.6%––History
MMM3M CoStock10,282$1.98M0.6%––History
AFLAflac IncStock36,881$1.89M0.6%––History
DDominion Energy, IncStock24,614$1.87M0.6%––History
PEPPepsiCo IncStock13,188$1.86M0.6%––History
PFEPfizer IncStock51,002$1.85M0.6%––History
BABAAlibaba Group Holding LtdADR8,094$1.83M0.5%––History
CVXChevron CorpStock17,489$1.83M0.5%––History
GISGeneral Mills IncStock29,543$1.81M0.5%––History
GOOGLAlphabet Inc.Stock866$1.79M0.5%––History
LRCXLam Research CorpCOM2,985$1.78M0.5%––History
SOSouthern CoStock28,571$1.78M0.5%––History
IBMInternational Business Machines CorpStock12,480$1.66M0.5%––History
Vanguard Morningstar Mid-Cap ETF922908629ETF7,243$1.60M0.5%–––
PPLPPL CorpCOM53,102$1.53M0.5%––History
KKellanovaStock23,827$1.51M0.4%––History
ARK Innovation ETF00214Q104ETF12,475$1.50M0.4%–––
ADBEAdobe Inc.Stock3,111$1.48M0.4%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF9,906$1.32M0.4%–––
Vanguard Information Technology ETF92204A702ETF3,655$1.31M0.4%–––
AVGOBroadcom Inc.Stock2,723$1.26M0.4%––History
CRMSalesforce, Inc.Stock5,963$1.26M0.4%––History
MCHPMicrochip Technology IncStock8,109$1.26M0.4%––History
First Tr Exch Traded FD III33739N108MANAGD MUN ETF22,246$1.25M0.4%–––
Vanguard S&P 500 ETF922908363ETF3,318$1.21M0.4%–––
NOWServiceNow, Inc.Stock2,328$1.16M0.3%––History
VRTXVertex Pharmaceuticals IncStock4,717$1.01M0.3%––History
iShares Core S&P 500 ETF464287200ETF2,550$1.01M0.3%–––
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF43,661$985.0K0.3%–––
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF14,209$975.0K0.3%–––
First Tr Exchange Traded FD33733A102CHINDIA ETF15,633$960.0K0.3%–––
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP13,735$957.0K0.3%–––
VEEVVeeva Systems IncStock3,653$954.0K0.3%––History
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF7,857$936.0K0.3%–––
PANWPalo Alto Networks IncStock2,874$926.0K0.3%––History
PIMCO ETF Tr72201R874SHTRM MUN BD ACT17,635$906.0K0.3%–––
BKNGBooking Holdings Inc.Stock385$897.0K0.3%––History
iShares MSCI USA Quality Factor ETF46432F339ETF7,234$881.0K0.3%–––
ROPRoper Technologies IncStock2,173$876.0K0.3%––History
ATVIActivision Blizzard, Inc.COM9,403$874.0K0.3%––History
EAElectronic Arts Inc.COM5,978$809.0K0.2%––History
iShares Russell 2000 ETF464287655ETF2,863$633.0K0.2%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,407$631.0K0.2%–––
Vanguard Consumer Staples ETF92204A207ETF3,532$630.0K0.2%–––
SCHWSchwab Charles CorpStock9,540$622.0K0.2%––History
METAMeta Platforms, Inc.Stock2,093$616.0K0.2%––History
VZVerizon Communications IncStock9,824$571.0K0.2%––History
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY10,416$473.0K0.1%–––
State Street Communication Services Select Sector SPDR ETF81369Y852ETF5,928$435.0K0.1%–––
CMAComerica IncCOM5,830$418.0K0.1%––History
NEENextera Energy IncStock5,492$415.0K0.1%––History