$208 Million is the total value of Leelyn Smith, LLC's 332 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Tr MSCI USA Min Vol | 16 | Q3 2023 | 8.5% |
| VANECK VECTORS | 16 | Q3 2023 | 7.9% |
| VANGUARD WORLD FD | 16 | Q3 2023 | 7.4% |
| SCHWAB US DIVIDEND | 16 | Q3 2023 | 6.3% |
| JANUS HNDRSN SML MID CP | 16 | Q3 2023 | 5.7% |
| PIMCO ETF TR | 16 | Q3 2023 | 4.9% |
| ISHARES TR | 16 | Q3 2023 | 5.1% |
| AMAZON COM INC | 16 | Q3 2023 | 2.4% |
| VANGUARD WHITEHALL FDS | 16 | Q3 2023 | 2.1% |
| Invesco S&P500 High | 16 | Q3 2023 | 2.0% |
View Leelyn Smith, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-14 |
View Leelyn Smith, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.