Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Leisure Capital Management

Q4 2023 · 13F-HR

Leisure Capital Managementholdings as filed

Filed 2024-02-05 · accession 0001631507-24-000002

$185.1M
Reported value
132
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$13.3M7.21%69,306CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$11.1M5.98%196,266CommonNONE
594918104MSFTMICROSOFT CORP$8.7M4.71%23,199CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$6.8M3.65%473,315CommonNONE
78468R739SHMSPDR SER TR$5.0M2.69%104,130CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.4M2.37%6,656CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$4.3M2.30%115,181CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.5M1.91%20,802CommonNONE
72201R775BONDPIMCO ETF TR$3.5M1.88%37,650CommonNONE
438516106HONHONEYWELL INTL INC$3.3M1.79%15,799CommonNONE
747525103QCOMQUALCOMM INC$3.2M1.74%22,279CommonNONE
437076102HDHOME DEPOT INC$3.1M1.69%9,038CommonNONE
808524607SCHASCHWAB STRATEGIC TR$3.0M1.60%62,758CommonNONE
11135F101AVGOBROADCOM INC$2.6M1.42%2,359CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.6M1.40%17,691CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M1.38%16,317CommonNONE
02079K305GOOGLALPHABET INC$2.4M1.28%16,938CommonNONE
64110L106NFLXNETFLIX INC$2.4M1.28%4,858CommonNONE
58933Y105MRKMERCK & CO INC$2.2M1.22%20,628CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.2M1.21%29,750CommonNONE
020002101ALLALLSTATE CORP$2.1M1.13%14,932CommonNONE
713448108PEPPEPSICO INC$2.1M1.12%12,246CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.0M1.10%5,355CommonNONE
30303M102METAMETA PLATFORMS INC$2.0M1.09%5,714CommonNONE
548661107LOWLOWES COS INC$2.0M1.06%8,833CommonNONE
02079K107GOOGALPHABET INC$1.9M1.03%13,478CommonNONE
464288356CMFISHARES TR$1.9M1.02%32,675CommonNONE
20825C104COPCONOCOPHILLIPS$1.8M0.98%15,677CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.7M0.92%6,530CommonNONE
922908363VOOVANGUARD INDEX FDS$1.6M0.89%3,768CommonNONE
458140100INTCINTEL CORP$1.6M0.87%31,967CommonNONE
031162100AMGNAMGEN INC$1.6M0.84%5,411CommonNONE
580135101MCDMCDONALDS CORP$1.5M0.84%5,224CommonNONE
17275R102CSCOCISCO SYS INC$1.5M0.83%30,572CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.5M0.83%2,916CommonNONE
482480100KLACKLA CORP$1.5M0.82%2,616CommonNONE
053332102AZOAUTOZONE INC$1.5M0.82%587CommonNONE
05329W102ANAUTONATION INC$1.5M0.81%9,954CommonNONE
464287473IWSISHARES TR$1.5M0.80%12,765CommonNONE
92826C839VVISA INC$1.5M0.78%5,577CommonNONE
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$1.4M0.78%124,723CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.78%3,165CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.4M0.73%15,825CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.71%13,101CommonNONE
09247X101BLKCHFBLACKROCK INC$1.2M0.67%1,535CommonNONE
372460105GPCGENUINE PARTS CO$1.2M0.67%8,938CommonNONE
56585A102MPCMARATHON PETE CORP$1.2M0.65%8,134CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.63%17,055CommonNONE
654106103NKENIKE INC$1.2M0.63%10,704CommonNONE
767204100RIORIO TINTO PLC$1.2M0.62%15,489CommonNONE
40434L105HPQHP INC$1.1M0.62%38,194CommonNONE
855244109SBUXSTARBUCKS CORP$1.1M0.61%11,832CommonNONE
704326107PAYXPAYCHEX INC$1.1M0.59%9,143CommonNONE
244199105DEDEERE & CO$1.1M0.59%2,723CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.1M0.59%8,281CommonNONE
002824100ABTABBOTT LABS$1.1M0.59%9,854CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.58%2,239CommonNONE
31428X106FDXFEDEX CORP$1.0M0.55%4,058CommonNONE
254687106DISDISNEY WALT CO$1.0M0.55%11,346CommonNONE
67066G104NVDANVIDIA CORPORATION$994,8970.54%2,009CommonSOLE
253868103DLRDIGITAL RLTY TR INC$980,4160.53%7,285CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$980,2950.53%28,097CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$946,5410.51%15,479CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$943,2080.51%2,445CommonNONE
651639106NEMNEWMONT CORP$928,6680.50%22,437CommonNONE
22822V101CCICROWN CASTLE INC$919,5620.50%7,983CommonNONE
780087102RYROYAL BK CDA$918,9690.50%9,087CommonNONE
064058100BKBANK NEW YORK MELLON CORP$916,6010.50%17,610CommonNONE
406216101HALHALLIBURTON CO$915,5350.49%25,326CommonNONE
02209S103MOALTRIA GROUP INC$892,8460.48%22,133CommonNONE
80105N105SNYSANOFI$888,3270.48%17,863CommonNONE
044186104ASHASHLAND INC$882,0520.48%10,462CommonNONE
025816109AXPAMERICAN EXPRESS CO$881,4350.48%4,705CommonNONE
233331107DTEDTE ENERGY CO$881,3090.48%7,993CommonNONE
37733W204GSKGSK PLC$775,2590.42%20,919CommonNONE
58155Q103MCKMCKESSON CORP$773,3070.42%1,670CommonNONE
369550108GDGENERAL DYNAMICS CORP$772,7780.42%2,976CommonNONE
693506107PPGPPG INDS INC$751,9100.41%5,028CommonNONE
68389X105ORCLORACLE CORP$747,0770.40%7,086CommonNONE
023135106AMZNAMAZON COM INC$743,4430.40%4,893CommonNONE
904767704UNILEVER PLC$732,0480.40%15,100CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$723,0030.39%9,482CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$705,2590.38%1,390CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$694,9350.38%34,267CommonNONE
31847R102FAFFIRST AMERN FINL CORP$670,2410.36%10,401CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$665,1710.36%1,865CommonNONE
05534B760BCEBCE INC$655,7170.35%16,651CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$640,4470.35%31,310CommonNONE
060505104BACBANK AMERICA CORP$625,0170.34%18,563CommonNONE
89832Q109TFCTRUIST FINL CORP$620,9210.34%16,818CommonNONE
166764100CVXCHEVRON CORP NEW$619,7600.33%4,155CommonNONE
949746101WMT2WELLS FARGO CO NEW$572,9710.31%11,641CommonNONE
532457108LLYELI LILLY & CO$533,5260.29%915CommonNONE
464287465EFAISHARES TR$526,9980.28%6,994CommonNONE
464288885EFGISHARES TR$519,8910.28%5,368CommonSOLE
038222105AMATAPPLIED MATLS INC$503,3900.27%3,106CommonNONE
697435105PANWPALO ALTO NETWORKS INC$500,7070.27%1,698CommonSOLE
440452100HRLHORMEL FOODS CORP$496,1640.27%15,452CommonNONE
194162103CLCOLGATE PALMOLIVE CO$489,1040.26%6,136CommonNONE
464287648IWOISHARES TR$474,4260.26%1,881CommonNONE
464287804IJRISHARES TR$452,4850.24%4,180CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$429,9400.23%810CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$415,8740.22%2,645CommonNONE
46090E103QQQINVESCO QQQ TR$406,6540.22%993CommonNONE
494368103KMBKIMBERLY-CLARK CORP$392,8420.21%3,233CommonNONE
701094104PHPARKER-HANNIFIN CORP$374,5500.20%813CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$365,4850.20%1,693CommonNONE
717081103PFEPFIZER INC$345,1470.19%11,988CommonNONE
46138J841BSCOINVESCO EXCH TRD SLF IDX FD$332,5320.18%15,922CommonNONE
816851109SRESEMPRA$318,6550.17%4,264CommonNONE
718546104PSXPHILLIPS 66$292,6010.16%2,198CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$288,7450.16%7,659CommonNONE
75513E101RTXRTX CORPORATION$288,0120.16%3,423CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$282,9000.15%3,716CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$266,4230.14%1,629CommonNONE
88160R101TSLATESLA INC$259,6620.14%1,045CommonNONE
097023105BABOEING CO$243,1960.13%933CommonNONE
29273V100ETENERGY TRANSFER L P$234,6000.13%17,000CommonNONE
281020107EIXEDISON INTL$221,8170.12%3,103CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$219,0920.12%8,315CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$207,7650.11%39,424CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$204,4870.11%23,290CommonNONE
65339F101NEENEXTERA ENERGY INC$203,1150.11%3,344CommonNONE
464287671IUSGISHARES TR$200,2890.11%1,924CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$177,6000.10%20,000CommonNONE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$106,1740.06%10,083CommonNONE
71639TAB2PETIQ INC$14,0400.01%14,000CommonNONE
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$12,3270.01%12,000CommonNONE
695127AF7PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC$11,1510.01%12,000CommonNONE
928298AP3VISHAY INTERTECHNOLOGY INC$10,8480.01%11,000CommonNONE
483548AF0KAMAN CORP$9,8440.01%10,000CommonNONE
00847G705AGENEURAGENUS INC$8,7570.00%10,577CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.