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Leisure Capital Management

Q1 2024 · 13F-HR

Leisure Capital Managementholdings as filed

Filed 2024-05-06 · accession 0001631507-24-000003

$199.4M
Reported value
130
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$12.7M6.38%205,041CommonNONE
037833100AAPLAPPLE INC$12.4M6.20%72,058CommonNONE
594918104MSFTMICROSOFT CORP$9.8M4.94%23,393CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$7.0M3.51%473,315CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4.9M2.45%6,656CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$4.8M2.43%123,917CommonNONE
78468R739SHMSPDR SER TR$4.8M2.42%101,812CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.1M2.06%20,493CommonNONE
747525103QCOMQUALCOMM INC$3.7M1.86%21,941CommonNONE
69344A107PULSPGIM ETF TR$3.7M1.84%73,857CommonNONE
437076102HDHOME DEPOT INC$3.5M1.75%9,122CommonNONE
808524607SCHASCHWAB STRATEGIC TR$3.3M1.65%66,981CommonNONE
438516106HONHONEYWELL INTL INC$3.3M1.63%15,854CommonNONE
11135F101AVGOBROADCOM INC$3.0M1.51%2,266CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.8M1.42%17,490CommonNONE
64110L106NFLXNETFLIX INC$2.8M1.42%4,670CommonNONE
30303M102METAMETA PLATFORMS INC$2.7M1.35%5,523CommonNONE
58933Y105MRKMERCK & CO INC$2.6M1.33%20,076CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M1.31%16,477CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.6M1.29%31,568CommonNONE
02079K305GOOGLALPHABET INC$2.6M1.29%16,998CommonNONE
020002101ALLALLSTATE CORP$2.5M1.27%14,667CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.3M1.18%5,355CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$2.2M1.11%109,833CommonNONE
548661107LOWLOWES COS INC$2.2M1.09%8,539CommonNONE
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$2.1M1.06%173,174CommonNONE
02079K107GOOGALPHABET INC$2.1M1.04%13,658CommonNONE
713448108PEPPEPSICO INC$2.1M1.04%11,825CommonNONE
20825C104COPCONOCOPHILLIPS$1.9M0.98%15,298CommonNONE
67066G104NVDANVIDIA CORPORATION$1.9M0.95%2,089CommonSOLE
053332102AZOAUTOZONE INC$1.8M0.89%566CommonNONE
464287432TLTISHARES TR$1.8M0.89%18,714CommonNONE
482480100KLACKLA CORP$1.7M0.88%2,500CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.7M0.85%6,343CommonNONE
56585A102MPCMARATHON PETE CORP$1.6M0.82%8,134CommonNONE
05329W102ANAUTONATION INC$1.6M0.80%9,584CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.76%13,101CommonNONE
92826C839VVISA INC$1.5M0.76%5,428CommonNONE
17275R102CSCOCISCO SYS INC$1.5M0.75%30,006CommonNONE
031162100AMGNAMGEN INC$1.5M0.73%5,150CommonNONE
254687106DISDISNEY WALT CO$1.4M0.73%11,824CommonNONE
580135101MCDMCDONALDS CORP$1.4M0.71%5,032CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.4M0.70%14,949CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.69%2,791CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.69%3,018CommonNONE
458140100INTCINTEL CORP$1.4M0.68%30,903CommonNONE
372460105GPCGENUINE PARTS CO$1.3M0.66%8,550CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.61%16,946CommonNONE
09247X101BLKCHFBLACKROCK INC$1.2M0.61%1,460CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.59%7,890CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.59%2,239CommonNONE
31428X106FDXFEDEX CORP$1.1M0.56%3,873CommonNONE
244199105DEDEERE & CO$1.1M0.56%2,720CommonNONE
58155Q103MCKMCKESSON CORP$1.1M0.56%2,080CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$1.1M0.56%31,106CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.1M0.55%4,799CommonNONE
40434L105HPQHP INC$1.1M0.54%35,906CommonNONE
002824100ABTABBOTT LABS$1.1M0.54%9,461CommonNONE
704326107PAYXPAYCHEX INC$1.1M0.53%8,594CommonNONE
855244109SBUXSTARBUCKS CORP$1.0M0.51%11,099CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.51%2,428CommonNONE
044186104ASHASHLAND INC$1.0M0.51%10,394CommonNONE
654106103NKENIKE INC$1.0M0.50%10,696CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$989,6800.50%14,820CommonNONE
253868103DLRDIGITAL RLTY TR INC$987,3950.50%6,855CommonNONE
767204100RIORIO TINTO PLC$983,7000.49%15,433CommonNONE
406216101HALHALLIBURTON CO$979,7060.49%24,853CommonNONE
02209S103MOALTRIA GROUP INC$964,3950.48%22,109CommonNONE
780087102RYROYAL BK CDA$942,4210.47%9,342CommonNONE
064058100BKBANK NEW YORK MELLON CORP$937,0750.47%16,263CommonNONE
023135106AMZNAMAZON COM INC$933,1060.47%5,173CommonNONE
233331107DTEDTE ENERGY CO$897,7930.45%8,006CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$895,2880.45%2,129CommonNONE
22822V101CCICROWN CASTLE INC$892,2530.45%8,431CommonNONE
68389X105ORCLORACLE CORP$890,0730.45%7,086CommonNONE
37733W204GSKGSK PLC$882,4370.44%20,584CommonNONE
681919106OMCOMNICOM GROUP INC$854,9720.43%8,836CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$851,0580.43%8,906CommonNONE
369550108GDGENERAL DYNAMICS CORP$848,3180.43%3,003CommonNONE
532457108LLYELI LILLY & CO$833,5610.42%1,071CommonNONE
80105N105SNYSANOFI$821,5830.41%16,905CommonNONE
904767704UNILEVER PLC$818,8500.41%16,315CommonNONE
651639106NEMNEWMONT CORP$795,5770.40%22,198CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$773,3960.39%1,390CommonSOLE
693506107PPGPPG INDS INC$740,8480.37%5,113CommonNONE
038222105AMATAPPLIED MATLS INC$702,4200.35%3,406CommonNONE
060505104BACBANK AMERICA CORP$694,4290.35%18,313CommonNONE
89832Q109TFCTRUIST FINL CORP$683,5540.34%17,536CommonNONE
166764100CVXCHEVRON CORP NEW$663,7700.33%4,208CommonNONE
949746101WMT2WELLS FARGO CO NEW$655,5280.33%11,310CommonNONE
31847R102FAFFIRST AMERN FINL CORP$631,9290.32%10,351CommonNONE
440452100HRLHORMEL FOODS CORP$607,8540.30%17,422CommonNONE
29444U700EQIXEQUINIX INC$543,8930.27%659CommonNONE
194162103CLCOLGATE PALMOLIVE CO$531,2080.27%5,899CommonNONE
925652109VICIVICI PPTYS INC$521,3250.26%17,500CommonNONE
464287465EFAISHARES TR$518,2920.26%6,490CommonNONE
03064D108COLDAMERICOLD REALTY TRUST INC$498,4000.25%20,000CommonNONE
697435105PANWPALO ALTO NETWORKS INC$492,6820.25%1,734CommonSOLE
464288885EFGISHARES TR$469,2350.24%4,521CommonSOLE
464287804IJRISHARES TR$461,9740.23%4,180CommonSOLE
701094104PHPARKER-HANNIFIN CORP$451,8580.23%813CommonNONE
46090E103QQQINVESCO QQQ TR$440,9020.22%993CommonNONE
494368103KMBKIMBERLY-CLARK CORP$422,1550.21%3,264CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$413,8220.21%712CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$393,1270.20%2,645CommonNONE
72201R775BONDPIMCO ETF TR$385,0780.19%4,192CommonNONE
718546104PSXPHILLIPS 66$369,4250.19%2,262CommonNONE
464288356CMFISHARES TR$361,9270.18%6,290CommonNONE
717081103PFEPFIZER INC$357,0990.18%12,868CommonNONE
75513E101RTXRTX CORPORATION$347,7920.17%3,566CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$333,9280.17%1,690CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$311,0740.16%1,629CommonNONE
816851109SRESEMPRA$304,8520.15%4,244CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$295,1870.15%3,661CommonNONE
29273V100ETENERGY TRANSFER L P$267,4100.13%17,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$259,1270.13%6,176CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$242,6230.12%8,315CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$233,1330.12%23,290CommonNONE
217204106CPRTCOPART INC$231,6800.12%4,000CommonNONE
65339F101NEENEXTERA ENERGY INC$226,8810.11%3,550CommonNONE
464287671IUSGISHARES TR$225,5130.11%1,924CommonNONE
281020107EIXEDISON INTL$219,4590.11%3,103CommonNONE
94106L109WMWASTE MGMT INC DEL$219,3320.11%1,029CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$218,0150.11%39,424CommonNONE
260003108DOVDOVER CORP$209,0850.10%1,180CommonSOLE
031100100AMEAMETEK INC$205,5800.10%1,124CommonNONE
G3730V105FTAIFTAI AVIATION LTD$201,5640.10%2,995CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$181,6000.09%20,000CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$111,1990.06%10,045CommonNONE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$109,6030.05%10,083CommonNONE

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.