MondegarAI
Leisure Capital Management

Q4 2024 · 13F-HR

Leisure Capital Managementholdings as filed

Filed 2025-01-24 · accession 0001631507-25-000001

$255.3M
Reported value
141
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$35.0M13.7%139,879CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$14.3M5.61%617,554CommonNONE
41151J406WINNHARBOR ETF TRUST$10.8M4.24%397,871CommonNONE
594918104MSFTMICROSOFT CORP$10.3M4.03%24,427CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$9.2M3.60%531,012CommonNONE
72201R775BONDPIMCO ETF TR$6.5M2.54%71,755CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.9M2.31%6,431CommonNONE
69344A107PULSPGIM ETF TR$4.7M1.85%95,160CommonNONE
11135F101AVGOBROADCOM INC$4.6M1.81%19,977CommonNONE
78468R739SHMSPDR SER TR$4.6M1.80%96,874CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.5M1.78%18,919CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$4.5M1.77%243,978CommonNONE
922908363VOOVANGUARD INDEX FDS$3.6M1.42%6,721CommonNONE
808524607SCHASCHWAB STRATEGIC TR$3.6M1.41%138,846CommonNONE
438516106HONHONEYWELL INTL INC$3.6M1.40%15,809CommonNONE
02079K107GOOGALPHABET INC$3.5M1.39%18,631CommonNONE
64110L106NFLXNETFLIX INC$3.5M1.37%3,917CommonNONE
437076102HDHOME DEPOT INC$3.1M1.22%8,028CommonNONE
02079K305GOOGLALPHABET INC$3.1M1.20%16,140CommonNONE
30303M102METAMETA PLATFORMS INC$2.9M1.15%5,019CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M1.15%17,472CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.9M1.12%5,353CommonNONE
747525103QCOMQUALCOMM INC$2.7M1.06%17,691CommonNONE
67066G104NVDANVIDIA CORPORATION$2.5M0.96%18,332CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$2.5M0.96%88,600CommonNONE
548661107LOWLOWES COS INC$2.4M0.94%9,676CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$2.2M0.86%109,029CommonNONE
478160104JNJJOHNSON & JOHNSON$2.0M0.80%14,135CommonNONE
17275R102CSCOCISCO SYS INC$1.9M0.76%32,748CommonNONE
58933Y105MRKMERCK & CO INC$1.9M0.75%19,244CommonNONE
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$1.9M0.73%148,157CommonNONE
92826C839VVISA INC$1.8M0.70%5,640CommonNONE
053332102AZOAUTOZONE INC$1.7M0.67%537CommonNONE
713448108PEPPEPSICO INC$1.7M0.67%11,189CommonNONE
020002101ALLALLSTATE CORP$1.7M0.65%8,631CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.6M0.64%6,425CommonNONE
654106103NKENIKE INC$1.6M0.63%21,261CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.60%3,381CommonNONE
09290D101BLKBLACKROCK INC$1.5M0.59%1,462CommonNONE
580135101MCDMCDONALDS CORP$1.5M0.58%5,142CommonNONE
72201R833MINTPIMCO ETF TR$1.5M0.58%14,637CommonNONE
20825C104COPCONOCOPHILLIPS$1.4M0.57%14,612CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.57%2,970CommonNONE
482480100KLACKLA CORP$1.4M0.56%2,269CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.4M0.56%4,798CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.4M0.55%2,437CommonNONE
464288356CMFISHARES TR$1.4M0.55%24,353CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.4M0.54%7,793CommonNONE
031162100AMGNAMGEN INC$1.4M0.54%5,303CommonNONE
464287432TLTISHARES TR$1.4M0.54%15,694CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.53%2,306CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.3M0.52%15,487CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.51%12,011CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.49%5,709CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.2M0.49%14,745CommonNONE
244199105DEDEERE & CO$1.2M0.48%2,863CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.2M0.47%15,733CommonNONE
68389X105ORCLORACLE CORP$1.2M0.46%7,086CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.2M0.46%22,382CommonNONE
40434L105HPQHP INC$1.2M0.46%35,683CommonNONE
58155Q103MCKMCKESSON CORP$1.2M0.45%2,031CommonNONE
02209S103MOALTRIA GROUP INC$1.2M0.45%22,122CommonNONE
704326107PAYXPAYCHEX INC$1.1M0.45%8,193CommonNONE
56585A102MPCMARATHON PETE CORP$1.1M0.44%8,134CommonNONE
780087102RYROYAL BK CDA$1.1M0.44%9,357CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.44%5,078CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.43%7,509CommonNONE
002824100ABTABBOTT LABS$1.1M0.41%9,305CommonNONE
G5960L103MDTMEDTRONIC PLC$1.0M0.41%13,040CommonNONE
233331107DTEDTE ENERGY CO$1.0M0.40%8,451CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.0M0.40%13,630CommonNONE
194014502ENOVENOVIS CORPORATION$983,5270.39%22,414CommonNONE
428103105HESMHESS MIDSTREAM LP$968,2610.38%26,148CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$931,3890.36%50,674CommonNONE
464288414MUBISHARES TR$906,6340.36%8,509CommonNONE
904767704UNILEVER PLC$892,7420.35%15,745CommonNONE
060505104BACBANK AMERICA CORP$885,4600.35%20,147CommonNONE
372460105GPCGENUINE PARTS CO$878,0360.34%7,520CommonNONE
651639106NEMNEWMONT CORP$849,1000.33%22,813CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$839,9090.33%24,466CommonNONE
532457108LLYELI LILLY & CO$828,8660.32%1,074CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$791,7170.31%1,390CommonSOLE
949746101WMT2WELLS FARGO CO NEW$761,1210.30%10,836CommonNONE
89832Q109TFCTRUIST FINL CORP$746,4840.29%17,208CommonNONE
767204100RIORIO TINTO PLC$737,3010.29%12,537CommonNONE
80105N105SNYSANOFI$720,9910.28%14,949CommonNONE
842587107SOSOUTHERN CO$718,6760.28%8,730CommonNONE
483007704KALUKAISER ALUMINUM CORP$696,5170.27%9,912CommonNONE
88160R101TSLATESLA INC$695,4130.27%1,722CommonNONE
31847R102FAFFIRST AMERN FINL CORP$646,3170.25%10,351CommonNONE
369550108GDGENERAL DYNAMICS CORP$641,3350.25%2,434CommonNONE
697435105PANWPALO ALTO NETWORKS INC$631,0380.25%3,468CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$616,8350.24%5,998CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$609,5640.24%8,234CommonNONE
464288885EFGISHARES TR$595,0210.23%6,145CommonSOLE
038222105AMATAPPLIED MATLS INC$553,9180.22%3,406CommonNONE
044186104ASHASHLAND INC$553,0290.22%7,739CommonNONE
681919106OMCOMNICOM GROUP INC$552,2050.22%6,418CommonNONE
194162103CLCOLGATE PALMOLIVE CO$536,2820.21%5,899CommonNONE
149123101CATCATERPILLAR INC$536,2690.21%1,478CommonNONE
22822V101CCICROWN CASTLE INC$532,7620.21%5,870CommonNONE
701094104PHPARKER-HANNIFIN CORP$517,0930.20%813CommonNONE
464287465EFAISHARES TR$490,7090.19%6,490CommonNONE
254687106DISDISNEY WALT CO$474,7970.19%4,264CommonNONE
464287804IJRISHARES TR$466,7570.18%4,051CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$461,9270.18%16,908CommonNONE
693506107PPGPPG INDS INC$460,6970.18%3,857CommonNONE
92189F528SMBVANECK ETF TRUST$395,9930.16%23,171CommonNONE
464288513HYGISHARES TR$395,6890.15%5,031CommonNONE
464288877EFVISHARES TR$391,7940.15%7,467CommonNONE
219350105GLWCORNING INC$378,7080.15%7,969CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$376,3600.15%744CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$375,6070.15%722CommonNONE
281020107EIXEDISON INTL$373,2260.15%4,675CommonNONE
816851109SRESEMPRA$372,2900.15%4,244CommonNONE
29273V100ETENERGY TRANSFER L P$333,0300.13%17,000CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$326,8370.13%1,782CommonNONE
05329W102ANAUTONATION INC$323,5460.13%1,905CommonNONE
46090E103QQQINVESCO QQQ TR$315,9410.12%618CommonNONE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$315,4010.12%30,153CommonNONE
75513E101RTXRTX CORPORATION$296,5910.12%2,563CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$296,0160.12%23,290CommonNONE
717081103PFEPFIZER INC$276,9580.11%10,439CommonNONE
494368103KMBKIMBERLY-CLARK CORP$276,7570.11%2,112CommonNONE
464287671IUSGISHARES TR$268,1100.11%1,924CommonNONE
G3730V105FTAIFTAI AVIATION LTD$264,7460.10%1,838CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$260,7490.10%8,315CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$253,9810.10%22,516CommonNONE
718546104PSXPHILLIPS 66$250,3840.10%2,198CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$236,5640.09%1,876CommonNONE
217204106CPRTCOPART INC$229,5600.09%4,000CommonNONE
910047109UALUNITED AIRLS HLDGS INC$224,3990.09%2,311CommonNONE
931142103WMTWALMART INC$212,8250.08%2,356CommonNONE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$210,5600.08%28,000CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$209,3420.08%39,424CommonNONE
988498101YUMYUM BRANDS INC$207,4200.08%1,546CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$206,3000.08%5,000CommonNONE
031100100AMEAMETEK INC$202,6130.08%1,124CommonNONE
097023105BABOEING CO$200,6690.08%1,134CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$200,1500.08%5,005CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$170,8000.07%20,000CommonNONE

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.