MondegarAI
Leisure Capital Management

Q1 2025 · 13F-HR

Leisure Capital Managementholdings as filed

Filed 2025-05-09 · accession 0001631507-25-000003

$243.7M
Reported value
136
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$31.0M12.7%139,484CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$13.9M5.72%631,615CommonNONE
41151J406WINNHARBOR ETF TRUST$11.0M4.53%450,924CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$9.3M3.81%531,012CommonNONE
594918104MSFTMICROSOFT CORP$9.2M3.78%24,555CommonNONE
90139K100QLTY2023 ETF SERIES TRUST II$7.0M2.88%224,742CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$6.0M2.48%6,394CommonNONE
69344A107PULSPGIM ETF TR$5.6M2.31%113,092CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$5.0M2.06%253,223CommonNONE
78468R739SHMSPDR SER TR$4.8M1.99%101,839CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.6M1.90%18,867CommonNONE
64110L106NFLXNETFLIX INC$3.6M1.49%3,893CommonNONE
11135F101AVGOBROADCOM INC$3.3M1.37%20,007CommonNONE
438516106HONHONEYWELL INTL INC$3.3M1.37%15,809CommonNONE
808524607SCHASCHWAB STRATEGIC TR$3.3M1.37%142,549CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$3.0M1.23%147,732CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.0M1.22%17,485CommonNONE
437076102HDHOME DEPOT INC$2.9M1.21%8,028CommonNONE
30303M102METAMETA PLATFORMS INC$2.9M1.20%5,068CommonNONE
02079K107GOOGALPHABET INC$2.9M1.19%18,550CommonNONE
747525103QCOMQUALCOMM INC$2.7M1.13%17,849CommonNONE
02079K305GOOGLALPHABET INC$2.6M1.05%16,539CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.5M1.01%5,085CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.4M0.98%91,442CommonNONE
478160104JNJJOHNSON & JOHNSON$2.3M0.96%14,135CommonNONE
548661107LOWLOWES COS INC$2.3M0.93%9,711CommonNONE
17275R102CSCOCISCO SYS INC$2.0M0.83%32,902CommonNONE
67066G104NVDANVIDIA CORPORATION$2.0M0.83%18,678CommonSOLE
92826C839VVISA INC$2.0M0.82%5,673CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.8M0.75%3,421CommonNONE
58933Y105MRKMERCK & CO INC$1.8M0.73%19,740CommonNONE
713448108PEPPEPSICO INC$1.7M0.70%11,456CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.66%5,183CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.6M0.66%6,527CommonNONE
482480100KLACKLA CORP$1.6M0.66%2,376CommonNONE
023135106AMZNAMAZON COM INC$1.6M0.66%8,469CommonNONE
031162100AMGNAMGEN INC$1.6M0.66%5,150CommonNONE
20825C104COPCONOCOPHILLIPS$1.6M0.65%15,074CommonNONE
020002101ALLALLSTATE CORP$1.6M0.64%7,566CommonNONE
654106103NKENIKE INC$1.5M0.62%23,640CommonNONE
166764100CVXCHEVRON CORP NEW$1.5M0.61%8,851CommonNONE
09290D101BLKBLACKROCK INC$1.4M0.56%1,454CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.4M0.56%7,660CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.56%11,441CommonNONE
244199105DEDEERE & CO$1.4M0.56%2,886CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.3M0.55%15,833CommonNONE
02209S103MOALTRIA GROUP INC$1.3M0.55%22,207CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.55%2,437CommonNONE
58155Q103MCKMCKESSON CORP$1.3M0.55%1,974CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.54%5,300CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.3M0.54%22,382CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.53%2,313CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.3M0.53%4,767CommonNONE
704326107PAYXPAYCHEX INC$1.3M0.52%8,291CommonNONE
780287108RGLDROYAL GOLD INC$1.3M0.52%7,822CommonNONE
002824100ABTABBOTT LABS$1.3M0.52%9,513CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.2M0.50%14,833CommonNONE
30040W108ESEVERSOURCE ENERGY$1.2M0.49%19,356CommonNONE
G5960L103MDTMEDTRONIC PLC$1.2M0.49%13,366CommonNONE
56585A102MPCMARATHON PETE CORP$1.2M0.49%8,134CommonNONE
651639106NEMNEWMONT CORP$1.1M0.46%23,383CommonNONE
428103105HESMHESS MIDSTREAM LP$1.1M0.46%26,681CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$1.1M0.46%52,064CommonNONE
336433107FSLRFIRST SOLAR INC$1.1M0.45%8,716CommonNONE
464287432TLTISHARES TR$1.1M0.44%11,868CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.44%13,630CommonNONE
780087102RYROYAL BK CDA$1.1M0.44%9,416CommonNONE
68389X105ORCLORACLE CORP$1.1M0.43%7,559CommonNONE
49446R109KIMKIMCO RLTY CORP$1.1M0.43%49,638CommonNONE
842587107SOSOUTHERN CO$1.0M0.43%11,309CommonNONE
372460105GPCGENUINE PARTS CO$1.0M0.42%8,581CommonNONE
904767704UNILEVER PLC$998,0580.41%16,760CommonNONE
40434L105HPQHP INC$996,5640.41%35,990CommonNONE
80105N105SNYSANOFI$964,3940.40%17,389CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$928,6830.38%25,883CommonNONE
767204100RIORIO TINTO PLC$920,1260.38%15,315CommonNONE
G0250X107AMCRAMCOR PLC$910,8690.37%93,904CommonNONE
194014502ENOVENOVIS CORPORATION$875,1240.36%22,903CommonNONE
532457108LLYELI LILLY & CO$873,8120.36%1,058CommonNONE
060505104BACBANK AMERICA CORP$840,7350.34%20,147CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$819,7960.34%7,008CommonNONE
483007704KALUKAISER ALUMINUM CORP$796,6690.33%13,142CommonNONE
89832Q109TFCTRUIST FINL CORP$792,0150.33%19,247CommonNONE
949746101WMT2WELLS FARGO CO NEW$777,9170.32%10,836CommonNONE
681919106OMCOMNICOM GROUP INC$764,4310.31%9,220CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$741,5380.30%1,390CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$679,3370.28%10,351CommonNONE
369550108GDGENERAL DYNAMICS CORP$663,4600.27%2,434CommonNONE
044186104ASHASHLAND INC$648,0990.27%10,931CommonNONE
697435105PANWPALO ALTO NETWORKS INC$591,7800.24%3,468CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$577,5210.24%7,968CommonNONE
194162103CLCOLGATE PALMOLIVE CO$552,7370.23%5,899CommonNONE
464287465EFAISHARES TR$530,4280.22%6,490CommonNONE
038222105AMATAPPLIED MATLS INC$494,2790.20%3,406CommonNONE
701094104PHPARKER-HANNIFIN CORP$494,1830.20%813CommonNONE
149123101CATCATERPILLAR INC$487,4450.20%1,478CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$480,9960.20%17,203CommonNONE
464288885EFGISHARES TR$447,7000.18%4,477CommonSOLE
88160R101TSLATESLA INC$447,5700.18%1,727CommonNONE
464287804IJRISHARES TR$423,6140.17%4,051CommonSOLE
693506107PPGPPG INDS INC$421,7630.17%3,857CommonNONE
72201R775BONDPIMCO ETF TR$418,7970.17%4,529CommonNONE
254687106DISDISNEY WALT CO$406,1510.17%4,115CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$387,7640.16%1,782CommonNONE
78463V107GLDSPDR GOLD TR$379,1930.16%1,316CommonNONE
922908363VOOVANGUARD INDEX FDS$375,1550.15%730CommonNONE
219350105GLWCORNING INC$364,8210.15%7,969CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$359,2680.15%722CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$350,3890.14%669CommonNONE
464288414MUBISHARES TR$328,0240.13%3,111CommonNONE
29273V100ETENERGY TRANSFER L P$316,0300.13%17,000CommonNONE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$310,5760.13%30,153CommonNONE
816851109SRESEMPRA$302,8520.12%4,244CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$298,8110.12%23,290CommonNONE
46090E103QQQINVESCO QQQ TR$289,7930.12%618CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$283,8740.12%8,315CommonNONE
494368103KMBKIMBERLY-CLARK CORP$276,9030.11%1,947CommonNONE
281020107EIXEDISON INTL$275,4520.11%4,675CommonNONE
75513E101RTXRTX CORPORATION$274,0600.11%2,069CommonNONE
718546104PSXPHILLIPS 66$271,4100.11%2,198CommonNONE
05329W102ANAUTONATION INC$265,5490.11%1,640CommonNONE
717081103PFEPFIZER INC$264,5250.11%10,439CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$251,0820.10%22,418CommonNONE
464287671IUSGISHARES TR$244,5020.10%1,924CommonNONE
988498101YUMYUM BRANDS INC$244,2240.10%1,552CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$227,0270.09%5,005CommonNONE
217204106CPRTCOPART INC$226,3600.09%4,000CommonNONE
72201R833MINTPIMCO ETF TR$222,3710.09%2,210CommonSOLE
369604301GEGE AEROSPACE$221,5670.09%1,107CommonNONE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$221,1690.09%39,424CommonNONE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$210,0000.09%28,000CommonNONE
931142103WMTWALMART INC$209,5550.09%2,387CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$206,3420.08%1,876CommonNONE
G3730V105FTAIFTAI AVIATION LTD$204,0740.08%1,838CommonNONE
097023105BABOEING CO$201,9320.08%1,184CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$186,6000.08%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.