Leisure Capital Management

Q4 2024 13F Holdings

  • Location
    costa mesa, CA
  • Num holdings

    141

  • Value ($000)

    $255,323

  • Date Filed
    01/24/2025
  • Form type
    13F-HR
  • CIK
    0001631507
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$35.03M
14 %

139,879

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$14.31M
6 %

617,554

WINN
WINN

HARBOR ETF TRUST

LONG TERM GROWER
41151J406
$10.83M
4 %

397,871

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$10.30M
4 %

24,427

SBC
SBC

SABRA HEALTH CARE REIT INC

COM
78573L106
$9.20M
4 %

531,012

BOND
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$6.49M
3 %

71,755

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$5.89M
2 %

6,431

PULS
PULS

PGIM ETF TR

PGIM ULTRA SH BD
69344A107
$4.72M
2 %

95,160

AVGO
AVGO

BROADCOM INC

COM
11135F101
$4.63M
2 %

19,977

KRE
KRE

SPDR SER TR

NUVEEN BLMBRG SH
78468R739
$4.59M
2 %

96,874

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