Leisure Capital Management as of Sept. 30, 2022
Portfolio Holdings for Leisure Capital Management
Leisure Capital Management holds 129 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 7.2 | $12M | 86k | 138.20 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 4.6 | $7.5M | 163k | 46.09 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.5 | $7.5M | 177k | 42.35 | |
Sabra Health Care REIT (SBRA) | 3.8 | $6.2M | 473k | 13.12 | |
Microsoft Corporation (MSFT) | 3.4 | $5.7M | 24k | 232.92 | |
Ishares Tr Eafe Grwth Etf (EFG) | 2.4 | $4.0M | 56k | 72.57 | |
Costco Wholesale Corporation (COST) | 2.0 | $3.3M | 7.1k | 472.27 | |
Johnson & Johnson (JNJ) | 1.9 | $3.1M | 19k | 163.37 | |
Qualcomm (QCOM) | 1.7 | $2.8M | 25k | 112.99 | |
Home Depot (HD) | 1.7 | $2.8M | 10k | 275.91 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.7 | $2.7M | 98k | 28.13 | |
Honeywell International (HON) | 1.6 | $2.6M | 16k | 166.97 | |
Procter & Gamble Company (PG) | 1.6 | $2.6M | 20k | 126.26 | |
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 1.5 | $2.4M | 203k | 11.81 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $2.4M | 23k | 104.50 | |
Pepsi (PEP) | 1.4 | $2.3M | 14k | 163.25 | |
Exxon Mobil Corporation (XOM) | 1.4 | $2.3M | 26k | 87.32 | |
Merck & Co (MRK) | 1.3 | $2.1M | 25k | 86.12 | |
Allstate Corporation (ALL) | 1.3 | $2.1M | 17k | 124.54 | |
ConocoPhillips (COP) | 1.3 | $2.1M | 20k | 102.34 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.2 | $2.0M | 54k | 37.81 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $2.0M | 32k | 60.52 | |
Lowe's Companies (LOW) | 1.2 | $1.9M | 10k | 187.80 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.9M | 20k | 95.64 | |
UnitedHealth (UNH) | 1.1 | $1.8M | 3.6k | 505.02 | |
AutoZone (AZO) | 1.1 | $1.7M | 811.00 | 2141.80 | |
Genuine Parts Company (GPC) | 1.1 | $1.7M | 12k | 149.33 | |
Lockheed Martin Corporation (LMT) | 1.0 | $1.7M | 4.5k | 386.24 | |
Kla Corp Com New (KLAC) | 1.0 | $1.6M | 5.4k | 302.58 | |
Netflix (NFLX) | 1.0 | $1.6M | 6.8k | 235.39 | |
Charles Schwab Corporation (SCHW) | 0.9 | $1.5M | 21k | 71.86 | |
McDonald's Corporation (MCD) | 0.9 | $1.4M | 6.3k | 230.67 | |
Abbvie (ABBV) | 0.9 | $1.4M | 11k | 134.22 | |
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.4M | 15k | 96.12 | |
Ameriprise Financial (AMP) | 0.9 | $1.4M | 5.7k | 251.94 | |
AutoNation (AN) | 0.8 | $1.4M | 14k | 101.84 | |
Broadcom (AVGO) | 0.8 | $1.4M | 3.1k | 443.98 | |
Cisco Systems (CSCO) | 0.8 | $1.4M | 34k | 40.00 | |
Visa Com Cl A (V) | 0.8 | $1.3M | 7.2k | 177.71 | |
Kornit Digital SHS (KRNT) | 0.8 | $1.3M | 47k | 26.61 | |
Ashland (ASH) | 0.8 | $1.2M | 13k | 95.00 | |
Deere & Company (DE) | 0.7 | $1.2M | 3.7k | 333.87 | |
Illinois Tool Works (ITW) | 0.7 | $1.2M | 6.8k | 180.61 | |
Paychex (PAYX) | 0.7 | $1.2M | 11k | 112.23 | |
Walt Disney Company (DIS) | 0.7 | $1.2M | 13k | 94.37 | |
Abbott Laboratories (ABT) | 0.7 | $1.2M | 13k | 96.77 | |
Starbucks Corporation (SBUX) | 0.7 | $1.2M | 14k | 84.23 | |
Hp (HPQ) | 0.7 | $1.2M | 47k | 24.92 | |
Chevron Corporation (CVX) | 0.7 | $1.1M | 7.8k | 143.70 | |
Tesla Motors (TSLA) | 0.7 | $1.1M | 4.2k | 265.15 | |
DTE Energy Company (DTE) | 0.6 | $1.0M | 9.0k | 115.02 | |
BlackRock (BLK) | 0.6 | $1.0M | 1.8k | 550.38 | |
Rbc Cad (RY) | 0.6 | $1.0M | 11k | 90.08 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.6 | $1.0M | 19k | 53.23 | |
Public Service Enterprise (PEG) | 0.6 | $1000k | 18k | 56.26 | |
Rio Tinto Sponsored Adr (RIO) | 0.6 | $984k | 18k | 55.06 | |
Nike CL B (NKE) | 0.6 | $970k | 12k | 83.08 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $952k | 11k | 89.75 | |
Generac Holdings (GNRC) | 0.6 | $941k | 5.3k | 178.15 | |
Amazon (AMZN) | 0.6 | $933k | 8.3k | 112.98 | |
Hormel Foods Corporation (HRL) | 0.5 | $904k | 20k | 45.43 | |
Verizon Communications (VZ) | 0.5 | $901k | 24k | 37.98 | |
Bce Com New (BCE) | 0.5 | $892k | 21k | 41.93 | |
Meta Platforms Cl A (META) | 0.5 | $887k | 6.5k | 135.75 | |
Edwards Lifesciences (EW) | 0.5 | $864k | 11k | 82.64 | |
Unilever Spon Adr New (UL) | 0.5 | $863k | 20k | 43.86 | |
Intel Corporation (INTC) | 0.5 | $854k | 33k | 25.76 | |
Pfizer (PFE) | 0.5 | $836k | 19k | 43.77 | |
Truist Financial Corp equities (TFC) | 0.5 | $825k | 19k | 43.53 | |
Digital Realty Trust (DLR) | 0.5 | $822k | 8.3k | 99.13 | |
GSK Sponsored Adr (GSK) | 0.5 | $815k | 28k | 29.44 | |
Capital One Financial (COF) | 0.5 | $808k | 8.8k | 92.16 | |
Marathon Petroleum Corp (MPC) | 0.5 | $808k | 8.1k | 99.34 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.5 | $804k | 39k | 20.87 | |
Bank of New York Mellon Corporation (BK) | 0.5 | $749k | 19k | 38.52 | |
FedEx Corporation (FDX) | 0.5 | $748k | 5.0k | 148.53 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $741k | 2.1k | 357.11 | |
General Dynamics Corporation (GD) | 0.4 | $733k | 3.5k | 212.09 | |
Goldman Sachs (GS) | 0.4 | $711k | 2.4k | 293.07 | |
Eli Lilly & Co. (LLY) | 0.4 | $688k | 2.1k | 323.31 | |
American Express Company (AXP) | 0.4 | $680k | 5.0k | 134.87 | |
PPG Industries (PPG) | 0.4 | $669k | 6.0k | 110.67 | |
Halliburton Company (HAL) | 0.4 | $665k | 27k | 24.63 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.4 | $658k | 32k | 20.40 | |
McKesson Corporation (MCK) | 0.4 | $617k | 1.8k | 339.94 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.4 | $617k | 22k | 27.75 | |
Bank of America Corporation (BAC) | 0.4 | $606k | 20k | 30.22 | |
First American Financial (FAF) | 0.3 | $577k | 13k | 46.06 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $567k | 28k | 19.95 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $561k | 1.4k | 401.86 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $520k | 1.9k | 267.21 | |
Wells Fargo & Company (WFC) | 0.3 | $472k | 12k | 40.21 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $464k | 4.1k | 112.59 | |
Thermo Fisher Scientific (TMO) | 0.3 | $453k | 894.00 | 506.71 | |
Oracle Corporation (ORCL) | 0.3 | $447k | 7.3k | 61.13 | |
Colgate-Palmolive Company (CL) | 0.3 | $445k | 6.3k | 70.23 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $428k | 9.5k | 45.29 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $423k | 4.8k | 87.27 | |
Pvh Corporation (PVH) | 0.2 | $405k | 9.0k | 44.81 | |
CVS Caremark Corporation (CVS) | 0.2 | $386k | 4.0k | 95.33 | |
Union Pacific Corporation (UNP) | 0.2 | $386k | 2.0k | 194.95 | |
United Parcel Service CL B (UPS) | 0.2 | $386k | 2.4k | 161.37 | |
American Tower Reit (AMT) | 0.2 | $374k | 1.7k | 214.94 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $364k | 6.5k | 56.09 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $333k | 6.1k | 54.18 | |
Raytheon Technologies Corp (RTX) | 0.2 | $308k | 3.8k | 81.98 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $303k | 1.1k | 266.96 | |
Palo Alto Networks (PANW) | 0.2 | $276k | 1.7k | 163.70 | |
Nextera Energy (NEE) | 0.2 | $270k | 3.4k | 78.44 | |
Kayne Anderson Mdstm Energy | 0.2 | $269k | 38k | 7.08 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $269k | 2.7k | 98.75 | |
International Business Machines (IBM) | 0.2 | $261k | 2.2k | 118.69 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $256k | 3.9k | 66.37 | |
NVIDIA Corporation (NVDA) | 0.2 | $251k | 2.1k | 121.31 | |
Applied Materials (AMAT) | 0.1 | $247k | 3.0k | 82.03 | |
Morgan Stanley Com New (MS) | 0.1 | $229k | 2.9k | 78.86 | |
Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $212k | 7.5k | 28.13 | |
Wal-Mart Stores (WMT) | 0.1 | $211k | 1.6k | 129.85 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $188k | 17k | 11.06 | |
Blackrock Enhanced Intl Div Com Bene Inter (BGY) | 0.1 | $176k | 39k | 4.46 | |
Blackrock Res & Commodities SHS (BCX) | 0.1 | $174k | 20k | 8.70 | |
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $115k | 20k | 5.75 | |
Agenus Com New | 0.0 | $26k | 13k | 2.02 | |
Parsons Corp Del Note 0.250% 8/1 | 0.0 | $18k | 17k | 1.06 | |
Biomarin Pharmaceutical Note 1.250% 5/1 | 0.0 | $12k | 12k | 1.00 | |
Pacira Biosciences Note 0.750% 8/0 | 0.0 | $12k | 12k | 1.00 | |
Petiq Note 4.000% 6/0 | 0.0 | $12k | 14k | 0.86 | |
Vishay Intertechnology Note 2.250% 6/1 | 0.0 | $10k | 11k | 0.91 | |
Kaman Corp Note 3.250% 5/0 | 0.0 | $9.0k | 10k | 0.90 |