Leisure Capital Management as of Dec. 31, 2022
Portfolio Holdings for Leisure Capital Management
Leisure Capital Management holds 146 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.7 | $11M | 85k | 129.93 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.9 | $7.6M | 169k | 45.15 | |
Pimco Etf Tr Active Bd Etf (BOND) | 3.3 | $6.4M | 71k | 90.48 | |
Sabra Health Care REIT (SBRA) | 3.0 | $5.9M | 473k | 12.43 | |
Microsoft Corporation (MSFT) | 3.0 | $5.8M | 24k | 239.82 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 2.2 | $4.3M | 77k | 56.11 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $3.5M | 9.9k | 351.34 | |
Johnson & Johnson (JNJ) | 1.8 | $3.4M | 19k | 176.65 | |
Honeywell International (HON) | 1.7 | $3.4M | 16k | 214.30 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.7 | $3.3M | 34k | 98.65 | |
Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 1.7 | $3.3M | 195k | 16.88 | |
Costco Wholesale Corporation (COST) | 1.6 | $3.2M | 7.0k | 456.48 | |
Home Depot (HD) | 1.6 | $3.1M | 9.9k | 315.85 | |
Procter & Gamble Company (PG) | 1.6 | $3.1M | 20k | 151.56 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 1.6 | $3.0M | 64k | 46.98 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $3.0M | 22k | 134.10 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $2.8M | 87k | 32.21 | |
Exxon Mobil Corporation (XOM) | 1.4 | $2.8M | 25k | 110.30 | |
Merck & Co (MRK) | 1.4 | $2.7M | 25k | 110.95 | |
Qualcomm (QCOM) | 1.4 | $2.6M | 24k | 109.94 | |
Pepsi (PEP) | 1.3 | $2.6M | 14k | 180.66 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 1.3 | $2.5M | 12k | 214.52 | |
ConocoPhillips (COP) | 1.2 | $2.3M | 20k | 118.00 | |
Allstate Corporation (ALL) | 1.2 | $2.3M | 17k | 135.60 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $2.2M | 53k | 40.51 | |
Lockheed Martin Corporation (LMT) | 1.1 | $2.1M | 4.4k | 486.49 | |
Lowe's Companies (LOW) | 1.1 | $2.1M | 10k | 199.24 | |
Kla Corp Com New (KLAC) | 1.1 | $2.0M | 5.4k | 377.03 | |
Netflix (NFLX) | 1.0 | $2.0M | 6.7k | 294.88 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.0 | $2.0M | 30k | 65.61 | |
Genuine Parts Company (GPC) | 1.0 | $2.0M | 11k | 173.51 | |
AutoZone (AZO) | 1.0 | $1.9M | 779.00 | 2466.18 | |
UnitedHealth (UNH) | 1.0 | $1.9M | 3.5k | 530.18 | |
Ameriprise Financial (AMP) | 0.9 | $1.8M | 5.7k | 311.37 | |
Broadcom (AVGO) | 0.9 | $1.7M | 3.1k | 559.13 | |
Charles Schwab Corporation (SCHW) | 0.9 | $1.7M | 21k | 83.26 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.7M | 19k | 88.23 | |
McDonald's Corporation (MCD) | 0.9 | $1.7M | 6.3k | 263.53 | |
Illinois Tool Works (ITW) | 0.9 | $1.7M | 7.5k | 220.30 | |
Abbvie (ABBV) | 0.8 | $1.6M | 10k | 161.61 | |
Cisco Systems (CSCO) | 0.8 | $1.6M | 34k | 47.64 | |
Deere & Company (DE) | 0.8 | $1.5M | 3.6k | 428.76 | |
AutoNation (AN) | 0.7 | $1.4M | 14k | 107.30 | |
Visa Com Cl A (V) | 0.7 | $1.4M | 6.9k | 207.76 | |
Chevron Corporation (CVX) | 0.7 | $1.4M | 7.9k | 179.50 | |
Ashland (ASH) | 0.7 | $1.4M | 13k | 107.53 | |
Starbucks Corporation (SBUX) | 0.7 | $1.4M | 14k | 99.20 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | 15k | 88.73 | |
BlackRock (BLK) | 0.7 | $1.3M | 1.8k | 708.63 | |
Nike CL B (NKE) | 0.7 | $1.3M | 11k | 117.01 | |
Abbott Laboratories (ABT) | 0.6 | $1.2M | 11k | 109.79 | |
Hp (HPQ) | 0.6 | $1.2M | 46k | 26.87 | |
Paychex (PAYX) | 0.6 | $1.2M | 11k | 115.56 | |
Rio Tinto Sponsored Adr (RIO) | 0.6 | $1.2M | 17k | 71.20 | |
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.6 | $1.2M | 94k | 12.30 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.1M | 17k | 65.64 | |
Halliburton Company (HAL) | 0.6 | $1.1M | 27k | 39.35 | |
DTE Energy Company (DTE) | 0.6 | $1.1M | 9.1k | 117.53 | |
Rbc Cad (RY) | 0.5 | $1.1M | 11k | 94.02 | |
Public Service Enterprise (PEG) | 0.5 | $1.1M | 17k | 61.27 | |
Walt Disney Company (DIS) | 0.5 | $1.0M | 12k | 86.88 | |
Unilever Spon Adr New (UL) | 0.5 | $990k | 20k | 50.35 | |
Ishares Tr Eafe Value Etf (EFV) | 0.5 | $985k | 22k | 45.88 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $980k | 9.3k | 105.34 | |
Pfizer (PFE) | 0.5 | $974k | 19k | 51.24 | |
Marathon Petroleum Corp (MPC) | 0.5 | $947k | 8.1k | 116.39 | |
Bce Com New (BCE) | 0.5 | $936k | 21k | 43.95 | |
Hormel Foods Corporation (HRL) | 0.5 | $918k | 20k | 45.55 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $918k | 29k | 31.47 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $881k | 17k | 52.61 | |
Kornit Digital SHS (KRNT) | 0.5 | $872k | 38k | 22.97 | |
General Dynamics Corporation (GD) | 0.4 | $859k | 3.5k | 248.11 | |
Goldman Sachs (GS) | 0.4 | $833k | 2.4k | 343.38 | |
Bank of New York Mellon Corporation (BK) | 0.4 | $828k | 18k | 45.52 | |
Verizon Communications (VZ) | 0.4 | $783k | 20k | 39.40 | |
FedEx Corporation (FDX) | 0.4 | $780k | 4.5k | 173.20 | |
Eli Lilly & Co. (LLY) | 0.4 | $779k | 2.1k | 365.89 | |
Edwards Lifesciences (EW) | 0.4 | $770k | 10k | 74.61 | |
Intel Corporation (INTC) | 0.4 | $765k | 29k | 26.43 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $763k | 2.0k | 382.43 | |
Capital One Financial (COF) | 0.4 | $744k | 8.0k | 92.96 | |
American Express Company (AXP) | 0.4 | $743k | 5.0k | 147.75 | |
Truist Financial Corp equities (TFC) | 0.4 | $743k | 17k | 43.03 | |
GSK Sponsored Adr (GSK) | 0.4 | $735k | 21k | 35.14 | |
Digital Realty Trust (DLR) | 0.4 | $734k | 7.3k | 100.27 | |
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.4 | $731k | 15k | 49.10 | |
PPG Industries (PPG) | 0.4 | $718k | 5.7k | 125.74 | |
Meta Platforms Cl A (META) | 0.4 | $692k | 5.8k | 120.34 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.4 | $686k | 33k | 20.98 | |
First American Financial (FAF) | 0.3 | $674k | 13k | 52.34 | |
Bank of America Corporation (BAC) | 0.3 | $664k | 20k | 33.12 | |
Amazon (AMZN) | 0.3 | $658k | 7.8k | 84.00 | |
McKesson Corporation (MCK) | 0.3 | $633k | 1.7k | 375.18 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $618k | 1.4k | 442.79 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $614k | 3.9k | 158.80 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $601k | 1.9k | 308.90 | |
Oracle Corporation (ORCL) | 0.3 | $598k | 7.3k | 81.74 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $579k | 28k | 20.49 | |
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.3 | $575k | 20k | 29.41 | |
Pvh Corporation (PVH) | 0.3 | $574k | 8.1k | 70.59 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $560k | 28k | 20.14 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $546k | 5.8k | 94.64 | |
Tesla Motors (TSLA) | 0.3 | $520k | 4.2k | 123.18 | |
Colgate-Palmolive Company (CL) | 0.3 | $488k | 6.2k | 78.79 | |
Wells Fargo & Company (WFC) | 0.3 | $485k | 12k | 41.29 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $478k | 3.5k | 135.75 | |
Thermo Fisher Scientific (TMO) | 0.2 | $476k | 864.00 | 550.69 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $445k | 8.8k | 50.67 | |
Generac Holdings (GNRC) | 0.2 | $428k | 4.3k | 100.66 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $420k | 5.0k | 83.76 | |
United Parcel Service CL B (UPS) | 0.2 | $416k | 2.4k | 173.84 | |
Union Pacific Corporation (UNP) | 0.2 | $410k | 2.0k | 207.07 | |
Raytheon Technologies Corp (RTX) | 0.2 | $384k | 3.8k | 100.92 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $371k | 4.4k | 83.60 | |
American Tower Reit (AMT) | 0.2 | $365k | 1.7k | 211.86 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $358k | 3.7k | 96.99 | |
CVS Caremark Corporation (CVS) | 0.2 | $355k | 3.8k | 93.19 | |
International Business Machines (IBM) | 0.2 | $314k | 2.2k | 140.89 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $312k | 6.8k | 45.65 | |
NVIDIA Corporation (NVDA) | 0.2 | $303k | 2.1k | 146.14 | |
Applied Materials (AMAT) | 0.2 | $303k | 3.1k | 97.38 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $302k | 1.1k | 266.28 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $298k | 3.9k | 75.54 | |
Nextera Energy (NEE) | 0.2 | $297k | 3.6k | 83.60 | |
Kayne Anderson Mdstm Energy | 0.1 | $286k | 38k | 7.51 | |
Phillips 66 (PSX) | 0.1 | $265k | 2.5k | 104.07 | |
Gilead Sciences (GILD) | 0.1 | $250k | 2.9k | 85.85 | |
Morgan Stanley Com New (MS) | 0.1 | $247k | 2.9k | 85.02 | |
Chubb (CB) | 0.1 | $243k | 1.1k | 220.60 | |
Wal-Mart Stores (WMT) | 0.1 | $239k | 1.7k | 141.81 | |
Parker-Hannifin Corporation (PH) | 0.1 | $236k | 810.00 | 291.00 | |
Palo Alto Networks (PANW) | 0.1 | $235k | 1.7k | 139.54 | |
Boeing Company (BA) | 0.1 | $231k | 1.2k | 190.49 | |
Amgen (AMGN) | 0.1 | $219k | 835.00 | 262.64 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $202k | 17k | 11.87 | |
Enterprise Products Partners (EPD) | 0.1 | $201k | 8.3k | 24.12 | |
Blackrock Res & Commodities SHS (BCX) | 0.1 | $199k | 20k | 9.97 | |
Blackrock Enhanced Intl Div Com Bene Inter (BGY) | 0.1 | $198k | 39k | 5.02 | |
Nuveen (NMCO) | 0.1 | $165k | 15k | 10.99 | |
Agenus Com New | 0.0 | $31k | 13k | 2.40 | |
Parsons Corp Del Note 0.250% 8/1 | 0.0 | $19k | 17k | 1.14 | |
Biomarin Pharmaceutical Note 1.250% 5/1 | 0.0 | $13k | 12k | 1.09 | |
Petiq Note 4.000% 6/0 | 0.0 | $12k | 14k | 0.84 | |
Pacira Biosciences Note 0.750% 8/0 | 0.0 | $11k | 12k | 0.91 | |
Vishay Intertechnology Note 2.250% 6/1 | 0.0 | $11k | 11k | 0.97 | |
Kaman Corp Note 3.250% 5/0 | 0.0 | $9.4k | 10k | 0.94 |