Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025

Leo Wealth, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $696 Billion distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $62.5B, Affirm Holdings, Inc. with a value of $43B, Vanguard World Fd Esg U.S. Sto with a value of $37.2B, Vanguard World Fd Esg Intl Stk with a value of $36.4B, and Goldman Sachs ETF Tr Activebet with a value of $26.8B.

Examining the 13F form we can see an decrease of $420B in the current position value, from $1.12T to 696B.

Leo Wealth, LLC is based out at Hurst, TX

Below you can find more details about Leo Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $696 Billion
ETFs: $352 Billion
Healthcare: $87.7 Billion
Technology: $85.6 Billion
Consumer Cyclical: $33.3 Billion
Financial Services: $33 Billion
Communication Services: $17.7 Billion
Consumer Defensive: $16.5 Billion
Real Estate: $13.2 Billion
Other: $33.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$62.5 Billion 8.98% of portfolio
376,853
Q1 2025 Added 0.31%
$11.4B
$43 Billion 6.19% of portfolio
952,305
Q1 2025 Reduced 7.14%
$0
$37.2 Billion 5.34% of portfolio
379,445
Q1 2025 Reduced 45.29%
$0
$36.4 Billion 5.23% of portfolio
617,336
Q1 2025 Reduced 17.56%
$0
$26.8 Billion 3.85% of portfolio
243,498
Q1 2025 Reduced 49.21%
$0
$24.6 Billion 3.54% of portfolio
266,731
Q1 2025 Reduced 39.88%
$1.88T
$17.9 Billion 2.58% of portfolio
94,315
Q1 2025 Reduced 32.89%
$3.42T
$15.4 Billion 2.21% of portfolio
69,169
Q1 2025 Reduced 48.92%
$0
$13.7 Billion 1.97% of portfolio
143,909
Q1 2025 Reduced 46.58%
$0
$12.6 Billion 1.82% of portfolio
198,228
Q1 2025 Reduced 28.32%
$0
$11.4 Billion 1.63% of portfolio
225,836
Q1 2025 Reduced 31.28%
$0
$9.3 Billion 1.34% of portfolio
85,577
Q1 2025 Reduced 47.21%
Blackrock Inc
-
$9.25 Billion 1.33% of portfolio
-
Q1 2025 Reduced 23.14%
$0
$8.99 Billion 1.29% of portfolio
97,466
Q1 2025 Reduced 56.81%
$235B
$8.71 Billion 1.25% of portfolio
27,897
Q1 2025 Added 649.11%
$0
$8.39 Billion 1.21% of portfolio
91,978
Q1 2025 Added 31.82%
$0
$7.89 Billion 1.13% of portfolio
112,426
Q1 2025 Added 570.6%
$0
$6.88 Billion 0.99% of portfolio
35,473
Q1 2025 Reduced 3.44%
$0
$6.55 Billion 0.94% of portfolio
11,702
Q1 2025 Reduced 7.13%
$0
$6.47 Billion 0.93% of portfolio
143,077
Q1 2025 Reduced 59.83%
$694B
$6.3 Billion 0.91% of portfolio
11,822
Q1 2025 Reduced 54.07%
$2.95T
$6.28 Billion 0.9% of portfolio
16,730
Q1 2025 Reduced 61.27%
$0
$5.9 Billion 0.85% of portfolio
276,404
Q1 2025 Reduced 3.3%
$142B
$5.7 Billion 0.82% of portfolio
26,908
Q1 2025 Added 11.75%
$0
$5.33 Billion 0.77% of portfolio
115,880
Q1 2025 Reduced 7.73%
$91.2M
$5.11 Billion 0.74% of portfolio
260,863
Q1 2025 Reduced 33.51%
$0
$5.13 Billion 0.74% of portfolio
113,652
Q1 2025 Reduced 34.02%
$0
$4.79 Billion 0.69% of portfolio
95,789
Q1 2025 Reduced 12.86%
$0
$4.66 Billion 0.67% of portfolio
192,907
Q1 2025 Added 9.23%
$0
$4.51 Billion 0.65% of portfolio
8,776
Q1 2025 Reduced 12.29%
$345B
$4.25 Billion 0.61% of portfolio
20,263
Q1 2025 Reduced 4.23%
$217B
$4.19 Billion 0.6% of portfolio
16,854
Q1 2025 Reduced 0.13%
$0
$4.11 Billion 0.59% of portfolio
11,078
Q1 2025 Reduced 45.89%
$271B
$4.05 Billion 0.58% of portfolio
37,347
Q1 2025 Reduced 51.85%
$0
$4.05 Billion 0.58% of portfolio
8,628
Q1 2025 Reduced 68.51%
$0
$3.93 Billion 0.57% of portfolio
37,620
Q1 2025 Reduced 24.52%
$0
$4 Billion 0.57% of portfolio
158,204
Q1 2025 Added 8.91%
Spdr Ser Tr
-
$3.88 Billion 0.56% of portfolio
-
Q1 2025 New
$0
$3.86 Billion 0.56% of portfolio
153,579
Q1 2025 Reduced 0.18%
$45.8B
$3.87 Billion 0.56% of portfolio
37,150
Q1 2025 Added 7.3%
$957B
$3.86 Billion 0.55% of portfolio
24,958
Q1 2025 Reduced 25.13%
Kenvue Inc
-
$3.67 Billion 0.53% of portfolio
-
Q1 2025 Added 0.77%
$0
$3.63 Billion 0.52% of portfolio
6,467
Q1 2025 Reduced 19.75%
$0
$3.45 Billion 0.5% of portfolio
142,334
Q1 2025 Added 1.2%
$440B
$3.17 Billion 0.46% of portfolio
26,676
Q1 2025 Reduced 36.8%
$185B
$3.08 Billion 0.44% of portfolio
67,946
Q1 2025 Reduced 10.53%
$237B
$2.98 Billion 0.43% of portfolio
48,333
Q1 2025 Reduced 10.09%
$197B
$2.97 Billion 0.43% of portfolio
105,153
Q1 2025 Reduced 26.05%
$0
$2.95 Billion 0.42% of portfolio
8,159
Q1 2025 Reduced 0.29%

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $696 Billion
  • Prior Value $1.12 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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