Leo Wealth, LLC Incresed Positions in Q4 2025

Leo Wealth, LLC

  • $1.38 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
13.1K
+ 31.36%
$67.46 - $78.0 $883K - $1.02M
54.9K $4.13B
JPM
Jpmorgan Chase & CO

Financial Services
3.82K
+ 79.45%
$294.11 - $320.41 $1.12M - $1.22M
8.62K $2.78B
LMT
Lockheed Martin Corp

Industrials
2.56K
+ 606.87%
$452.1 - $514.24 $1.16M - $1.32M
2.98K $1.44B
CVX
Chevron Corp

Energy
8.29K
+ 73.61%
$148.9 - $157.72 $1.23M - $1.31M
19.6K $2.98B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
49.6K
+ 57.56%
N/A
136K $3.29B
COST
Costco Wholesale Corp

Consumer Defensive
1.41K
+ 105.64%
$910.94 - $954.99 $1.28M - $1.34M
2.74K $2.36B
HD
Home Depot, Inc.

Consumer Cyclical
3.39K
+ 302.86%
$358.03 - $397.02 $1.21M - $1.35M
4.51K $1.55B
BMY
Bristol Myers Squibb CO

Healthcare
14K
+ 36.83%
$42.6 - $49.08 $598K - $689K
52.1K $2.81B
MRK
Merck & Co., Inc.

Healthcare
6.08K
+ 29.26%
$82.49 - $92.93 $501K - $565K
26.8K $2.83B
GLD
Spdr Gold Trust

ETFs
1.84K
+ 21.72%
$354.79 - $403.15 $653K - $742K
10.3K $4.09B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.88K
+ 95.93%
$137.47 - $143.13 $946K - $985K
14.1K $2.02B
KO
Coca Cola CO

Consumer Defensive
12.4K
+ 68.85%
$66.1 - $71.61 $821K - $889K
30.5K $2.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.4K
+ 112.28%
$74.09 - $75.1 $921K - $933K
23.5K $1.74B
PG
Procter & Gamble CO

Consumer Defensive
6.64K
+ 92.05%
$145.5 - $153.18 $966K - $1.02M
13.8K $1.98B
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
79.3K
+ 43.6%
$10.02 - $10.27 $794K - $814K
261K $2.71B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
70.4K
+ 43.7%
$11.22 - $11.68 $790K - $822K
232K $2.69B
BNDX
Vanguard Total International B

ETFs
17.7K
+ 137.27%
$49.3 - $49.91 $872K - $883K
30.6K $1.48B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.5K
+ 56.9%
$52.54 - $55.77 $814K - $864K
42.7K $2.3B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
75.8K
+ 44.19%
$10.29 - $10.44 $780K - $791K
247K $2.58B
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.11K
+ 208.01%
$92.24 - $96.56 $748K - $783K
12K $1.15B
TSLA
Tesla, Inc.

Consumer Cyclical
1.7K
+ 40.95%
$401.99 - $468.37 $685K - $798K
5.87K $2.64B
VIG
Vanguard Dividend Appreciation

ETFs
2.91K
+ 8.18%
N/A
38.5K $8.47B
T
At&T Inc.

Communication Services
44.3K
+ 47.24%
$24.44 - $27.55 $1.08M - $1.22M
138K $3.43B
DUK
Duke Energy Corp

Utilities
7.52K
+ 40.89%
$121.57 - $129.03 $914K - $970K
25.9K $3.04B
VZ
Verizon Communications Inc

Communication Services
22.1K
+ 33.44%
$38.4 - $43.83 $848K - $968K
88.1K $3.59B
AXP
American Express CO

Financial Services
1.41K
+ 38.28%
$316.26 - $372.77 $446K - $526K
5.09K $1.88B
MVF
Blackrock Munivest Fund, Inc.

Financial Services
92.2K
+ 37.22%
$6.89 - $7.07 $635K - $652K
340K $2.35B
BIIB
Biogen Inc.

Healthcare
21
+ 0.12%
$142.26 - $167.55 $2.99K - $3.52K
18.1K $3.19B
AMD
Advanced Micro Devices Inc

Technology
2.28K
+ 77.77%
$164.01 - $264.33 $375K - $604K
5.22K $1.12B
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.19K
+ 17.28%
$56.5 - $60.52 $519K - $556K
62.4K $3.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
651
+ 5.57%
$653.02 - $687.39 $425K - $447K
12.3K $8.42B
PFE
Pfizer Inc

Healthcare
27.6K
+ 25.45%
$24.23 - $27.37 $668K - $754K
136K $3.38B
PLTR
Palantir Technologies Inc.

Technology
3.54K
+ 114.84%
$172.14 - $207.18 $609K - $733K
6.62K $1.18B
GLDM
World Gold Trust

ETFs
3.97K
+ 13.97%
$76.32 - $86.69 $303K - $344K
32.4K $2.76B
ABBV
Abb Vie Inc.

Healthcare
2.74K
+ 21.65%
$211.96 - $244.38 $581K - $669K
15.4K $3.52B
GILD
Gilead Sciences, Inc.

Healthcare
3.68K
+ 32.81%
$110.56 - $125.2 $407K - $461K
14.9K $1.83B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.95K
+ 87.45%
$100.37 - $100.72 $497K - $498K
10.6K $1.14B
IBM
International Business Machines Corp

Technology
1.18K
+ 7.8%
$275.97 - $314.98 $326K - $372K
16.3K $4.83B
NVS
Novartis Ag

Healthcare
3.15K
+ 23.7%
$121.8 - $132.39 $383K - $417K
16.4K $2.26B
PANW
Palo Alto Networks Inc

Technology
3.17K
+ 145.12%
$204.77 - $221.38 $648K - $701K
5.35K $985M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.86K
+ 87.91%
$99.87 - $101.27 $486K - $492K
10.4K $1.04B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.05K
+ 229.04%
$482.23 - $557.53 $506K - $585K
1.51K $707M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.32K
+ 13.16%
$72.17 - $75.74 $384K - $403K
45.8K $3.45B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.5K
+ 74.48%
$49.98 - $50.59 $475K - $481K
22.3K $1.12B
AEP
American Electric Power CO Inc

Utilities
3.89K
+ 44.42%
$112.75 - $122.73 $439K - $478K
12.7K $1.46B
VFH
Vanguard Financial ETF

ETFs
3.41K
+ 212.14%
$125.75 - $131.12 $428K - $447K
5.01K $669M
SO
Southern CO

Utilities
5.62K
+ 123.72%
$90.58 - $99.72 $509K - $560K
10.2K $886M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.7K
+ 10.05%
$25.38 - $25.57 $448K - $452K
193K $4.92B
SHEL
Shell PLC

Energy
5.36K
+ 30.13%
$71.37 - $77.01 $383K - $413K
23.2K $1.7B
Activity Summary
Buys All Purchases 366 New Holdings 148 Increased Positions 218 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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