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
XLE
Energy Sector Spdr

ETFs
8.3K
+ 131.36%
$85.22 - $92.02 $708K - $764K
14.6K $654M
EXC
Exelon Corp

Utilities
3.04K
+ 9.39%
$44.97 - $48.24 $137K - $147K
35.5K $1.55B
FCX
Freeport Mcmoran Inc

Basic Materials
170
+ 2.55%
$38.65 - $43.31 $6.57K - $7.36K
6.84K $347M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.02K
+ 24.55%
$70.2 - $73.89 $71.9K - $75.7K
5.2K $382M
F
Ford Motor CO

Consumer Cyclical
5.38K
+ 50.2%
$11.41 - $13.84 $61.4K - $74.4K
16.1K $211M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.75K
+ 3.71%
$50.57 - $50.77 $88.5K - $88.8K
48.9K $2.48B
MS
Morgan Stanley

Financial Services
231
+ 11.18%
$151.86 - $169.92 $35.1K - $39.3K
2.3K $408M
CL
Colgate Palmolive CO

Consumer Defensive
1.11K
+ 10.62%
$74.98 - $79.86 $83.3K - $88.7K
11.6K $915M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
234
+ 32.23%
$310.75 - $335.0 $72.7K - $78.4K
960 $310M
HOLX
Hologic Inc

Healthcare
312
+ 4.07%
$65.51 - $74.6 $20.4K - $23.3K
7.98K $595M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
89
+ 0.49%
$142.82 - $150.36 $12.7K - $13.4K
18.4K $2.74B
IWN
Ishares Russell2000 Val ETF

ETFs
351
+ 21.26%
$172.34 - $181.51 $60.5K - $63.7K
2K $363M
NVO
Novo Nordisk A S

Healthcare
1.76K
+ 40.57%
$45.68 - $59.65 $80.5K - $105K
6.11K $311M
RSP
Invesco S&P 500 Equal Weight E

ETFs
344
+ 32.03%
$185.12 - $192.11 $63.7K - $66.1K
1.42K $272M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
931
+ 19.0%
$54.27 - $56.85 $50.5K - $52.9K
5.83K $331M
GLW
Corning Inc

Technology
227
+ 4.04%
$82.06 - $90.29 $18.6K - $20.5K
5.85K $512M
VCIT
Vanguard Intermediate Term Cor

ETFs
627
+ 7.98%
$83.45 - $84.82 $52.3K - $53.2K
8.48K $710M
ADBE
Adobe Inc.

Technology
148
+ 5.61%
$325.07 - $359.91 $48.1K - $53.3K
2.79K $975M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.01K
+ 1.17%
$23.35 - $23.55 $46.9K - $47.3K
174K $4.07B
VRT
Vertiv Holdings CO

Industrials
7
+ 0.23%
N/A
3.04K $492M
UNH
Unitedhealth Group Inc

Healthcare
140
+ 13.16%
$320.52 - $369.92 $44.9K - $51.8K
1.2K $398M
CTVA
Corteva, Inc.

Basic Materials
473
+ 6.67%
$61.0 - $66.48 $28.9K - $31.4K
7.57K $507M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.26K
+ 1.87%
$21.9 - $22.08 $27.5K - $27.7K
68.3K $1.5B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.28K
+ 1.24%
$22.32 - $22.47 $28.5K - $28.7K
104K $2.32B
SPG
Simon Property Group Inc

Real Estate
157
+ 13.37%
$173.35 - $185.76 $27.2K - $29.2K
1.33K $246M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
127
+ 1.2%
$42.26 - $44.28 $5.37K - $5.62K
10.7K $476M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
171
+ 8.52%
$136.06 - $140.64 $23.3K - $24K
2.18K $303M
MMM
3 M CO

Industrials
50
+ 1.79%
$148.75 - $171.6 $7.44K - $8.58K
2.84K $455M
IWM
Ishares Russell 2000 ETF

ETFs
32
+ 1.08%
$236.79 - $250.33 $7.58K - $8.01K
3K $739M
SEIC
Sei Investments CO

Financial Services
349
+ 11.68%
$80.51 - $85.62 $28.1K - $29.9K
3.34K $274M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
62
+ 1.1%
$42.25 - $47.23 $2.62K - $2.93K
5.68K $253M
IBDV
Ishares Tr

Technology
1.16K
+ 1.06%
$22.03 - $22.24 $25.6K - $25.9K
111K $2.46B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
111
+ 1.33%
$106.25 - $112.78 $11.8K - $12.5K
8.48K $941M
IJS
Ishares S&P Smallcap 600 Value

ETFs
44
+ 1.3%
$105.91 - $113.18 $4.66K - $4.98K
3.42K $389M
Fidelity Covington Trust
222
+ 2.86%
N/A
7.98K $304M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
792
+ 3.13%
$19.82 - $20.01 $15.7K - $15.8K
26.1K $518M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
774
+ 3.22%
$20.5 - $20.75 $15.9K - $16.1K
24.8K $509M
WIT
Wipro LTD

Technology
3.6K
+ 27.38%
$2.58 - $2.74 $9.29K - $9.87K
16.8K $47.6M
Wisdomtree Tr
307
+ 5.25%
N/A
6.15K $261M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
726
+ 0.76%
$22.43 - $22.55 $16.3K - $16.4K
96.1K $2.16B
EEM
Ishares Msci Emerging Markets

ETFs
52
+ 1.18%
$51.94 - $56.01 $2.7K - $2.91K
4.45K $244M
UMC
United Microelectronics Corp

Technology
430
+ 2.96%
$7.11 - $7.84 $3.06K - $3.37K
14.9K $117M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
190
+ 1.6%
$50.83 - $51.07 $9.66K - $9.7K
12.1K $614M
IWP
Ishares Russell Mid Cap Growth

ETFs
107
+ 7.04%
$136.84 - $145.3 $14.6K - $15.5K
1.63K $223M
SPTS
Spdr Portfolio Short Term Trea

ETFs
173
+ 1.73%
$29.23 - $29.39 $5.06K - $5.08K
10.2K $298M
AFG
American Financial Group Inc

Financial Services
146
+ 7.6%
$129.81 - $148.71 $19K - $21.7K
2.07K $282M
IWR
Ishares Russell Mid Cap ETF

ETFs
71
+ 0.41%
$94.02 - $97.61 $6.68K - $6.93K
17.6K $1.69B
FVD
First Tr Value Line Divid Inde

ETFs
72
+ 0.69%
$45.0 - $46.25 $3.24K - $3.33K
10.6K $488M
Ishares Tr
112
+ 0.73%
N/A
15.5K $395M
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email