Leo Wealth, LLC New Holdings in Q4 2025

Leo Wealth, LLC

  • $1.38 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCCO
Southern Copper Corp

Basic Materials
2.27K
New
$122.64 - $141.68 $278K - $321K
2.27K $325M
ES
Eversource Energy

Utilities
4.81K
New
$70.59 - $74.88 $340K - $360K
4.81K $324M
IRBO
Ishares Robotics & Artificial

ETFs
6.72K
New
N/A
6.72K $324M
XLY
Select Sector Spdr Consumer Di

ETFs
2.7K
New
$228.75 - $242.18 $618K - $654K
2.7K $322M
ELA
Envela Corp

Consumer Cyclical
23.1K
New
$7.18 - $11.24 $166K - $259K
23.1K $309M
SYY
Sysco Corp

Consumer Defensive
4.19K
New
$72.9 - $83.27 $305K - $348K
4.19K $308M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.2K
New
$23.37 - $23.7 $308K - $312K
13.2K $308M
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.76K
New
$64.77 - $73.08 $308K - $347K
4.76K $306M
NKE
Nike, Inc.

Consumer Cyclical
4.77K
New
$60.8 - $74.57 $290K - $356K
4.77K $304M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
13K
New
$23.12 - $23.41 $301K - $305K
13K $302M
TXN
Texas Instruments Inc

Technology
1.66K
New
N/A
1.66K $287M
VHT
Vanguard Health Care ETF

ETFs
995
New
$264.7 - $283.93 $263K - $283K
995 $287M
XLI
Industrial Sector Spdr

ETFs
1.83K
New
$149.9 - $155.79 $274K - $285K
1.83K $284M
IYW
Ishares Dj Us Tech ETF

ETFs
1.41K
New
$192.8 - $211.27 $271K - $297K
1.41K $281M
MET
Metlife Inc

Financial Services
3.47K
New
$75.97 - $82.89 $263K - $287K
3.47K $274M
Fidelity Covington Trust
7.85K
New
N/A
7.85K $272M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.71K
New
$150.5 - $159.55 $258K - $273K
1.71K $268M
XLV
Select Sector Spdr Fund Health

ETFs
1.72K
New
$141.95 - $152.82 $244K - $263K
1.72K $266M
ATO
Atmos Energy Corp

Utilities
1.58K
New
$168.85 - $179.19 $266K - $282K
1.58K $264M
HEWJ
Ishares Currency Hedged Msci J

ETFs
4.95K
New
$48.98 - $54.31 $242K - $269K
4.95K $261M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
5.58K
New
N/A
5.58K $259M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.69K
New
$28.46 - $29.45 $247K - $256K
8.69K $257M
DOW
Dow Inc.

Basic Materials
11K
New
$20.65 - $25.73 $227K - $282K
11K $257M
CLX
Clorox CO

Consumer Defensive
2.48K
New
$103.68 - $123.19 $257K - $306K
2.48K $250M
USB
Us Bancorp \De\

Financial Services
4.59K
New
$45.28 - $48.26 $208K - $222K
4.59K $245M
BUCK
Simplify Exchange Traded Fds S
10.3K
New
N/A
10.3K $245M
KMI
Kinder Morgan, Inc.

Energy
8.89K
New
$25.84 - $28.46 $230K - $253K
8.89K $244M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.67K
New
$79.54 - $88.08 $212K - $235K
2.67K $233M
SF
Stifel Financial Corp

Financial Services
1.82K
New
$107.06 - $125.02 $195K - $227K
1.82K $228M
Fidelity Wise Origin Bitcoin
2.98K
New
N/A
2.98K $227M
HYD
Vaneck High Yield Muni ETF

ETFs
4.43K
New
$50.62 - $51.21 $224K - $227K
4.43K $226M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.33K
New
$155.17 - $185.52 $207K - $247K
1.33K $226M
ISRG
Intuitive Surgical Inc

Healthcare
397
New
$429.59 - $576.2 $171K - $229K
397 $225M
CAH
Cardinal Health Inc

Healthcare
1.06K
New
$153.27 - $206.06 $162K - $218K
1.06K $217M
DIS
Walt Disney CO

Communication Services
1.89K
New
$105.69 - $116.65 $199K - $220K
1.89K $215M
FFIC
Flushing Financial Corp

Financial Services
14K
New
$12.49 - $15.43 $174K - $215K
14K $212M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.52K
New
$122.29 - $132.67 $186K - $202K
1.52K $208M
Bunge Global Sa
2.33K
New
N/A
2.33K $207M
Ge Vernova Inc
317
New
N/A
317 $207M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.47K
New
$46.2 - $46.85 $206K - $209K
4.47K $206M
NEE
Nextera Energy Inc

Utilities
2.54K
New
$78.18 - $86.03 $199K - $219K
2.54K $204M
Blue Owl Technology Fin Corp
13.9K
New
N/A
13.9K $202M
AMAT
Applied Materials Inc

Technology
787
New
$209.95 - $240.89 $165K - $190K
787 $202M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
4.66K
New
N/A
4.66K $200M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.5K
New
$14.62 - $15.79 $154K - $166K
10.5K $167M
HLN
Haleon PLC

Healthcare
11K
New
$8.79 - $9.9 $96.7K - $109K
11K $111M
ABEV
Ambev S.A.

Consumer Defensive
33.2K
New
$2.11 - $2.55 $70K - $84.6K
33.2K $81.9M
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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