Leo Wealth, LLC Sells in Q3 2025

Leo Wealth, LLC

  • $771 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-42.5K
- 31.18%
$26.94 - $29.62 $1.14M - $1.26M
93.8K $2.65B
VV
Vanguard Large Cap ETF

ETFs
-4.63K
- 75.21%
$285.05 - $309.14 $1.32M - $1.43M
1.53K $470M
MRK
Merck & Co., Inc.

Healthcare
-17.3K
- 45.51%
$77.6 - $87.37 $1.35M - $1.52M
20.8K $1.74B
ABBV
Abb Vie Inc.

Healthcare
-9.93K
- 43.97%
$184.85 - $231.54 $1.84M - $2.3M
12.6K $2.93B
VTV
Vanguard Value ETF

ETFs
-7.93K
- 34.17%
$175.51 - $186.57 $1.39M - $1.48M
15.3K $2.85B
PG
Procter & Gamble CO

Consumer Defensive
-7.48K
- 50.92%
$150.47 - $161.22 $1.13M - $1.21M
7.21K $1.11B
GOOG
Alphabet Inc.

Communication Services
-10.6K
- 51.94%
$175.16 - $255.24 $1.85M - $2.7M
9.78K $2.38B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-61.9K
- 85.92%
$19.61 - $19.79 $1.21M - $1.22M
10.1K $200M
DTE
Dte Energy CO

Utilities
-9.21K
- 85.06%
$130.26 - $141.49 $1.2M - $1.3M
1.62K $229M
CSCO
Cisco Systems, Inc.

Technology
-16.2K
- 27.9%
$66.2 - $71.79 $1.07M - $1.16M
41.8K $2.86B
HON
Honeywell International Inc

Industrials
-588
- 1.36%
$207.7 - $240.4 $122K - $141K
42.7K $8.99B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-20.4K
- 16.7%
$50.85 - $51.35 $1.04M - $1.05M
102K $5.2B
KO
Coca Cola CO

Consumer Defensive
-13.3K
- 42.48%
$65.67 - $71.67 $875K - $955K
18K $1.2B
WMT
Walmart Inc.

Consumer Defensive
-11.1K
- 45.73%
$94.4 - $104.27 $1.05M - $1.16M
13.2K $1.36B
CVX
Chevron Corp

Energy
-8.01K
- 41.57%
$145.57 - $161.83 $1.17M - $1.3M
11.3K $1.75B
VZ
Verizon Communications Inc

Communication Services
-24.2K
- 26.78%
$40.84 - $45.06 $986K - $1.09M
66.1K $2.9B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-40K
- 31.72%
N/A
86.1K $2.09B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.34K
- 50.59%
$132.9 - $142.03 $976K - $1.04M
7.17K $1.01B
AVGO
Broadcom Inc.

Technology
-5.3K
- 33.74%
$264.74 - $369.57 $1.4M - $1.96M
10.4K $3.44B
EEM
Ishares Msci Emerging Markets

ETFs
-18.5K
- 80.76%
$48.07 - $53.4 $888K - $986K
4.4K $235M
VT
Vanguard Total World Stk Index

ETFs
-6.47K
- 39.96%
$128.41 - $138.03 $831K - $893K
9.72K $1.34B
Kenvue Inc
-1.15K
- 0.75%
N/A
152K $2.47B
DUK
Duke Energy Corp

Utilities
-6.97K
- 27.5%
$116.31 - $125.93 $811K - $878K
18.4K $2.27B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.83K
- 47.02%
$72.57 - $74.72 $713K - $734K
11.1K $823M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.06K
- 14.97%
$617.65 - $666.84 $1.27M - $1.37M
11.7K $7.79B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-27.6K
- 18.23%
$25.09 - $25.19 $693K - $696K
124K $3.12B
PANW
Palo Alto Networks Inc

Technology
-3.19K
- 59.4%
$167.06 - $208.19 $533K - $664K
2.18K $444M
BNDX
Vanguard Total International B

ETFs
-13.6K
- 51.26%
$49.0 - $49.51 $664K - $671K
12.9K $638M
IBM
International Business Machines Corp

Technology
-1.48K
- 8.93%
$234.77 - $292.47 $348K - $434K
15.1K $4.27B
CL
Colgate Palmolive CO

Consumer Defensive
-5.48K
- 34.37%
$79.36 - $93.33 $435K - $512K
10.5K $837M
GIS
General Mills Inc

Consumer Defensive
-10.5K
- 21.88%
$48.44 - $53.83 $507K - $563K
37.4K $1.88B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14K
- 33.91%
$49.43 - $54.52 $691K - $762K
27.2K $1.48B
AXP
American Express CO

Financial Services
-1.87K
- 33.65%
$294.27 - $342.31 $550K - $639K
3.68K $1.22B
GS
Goldman Sachs Group Inc

Financial Services
-1.02K
- 35.62%
$696.56 - $806.32 $708K - $819K
1.84K $1.46B
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.05K
- 69.55%
$412.46 - $514.1 $431K - $538K
458 $225M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-22.6K
- 42.01%
$23.29 - $23.38 $526K - $528K
31.2K $729M
PLTR
Palantir Technologies Inc.

Technology
-4.67K
- 60.26%
$130.68 - $186.97 $610K - $873K
3.08K $562M
ABT
Abbott Laboratories

Healthcare
-3.28K
- 18.11%
$120.51 - $136.62 $395K - $448K
14.8K $1.99B
ACN
Accenture PLC

Technology
-787
- 15.44%
$232.56 - $304.78 $183K - $240K
4.31K $1.06B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-52.5K
- 23.43%
$9.82 - $10.43 $515K - $547K
171K $1.77B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-47.3K
- 22.69%
$10.62 - $11.43 $502K - $540K
161K $1.84B
KMB
Kimberly Clark Corp

Consumer Defensive
-2.76K
- 12.98%
$121.72 - $136.77 $336K - $377K
18.5K $2.3B
PM
Philip Morris International Inc.

Consumer Defensive
-1.93K
- 32.49%
$157.77 - $183.27 $304K - $353K
4.01K $650M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-49.5K
- 23.31%
$9.66 - $10.45 $478K - $517K
163K $1.7B
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-75.2K
- 23.29%
$6.44 - $6.96 $484K - $523K
248K $1.7B
ADBE
Adobe Inc.

Technology
-834
- 24.01%
$333.65 - $392.1 $278K - $327K
2.64K $931M
MO
Altria Group, Inc.

Consumer Defensive
-8.3K
- 45.47%
$57.75 - $67.68 $479K - $562K
9.95K $657M
PFE
Pfizer Inc

Healthcare
-21.7K
- 16.71%
$23.29 - $25.88 $506K - $562K
108K $2.76B
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-52.8K
- 22.49%
$9.39 - $10.12 $495K - $534K
182K $1.84B
Activity Summary
Buys All Purchases 66 New Holdings 19 Increased Positions 47 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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