Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

Leo Wealth, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Trillion distributed in 348 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $82.4B, Vanguard World Fd Esg U.S. Sto with a value of $69.4B, Goldman Sachs ETF Tr Activebet with a value of $50.2B, Vanguard World Fd Esg Intl Stk with a value of $47.6B, and Affirm Holdings, Inc. with a value of $45.1B.

Examining the 13F form we can see an increase of $114B in the current position value, from $980B to 1.09T.

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 $1.09 Trillion
ETFs: $632 Billion
Technology: $128 Billion
Healthcare: $112 Billion
Financial Services: $49.7 Billion
Consumer Cyclical: $40.1 Billion
Communication Services: $27.3 Billion
Consumer Defensive: $21.4 Billion
Real Estate: $15.8 Billion
Other: $38.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.8B
$703 Million 0.06% of portfolio
9,514
Q3 2024 Reduced 0.47%
$1.58B
$675 Million 0.06% of portfolio
14,500
Q1 2024 Added 45.0%
$8.12B
$687 Million 0.06% of portfolio
14,557
Q3 2024 New
$60.5B
$603 Million 0.06% of portfolio
37,575
Q3 2024 Added 197.48%
$136B
$621 Million 0.06% of portfolio
9,927
Q3 2024 Reduced 6.53%
$22.2B
$517 Million 0.05% of portfolio
10,817
Q3 2024 Reduced 10.1%
$120B
$511 Million 0.05% of portfolio
9,880
Q3 2024 Reduced 8.02%
$75.8B
$541 Million 0.05% of portfolio
5,212
Q3 2024 Reduced 5.48%
$126B
$514 Million 0.05% of portfolio
4,880
Q3 2024 Reduced 22.82%
$192B
$544 Million 0.05% of portfolio
1,390
Q3 2024 Reduced 13.83%
$5.86B
$541 Million 0.05% of portfolio
26,527
Q3 2024 Reduced 0.48%
$1.02T
$531 Million 0.05% of portfolio
3,059
Q3 2024 Added 0.86%
$53.2B
$530 Million 0.05% of portfolio
10,488
Q3 2024 Reduced 0.32%
$34.1B
$584 Million 0.05% of portfolio
5,216
Q3 2024 Reduced 0.48%
$132B
$500 Million 0.05% of portfolio
1,510
Q3 2024 Reduced 8.87%
-
$507 Million 0.05% of portfolio
-
Q3 2024 New
$52.5B
$559 Million 0.05% of portfolio
3,717
Q3 2024 Added 0.27%
$170B
$587 Million 0.05% of portfolio
4,848
Q3 2024 Reduced 1.58%
$173B
$516 Million 0.05% of portfolio
3,034
Q3 2024 Reduced 4.62%
$0
$480 Million 0.04% of portfolio
34,991
Q4 2023 New
$17.5B
$409 Million 0.04% of portfolio
3,960
Q2 2024 Added 1.64%
$177B
$481 Million 0.04% of portfolio
2,328
Q3 2024 Reduced 34.46%
$30.4B
$467 Million 0.04% of portfolio
2,994
Q3 2024 Added 0.74%
$47.4B
$420 Million 0.04% of portfolio
4,089
Q3 2024 Reduced 10.27%
$353B
$476 Million 0.04% of portfolio
11,996
Q3 2024 Reduced 0.09%
$127B
$465 Million 0.04% of portfolio
3,562
Q3 2024 Reduced 0.39%
$18B
$486 Million 0.04% of portfolio
5,967
Q2 2024 Reduced 5.81%
$20B
$431 Million 0.04% of portfolio
2,643
Q3 2024 Reduced 6.64%
$40.9B
$442 Million 0.04% of portfolio
7,515
Q3 2024 Added 0.03%
$92B
$437 Million 0.04% of portfolio
3,204
Q3 2024 Added 59.64%
$71.4B
$422 Million 0.04% of portfolio
3,087
Q3 2024 Reduced 7.77%
$275B
$358 Million 0.03% of portfolio
430
Q3 2024 Added 19.44%
$74.2B
$274 Million 0.03% of portfolio
541
Q3 2024 Added 15.35%
$105B
$377 Million 0.03% of portfolio
2,479
Q3 2024 Reduced 4.06%
$40.2B
$301 Million 0.03% of portfolio
6,667
Q2 2024 New
$24.2B
$301 Million 0.03% of portfolio
3,142
Q3 2024 Reduced 18.92%
$58.9B
$380 Million 0.03% of portfolio
6,048
Q3 2024 Reduced 0.8%
$56.4B
$275 Million 0.03% of portfolio
1,628
Q3 2024 Reduced 4.63%
$49.1B
$375 Million 0.03% of portfolio
1,157
Q3 2024 Added 0.26%
$85.9B
$307 Million 0.03% of portfolio
7,568
Q3 2024 Added 15.23%
$140B
$320 Million 0.03% of portfolio
1,297
Q3 2024 Added 13.28%
$123B
$310 Million 0.03% of portfolio
2,298
Q3 2024 New
$98.7B
$280 Million 0.03% of portfolio
3,592
Q3 2024 Added 1.07%
$72.3B
$312 Million 0.03% of portfolio
1,033
Q3 2024 Reduced 0.96%
$412M
$325 Million 0.03% of portfolio
9,460
Q4 2023 New
$0
$342 Million 0.03% of portfolio
23,000
Q4 2023 New
$141B
$348 Million 0.03% of portfolio
4,118
Q3 2024 Added 0.98%
$65.3B
$304 Million 0.03% of portfolio
3,686
Q3 2024 Added 0.33%
$33B
$300 Million 0.03% of portfolio
4,729
Q3 2024 Reduced 19.89%

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $1.09 Trillion
  • Prior Value $980 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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