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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$713B
$1.78 Billion 0.16% of portfolio
8,464
Q3 2024 Reduced 10.92%
$202B
$1.78 Billion 0.16% of portfolio
423
Q3 2024 Added 57.84%
$0
$1.73 Billion 0.16% of portfolio
71,678
Q3 2024 Added 4.4%
$0
$1.73 Billion 0.16% of portfolio
7,866
Q3 2024 Reduced 43.81%
$252B
$1.75 Billion 0.16% of portfolio
21,710
Q3 2024 Reduced 19.97%
$212B
$1.6 Billion 0.15% of portfolio
13,939
Q3 2024 Added 8.12%
$227B
$1.59 Billion 0.15% of portfolio
4,500
Q3 2024 Added 6.38%
$0
$1.65 Billion 0.15% of portfolio
68,904
Q3 2024 Reduced 38.26%
$7.66B
$1.62 Billion 0.15% of portfolio
31,069
Q3 2024 Added 4.74%
$42.6B
$1.66 Billion 0.15% of portfolio
18,635
Q3 2024 Added 4.9%
$228B
$1.61 Billion 0.15% of portfolio
15,131
Q3 2024 Reduced 6.5%
$0
$1.67 Billion 0.15% of portfolio
3,953
Q3 2024 Added 0.36%
$0
$1.58 Billion 0.14% of portfolio
63,660
Q4 2023 New
$198B
$1.51 Billion 0.14% of portfolio
3,046
Q3 2024 Reduced 0.56%
$15.4B
$1.54 Billion 0.14% of portfolio
11,725
Q3 2024 Added 5.6%
$0
$1.58 Billion 0.14% of portfolio
68,666
Q3 2024 Reduced 21.85%
$0
$1.51 Billion 0.14% of portfolio
66,736
Q3 2024 Added 104.94%
$210B
$1.53 Billion 0.14% of portfolio
9,019
Q3 2024 Added 12.6%
$0
$1.53 Billion 0.14% of portfolio
59,998
Q3 2024 Added 23.87%
$0
$1.38 Billion 0.13% of portfolio
70,630
Q3 2024 Added 25.8%
$0
$1.38 Billion 0.13% of portfolio
5,252
Q3 2024 Reduced 5.95%
$141B
$1.44 Billion 0.13% of portfolio
4,472
Q3 2024 Added 6.1%
$23.2B
$1.44 Billion 0.13% of portfolio
143,686
Q3 2024 Added 10.6%
$168B
$1.44 Billion 0.13% of portfolio
34,462
Q3 2024 Added 5.07%
$121B
$1.45 Billion 0.13% of portfolio
25,182
Q3 2024 Added 6.06%
$43.1B
$1.4 Billion 0.13% of portfolio
20,035
Q3 2024 Added 20.45%
$0
$1.35 Billion 0.12% of portfolio
59,422
Q3 2024 Added 7.09%
$0
$1.29 Billion 0.12% of portfolio
61,233
Q4 2023 New
$271B
$1.31 Billion 0.12% of portfolio
18,240
Q3 2024 Reduced 5.02%
$44.9B
$1.33 Billion 0.12% of portfolio
9,362
Q3 2024 Reduced 1.94%
$253B
$1.29 Billion 0.12% of portfolio
11,329
Q3 2024 Reduced 7.49%
$0
$1.36 Billion 0.12% of portfolio
10,570
Q3 2024 Added 66.3%
$0
$1.35 Billion 0.12% of portfolio
58,380
Q3 2024 Added 33.22%
$27.4B
$1.23 Billion 0.11% of portfolio
106,842
Q3 2024 Added 7.97%
$20.9B
$1.23 Billion 0.11% of portfolio
35,444
Q3 2024 Added 9.55%
$16.6B
$1.17 Billion 0.11% of portfolio
13,236
Q3 2024 Added 17.55%
$1.43T
$1.23 Billion 0.11% of portfolio
4,691
Q3 2024 Added 5.65%
$411B
$1.24 Billion 0.11% of portfolio
1,754
Q3 2024 Added 16.08%
$173B
$1.16 Billion 0.11% of portfolio
17,919
Q3 2024 Added 6.21%
$207B
$1.19 Billion 0.11% of portfolio
1,917
Q3 2024 Reduced 6.44%
$282B
$1.21 Billion 0.11% of portfolio
8,246
Q3 2024 Added 19.65%
$1.39B
$1.07 Billion 0.1% of portfolio
36,078
Q3 2024 Added 4.84%
$76.8B
$1.06 Billion 0.1% of portfolio
1,011
Q3 2024 Added 11.96%
$0
$1.04 Billion 0.1% of portfolio
18,193
Q3 2024 Reduced 12.29%
$0
$1.13 Billion 0.1% of portfolio
43,186
Q3 2024 Added 0.1%
$41.4B
$1.04 Billion 0.1% of portfolio
13,525
Q3 2024 Added 16.9%
$463B
$1.07 Billion 0.1% of portfolio
6,274
Q3 2024 Added 9.47%
$0
$1.06 Billion 0.1% of portfolio
23,103
Q2 2024 Reduced 31.05%
$0
$1.13 Billion 0.1% of portfolio
15,854
Q2 2024 Added 0.01%

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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