Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

Leo Wealth, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Trillion distributed in 357 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $72.7B, Affirm Holdings, Inc. with a value of $62.5B, Goldman Sachs ETF Tr Activebet with a value of $55.2B, Johnson & Johnson with a value of $54.3B, and American Centy ETF Tr Avantis with a value of $43B.

Examining the 13F form we can see an increase of $21.6B in the current position value, from $1.09T to 1.12T.

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 $1.12 Trillion
ETFs: $638 Billion
Technology: $150 Billion
Healthcare: $80 Billion
Financial Services: $47.9 Billion
Consumer Cyclical: $46.2 Billion
Communication Services: $27.6 Billion
Consumer Defensive: $22.9 Billion
Industrials: $18.3 Billion
Other: $40 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$205 Million 0.02% of portfolio
776
Q4 2024 New
$8.58B
$194 Million 0.02% of portfolio
12,877
Q4 2024 New
$0
$244 Million 0.02% of portfolio
2,009
Q4 2024 New
$67B
$235 Million 0.02% of portfolio
484
Q4 2024 Reduced 10.54%
$0
$241 Million 0.02% of portfolio
4,190
Q4 2024 Added 0.05%
$17B
$179 Million 0.02% of portfolio
37,913
Q4 2024 Added 109.06%
$30.8B
$211 Million 0.02% of portfolio
7,236
Q4 2024 New
$123B
$253 Million 0.02% of portfolio
915
Q4 2024 Added 0.99%
$82.2B
$215 Million 0.02% of portfolio
1,302
Q4 2024 New
$1.68B
$207 Million 0.02% of portfolio
8,006
Q4 2024 Added 0.55%
$0
$262 Million 0.02% of portfolio
3,721
Q4 2024 Added 1.61%
$18.9B
$219 Million 0.02% of portfolio
4,066
Q4 2024 Reduced 4.58%
$0
$247 Million 0.02% of portfolio
9,105
Q4 2024 Reduced 42.99%
$0
$208 Million 0.02% of portfolio
2,070
Q4 2024 New
$0
$225 Million 0.02% of portfolio
4,827
Q3 2024 New
$24.1B
$229 Million 0.02% of portfolio
7,003
Q4 2024 Added 35.95%
$0
$253 Million 0.02% of portfolio
12,996
Q4 2024 Added 28.14%
$0
$259 Million 0.02% of portfolio
5,495
Q4 2024 New
$169B
$246 Million 0.02% of portfolio
391
Q4 2024 Added 14.66%
$73.9B
$271 Million 0.02% of portfolio
1,029
Q4 2024 Reduced 0.39%
$13B
$212 Million 0.02% of portfolio
4,393
Q4 2024 Added 0.14%
$38.4B
$199 Million 0.02% of portfolio
20,148
Q4 2024 Added 3.38%
$0
$214 Million 0.02% of portfolio
1,687
Q4 2024 New
Fidelity Wise Origin Bitcoin
-
$215 Million 0.02% of portfolio
-
Q4 2024 New
$0
$264 Million 0.02% of portfolio
918
Q4 2024 Added 0.33%
$0
$258 Million 0.02% of portfolio
3,387
Q3 2024 New
$0
$257 Million 0.02% of portfolio
9,374
Q4 2024 Reduced 0.01%
$195B
$226 Million 0.02% of portfolio
1,797
Q4 2024 New
$138B
$242 Million 0.02% of portfolio
3,369
Q4 2024 Reduced 18.19%
$0
$219 Million 0.02% of portfolio
4,343
Q4 2024 Reduced 10.6%
$88.1B
$258 Million 0.02% of portfolio
4,847
Q4 2024 Reduced 19.86%
$0
$264 Million 0.02% of portfolio
2,001
Q4 2024 Reduced 8.71%
$99.2B
$207 Million 0.02% of portfolio
750
Q4 2024 Reduced 3.97%
$40.9B
$212 Million 0.02% of portfolio
1,785
Q3 2024 New
$0
$225 Million 0.02% of portfolio
8,629
Q4 2024 Added 200.56%
$53.8B
$244 Million 0.02% of portfolio
1,418
Q4 2024 Reduced 12.9%
$112B
$214 Million 0.02% of portfolio
2,346
Q4 2024 Reduced 14.22%
$20.3B
$279 Million 0.02% of portfolio
20,570
Q4 2024 New
$70.4B
$240 Million 0.02% of portfolio
800
Q4 2024 Added 2.56%
$0
$251 Million 0.02% of portfolio
3,058
Q4 2024 New
$79.7B
$204 Million 0.02% of portfolio
2,696
Q4 2024 Reduced 4.43%
$44B
$272 Million 0.02% of portfolio
2,714
Q4 2024 Reduced 2.16%
$54.4B
$222 Million 0.02% of portfolio
1,587
Q4 2024 New
$11.9B
$212 Million 0.02% of portfolio
5,056
Q4 2024 Reduced 1.21%
$103M
$86 Million 0.01% of portfolio
11,500
Q4 2023 New
$16.4B
$69.7 Million 0.01% of portfolio
10,732
Q4 2024 Reduced 4.4%
$2.41B
$69.5 Million 0.01% of portfolio
12,000
Q3 2024 New
$0
$131 Million 0.01% of portfolio
10,722
Q4 2024 Reduced 16.94%
$175M
$155 Million 0.01% of portfolio
21,570
Q4 2024 Reduced 0.44%

Summary

  • Portfolio
  • No. of Stocks 357
  • Current Value $1.12 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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