Leo Wealth, LLC Incresed Positions in Q4 2025

Leo Wealth, LLC

  • $1.38 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.56K
+ 134.72%
$87.33 - $94.14 $398K - $430K
7.95K $727M
FLCH
Franklin Templeton ETF Tr

ETFs
42K
+ 14.81%
$24.34 - $26.4 $1.02M - $1.11M
326K $7.76B
BAC
Bank Of America Corp

Financial Services
5.93K
+ 72.99%
$48.65 - $54.11 $288K - $321K
14K $769M
AMGN
Amgen Inc

Healthcare
947
+ 107.61%
$290.13 - $341.71 $275K - $324K
1.83K $598M
PEP
Pepsico Inc

Consumer Defensive
2.33K
+ 58.11%
$138.84 - $153.71 $323K - $358K
6.33K $908M
Gsk PLC
3.53K
+ 12.15%
N/A
32.6K $1.6B
MCD
Mcdonalds Corp

Consumer Cyclical
942
+ 3.36%
$293.81 - $310.11 $277K - $292K
29K $8.86B
VOD
Vodafone Group Public LTD CO

Communication Services
9.46K
+ 7.77%
$11.17 - $12.67 $106K - $120K
131K $1.73B
MO
Altria Group, Inc.

Consumer Defensive
6.86K
+ 68.88%
$56.38 - $66.65 $387K - $457K
16.8K $969M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1.36K
+ 8.7%
$80.72 - $91.01 $110K - $124K
17K $1.61B
PM
Philip Morris International Inc.

Consumer Defensive
1.95K
+ 48.54%
$144.33 - $160.86 $281K - $313K
5.95K $955M
INTU
Intuit Inc

Technology
427
+ 110.62%
$641.79 - $683.39 $274K - $292K
813 $538M
IEMG
Ishares Inc

ETFs
3.75K
+ 54.15%
N/A
10.7K $717M
IWF
Ishares Russell 1000 Gr ETF

ETFs
443
+ 5.47%
$459.47 - $491.71 $204K - $218K
8.55K $4.04B
XLF
Financial Sector Spdr

ETFs
4.29K
+ 70.9%
$51.76 - $53.77 $222K - $231K
10.3K $566M
CTSH
Cognizant Technology Solutions Corp

Technology
531
+ 4.71%
$65.47 - $74.66 $34.8K - $39.6K
11.8K $979M
IEFA
Ishares Tr

ETFs
2.25K
+ 59.14%
$86.09 - $89.88 $194K - $202K
6.05K $541M
WFC
Wells Fargo & Company

Financial Services
1.74K
+ 41.17%
$77.62 - $87.3 $135K - $152K
5.98K $557M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
258
+ 5.62%
$454.87 - $482.76 $117K - $125K
4.85K $2.33B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.62K
+ 8.61%
$63.25 - $66.24 $166K - $174K
33.1K $2.19B
EPD
Enterprise Products Partners L.P.

Energy
5.44K
+ 22.19%
$30.19 - $32.26 $164K - $176K
30K $961M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
840
+ 58.66%
$219.27 - $238.71 $184K - $201K
2.27K $510M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.86K
+ 14.86%
$50.55 - $50.74 $195K - $196K
29.9K $1.51B
Kenvue Inc
1.75K
+ 1.15%
N/A
154K $2.66B
C
Citigroup Inc

Financial Services
496
+ 6.24%
$93.93 - $102.87 $46.6K - $51K
8.44K $985M
CNQ
Canadian Natural Resources LTD

Energy
3.11K
+ 8.29%
$29.91 - $33.57 $93.1K - $104K
40.7K $1.38B
Lam Research Corp
310
+ 10.09%
N/A
3.38K $579M
IWD
Ishares Russell 1000 Val ETF

ETFs
706
+ 25.51%
$199.44 - $208.01 $141K - $147K
3.47K $731M
ED
Consolidated Edison Inc

Utilities
1.69K
+ 12.0%
$96.11 - $102.39 $163K - $173K
15.8K $1.57B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
777
+ 1.84%
$114.27 - $121.15 $88.8K - $94.1K
43.1K $5.18B
FDX
Fedex Corp

Industrials
320
+ 29.66%
$224.63 - $268.67 $71.9K - $86K
1.4K $404M
SNY
Sanofi

Healthcare
2.28K
+ 7.54%
$48.09 - $52.34 $110K - $119K
32.5K $1.58B
BA
Boeing CO

Industrials
663
+ 33.42%
$191.81 - $225.32 $127K - $149K
2.65K $575M
Ishares Bitcoin Trust ETF
8.65K
+ 46.62%
N/A
27.2K $1.35B
WM
Waste Management Inc

Industrials
631
+ 13.94%
$196.77 - $219.98 $124K - $139K
5.16K $1.13B
FE
Firstenergy Corp

Utilities
4.15K
+ 8.06%
$45.46 - $47.69 $189K - $198K
55.6K $2.49B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.25K
+ 5.61%
$63.98 - $67.45 $80.2K - $84.6K
23.6K $1.58B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.99K
+ 48.25%
$64.77 - $69.67 $129K - $139K
6.11K $403M
CMI
Cummins Inc

Industrials
44
+ 3.65%
$407.98 - $484.34 $18K - $21.3K
1.25K $637M
GLP
Global Partners LP

Energy
4.5K
+ 45.0%
$40.68 - $47.78 $183K - $215K
14.5K $607M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.47K
+ 32.75%
$22.88 - $22.95 $125K - $126K
22.2K $507M
BX
Blackstone Inc.

Financial Services
1.17K
+ 30.46%
$138.42 - $168.45 $162K - $197K
5.02K $774M
ACWI
Ishares Msci Acwi ETF

ETFs
729
+ 23.42%
$135.71 - $142.56 $98.9K - $104K
3.84K $544M
ACN
Accenture PLC

Technology
66
+ 1.53%
$234.02 - $253.35 $15.4K - $16.7K
4.38K $1.17B
BLE
Blackrock Municipal Income Trust Ii

Financial Services
9.88K
+ 6.07%
$10.31 - $10.6 $102K - $105K
173K $1.8B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2K
+ 7.19%
$52.76 - $53.18 $105K - $106K
29.7K $1.57B
IDV
Ishares Tr

ETFs
1.84K
+ 18.76%
$35.91 - $38.56 $66.1K - $71K
11.7K $460M
ABT
Abbott Laboratories

Healthcare
1.82K
+ 12.27%
$123.62 - $134.59 $225K - $245K
16.6K $2.08B
DTE
Dte Energy CO

Utilities
922
+ 57.02%
$133.44 - $143.32 $123K - $132K
2.54K $327M
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email