Leo Wealth, LLC Reduced Holdings in Q3 2025

Leo Wealth, LLC

  • $771 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-302K
- 44.43%
$109.47 - $119.06 $33M - $35.9M
377K $44.7B
JNJ
Johnson & Johnson

Healthcare
-218K
- 57.06%
$155.17 - $185.42 $33.9M - $40.5M
164K $30.5B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-198K
- 44.91%
$121.46 - $130.92 $24M - $25.9M
242K $31.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-799K
- 96.38%
$26.38 - $27.95 $21.1M - $22.3M
30K $819M
IEF
Ishares Barclays

ETFs
-217K
- 57.65%
$93.91 - $97.26 $20.4M - $21.2M
160K $15.4B
AVUS
American Centy ETF Tr Avantis

ETFs
-198K
- 42.53%
$101.2 - $109.16 $20M - $21.6M
267K $29.1B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-126K
- 56.92%
$107.66 - $112.36 $13.5M - $14.1M
95.1K $10.6B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-128K
- 53.17%
$92.14 - $93.55 $11.8M - $12M
113K $10.5B
MSFT
Microsoft Corp

Technology
-24.2K
- 59.31%
$491.09 - $535.64 $11.9M - $12.9M
16.6K $8.58B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-198K
- 24.3%
$64.58 - $69.94 $12.8M - $13.9M
618K $42.9B
AMZN
Amazon Com Inc

Consumer Cyclical
-41.9K
- 31.21%
$211.65 - $238.24 $8.87M - $9.98M
92.3K $20.3B
AAPL
Apple Inc.

Technology
-56.5K
- 42.21%
$202.38 - $256.87 $11.4M - $14.5M
77.3K $19.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15.6K
- 50.73%
$459.11 - $506.91 $7.16M - $7.91M
15.2K $7.62B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-96.8K
- 33.28%
$69.02 - $73.57 $6.68M - $7.12M
194K $14.3B
VUG
Vanguard Growth ETF

ETFs
-12.9K
- 53.48%
$433.97 - $484.08 $5.6M - $6.25M
11.2K $5.38B
NVDA
Nvidia Corp

Technology
-35.7K
- 48.69%
$153.3 - $186.58 $5.48M - $6.67M
37.7K $7.03B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-61.2K
- 34.54%
$75.26 - $80.19 $4.61M - $4.91M
116K $9.26B
IXJ
Ishares Global Healthcare ETF

ETFs
-47.9K
- 34.17%
$82.73 - $89.14 $3.96M - $4.27M
92.3K $8.18B
IVE
Ishares S&P 500 Value ETF

ETFs
-19.4K
- 83.61%
$194.44 - $206.51 $3.78M - $4.01M
3.81K $787M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-82.2K
- 39.94%
$45.07 - $46.28 $3.7M - $3.8M
124K $5.71B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-151K
- 93.9%
$23.82 - $25.84 $3.61M - $3.91M
9.84K $253M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.19K
- 47.68%
$546.99 - $602.2 $3.93M - $4.33M
7.89K $4.74B
MA
Mastercard Inc

Financial Services
-6.4K
- 74.8%
$550.18 - $598.96 $3.52M - $3.83M
2.15K $1.23B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-72.6K
- 57.73%
$51.78 - $57.89 $3.76M - $4.2M
53.2K $3.06B
XOM
Exxon Mobil Corp

Energy
-31K
- 61.94%
$105.83 - $117.22 $3.28M - $3.63M
19K $2.14B
USFR
Wisdomtree Floating Rate Treas

ETFs
-62.2K
- 11.66%
$50.23 - $50.48 $3.12M - $3.14M
471K $23.7B
META
Meta Platforms, Inc.

Communication Services
-4.17K
- 49.94%
$695.21 - $791.73 $2.9M - $3.3M
4.18K $3.07B
VEA
Vanguard Ftse Developed Market

ETFs
-55.1K
- 52.07%
$56.02 - $60.3 $3.09M - $3.32M
50.7K $3.04B
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-161K
- 38.54%
$19.9 - $21.46 $3.2M - $3.45M
257K $5.49B
NFLX
Netflix Inc

Communication Services
-2.03K
- 71.25%
$1147.87 - $1297.18 $2.32M - $2.63M
817 $980M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-30.4K
- 44.34%
$85.01 - $90.35 $2.59M - $2.75M
38.2K $3.42B
SO
Southern CO

Utilities
-27.8K
- 85.95%
$90.83 - $96.0 $2.52M - $2.67M
4.54K $430M
DGRO
Ishares Core Dividend Growth E

ETFs
-37K
- 91.99%
$64.12 - $68.08 $2.37M - $2.52M
3.22K $219M
PEP
Pepsico Inc

Consumer Defensive
-17.4K
- 81.34%
$133.81 - $152.16 $2.33M - $2.65M
4K $562M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-53.9K
- 42.12%
$39.84 - $41.42 $2.15M - $2.23M
74.1K $3.05B
HD
Home Depot, Inc.

Consumer Cyclical
-5.73K
- 83.64%
$357.4 - $423.42 $2.05M - $2.42M
1.12K $454M
V
Visa Inc.

Financial Services
-5.47K
- 69.23%
$332.09 - $358.86 $1.82M - $1.96M
2.43K $830M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-320
- 54.7%
$5364.25 - $5815.92 $1.72M - $1.86M
265 $1.43B
IVV
Ishares Core S&P 500 ETF

ETFs
-3.45K
- 34.46%
$620.67 - $670.08 $2.14M - $2.31M
6.57K $4.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.95K
- 26.08%
$567.77 - $614.76 $2.24M - $2.43M
11.2K $6.85B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-52.3K
- 85.79%
$34.31 - $38.09 $1.8M - $1.99M
8.67K $329M
LLY
Eli Lilly & CO

Healthcare
-2.1K
- 51.12%
$625.65 - $812.69 $1.31M - $1.71M
2.01K $1.53B
MELI
Mercadolibre Inc

Consumer Cyclical
-602
- 77.48%
$2292.04 - $2514.05 $1.38M - $1.51M
175 $409M
COST
Costco Wholesale Corp

Consumer Defensive
-1.47K
- 52.53%
$915.95 - $994.57 $1.35M - $1.46M
1.33K $1.23B
SBAC
Sba Communications Corp

Real Estate
-133
- 0.37%
$191.35 - $239.35 $25.4K - $31.8K
36.2K $7B
SPGI
S&P Global Inc.

Financial Services
-2.77K
- 73.17%
$484.94 - $564.15 $1.34M - $1.56M
1.01K $494M
AFRM
Affirm Holdings, Inc.

Technology
-73.3K
- 7.35%
$64.05 - $92.18 $4.7M - $6.76M
925K $67.6B
LMT
Lockheed Martin Corp

Industrials
-3.04K
- 87.81%
$410.74 - $499.21 $1.25M - $1.52M
422 $211M
JPM
Jpmorgan Chase & CO

Financial Services
-4.95K
- 50.75%
$282.78 - $316.06 $1.4M - $1.56M
4.8K $1.52B
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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