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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.93 Billion 0.18% of portfolio
46,489
Q3 2024 Reduced 12.32%
$0
$1.92 Billion 0.18% of portfolio
78,313
Q4 2023 New
$0
$1.88 Billion 0.17% of portfolio
70,672
Q3 2024 Added 0.09%
$0
$1.9 Billion 0.17% of portfolio
57,661
Q3 2024 Added 1.76%
$0
$1.76 Billion 0.16% of portfolio
14,707
Q3 2024 Reduced 4.1%
$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%
$0
$1.65 Billion 0.15% of portfolio
68,904
Q3 2024 Reduced 38.26%
$7.61B
$1.62 Billion 0.15% of portfolio
31,069
Q3 2024 Added 4.74%
$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
$0
$1.58 Billion 0.14% of portfolio
68,666
Q3 2024 Reduced 21.85%
$0
$1.53 Billion 0.14% of portfolio
17,396
Q3 2024 Added 0.43%
$0
$1.51 Billion 0.14% of portfolio
66,736
Q3 2024 Added 104.94%
$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
$1.35 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
$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%
$1.37B
$1.07 Billion 0.1% of portfolio
36,078
Q3 2024 Added 4.84%
$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%
$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%
$0
$1.03 Billion 0.09% of portfolio
19,485
Q3 2024 Added 10.72%
$0
$1.04 Billion 0.09% of portfolio
17,047
Q3 2024 Added 9.99%
$0
$933 Million 0.09% of portfolio
15,005
Q3 2024 Added 0.25%
$0
$1 Billion 0.09% of portfolio
11,398
Q3 2024 Added 5.03%
$0
$923 Million 0.08% of portfolio
39,244
Q3 2024 Added 20.75%
$0
$919 Million 0.08% of portfolio
12,240
Q3 2024 Added 20.2%
$0
$906 Million 0.08% of portfolio
5,404
Q3 2024 Added 68.35%
$0
$908 Million 0.08% of portfolio
6,719
Q3 2024 Reduced 1.98%
$0
$717 Million 0.07% of portfolio
31,867
Q3 2024 Added 13.89%
$0
$735 Million 0.07% of portfolio
12,343
Q3 2024 Added 131.79%
$196M
$723 Million 0.07% of portfolio
38,878
Q3 2024 Added 4.16%
$0
$632 Million 0.06% of portfolio
12,356
Q3 2024 Reduced 46.1%
$0
$687 Million 0.06% of portfolio
13,508
Q3 2024 New
$0
$658 Million 0.06% of portfolio
7,862
Q3 2024 New
$0
$634 Million 0.06% of portfolio
15,177
Q3 2024 Reduced 0.57%
$0
$640 Million 0.06% of portfolio
15,362
Q3 2024 Added 0.42%
$0
$679 Million 0.06% of portfolio
8,117
Q2 2024 Added 0.91%
$0
$624 Million 0.06% of portfolio
5,639
Q4 2023 New
$0
$507 Million 0.05% of portfolio
6,112
Q3 2024 New
$0
$555 Million 0.05% of portfolio
974
Q3 2024 Added 22.82%
$0
$513 Million 0.05% of portfolio
2,320
Q3 2024 Added 0.04%
$0
$517 Million 0.05% of portfolio
19,378
Q3 2024 Added 0.5%
$0
$594 Million 0.05% of portfolio
10,022
Q3 2024 Reduced 41.81%
$0
$581 Million 0.05% of portfolio
5,398
Q3 2024 Added 4.25%

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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