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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.32 Billion 0.21% of portfolio
194,030
Q3 2024 Added 9.71%
$0
$2.3 Billion 0.21% of portfolio
302,334
Q3 2024 Added 10.86%
$0
$2.3 Billion 0.21% of portfolio
218,123
Q3 2024 Added 11.45%
$0
$2.26 Billion 0.21% of portfolio
208,584
Q3 2024 Added 10.37%
$0
$2.24 Billion 0.2% of portfolio
198,577
Q3 2024 Added 10.63%
$0
$775 Million 0.07% of portfolio
88,886
Q4 2023 New
$0
$480 Million 0.04% of portfolio
34,991
Q4 2023 New
$0
$342 Million 0.03% of portfolio
23,000
Q4 2023 New
$0
$82.9 Million 0.01% of portfolio
12,615
Q3 2024 Added 2.97%
$0
$159 Million 0.01% of portfolio
12,909
Q2 2024 Reduced 6.94%
$3.08M
$8.32 Million 0.0% of portfolio
16,112
Q4 2023 New
$21.2M
$23 Million 0.0% of portfolio
42,500
Q4 2023 New

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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