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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$379B
$82.4 Billion 7.53% of portfolio
508,483
Q3 2024 Added 0.83%
$0
$69.4 Billion 6.34% of portfolio
682,919
Q3 2024 Added 1.04%
$0
$50.2 Billion 4.59% of portfolio
444,368
Q3 2024 Added 16.63%
$0
$47.6 Billion 4.35% of portfolio
774,412
Q3 2024 Added 1.95%
$14.9B
$45.1 Billion 4.12% of portfolio
1,104,513
Q3 2024 Reduced 3.39%
$0
$39.9 Billion 3.65% of portfolio
419,713
Q3 2024 Added 3.46%
$4.11T
$32.4 Billion 2.96% of portfolio
139,213
Q3 2024 Reduced 1.7%
$0
$32.3 Billion 2.95% of portfolio
329,439
Q3 2024 Added 10.47%
$2.28T
$25.7 Billion 2.35% of portfolio
138,074
Q3 2024 Reduced 8.87%
$0
$22.5 Billion 2.05% of portfolio
340,076
Q3 2024 Added 4.81%
$0
$20.2 Billion 1.85% of portfolio
217,240
Q3 2024 Added 4.56%
$0
$19.7 Billion 1.8% of portfolio
233,164
Q3 2024 Added 17.08%
$0
$19.3 Billion 1.76% of portfolio
285,810
Q3 2024 Added 1.72%
$0
$18.9 Billion 1.72% of portfolio
166,888
Q3 2024 Added 17.15%
$3.21T
$18.4 Billion 1.69% of portfolio
42,867
Q3 2024 Added 20.58%
$0
$18.4 Billion 1.68% of portfolio
366,072
Q3 2024 Added 12.33%
$0
$15.4 Billion 1.41% of portfolio
329,893
Q3 2024 Added 20.72%
J P Morgan Exchange Traded F
-
$14.4 Billion 1.32% of portfolio
-
Q3 2024 Added 126.88%
$0
$13.5 Billion 1.23% of portfolio
27,611
Q3 2024 Added 0.27%
$595B
$11.6 Billion 1.06% of portfolio
25,186
Q3 2024 Added 36.73%
$21.9B
$9.97 Billion 0.91% of portfolio
41,433
Q3 2024 Reduced 3.83%
$341B
$9.57 Billion 0.87% of portfolio
78,782
Q3 2024 Reduced 6.44%
$0
$8.12 Billion 0.74% of portfolio
176,523
Q3 2024 Added 6.13%
$0
$7.97 Billion 0.73% of portfolio
20,757
Q3 2024 Reduced 1.63%
$0
$7.76 Billion 0.71% of portfolio
79,063
Q3 2024 Added 6.36%
$0
$7.56 Billion 0.69% of portfolio
163,573
Q3 2024 Added 5.02%
$88.9M
$7.49 Billion 0.68% of portfolio
392,221
Q3 2024 Added 2.93%
$157B
$7.2 Billion 0.66% of portfolio
7,583
Q3 2024 Reduced 33.15%
$0
$7.22 Billion 0.66% of portfolio
36,469
Q3 2024 Reduced 1.6%
$0
$6.43 Billion 0.59% of portfolio
11,209
Q3 2024 Added 29.91%
$0
$5.92 Billion 0.54% of portfolio
124,572
Q3 2024 Reduced 0.14%
$0
$5.71 Billion 0.52% of portfolio
284,017
Q3 2024 Reduced 0.25%
Ecarx Holdings Inc
-
$5.3 Billion 0.48% of portfolio
-
Q3 2024 Reduced 1.5%
$0
$5.28 Billion 0.48% of portfolio
210,204
Q3 2024 Reduced 6.22%
$0
$5.09 Billion 0.47% of portfolio
98,266
Q3 2024 Added 5.15%
$0
$4.99 Billion 0.46% of portfolio
42,631
Q3 2024 Added 13.64%
$0
$5 Billion 0.46% of portfolio
9,478
Q3 2024 Added 28.58%
$444B
$4.72 Billion 0.43% of portfolio
40,275
Q3 2024 Added 3.77%
$0
$4.75 Billion 0.43% of portfolio
85,351
Q3 2024 Added 52.23%
$0
$4.69 Billion 0.43% of portfolio
8,122
Q3 2024 Reduced 5.25%
$0
$4.44 Billion 0.41% of portfolio
176,052
Q3 2024 Reduced 15.49%
$1.36T
$4.37 Billion 0.4% of portfolio
7,642
Q3 2024 Added 17.48%
$1.17T
$4.42 Billion 0.4% of portfolio
26,661
Q3 2024 Reduced 3.14%
$315B
$4.39 Billion 0.4% of portfolio
22,228
Q3 2024 Added 6.95%
$0
$4.39 Billion 0.4% of portfolio
22,244
Q3 2024 Added 0.09%
$0
$4.32 Billion 0.4% of portfolio
44,087
Q3 2024 Reduced 63.39%
$39.2B
$4.24 Billion 0.39% of portfolio
35,763
Q3 2024 Added 0.35%
$200B
$4.32 Billion 0.39% of portfolio
19,550
Q3 2024 Added 2.84%
$74.3B
$4.17 Billion 0.38% of portfolio
38,140
Q3 2024 Reduced 10.86%

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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