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
$0
$4.19 Billion 0.38% of portfolio
172,436
Q3 2024 Reduced 4.59%
$0
$3.98 Billion 0.36% of portfolio
103,455
Q3 2024 Added 5.53%
$155B
$3.82 Billion 0.35% of portfolio
173,587
Q3 2024 Added 2.07%
$1.16T
$3.71 Billion 0.34% of portfolio
22,217
Q3 2024 Added 14.31%
$161B
$3.67 Billion 0.34% of portfolio
81,789
Q3 2024 Added 0.23%
Kenvue Inc
-
$3.51 Billion 0.32% of portfolio
-
Q3 2024 Added 0.32%
$486B
$3.47 Billion 0.32% of portfolio
7,019
Q3 2024 Reduced 1.28%
$0
$3.35 Billion 0.31% of portfolio
143,051
Q3 2024 Reduced 6.97%
$0
$3.36 Billion 0.31% of portfolio
50,482
Q3 2024 Added 0.11%
$0
$3.2 Billion 0.29% of portfolio
66,431
Q3 2024 Added 86.34%
$244B
$3.22 Billion 0.29% of portfolio
60,548
Q3 2024 Added 5.62%
$0
$3.2 Billion 0.29% of portfolio
8,530
Q3 2024 Reduced 0.35%
$0
$3.09 Billion 0.28% of portfolio
47,782
Q3 2024 Added 0.78%
$0
$3.11 Billion 0.28% of portfolio
17,830
Q3 2024 Added 9.66%
$0
$2.99 Billion 0.27% of portfolio
14,469
Q3 2024 Reduced 0.17%
$0
$2.87 Billion 0.26% of portfolio
139,196
Q3 2024 Added 5.81%
$113B
$2.75 Billion 0.25% of portfolio
30,530
Q3 2024 Added 3.25%
$20.6B
$2.7 Billion 0.25% of portfolio
13,939
Q3 2024 Reduced 0.12%
$0
$2.72 Billion 0.25% of portfolio
37,303
Q3 2024 Added 17.5%
$402B
$2.67 Billion 0.24% of portfolio
6,598
Q3 2024 Reduced 6.37%
$91B
$2.56 Billion 0.23% of portfolio
14,865
Q3 2024 Added 1,029.56%
$406B
$2.48 Billion 0.23% of portfolio
2,800
Q3 2024 Reduced 16.39%
$708B
$2.56 Billion 0.23% of portfolio
2,892
Q3 2024 Reduced 17.72%
$0
$2.55 Billion 0.23% of portfolio
40,598
Q3 2024 Added 0.11%
$379B
$2.56 Billion 0.23% of portfolio
14,776
Q3 2024 Reduced 2.83%
$0
$2.55 Billion 0.23% of portfolio
8,992
Q3 2024 Reduced 12.29%
$0
$2.36 Billion 0.22% of portfolio
18,719
Q3 2024 Reduced 1.32%
$114B
$2.36 Billion 0.22% of portfolio
28,099
Q3 2024 Added 10.86%
$0
$2.32 Billion 0.21% of portfolio
194,030
Q3 2024 Added 9.71%
$324B
$2.32 Billion 0.21% of portfolio
8,473
Q3 2024 Added 10.18%
$0
$2.3 Billion 0.21% of portfolio
302,334
Q3 2024 Added 10.86%
$0
$2.29 Billion 0.21% of portfolio
170,795
Q3 2024 Added 3.46%
$89.3B
$2.3 Billion 0.21% of portfolio
25,544
Q3 2024 Added 2.55%
$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%
$505B
$2.12 Billion 0.19% of portfolio
7,698
Q3 2024 Reduced 4.4%
$85.3B
$2.04 Billion 0.19% of portfolio
8,405
Q3 2024 Added 13.27%
$27.7B
$2.12 Billion 0.19% of portfolio
26,260
Q3 2024 Reduced 6.66%
$82.3B
$2.1 Billion 0.19% of portfolio
18,190
Q3 2024 Added 7.05%
$198B
$2.1 Billion 0.19% of portfolio
18,393
Q3 2024 Added 9.42%
$5.47B
$1.93 Billion 0.18% of portfolio
12,084
Q3 2024 Added 499.4%
$0
$2 Billion 0.18% of portfolio
32,096
Q3 2024 Reduced 1.13%
$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
$35.2B
$1.85 Billion 0.17% of portfolio
52,774
Q3 2024 Reduced 3.06%
$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%

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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