Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

Leo Wealth, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Trillion distributed in 357 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $72.7B, Affirm Holdings, Inc. with a value of $62.5B, Goldman Sachs ETF Tr Activebet with a value of $55.2B, Johnson & Johnson with a value of $54.3B, and American Centy ETF Tr Avantis with a value of $43B.

Examining the 13F form we can see an increase of $21.6B in the current position value, from $1.09T to 1.12T.

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 $1.12 Trillion
ETFs: $638 Billion
Technology: $150 Billion
Healthcare: $80 Billion
Financial Services: $47.9 Billion
Consumer Cyclical: $46.2 Billion
Communication Services: $27.6 Billion
Consumer Defensive: $22.9 Billion
Industrials: $18.3 Billion
Other: $40 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.7 Billion 6.52% of portfolio
693,539
Q4 2024 Added 1.56%
$14B
$62.5 Billion 5.6% of portfolio
1,025,513
Q4 2024 Reduced 7.15%
$0
$55.2 Billion 4.95% of portfolio
479,463
Q4 2024 Added 7.9%
$398B
$54.3 Billion 4.87% of portfolio
375,697
Q4 2024 Reduced 26.11%
$0
$43 Billion 3.85% of portfolio
443,635
Q4 2024 Added 5.7%
$0
$42.5 Billion 3.8% of portfolio
748,862
Q4 2024 Reduced 3.3%
$3.79T
$33.9 Billion 3.04% of portfolio
135,417
Q4 2024 Reduced 2.73%
$2.42T
$30.8 Billion 2.76% of portfolio
140,529
Q4 2024 Added 1.78%
$0
$24.9 Billion 2.23% of portfolio
269,399
Q4 2024 Reduced 18.22%
$0
$21.7 Billion 1.95% of portfolio
794,672
Q4 2024 Added 240.82%
$0
$21.6 Billion 1.94% of portfolio
313,799
Q4 2024 Added 9.79%
$0
$20.9 Billion 1.88% of portfolio
225,694
Q4 2024 Added 3.89%
$3.09T
$18.1 Billion 1.62% of portfolio
43,199
Q4 2024 Added 0.77%
$0
$17.6 Billion 1.58% of portfolio
630,682
Q4 2024 Added 324.09%
$0
$17.3 Billion 1.55% of portfolio
162,097
Q4 2024 Reduced 2.87%
$0
$16.5 Billion 1.48% of portfolio
328,629
Q4 2024 Reduced 10.23%
$0
$15.7 Billion 1.41% of portfolio
356,165
Q4 2024 Added 7.96%
J P Morgan Exchange Traded F
-
$15.7 Billion 1.4% of portfolio
-
Q4 2024 Added 6.96%
$0
$14 Billion 1.26% of portfolio
27,402
Q4 2024 Reduced 0.76%
Blackrock Inc
-
$13 Billion 1.17% of portfolio
-
Q4 2024 New
$610B
$11.7 Billion 1.05% of portfolio
25,738
Q4 2024 Added 2.19%
$299B
$10.4 Billion 0.93% of portfolio
77,560
Q4 2024 Reduced 1.55%
$0
$8.4 Billion 0.75% of portfolio
20,474
Q4 2024 Reduced 1.36%
$21.3B
$8.42 Billion 0.75% of portfolio
41,440
Q4 2024 Added 0.02%
$0
$7.64 Billion 0.69% of portfolio
172,253
Q4 2024 Reduced 2.42%
$0
$7.63 Billion 0.68% of portfolio
169,179
Q4 2024 Added 3.43%
$0
$7.38 Billion 0.66% of portfolio
12,600
Q4 2024 Added 12.41%
$92.9M
$7.39 Billion 0.66% of portfolio
392,313
Q4 2024 Added 0.02%
$0
$7.19 Billion 0.64% of portfolio
36,736
Q4 2024 Added 0.73%
$0
$6.46 Billion 0.58% of portfolio
111,390
Q4 2024 New
$1.22T
$6.31 Billion 0.57% of portfolio
33,334
Q4 2024 Added 25.03%
$0
$6.27 Billion 0.56% of portfolio
125,583
Q4 2024 Added 0.81%
$0
$6 Billion 0.54% of portfolio
69,778
Q4 2024 Reduced 11.74%
$1.25T
$5.74 Billion 0.51% of portfolio
30,135
Q4 2024 Added 35.64%
$0
$5.74 Billion 0.51% of portfolio
49,838
Q4 2024 Added 16.91%
$150B
$5.44 Billion 0.49% of portfolio
24,079
Q4 2024 Added 493.52%
$0
$5.49 Billion 0.49% of portfolio
109,922
Q4 2024 Added 11.86%
$0
$5.39 Billion 0.48% of portfolio
10,006
Q4 2024 Added 5.57%
Ecarx Holdings Inc
-
$5.31 Billion 0.48% of portfolio
-
Q4 2024 Reduced 9.34%
$0
$5.26 Billion 0.47% of portfolio
285,832
Q4 2024 Added 0.64%
$0
$5.21 Billion 0.47% of portfolio
95,859
Q4 2024 Added 12.31%
$0
$4.74 Billion 0.43% of portfolio
8,059
Q4 2024 Reduced 0.78%
$76.8B
$4.68 Billion 0.42% of portfolio
37,747
Q4 2024 Reduced 1.03%
$445B
$4.54 Billion 0.41% of portfolio
42,207
Q4 2024 Added 4.8%
$530B
$4.36 Billion 0.39% of portfolio
8,285
Q4 2024 Added 18.04%
$0
$4.23 Billion 0.38% of portfolio
176,613
Q4 2024 Added 60.47%
$1.55T
$4.26 Billion 0.38% of portfolio
7,281
Q4 2024 Reduced 4.72%
$0
$4.25 Billion 0.38% of portfolio
22,250
Q4 2024 Added 0.03%
$0
$4.11 Billion 0.37% of portfolio
69,705
Q4 2024 Added 45.88%

Summary

  • Portfolio
  • No. of Stocks 357
  • Current Value $1.12 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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