Leo Wealth, LLC Purchases and Sells in Q4 2024

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

Top Buys

Incresed Positions

177 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	2.46K + 1.78%	$180.88 - $232.93 $444K - $572K	141K $30.8B
GSLC	35.1K + 7.9%	$111.85 - $120.71 $3.93M - $4.24M	479K $55.2B
HON	20K + 493.52%	$202.84 - $236.0 $4.06M - $4.73M	24.1K $5.44B
ESGV	10.6K + 1.56%	$100.18 - $109.1 $1.06M - $1.16M	694K $72.7B
AVUS	23.9K + 5.7%	$94.36 - $102.06 $2.26M - $2.44M	444K $43B
SPLG	28K + 9.79%	$66.77 - $71.52 $1.87M - $2M	314K $21.6B

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK INC	12.7K New	N/A	12.7K $13B
VGIT	111K New	$57.78 - $60.4 $6.44M - $6.73M	111K $6.46B
VTC	36K New	$75.59 - $79.31 $2.72M - $2.85M	36K $2.72B
RSP	11.9K New	$174.22 - $187.62 $2.08M - $2.24M	11.9K $2.09B
COMT	66.4K New	$24.66 - $27.63 $1.64M - $1.84M	66.4K $1.68B
DTE	9.14K New	$117.04 - $129.77 $1.07M - $1.19M	9.14K $1.1B

Top Sells

Reduced Positions

114 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	-133K - 26.11%	$143.34 - $165.86 $19M - $22M	376K $54.3B
IEF	-60K - 18.22%	$92.08 - $98.18 $5.53M - $5.89M	269K $24.9B
JIRE	-63.5K - 18.69%	$58.46 - $65.6 $3.71M - $4.17M	277K $16.2B
VSGX	-25.6K - 3.3%	$56.61 - $61.63 $1.45M - $1.57M	749K $42.5B
IBTF	-87.5K - 61.19%	$23.25 - $23.37 $2.04M - $2.05M	55.5K $1.29B
USFR	-37.4K - 10.23%	$50.23 - $50.46 $1.88M - $1.89M	329K $16.5B

Activity Summary All Purchases 222 New Holdings 45 Increased Positions 177 All Sells 114 Reductions 114 Sold out 0 Calls 0 Puts 0

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