Leo Wealth, LLC Purchases in Q4 2024

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
632
+ 12.61%
$60.63 - $70.23 $38.3K - $44.4K
5.64K $354M
BND
Vanguard Bd Index Fd Inc Total

ETFs
857
+ 7.0%
$71.75 - $75.11 $61.5K - $64.4K
13.1K $942M
GLW
Corning Inc

Technology
24
+ 0.36%
$44.11 - $49.76 $1.06K - $1.19K
6.69K $318M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14
+ 0.35%
$417.69 - $450.94 $5.85K - $6.31K
3.97K $1.69B
VXF
Vanguard Extended Market ETF

ETFs
5
+ 0.32%
$179.17 - $207.15 $896 - $1.04K
1.58K $301M
CTVA
Corteva, Inc.

Basic Materials
454
+ 6.04%
$55.21 - $64.13 $25.1K - $29.1K
7.97K $454M
FDX
Fedex Corp

Industrials
3
+ 0.22%
$260.5 - $305.15 $782 - $915
1.35K $378M
SPTS
Spdr Portfolio Short Term Trea

ETFs
491
+ 4.83%
$28.88 - $29.33 $14.2K - $14.4K
10.7K $309M
IWR
Ishares Russell Mid Cap ETF

ETFs
63
+ 0.36%
$87.25 - $95.52 $5.5K - $6.02K
17.5K $1.54B
VOOV
Vanguard S&P 500 Value ETF

ETFs
106
+ 6.38%
$184.21 - $199.29 $19.5K - $21.1K
1.77K $326M
IJS
Ishares S&P Smallcap 600 Value

ETFs
19
+ 0.35%
$104.59 - $118.05 $1.99K - $2.24K
5.42K $588M
ETN
Eaton Corp PLC

Industrials
13
+ 0.86%
$326.96 - $377.52 $4.25K - $4.91K
1.52K $505M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.33%
$278.19 - $315.36 $835 - $946
918 $264M
BAR
Granite Shares Gold Trust

ETFs
44
+ 0.55%
$25.3 - $27.51 $1.11K - $1.21K
8.01K $207M
MET
Metlife Inc

Financial Services
4
+ 0.11%
$78.15 - $88.25 $313 - $353
3.69K $302M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.76K
+ 200.56%
$25.79 - $80.4 $148K - $463K
8.63K $225M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
119
+ 0.96%
$49.79 - $51.14 $5.93K - $6.09K
12.5K $625M
F
Ford Motor CO

Consumer Cyclical
659
+ 3.38%
$9.69 - $11.4 $6.39K - $7.51K
20.1K $199M
TXN
Texas Instruments Inc

Technology
202
+ 8.68%
N/A
2.53K $474M
LYB
Lyondell Basell Industries N.V.

Basic Materials
553
+ 17.6%
$72.97 - $96.75 $40.4K - $53.5K
3.7K $294M
CB
Chubb LTD

Financial Services
9
+ 0.99%
$271.57 - $301.89 $2.44K - $2.72K
915 $253M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.02%
$69.58 - $74.87 $69.6 - $74.9
5K $350M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
46
+ 0.61%
$51.09 - $55.27 $2.35K - $2.54K
7.59K $388M
IWD
Ishares Russell 1000 Val ETF

ETFs
17
+ 0.54%
$183.23 - $199.79 $3.11K - $3.4K
3.17K $587M
O
Realty Income Corp

Real Estate
638
+ 13.49%
$51.76 - $64.71 $33K - $41.3K
5.37K $287M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6
+ 0.14%
$46.46 - $51.66 $279 - $310
4.39K $212M
VT
Vanguard Total World Stk Index

ETFs
145
+ 0.99%
$117.09 - $123.07 $17K - $17.8K
14.9K $1.74B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
51
+ 1.07%
$96.64 - $101.23 $4.93K - $5.16K
4.81K $466M
SIVR
Abrdn Silver ETF Trust

ETFs
2.23K
+ 6.18%
$27.61 - $33.22 $61.5K - $74K
38.3K $1.06B
JEPI
J P Morgan Exchange Traded Fd

ETFs
101
+ 0.82%
$57.53 - $60.83 $5.81K - $6.14K
12.4K $716M
XLP
Consumer Staples Sector Spdr

ETFs
90
+ 1.47%
N/A
6.2K $488M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
235
+ 1.19%
$22.12 - $23.49 $5.2K - $5.52K
20K $445M
IGR
Cbre Global Real Estate Income Fund

Financial Services
422
+ 3.35%
$4.81 - $6.44 $2.03K - $2.72K
13K $62.7M
DVY
Ishares Tr

ETFs
33
+ 0.49%
$129.55 - $143.41 $4.28K - $4.73K
6.75K $886M
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.05%
$57.29 - $63.1 $115 - $126
4.19K $241M
IEMG
Ishares Inc

ETFs
233
+ 3.34%
N/A
7.21K $377M
IEFA
Ishares Tr

ETFs
59
+ 1.61%
$70.06 - $77.43 $4.13K - $4.57K
3.72K $262M
VIG
Vanguard Dividend Appreciation

ETFs
267
+ 0.73%
N/A
36.7K $7.19B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
48
+ 0.46%
$34.13 - $37.35 $1.64K - $1.79K
10.5K $360M
Linde PLC
29
+ 3.27%
N/A
915 $383M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.2K
+ 14.31%
$59.25 - $72.99 $70.8K - $87.2K
9.55K $570M
REET
Ishares Global Reit ETF

ETFs
181
+ 0.93%
$23.43 - $26.54 $4.24K - $4.8K
19.6K $469M
GE
General Electric CO

Industrials
259
+ 5.94%
$159.95 - $194.23 $41.4K - $50.3K
4.62K $771M
HOLX
Hologic Inc

Healthcare
11
+ 0.18%
$70.76 - $83.72 $778 - $921
5.98K $431M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
911
+ 5.75%
$63.27 - $70.31 $57.6K - $64.1K
16.8K $1.06B
EFA
Ishares Tr Msci Eafe ETF

ETFs
18
+ 0.22%
$75.1 - $82.99 $1.35K - $1.49K
8.14K $615M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
3.53K
+ 1.62%
$9.82 - $10.6 $34.6K - $37.4K
222K $2.24B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
214
+ 1.18%
$52.1 - $57.26 $11.1K - $12.3K
18.4K $960M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
4.68K
+ 2.25%
$9.99 - $10.92 $46.8K - $51.1K
213K $2.18B
Activity Summary
Buys All Purchases 222 New Holdings 45 Increased Positions 177 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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