Leo Wealth, LLC Purchases in Q2 2025

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVYA
Ishares Asia/Pacific Divid 30

ETFs
11.9K
New
$31.18 - $38.55 $370K - $458K
11.9K $457M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.49K
New
$152.42 - $182.82 $380K - $455K
2.49K $455M
LOW
Lowes Companies Inc

Consumer Cyclical
1.97K
New
$210.83 - $235.28 $415K - $464K
1.97K $437M
ETN
Eaton Corp PLC

Industrials
1.21K
New
$246.52 - $356.99 $299K - $432K
1.21K $432M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
792
+ 20.37%
$376.48 - $440.65 $298K - $349K
4.68K $2.06B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.1K
New
$38.81 - $44.28 $392K - $448K
10.1K $429M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.8K
+ 10.01%
$24.94 - $25.42 $395K - $403K
174K $4.42B
VTC
Vanguard Scottsdale Fds Total

ETFs
5.42K
New
$74.71 - $77.33 $405K - $419K
5.42K $419M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
79.5K
+ 32.68%
$6.54 - $7.1 $520K - $565K
323K $2.12B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
8.27K
New
$43.28 - $50.37 $358K - $416K
8.27K $414M
NVS
Novartis Ag

Healthcare
2.21K
+ 15.6%
$101.96 - $121.01 $225K - $267K
16.4K $1.98B
CCJ
Cameco Corp

Energy
3
+ 0.03%
$36.68 - $74.46 $110 - $223
11.8K $876M
ABT
Abbott Laboratories

Healthcare
2.46K
+ 15.72%
$123.95 - $138.08 $305K - $339K
18.1K $2.46B
HEWJ
Ishares Currency Hedged Msci J

ETFs
8.47K
New
$36.78 - $45.25 $311K - $383K
8.47K $379M
CMCSA
Comcast Corp

Communication Services
11.4K
+ 49.31%
$32.84 - $36.72 $374K - $418K
34.5K $1.23B
GNTY
Guaranty Bancshares Inc

Financial Services
8.76K
New
$37.41 - $43.28 $328K - $379K
8.76K $372M
C
Citigroup Inc

Financial Services
3.04K
+ 39.34%
$58.13 - $85.12 $177K - $259K
10.8K $917M
ACN
Accenture PLC

Technology
1.38K
+ 37.16%
$279.23 - $323.21 $386K - $446K
5.1K $1.52B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.84K
New
$139.8 - $197.22 $257K - $363K
1.84K $363M
COP
Conocophillips

Energy
4K
New
$82.66 - $106.1 $331K - $424K
4K $359M
VHT
Vanguard Health Care ETF

ETFs
1.43K
New
$236.71 - $261.92 $338K - $374K
1.43K $355M
GE
General Electric CO

Industrials
375
+ 8.37%
$166.81 - $257.39 $62.6K - $96.5K
4.86K $1.25B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.57K
New
$45.2 - $46.6 $342K - $353K
7.57K $351M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
7.3K
New
$46.46 - $47.44 $339K - $346K
7.3K $346M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.98K
New
$53.23 - $70.65 $318K - $423K
5.98K $346M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.22K
New
$50.53 - $212.53 $314K - $1.32M
6.22K $345M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.41K
New
$75.05 - $77.34 $331K - $341K
4.41K $341M
SYY
Sysco Corp

Consumer Defensive
4.44K
New
$68.0 - $75.91 $302K - $337K
4.44K $336M
SHEL
Shell PLC

Energy
4.74K
New
$59.75 - $73.05 $283K - $346K
4.74K $334M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
10.1K
New
$27.24 - $33.15 $276K - $335K
10.1K $334M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
7.16K
New
N/A
7.16K $330M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.74K
New
$66.5 - $71.25 $315K - $338K
4.74K $330M
TGT
Target Corp

Consumer Defensive
3.31K
New
$88.76 - $105.77 $294K - $350K
3.31K $327M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.39K
New
$35.77 - $42.27 $264K - $312K
7.39K $312M
Lam Research Corp
3.21K
New
N/A
3.21K $312M
XLF
Financial Sector Spdr

ETFs
5.64K
+ 93.46%
$43.92 - $52.37 $248K - $296K
11.7K $612M
BAC
Bank Of America Corp

Financial Services
5.67K
+ 75.41%
$34.39 - $47.46 $195K - $269K
13.2K $624M
INTU
Intuit Inc

Technology
316
+ 92.94%
$544.07 - $787.63 $172K - $249K
656 $517M
MET
Metlife Inc

Financial Services
3.79K
New
$68.42 - $82.49 $259K - $313K
3.79K $305M
MS
Morgan Stanley

Financial Services
2.16K
New
$99.83 - $140.86 $215K - $304K
2.16K $304M
IWX
Ishares Tr Russell 200 Value E

ETFs
3.53K
New
$73.26 - $84.19 $259K - $298K
3.53K $298M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
4.61K
New
$61.48 - $65.6 $283K - $302K
4.61K $295M
SPYG
Spdr Portfolio

ETFs
3.09K
New
$71.83 - $95.32 $222K - $295K
3.09K $295M
LHX
L3 Harris Technologies, Inc.

Industrials
1.16K
New
$200.21 - $256.99 $233K - $299K
1.16K $292M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.2K
New
$20.16 - $20.49 $286K - $291K
14.2K $291M
MUB
Ishares National Muni Bond ETF

ETFs
2.76K
New
$102.31 - $105.8 $282K - $292K
2.76K $288M
CLX
Clorox CO

Consumer Defensive
2.37K
New
$118.01 - $148.69 $280K - $353K
2.37K $285M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.77K
+ 9.12%
$51.16 - $62.02 $142K - $172K
33.2K $2.06B
SBUX
Starbucks Corp

Consumer Cyclical
3.08K
New
$79.69 - $99.41 $245K - $306K
3.08K $282M
Activity Summary
Buys All Purchases 326 New Holdings 132 Increased Positions 194 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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