Leo Wealth, LLC Purchases in Q2 2025

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
1.75K
+ 23.1%
$96.91 - $113.0 $169K - $198K
9.32K $1.03B
GLW
Corning Inc

Technology
2.71K
+ 48.08%
$39.07 - $52.59 $106K - $143K
8.35K $439M
UPS
United Parcel Service Inc

Industrials
1.88K
+ 83.65%
$91.92 - $110.2 $173K - $207K
4.12K $416M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.19K
+ 15.43%
$23.29 - $23.38 $167K - $168K
53.8K $1.26B
EOG
Eog Resources Inc

Energy
1.76K
+ 34.33%
$104.61 - $129.97 $184K - $229K
6.9K $825M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.03K
+ 42.29%
$55.13 - $75.25 $167K - $228K
10.2K $699M
F
Ford Motor CO

Consumer Cyclical
14.9K
New
$8.69 - $10.85 $130K - $162K
14.9K $162M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.41K
+ 33.05%
$63.54 - $68.5 $153K - $165K
9.7K $654M
CTVA
Corteva, Inc.

Basic Materials
1.04K
+ 14.78%
$55.52 - $74.53 $57.7K - $77.4K
8.07K $601M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.74K
+ 11.3%
$51.68 - $52.76 $142K - $145K
27K $1.43B
NVO
Novo Nordisk A S

Healthcare
2.04K
+ 56.43%
$58.08 - $81.05 $118K - $165K
5.66K $390M
DTE
Dte Energy CO

Utilities
1.46K
+ 15.57%
$127.39 - $139.49 $186K - $203K
10.8K $1.43B
KHC
Kraft Heinz CO

Consumer Defensive
6.82K
+ 78.96%
$25.61 - $30.81 $175K - $210K
15.4K $399M
ACWI
Ishares Msci Acwi ETF

ETFs
831
+ 36.42%
$103.59 - $128.6 $86.1K - $107K
3.11K $400M
ELA
Envela Corp

Consumer Cyclical
21.6K
New
$5.48 - $6.98 $118K - $151K
21.6K $132M
WFC
Wells Fargo & Company

Financial Services
1.15K
+ 23.99%
$60.98 - $80.12 $70.1K - $92.1K
5.94K $476M
XLP
Consumer Staples Sector Spdr

ETFs
1.59K
+ 38.34%
N/A
5.74K $465M
BX
Blackstone Inc.

Financial Services
539
+ 11.78%
$120.07 - $151.11 $64.7K - $81.4K
5.12K $765M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.43K
+ 42.42%
$82.21 - $83.12 $117K - $119K
4.8K $398M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
467
+ 39.61%
$483.07 - $625.6 $226K - $292K
1.65K $864M
TTE
Total Energies Se

Energy
3K
+ 14.31%
N/A
23.9K $1.47B
Grayscale Ethereum Trust ETF
38
+ 0.19%
N/A
20.2K $422M
EEM
Ishares Msci Emerging Markets

ETFs
106
+ 0.47%
$38.52 - $48.28 $4.08K - $5.12K
22.9K $1.1B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.29K
+ 19.85%
$48.13 - $49.85 $110K - $114K
13.8K $678M
EPD
Enterprise Products Partners L.P.

Energy
5.39K
+ 26.16%
$28.95 - $34.22 $156K - $184K
26K $806M
DFUS
Dimensional ETF Tr U S Equity

ETFs
36
+ 0.27%
$53.65 - $67.02 $1.93K - $2.41K
13.3K $894M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.05K
+ 25.22%
$77.94 - $79.5 $82.1K - $83.8K
5.23K $416M
EW
Edwards Lifesciences Corp

Healthcare
181
+ 1.45%
$67.07 - $78.22 $12.1K - $14.2K
12.7K $991M
IWN
Ishares Russell2000 Val ETF

ETFs
401
+ 23.33%
$131.84 - $157.76 $52.9K - $63.3K
2.12K $335M
IDV
Ishares Tr

ETFs
848
+ 9.0%
$27.79 - $34.84 $23.6K - $29.5K
10.3K $355M
IWM
Ishares Russell 2000 ETF

ETFs
56
+ 1.9%
$174.82 - $215.79 $9.79K - $12.1K
3K $647M
FCX
Freeport Mcmoran Inc

Basic Materials
131
+ 1.32%
$29.15 - $44.46 $3.82K - $5.82K
10K $435M
CMI
Cummins Inc

Industrials
126
+ 10.84%
$267.12 - $336.65 $33.7K - $42.4K
1.29K $422M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
927
+ 19.09%
$45.11 - $52.34 $41.8K - $48.5K
5.78K $303M
IEMG
Ishares Inc

ETFs
497
+ 7.07%
N/A
7.53K $433M
PYPL
Pay Pal Holdings, Inc.

Financial Services
249
+ 7.34%
$57.41 - $74.81 $14.3K - $18.6K
3.64K $271M
FDX
Fedex Corp

Industrials
291
+ 26.99%
$198.07 - $245.17 $57.6K - $71.3K
1.37K $311M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
94
+ 0.89%
$32.66 - $40.75 $3.07K - $3.83K
10.6K $431M
SEIC
Sei Investments CO

Financial Services
104
+ 3.74%
$66.45 - $89.86 $6.91K - $9.35K
2.89K $259M
Linde PLC
85
+ 10.37%
N/A
905 $425M
PGR
Progressive Corp

Financial Services
358
+ 10.15%
$255.27 - $288.74 $91.4K - $103K
3.89K $1.04B
MMM
3 M CO

Industrials
151
+ 5.4%
$126.09 - $154.15 $19K - $23.3K
2.95K $448M
IEFA
Ishares Tr

ETFs
301
+ 8.09%
$67.83 - $84.09 $20.4K - $25.3K
4.02K $317M
VXF
Vanguard Extended Market ETF

ETFs
4
+ 0.25%
$150.43 - $192.71 $602 - $771
1.59K $307M
UMC
United Microelectronics Corp

Technology
3.51K
+ 32.02%
$6.12 - $8.32 $21.5K - $29.2K
14.5K $111M
HOLX
Hologic Inc

Healthcare
102
+ 1.36%
$52.73 - $65.22 $5.38K - $6.65K
7.61K $496M
Fidelity Covington Trust
198
+ 2.84%
N/A
7.18K $247M
PAYX
Paychex Inc

Industrials
297
+ 19.15%
$137.01 - $159.78 $40.7K - $47.5K
1.85K $269M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.02%
$54.19 - $67.22 $54.2 - $67.2
4.17K $280M
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email