Leo Wealth, LLC Incresed Positions in Q1 2025

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
1.16K
+ 0.31%
$142.06 - $167.7 $164K - $194K
377K $62.5B
MCD
Mcdonalds Corp

Consumer Cyclical
24.2K
+ 649.11%
$279.74 - $321.29 $6.76M - $7.77M
27.9K $8.71B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
95.7K
+ 570.6%
$63.07 - $73.5 $6.03M - $7.03M
112K $7.89B
IXJ
Ishares Global Healthcare ETF

ETFs
22.2K
+ 31.82%
$86.01 - $94.19 $1.91M - $2.09M
92K $8.39B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
903
+ 5.77%
$80.53 - $147.57 $72.7K - $133K
16.6K $2.19B
TTE
Total Energies Se

Energy
10.8K
+ 106.71%
N/A
20.9K $1.35B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.5K
+ 140.67%
$50.48 - $51.04 $780K - $789K
26.4K $1.34B
CCI
Crown Castle International Corp

Real Estate
2.53K
+ 7.3%
$84.33 - $106.39 $213K - $269K
37.2K $3.87B
VOD
Vodafone Group Public LTD CO

Communication Services
61.3K
+ 67.57%
$8.05 - $9.86 $493K - $604K
152K $1.42B
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
3.59K
+ 26.34%
$74.5 - $92.3 $267K - $331K
17.2K $1.57B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
20.6K
+ 53.91%
$21.16 - $21.77 $436K - $449K
58.8K $1.28B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.4K
+ 20.84%
$21.77 - $22.25 $401K - $409K
107K $2.37B
DBE
Invesco Db Energy Fund

ETFs
20.5K
+ 61.77%
$18.43 - $20.34 $379K - $418K
53.8K $1.05B
MDT
Medtronic PLC

Healthcare
2.85K
+ 15.89%
$79.84 - $94.5 $227K - $269K
20.7K $1.86B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
16.3K
+ 9.23%
$23.9 - $24.18 $389K - $394K
193K $4.66B
Kenvue Inc
1.18K
+ 0.77%
N/A
153K $3.67B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16.8K
+ 15.33%
$22.61 - $23.14 $380K - $389K
127K $2.93B
NVS
Novartis Ag

Healthcare
2.3K
+ 19.35%
$97.14 - $115.57 $223K - $265K
14.2K $1.58B
D
Dominion Energy, Inc

Utilities
6.26K
+ 30.81%
$52.85 - $57.43 $331K - $360K
26.6K $1.49B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.9K
+ 8.91%
$24.79 - $25.26 $321K - $327K
158K $4B
PGR
Progressive Corp

Financial Services
688
+ 24.23%
$235.61 - $291.22 $162K - $200K
3.53K $999M
BIIB
Biogen Inc.

Healthcare
3.9K
+ 28.01%
$133.43 - $153.27 $521K - $598K
17.8K $2.44B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
544
+ 85.67%
$634.14 - $744.83 $345K - $405K
1.18K $748M
SNY
Sanofi

Healthcare
1.75K
+ 6.56%
$48.15 - $59.42 $84.2K - $104K
28.4K $1.58B
HON
Honeywell International Inc

Industrials
2.83K
+ 11.75%
$202.75 - $226.52 $574K - $641K
26.9K $5.7B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.64K
+ 26.84%
$22.77 - $22.94 $219K - $221K
45.5K $1.04B
PEP
Pepsico Inc

Consumer Defensive
1.62K
+ 12.16%
$142.64 - $156.42 $231K - $254K
14.9K $2.24B
ETR
Entergy Corp

Utilities
597
+ 3.79%
$75.26 - $87.89 $44.9K - $52.5K
16.4K $1.4B
PEG
Public Service Enterprise Group Inc

Utilities
2.82K
+ 21.81%
$78.2 - $90.39 $220K - $255K
15.7K $1.29B
DTE
Dte Energy CO

Utilities
228
+ 2.5%
$117.6 - $138.27 $26.8K - $31.5K
9.37K $1.3B
IBDV
Ishares Tr

Technology
6.42K
+ 14.98%
$21.11 - $21.73 $135K - $139K
49.2K $1.07B
ICE
Intercontinental Exchange, Inc.

Financial Services
143
+ 3.21%
$142.8 - $176.36 $20.4K - $25.2K
4.6K $793M
VEA
Vanguard Ftse Developed Market

ETFs
764
+ 2.55%
$47.4 - $52.99 $36.2K - $40.5K
30.8K $1.56B
CME
Cme Group Inc.

Financial Services
211
+ 13.42%
$225.82 - $266.54 $47.6K - $56.2K
1.78K $473M
Ishares Bitcoin Trust ETF
3.68K
+ 30.97%
N/A
15.6K $729M
EOG
Eog Resources Inc

Energy
507
+ 10.96%
$120.54 - $138.05 $61.1K - $70K
5.14K $658M
K
Kellogg CO

Consumer Defensive
552
+ 2.78%
$81.06 - $82.9 $44.7K - $45.8K
20.4K $1.68B
STWD
Starwood Property Trust, Inc.

Real Estate
2.16K
+ 8.46%
$18.41 - $20.53 $39.7K - $44.2K
27.6K $546M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.69K
+ 1.2%
N/A
142K $3.45B
O
Realty Income Corp

Real Estate
548
+ 10.21%
$51.67 - $58.49 $28.3K - $32.1K
5.92K $343M
AM
Antero Midstream Corp

Energy
472
+ 3.67%
$15.47 - $18.04 $7.3K - $8.51K
13.3K $240M
IDV
Ishares Tr

ETFs
51
+ 0.54%
$27.0 - $31.7 $1.38K - $1.62K
9.43K $292M
HOLX
Hologic Inc

Healthcare
1.53K
+ 25.54%
$60.7 - $73.77 $92.7K - $113K
7.51K $464M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
311
+ 10.17%
$81.83 - $82.73 $25.4K - $25.7K
3.37K $279M
DVY
Ishares Tr

ETFs
26
+ 0.39%
$128.58 - $138.1 $3.34K - $3.59K
6.78K $910M
WFC
Wells Fargo & Company

Financial Services
46
+ 0.97%
$66.78 - $81.42 $3.07K - $3.75K
4.79K $344M
VOOV
Vanguard S&P 500 Value ETF

ETFs
53
+ 3.0%
$179.71 - $192.06 $9.52K - $10.2K
1.82K $335M
UMC
United Microelectronics Corp

Technology
229
+ 2.13%
$5.69 - $7.15 $1.3K - $1.64K
11K $78.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.05%
$128.74 - $138.67 $129 - $139
2K $272M
Activity Summary
Buys All Purchases 89 New Holdings 20 Increased Positions 69 Sells All Sells 163 Reductions 163 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