Leo Wealth, LLC Incresed Positions in Q2 2025

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
61.9K
+ 610.06%
$19.49 - $19.66 $1.21M - $1.22M
72K $1.42B
GOOGL
Alphabet Inc.

Communication Services
3.66K
+ 14.66%
$144.7 - $178.6 $529K - $653K
28.6K $5.03B
CVX
Chevron Corp

Energy
9.67K
+ 100.73%
$133.73 - $168.51 $1.29M - $1.63M
19.3K $2.76B
TSLA
Tesla, Inc.

Consumer Cyclical
2.61K
+ 64.83%
$221.86 - $362.89 $578K - $946K
6.63K $2.11B
CSCO
Cisco Systems, Inc.

Technology
9.58K
+ 19.82%
$53.19 - $69.38 $510K - $665K
57.9K $4.02B
PG
Procter & Gamble CO

Consumer Defensive
6.86K
+ 87.61%
$157.66 - $172.39 $1.08M - $1.18M
14.7K $2.34B
T
At&T Inc.

Communication Services
31.1K
+ 29.6%
$26.33 - $28.94 $820K - $901K
136K $3.94B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.01K
+ 93.46%
$114.78 - $133.31 $805K - $935K
14.5K $1.93B
BNDX
Vanguard Total International B

ETFs
20K
+ 312.88%
$48.77 - $49.55 $977K - $993K
26.4K $1.28B
ADBE
Adobe Inc.

Technology
2.46K
+ 241.16%
$340.0 - $420.68 $835K - $1.03M
3.47K $1.34B
V
Visa Inc.

Financial Services
2.63K
+ 49.93%
$308.27 - $373.31 $811K - $983K
7.9K $2.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.8K
+ 68.76%
$39.89 - $49.46 $670K - $830K
41.2K $2.04B
KO
Coca Cola CO

Consumer Defensive
13K
+ 70.75%
$68.37 - $73.9 $888K - $960K
31.4K $2.22B
FLCH
Franklin Templeton ETF Tr

ETFs
35.1K
+ 12.7%
$17.74 - $21.96 $623K - $771K
312K $6.77B
GIS
General Mills Inc

Consumer Defensive
20.8K
+ 77.08%
$50.37 - $60.97 $1.05M - $1.27M
47.8K $2.48B
VZ
Verizon Communications Inc

Communication Services
22.3K
+ 32.76%
$41.67 - $45.62 $927K - $1.02M
90.2K $3.9B
VTI
Vanguard Total Stock Market Et

ETFs
1.8K
+ 19.84%
$243.75 - $303.93 $440K - $548K
10.9K $3.31B
GLD
Spdr Gold Trust

ETFs
2.21K
+ 28.95%
$273.71 - $316.29 $605K - $700K
9.85K $3B
LMT
Lockheed Martin Corp

Industrials
1.57K
+ 82.84%
$430.82 - $486.45 $676K - $763K
3.46K $1.6B
GS
Goldman Sachs Group Inc

Financial Services
554
+ 24.11%
$462.22 - $707.75 $256K - $392K
2.85K $2.01B
VIG
Vanguard Dividend Appreciation

ETFs
1.81K
+ 5.11%
N/A
37.3K $7.63B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
30.6K
+ 24.22%
$22.7 - $23.33 $696K - $715K
157K $3.67B
PLTR
Palantir Technologies Inc.

Technology
3.9K
+ 101.12%
$74.01 - $144.25 $288K - $562K
7.75K $1.06B
PANW
Palo Alto Networks Inc

Technology
3.2K
+ 147.44%
$152.44 - $204.64 $488K - $655K
5.37K $1.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.67K
+ 12.41%
$90.56 - $109.49 $423K - $511K
42.3K $4.62B
DUK
Duke Energy Corp

Utilities
6.07K
+ 31.48%
$112.46 - $124.05 $683K - $753K
25.4K $2.99B
PEP
Pepsico Inc

Consumer Defensive
6.5K
+ 43.47%
$128.02 - $151.37 $832K - $984K
21.4K $2.83B
ORCL
Oracle Corp

Technology
131
+ 1.87%
$122.82 - $218.63 $16.1K - $28.6K
7.15K $1.56B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.86K
+ 60.24%
$72.02 - $73.82 $566K - $580K
20.9K $1.54B
CL
Colgate Palmolive CO

Consumer Defensive
6.63K
+ 71.21%
$87.57 - $96.0 $581K - $637K
15.9K $1.45B
MO
Altria Group, Inc.

Consumer Defensive
9.62K
+ 111.32%
$55.56 - $60.91 $534K - $586K
18.3K $1.07B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.71K
+ 8.82%
$55.54 - $69.09 $206K - $256K
45.7K $3.16B
AXP
American Express CO

Financial Services
992
+ 21.76%
$231.39 - $318.98 $230K - $316K
5.55K $1.77B
SO
Southern CO

Utilities
5.86K
+ 22.17%
$84.91 - $92.56 $498K - $542K
32.3K $2.97B
KMB
Kimberly Clark Corp

Consumer Defensive
5.69K
+ 36.53%
$126.84 - $145.22 $721K - $826K
21.3K $2.74B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
51.7K
+ 32.99%
$10.29 - $11.24 $532K - $581K
208K $2.28B
AMD
Advanced Micro Devices Inc

Technology
3.06K
+ 142.41%
$78.21 - $143.81 $239K - $440K
5.21K $739M
Ishares Bitcoin Trust ETF
4.6K
+ 29.52%
N/A
20.2K $1.24B
PM
Philip Morris International Inc.

Consumer Defensive
2.27K
+ 61.98%
$149.23 - $184.95 $339K - $420K
5.94K $1.08B
IBDV
Ishares Tr

Technology
21.8K
+ 44.23%
$21.28 - $21.98 $463K - $479K
71K $1.56B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
55.5K
+ 32.92%
$9.57 - $10.35 $531K - $574K
224K $2.22B
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
58.8K
+ 33.45%
$9.4 - $10.12 $553K - $595K
235K $2.23B
BLE
Blackrock Municipal Income Trust Ii

Financial Services
52.6K
+ 32.91%
$9.61 - $10.53 $505K - $554K
212K $2.13B
LLY
Eli Lilly & CO

Healthcare
798
+ 24.12%
$713.71 - $898.95 $570K - $717K
4.11K $3.19B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
792
+ 20.37%
$376.48 - $440.65 $298K - $349K
4.68K $2.06B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.8K
+ 10.01%
$24.94 - $25.42 $395K - $403K
174K $4.42B
MVF
Blackrock Munivest Fund, Inc.

Financial Services
79.5K
+ 32.68%
$6.54 - $7.1 $520K - $565K
323K $2.12B
VT
Vanguard Total World Stk Index

ETFs
1.81K
+ 12.55%
$103.16 - $128.52 $186K - $232K
16.2K $2.08B
NVS
Novartis Ag

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