Leo Wealth, LLC Incresed Positions in Q3 2024

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
21
+ 0.09%
$181.06 - $197.17 $3.8K - $4.14K
22.2K $4.39B
ETR
Entergy Corp

Utilities
622
+ 5.6%
$104.75 - $131.61 $65.2K - $81.9K
11.7K $1.54B
PEG
Public Service Enterprise Group Inc

Utilities
871
+ 4.9%
$73.58 - $89.21 $64.1K - $77.7K
18.6K $1.66B
ABT
Abbott Laboratories

Healthcare
1.58K
+ 9.42%
$100.07 - $118.13 $159K - $187K
18.4K $2.1B
CRM
Salesforce, Inc.

Technology
783
+ 10.18%
$238.42 - $276.53 $187K - $217K
8.47K $2.32B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
14.6K
+ 33.22%
$22.94 - $23.16 $334K - $337K
58.4K $1.35B
MVF
Blackrock Munivest Fund, Inc.

Financial Services
29.6K
+ 10.86%
$7.19 - $7.61 $213K - $225K
302K $2.3B
TSLA
Tesla, Inc.

Consumer Cyclical
251
+ 5.65%
$191.76 - $263.26 $48.1K - $66.1K
4.69K $1.23B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.6K
+ 23.87%
$24.62 - $25.59 $285K - $296K
60K $1.53B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
19.6K
+ 10.37%
$10.24 - $10.96 $201K - $215K
209K $2.26B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.5K
+ 25.8%
$19.2 - $19.63 $278K - $284K
70.6K $1.38B
VZ
Verizon Communications Inc

Communication Services
186
+ 0.23%
$38.89 - $45.0 $7.23K - $8.37K
81.8K $3.67B
SNY
Sanofi

Healthcare
1.44K
+ 6.06%
$48.54 - $58.53 $69.8K - $84.2K
25.2K $1.45B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
17.2K
+ 9.71%
$11.31 - $11.96 $194K - $205K
194K $2.32B
BLE
Blackrock Municipal Income Trust Ii

Financial Services
19.1K
+ 10.63%
$10.71 - $11.36 $204K - $217K
199K $2.24B
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
22.4K
+ 11.45%
$10.1 - $10.68 $226K - $239K
218K $2.3B
VOD
Vodafone Group Public LTD CO

Communication Services
13.8K
+ 10.6%
$8.8 - $10.35 $121K - $143K
144K $1.44B
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
11.2K
+ 2.93%
$17.85 - $19.36 $199K - $216K
392K $7.49B
ORCL
Oracle Corp

Technology
543
+ 9.47%
$125.9 - $170.35 $68.4K - $92.5K
6.27K $1.07B
CTSH
Cognizant Technology Solutions Corp

Technology
1.96K
+ 16.9%
$66.89 - $77.87 $131K - $152K
13.5K $1.04B
XOM
Exxon Mobil Corp

Energy
1.46K
+ 3.77%
$109.72 - $119.0 $161K - $174K
40.3K $4.72B
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 0.27%
$434.77 - $502.96 $32.6K - $37.7K
27.6K $13.5B
GLDM
World Gold Trust

ETFs
1.41K
+ 4.74%
$46.2 - $53.01 $65K - $74.5K
31.1K $1.62B
LVS
Las Vegas Sands Corp

Consumer Cyclical
2.82K
+ 18.1%
$37.86 - $51.12 $107K - $144K
18.4K $926M
ORAN
Orange

Communication Services
7.89K
+ 7.97%
$10.15 - $12.19 $80.1K - $96.2K
107K $1.23B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
369
+ 0.78%
$58.03 - $65.37 $21.4K - $24.1K
47.8K $3.09B
NVS
Novartis Ag

Healthcare
1.05K
+ 8.12%
$106.13 - $120.89 $111K - $127K
13.9K $1.6B
NFLX
Netflix Inc

Communication Services
243
+ 16.08%
$598.55 - $722.26 $145K - $176K
1.75K $1.24B
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 12.6%
$161.9 - $179.3 $163K - $181K
9.02K $1.53B
DGRO
Ishares Core Dividend Growth E

ETFs
46
+ 0.11%
$57.47 - $62.76 $2.64K - $2.89K
40.6K $2.55B
BX
Blackstone Inc.

Financial Services
144
+ 2.27%
$120.77 - $159.66 $17.4K - $23K
6.48K $993M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1.98K
+ 17.55%
$81.14 - $92.39 $160K - $183K
13.2K $1.17B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.06K
+ 20.2%
$71.45 - $75.64 $147K - $156K
12.2K $919M
BCE
Bce Inc

Communication Services
3.09K
+ 9.55%
$31.33 - $36.08 $96.8K - $111K
35.4K $1.23B
AVTR
Avantor, Inc.

Basic Materials
37
+ 0.09%
$20.58 - $27.7 $761 - $1.02K
39.7K $1.03B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.75K
+ 20.75%
$22.51 - $23.57 $152K - $159K
39.2K $923M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
53
+ 0.11%
$59.93 - $66.52 $3.18K - $3.53K
50.5K $3.36B
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.25%
$1591.44 - $2140.1 $1.59K - $2.14K
406 $833M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.65K
+ 5.81%
$20.47 - $20.71 $157K - $158K
139K $2.87B
GE
General Electric CO

Industrials
288
+ 7.07%
$156.66 - $189.66 $45.1K - $54.6K
4.36K $823M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.55K
+ 9.99%
$55.81 - $61.01 $86.4K - $94.5K
17K $1.04B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
995
+ 1.76%
$29.23 - $33.51 $29.1K - $33.3K
57.7K $1.9B
CMCSA
Comcast Corp

Communication Services
1.66K
+ 5.07%
$37.33 - $41.78 $62.1K - $69.5K
34.5K $1.44B
UPS
United Parcel Service Inc

Industrials
1.2K
+ 59.64%
$123.32 - $147.38 $148K - $176K
3.2K $437M
VEA
Vanguard Ftse Developed Market

ETFs
1.89K
+ 10.72%
$47.6 - $53.31 $89.8K - $101K
19.5K $1.03B
CSX
Csx Corp

Industrials
3.67K
+ 17.18%
$32.48 - $35.45 $119K - $130K
25K $863M
GOOG
Alphabet Inc.

Communication Services
2.78K
+ 14.31%
$149.54 - $192.66 $416K - $536K
22.2K $3.71B
CVX
Chevron Corp

Energy
1.35K
+ 19.65%
$137.88 - $161.97 $187K - $219K
8.25K $1.21B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14
+ 0.36%
$386.81 - $423.12 $5.42K - $5.92K
3.95K $1.67B
Activity Summary
Buys All Purchases 198 New Holdings 39 Increased Positions 159 Sells All Sells 119 Reductions 119 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