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
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
CMCSA
Comcast Corp

Communication Services
11.4K
+ 49.31%
$32.84 - $36.72 $374K - $418K
34.5K $1.23B
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
GE
General Electric CO

Industrials
375
+ 8.37%
$166.81 - $257.39 $62.6K - $96.5K
4.86K $1.25B
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.77K
+ 9.12%
$51.16 - $62.02 $142K - $172K
33.2K $2.06B
WM
Waste Management Inc

Industrials
1.15K
+ 122.58%
$216.47 - $242.1 $249K - $279K
2.09K $478M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.53K
+ 65.34%
$72.96 - $90.39 $185K - $229K
6.4K $572M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
76
+ 0.41%
$108.06 - $135.3 $8.21K - $10.3K
18.4K $2.49B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.41K
+ 23.37%
$60.61 - $87.72 $85.5K - $124K
7.45K $632M
GLDM
World Gold Trust

ETFs
1.94K
+ 6.7%
$58.96 - $67.97 $114K - $132K
30.8K $2.02B
GLP
Global Partners LP

Energy
4.5K
+ 45.0%
$44.91 - $56.21 $202K - $253K
14.5K $765M
BA
Boeing CO

Industrials
708
+ 37.58%
$136.59 - $217.51 $96.7K - $154K
2.59K $543M
AMGN
Amgen Inc

Healthcare
800
+ 78.9%
$262.28 - $309.85 $210K - $248K
1.81K $507M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.06K
+ 3.66%
$23.96 - $24.27 $169K - $171K
200K $4.85B
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
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
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.88K
+ 30.09%
$50.27 - $62.05 $94.3K - $116K
8.11K $501M
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
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
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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