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
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
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
ASX
Ase Technology Holding Co., Ltd.

Technology
594
+ 4.53%
$7.42 - $10.65 $4.41K - $6.33K
13.7K $142M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
766
+ 1.3%
$21.57 - $21.99 $16.5K - $16.8K
59.6K $1.31B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
171
+ 8.54%
$121.58 - $136.74 $20.8K - $23.4K
2.17K $295M
GRAB
Grab Holdings LTD

Technology
687
+ 1.81%
$3.48 - $5.25 $2.39K - $3.61K
38.6K $194M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
68
+ 0.47%
$36.25 - $42.28 $2.47K - $2.88K
14.7K $620M
REET
Ishares Global Reit ETF

ETFs
399
+ 2.07%
$21.59 - $25.16 $8.61K - $10K
19.7K $486M
AM
Antero Midstream Corp

Energy
258
+ 1.93%
$15.88 - $18.99 $4.1K - $4.9K
13.6K $258M
IJS
Ishares S&P Smallcap 600 Value

ETFs
45
+ 0.83%
$83.54 - $100.04 $3.76K - $4.5K
5.48K $545M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
433
+ 1.76%
$19.44 - $19.88 $8.42K - $8.61K
25.1K $498M
VICI
Vici Properties Inc.

Real Estate
391
+ 5.68%
$29.41 - $32.97 $11.5K - $12.9K
7.27K $237M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
370
+ 2.04%
$22.46 - $23.12 $8.31K - $8.55K
18.5K $426M
VCIT
Vanguard Intermediate Term Cor

ETFs
143
+ 1.82%
$79.56 - $82.92 $11.4K - $11.9K
8K $651M
SPTS
Spdr Portfolio Short Term Trea

ETFs
172
+ 1.72%
$29.07 - $29.38 $5K - $5.05K
10.2K $298M
Ishares Tr
83
+ 0.64%
N/A
13.1K $331M
IGR
Cbre Global Real Estate Income Fund

Financial Services
486
+ 3.6%
$4.33 - $5.29 $2.1K - $2.57K
14K $74M
WIT
Wipro LTD

Technology
1.58K
+ 13.28%
$2.7 - $3.09 $4.26K - $4.88K
13.5K $40.7M
FVD
First Tr Value Line Divid Inde

ETFs
60
+ 0.58%
$40.62 - $45.12 $2.44K - $2.71K
10.5K $467M
XLV
Select Sector Spdr Fund Health

ETFs
33
+ 1.7%
$128.77 - $144.3 $4.25K - $4.76K
1.98K $266M
XLE
Energy Sector Spdr

ETFs
674
+ 6.98%
$76.44 - $94.13 $51.5K - $63.4K
10.3K $876M
DBE
Invesco Db Energy Fund

ETFs
861
+ 1.6%
$16.8 - $20.54 $14.5K - $17.7K
54.6K $1.02B
ABBV
Abb Vie Inc.

Healthcare
2.31K
+ 11.41%
$170.16 - $206.27 $394K - $477K
22.6K $4.19B
AVTR
Avantor, Inc.

Basic Materials
114
+ 0.29%
$11.94 - $16.29 $1.36K - $1.86K
39.8K $536M
BIIB
Biogen Inc.

Healthcare
288
+ 1.61%
$113.38 - $135.49 $32.7K - $39K
18.1K $2.28B
MCD
Mcdonalds Corp

Consumer Cyclical
1.21K
+ 4.35%
$285.55 - $321.23 $347K - $390K
29.1K $8.5B
Kenvue Inc
422
+ 0.28%
N/A
153K $3.21B
JNJ
Johnson & Johnson

Healthcare
6.03K
+ 1.6%
$146.36 - $159.82 $883K - $964K
383K $58.5B
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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