Leo Wealth, LLC Reduced Holdings in Q1 2025

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-14.1K
- 12.86%
$49.42 - $50.43 $698K - $713K
95.8K $4.79B
MRK
Merck & Co., Inc.

Healthcare
-4.56K
- 16.55%
$83.01 - $101.02 $379K - $461K
23K $2.06B
KO
Coca Cola CO

Consumer Defensive
-13.4K
- 42.19%
$60.81 - $72.32 $815K - $969K
18.4K $1.32B
V
Visa Inc.

Financial Services
-2.67K
- 33.59%
$306.92 - $362.71 $818K - $967K
5.27K $1.85B
MELI
Mercadolibre Inc

Consumer Cyclical
-418
- 67.09%
$1739.0 - $2260.0 $727K - $945K
205 $400M
PANW
Palo Alto Networks Inc

Technology
-3.12K
- 58.98%
$167.82 - $208.28 $524K - $650K
2.17K $370M
BX
Blackstone Inc.

Financial Services
-2.47K
- 35.01%
$136.53 - $186.74 $337K - $460K
4.58K $640M
AXP
American Express CO

Financial Services
-1.3K
- 22.2%
$255.39 - $325.87 $332K - $424K
4.56K $1.23B
Fidelity Covington Trust
-15.1K
- 68.42%
N/A
6.98K $218M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-45.9K
- 20.7%
$9.88 - $10.25 $453K - $470K
176K $1.75B
CVX
Chevron Corp

Energy
-4.75K
- 33.1%
$146.71 - $167.97 $697K - $798K
9.6K $1.61B
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-42.6K
- 21.04%
$10.37 - $10.83 $441K - $461K
160K $1.66B
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-64.3K
- 20.9%
$7.01 - $7.34 $451K - $472K
243K $1.71B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-44.8K
- 21.01%
$10.13 - $10.52 $454K - $471K
168K $1.73B
BMY
Bristol Myers Squibb CO

Healthcare
-8.02K
- 53.59%
$53.9 - $63.11 $432K - $506K
6.95K $424M
SBAC
Sba Communications Corp

Real Estate
-5.07K
- 12.23%
$192.76 - $224.91 $977K - $1.14M
36.4K $8B
AMGN
Amgen Inc

Healthcare
-1.75K
- 63.26%
$258.59 - $327.36 $451K - $572K
1.01K $316M
GS
Goldman Sachs Group Inc

Financial Services
-571
- 19.9%
$524.81 - $672.19 $300K - $384K
2.3K $1.26B
UPS
United Parcel Service Inc

Industrials
-2.75K
- 55.06%
$109.66 - $136.26 $302K - $375K
2.25K $247M
DOW
Dow Inc.

Basic Materials
-6.78K
- 37.17%
$34.36 - $41.92 $233K - $284K
11.5K $400M
CL
Colgate Palmolive CO

Consumer Defensive
-4.15K
- 30.8%
$85.68 - $97.5 $355K - $404K
9.31K $873M
QCOM
Qualcomm Inc

Technology
-2.27K
- 31.21%
$151.94 - $175.86 $345K - $399K
5.01K $769M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 0.29%
$360.07 - $417.26 $8.64K - $10K
8.16K $2.95B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.78K
- 38.51%
$62.43 - $84.12 $236K - $318K
6.04K $393M
KHC
Kraft Heinz CO

Consumer Defensive
-9.94K
- 53.53%
$28.51 - $32.22 $284K - $320K
8.63K $263M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.29K
- 9.77%
$57.21 - $65.8 $188K - $216K
30.4K $1.77B
PLTR
Palantir Technologies Inc.

Technology
-4.61K
- 54.48%
$64.98 - $124.62 $300K - $574K
3.85K $325M
VIG
Vanguard Dividend Appreciation

ETFs
-1.26K
- 3.44%
N/A
35.5K $6.88B
RTX
Raytheon Technologies Corp

Industrials
-3.83K
- 31.88%
$114.1 - $135.66 $436K - $519K
8.17K $1.08B
BCIM
Aberdeen Std Invts Etfs
-20.1K
- 25.53%
$19.81 - $22.39 $399K - $451K
58.8K $1.28B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.26K
- 52.4%
$74.85 - $84.89 $319K - $362K
3.87K $316M
MO
Altria Group, Inc.

Consumer Defensive
-6.74K
- 43.84%
$50.81 - $60.02 $343K - $405K
8.64K $518M
CMCSA
Comcast Corp

Communication Services
-7.13K
- 23.58%
$33.19 - $38.23 $237K - $273K
23.1K $853M
Grayscale Ethereum Trust ETF
-755
- 3.61%
N/A
20.2K $307M
AMD
Advanced Micro Devices Inc

Technology
-1.97K
- 47.86%
$96.63 - $129.55 $191K - $255K
2.15K $221M
LMT
Lockheed Martin Corp

Industrials
-391
- 17.11%
$423.19 - $506.29 $165K - $198K
1.89K $846M
T
At&T Inc.

Communication Services
-37K
- 26.05%
$21.56 - $28.28 $799K - $1.05M
105K $2.97B
XLF
Financial Sector Spdr

ETFs
-5.57K
- 47.98%
$47.32 - $52.19 $264K - $291K
6.04K $301M
GIS
General Mills Inc

Consumer Defensive
-2.36K
- 8.03%
$57.56 - $65.3 $136K - $154K
27K $1.61B
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.1K
- 30.2%
$72.7 - $84.32 $225K - $261K
7.16K $535M
BAC
Bank Of America Corp

Financial Services
-5.08K
- 40.33%
$39.61 - $47.74 $201K - $243K
7.52K $314M
NVO
Novo Nordisk A S

Healthcare
-2.09K
- 36.59%
$69.3 - $90.95 $145K - $190K
3.62K $251M
GILD
Gilead Sciences, Inc.

Healthcare
-4.13K
- 35.32%
$89.14 - $117.41 $369K - $485K
7.57K $848M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1.11K
- 7.52%
$38.18 - $50.93 $42.2K - $56.3K
13.6K $526M
LLY
Eli Lilly & CO

Healthcare
-506
- 13.27%
$725.72 - $929.72 $367K - $470K
3.31K $2.73B
WM
Waste Management Inc

Industrials
-1.18K
- 55.58%
$200.54 - $233.78 $236K - $275K
939 $217M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-8.92K
- 16.07%
$23.29 - $23.38 $208K - $209K
46.6K $1.09B
CSCO
Cisco Systems, Inc.

Technology
-5.43K
- 10.09%
$58.74 - $64.87 $319K - $352K
48.3K $2.98B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-507
- 2.69%
$120.24 - $134.3 $61K - $68.1K
18.3K $2.23B
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
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