Leo Wealth, LLC Reduced Holdings in Q4 2024

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-749
- 18.19%
$69.77 - $85.43 $52.3K - $64K
3.37K $242M
DBE
Invesco Db Energy Fund

ETFs
-5.63K
- 14.48%
$17.97 - $20.59 $101K - $116K
33.3K $617M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-569
- 5.68%
$54.29 - $59.49 $30.9K - $33.8K
9.45K $519M
CAT
Caterpillar Inc

Industrials
-97
- 6.98%
$360.37 - $416.88 $35K - $40.4K
1.29K $469M
LOW
Lowes Companies Inc

Consumer Cyclical
-66
- 2.93%
$244.52 - $284.07 $16.1K - $18.7K
2.18K $539M
OMC
Omnicom Group Inc.

Communication Services
-19
- 0.48%
$85.82 - $105.47 $1.63K - $2K
3.94K $339M
DGRO
Ishares Core Dividend Growth E

ETFs
-237
- 0.58%
$60.73 - $64.94 $14.4K - $15.4K
40.4K $2.48B
CI
Cigna Corp

Healthcare
-31
- 3.97%
$265.59 - $358.58 $8.23K - $11.1K
750 $207M
ABT
Abbott Laboratories

Healthcare
-404
- 2.2%
$111.93 - $119.39 $45.2K - $48.2K
18K $2.03B
STWD
Starwood Property Trust, Inc.

Real Estate
-1.05K
- 3.94%
$18.95 - $20.37 $19.8K - $21.3K
25.5K $483M
SBUX
Starbucks Corp

Consumer Cyclical
-389
- 14.22%
$87.44 - $102.5 $34K - $39.9K
2.35K $214M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-191
- 8.71%
$131.66 - $144.0 $25.1K - $27.5K
2K $264M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-836
- 5.44%
$40.38 - $44.35 $33.8K - $37.1K
14.5K $594M
NKE
Nike, Inc.

Consumer Cyclical
-125
- 4.43%
$73.36 - $89.13 $9.17K - $11.1K
2.7K $204M
AEP
American Electric Power CO Inc

Utilities
-20
- 0.49%
$90.91 - $102.21 $1.82K - $2.04K
4.07K $375M
VOE
Vanguard Mid Cap Value Index F

ETFs
-68
- 1.26%
$160.89 - $176.18 $10.9K - $12K
5.34K $863M
BA
Boeing CO

Industrials
-584
- 23.56%
$138.14 - $180.72 $80.7K - $106K
1.9K $335M
GD
General Dynamics Corp

Industrials
-4
- 0.39%
$260.28 - $314.03 $1.04K - $1.26K
1.03K $271M
CSCO
Cisco Systems, Inc.

Technology
-6.79K
- 11.21%
$52.45 - $60.02 $356K - $408K
53.8K $3.18B
SNPS
Synopsys Inc

Technology
-57
- 10.54%
$485.36 - $588.0 $27.7K - $33.5K
484 $235M
CPB
Campbell Soup CO

Consumer Defensive
-62
- 1.21%
$41.42 - $48.71 $2.57K - $3.02K
5.06K $212M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6
- 0.14%
$89.81 - $104.0 $539 - $624
4.28K $385M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-439
- 5.77%
$43.02 - $47.32 $18.9K - $20.8K
7.17K $310M
IBB
Ishares Biotechnology ETF

ETFs
-3
- 0.13%
$131.21 - $148.85 $394 - $447
2.4K $317M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-328
- 7.27%
$77.86 - $79.27 $25.5K - $26K
4.18K $326M
ORCL
Oracle Corp

Technology
-49
- 0.78%
$165.41 - $192.43 $8.11K - $9.43K
6.23K $1.04B
SPG
Simon Property Group Inc

Real Estate
-210
- 12.9%
$167.23 - $183.84 $35.1K - $38.6K
1.42K $244M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-828
- 5.52%
$61.52 - $66.5 $50.9K - $55.1K
14.2K $904M
BGB
Blackstone Strategic Credit Fund

Financial Services
-2.19K
- 16.94%
$12.19 - $12.64 $26.7K - $27.6K
10.7K $131M
PM
Philip Morris International Inc.

Consumer Defensive
-184
- 3.37%
$118.38 - $133.06 $21.8K - $24.5K
5.28K $636M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-515
- 10.6%
$50.37 - $50.6 $25.9K - $26.1K
4.34K $219M
IDV
Ishares Tr

ETFs
-1
- 0.01%
$27.03 - $29.92 $27 - $29.9
9.37K $257M
UMC
United Microelectronics Corp

Technology
-494
- 4.4%
$6.34 - $8.35 $3.13K - $4.12K
10.7K $69.7M
SHV
Ishares Tr

ETFs
-130
- 2.31%
$109.92 - $110.57 $14.3K - $14.4K
5.51K $607M
MO
Altria Group, Inc.

Consumer Defensive
-714
- 4.44%
$49.06 - $57.74 $35K - $41.2K
15.4K $804M
IWN
Ishares Russell2000 Val ETF

ETFs
-47
- 2.33%
$162.69 - $181.35 $7.65K - $8.52K
1.97K $323M
ROST
Ross Stores, Inc.

Consumer Cyclical
-71
- 1.91%
$138.59 - $156.61 $9.84K - $11.1K
3.65K $551M
SPYI
Shp ETF Tr Neos S&P 500 High I
-26
- 0.26%
N/A
9.87K $502M
SRLN
Ssga Active Trust

ETFs
-46
- 0.3%
$41.48 - $42.08 $1.91K - $1.94K
15.1K $631M
SPYG
Spdr Portfolio

ETFs
-131
- 3.74%
$81.74 - $91.38 $10.7K - $12K
3.37K $297M
Ecarx Holdings Inc
-259K
- 9.34%
N/A
2.51M $5.31B
HEWJ
Ishares Currency Hedged Msci J

ETFs
-67
- 0.79%
$40.78 - $43.67 $2.73K - $2.93K
8.47K $361M
IP
International Paper CO

Consumer Cyclical
-195
- 4.58%
$46.64 - $59.57 $9.09K - $11.6K
4.07K $219M
OKE
Oneok Inc

Energy
-60
- 2.16%
$92.28 - $117.05 $5.54K - $7.02K
2.71K $272M
KMI
Kinder Morgan, Inc.

Energy
-597
- 6.54%
$22.59 - $28.54 $13.5K - $17K
8.54K $234M
ELA
Envela Corp

Consumer Cyclical
-95
- 0.44%
$5.18 - $7.88 $492 - $749
21.6K $155M
IWY
Ishares Tr Russell 200 Growth

ETFs
-281
- 3.57%
$216.72 - $244.71 $60.9K - $68.8K
7.59K $1.78B
IVV
Ishares Core S&P 500 ETF

ETFs
-63
- 0.78%
$570.51 - $610.59 $35.9K - $38.5K
8.06K $4.74B
WFC
Wells Fargo & Company

Financial Services
-90
- 1.86%
$54.98 - $77.35 $4.95K - $6.96K
4.74K $333M
Activity Summary
Buys All Purchases 222 New Holdings 45 Increased Positions 177 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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