Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

Leo Wealth, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Trillion distributed in 348 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $82.4B, Vanguard World Fd Esg U.S. Sto with a value of $69.4B, Goldman Sachs ETF Tr Activebet with a value of $50.2B, Vanguard World Fd Esg Intl Stk with a value of $47.6B, and Affirm Holdings, Inc. with a value of $45.1B.

Examining the 13F form we can see an increase of $114B in the current position value, from $980B to 1.09T.

Leo Wealth, LLC is based out at Hurst, TX

Below you can find more details about Leo Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.09 Trillion
ETFs: $632 Billion
Technology: $128 Billion
Healthcare: $112 Billion
Financial Services: $49.7 Billion
Consumer Cyclical: $40.1 Billion
Communication Services: $27.3 Billion
Consumer Defensive: $21.4 Billion
Real Estate: $15.8 Billion
Other: $38.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.7B
$1.54 Billion 0.14% of portfolio
11,725
Q3 2024 Added 5.6%
$223B
$1.53 Billion 0.14% of portfolio
9,019
Q3 2024 Added 12.6%
$158B
$1.44 Billion 0.13% of portfolio
4,472
Q3 2024 Added 6.1%
$24.1B
$1.44 Billion 0.13% of portfolio
143,686
Q3 2024 Added 10.6%
$191B
$1.44 Billion 0.13% of portfolio
34,462
Q3 2024 Added 5.07%
$121B
$1.45 Billion 0.13% of portfolio
25,182
Q3 2024 Added 6.06%
$46.2B
$1.4 Billion 0.13% of portfolio
20,035
Q3 2024 Added 20.45%
$276B
$1.31 Billion 0.12% of portfolio
18,240
Q3 2024 Reduced 5.02%
$46.7B
$1.33 Billion 0.12% of portfolio
9,362
Q3 2024 Reduced 1.94%
$251B
$1.29 Billion 0.12% of portfolio
11,329
Q3 2024 Reduced 7.49%
$27.4B
$1.23 Billion 0.11% of portfolio
106,842
Q3 2024 Added 7.97%
$24.4B
$1.23 Billion 0.11% of portfolio
35,444
Q3 2024 Added 9.55%
$16.6B
$1.17 Billion 0.11% of portfolio
13,236
Q3 2024 Added 17.55%
$1.11T
$1.23 Billion 0.11% of portfolio
4,691
Q3 2024 Added 5.65%
$400B
$1.24 Billion 0.11% of portfolio
1,754
Q3 2024 Added 16.08%
$173B
$1.16 Billion 0.11% of portfolio
17,919
Q3 2024 Added 6.21%
$318B
$1.21 Billion 0.11% of portfolio
8,246
Q3 2024 Added 19.65%
$79.1B
$1.06 Billion 0.1% of portfolio
1,011
Q3 2024 Added 11.96%
$41.2B
$1.04 Billion 0.1% of portfolio
13,525
Q3 2024 Added 16.9%
$518B
$1.07 Billion 0.1% of portfolio
6,274
Q3 2024 Added 9.47%
$553B
$975 Million 0.09% of portfolio
1,667
Q3 2024 Reduced 16.57%
$38.6B
$960 Million 0.09% of portfolio
3,724
Q3 2024 Added 15.51%
$14B
$1.03 Billion 0.09% of portfolio
39,711
Q3 2024 Added 0.09%
$141B
$993 Million 0.09% of portfolio
6,484
Q3 2024 Added 2.27%
$101B
$833 Million 0.08% of portfolio
406
Q3 2024 Added 0.25%
$41.7B
$901 Million 0.08% of portfolio
10,106
Q3 2024 Added 0.35%
$154B
$839 Million 0.08% of portfolio
4,057
Q3 2024 Reduced 25.15%
$75.2B
$863 Million 0.08% of portfolio
24,998
Q3 2024 Added 17.18%
$32B
$900 Million 0.08% of portfolio
16,481
Q3 2024 Added 7.88%
$115B
$875 Million 0.08% of portfolio
2,560
Q3 2024 Added 3.02%
$198B
$823 Million 0.08% of portfolio
4,362
Q3 2024 Added 7.07%
$102B
$821 Million 0.08% of portfolio
16,092
Q3 2024 Reduced 5.79%
$38.3B
$926 Million 0.08% of portfolio
18,397
Q3 2024 Added 18.1%
$225B
$882 Million 0.08% of portfolio
3,251
Q3 2024 Reduced 3.24%
$62.7B
$741 Million 0.07% of portfolio
17,652
Q3 2024 Added 15.12%
$43.6B
$819 Million 0.07% of portfolio
12,406
Q3 2024 Reduced 0.73%
$0
$775 Million 0.07% of portfolio
88,886
Q4 2023 New
$214B
$756 Million 0.07% of portfolio
2,483
Q3 2024 Reduced 0.68%
$142B
$734 Million 0.07% of portfolio
1,256
Q3 2024 Reduced 0.16%
$102B
$796 Million 0.07% of portfolio
12,589
Q3 2024 Added 0.08%
$88.3B
$615 Million 0.06% of portfolio
8,353
Q3 2024 Reduced 0.68%
$144B
$696 Million 0.06% of portfolio
24,045
Q3 2024 Reduced 19.05%
$164B
$609 Million 0.06% of portfolio
2,250
Q3 2024 Reduced 9.27%
$202B
$664 Million 0.06% of portfolio
5,467
Q3 2024 Added 0.11%
$237B
$667 Million 0.06% of portfolio
5,600
Q3 2024 Reduced 2.71%
$223B
$678 Million 0.06% of portfolio
4,134
Q3 2024 Reduced 13.59%
$62.5B
$688 Million 0.06% of portfolio
13,783
Q3 2024 Added 18.2%
$238B
$638 Million 0.06% of portfolio
1,233
Q3 2024 Reduced 10.97%
$71.4B
$614 Million 0.06% of portfolio
21,079
Q3 2024 Reduced 9.35%

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $1.09 Trillion
  • Prior Value $980 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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