Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

Leo Wealth, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Trillion distributed in 357 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $72.7B, Affirm Holdings, Inc. with a value of $62.5B, Goldman Sachs ETF Tr Activebet with a value of $55.2B, Johnson & Johnson with a value of $54.3B, and American Centy ETF Tr Avantis with a value of $43B.

Examining the 13F form we can see an increase of $21.6B in the current position value, from $1.09T to 1.12T.

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 $1.12 Trillion
ETFs: $638 Billion
Technology: $150 Billion
Healthcare: $80 Billion
Financial Services: $47.9 Billion
Consumer Cyclical: $46.2 Billion
Communication Services: $27.6 Billion
Consumer Defensive: $22.9 Billion
Industrials: $18.3 Billion
Other: $40 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$920B
$615 Million 0.06% of portfolio
3,115
Q4 2024 Added 1.83%
$236B
$636 Million 0.06% of portfolio
5,283
Q4 2024 Reduced 3.37%
$169B
$719 Million 0.06% of portfolio
2,760
Q4 2024 Reduced 38.28%
$172B
$640 Million 0.06% of portfolio
8,462
Q4 2024 New
$139B
$704 Million 0.06% of portfolio
10,002
Q4 2024 Added 0.76%
$85.3B
$630 Million 0.06% of portfolio
4,995
Q4 2024 Added 55.9%
$98.1B
$664 Million 0.06% of portfolio
4,455
Q4 2024 New
$478B
$655 Million 0.06% of portfolio
1,296
Q4 2024 Reduced 22.26%
$181B
$503 Million 0.05% of portfolio
1,131
Q4 2024 Reduced 8.27%
$173B
$552 Million 0.05% of portfolio
10,126
Q4 2024 Reduced 43.49%
$48B
$589 Million 0.05% of portfolio
4,357
Q4 2024 Added 153.02%
$25.3B
$532 Million 0.05% of portfolio
3,007
Q4 2024 Added 0.43%
$100B
$526 Million 0.05% of portfolio
3,555
Q4 2024 Reduced 0.2%
$43.2B
$551 Million 0.05% of portfolio
3,646
Q4 2024 Reduced 1.91%
$17.9B
$571 Million 0.05% of portfolio
3,514
Q4 2024 Added 32.95%
$19.4B
$573 Million 0.05% of portfolio
11,155
Q4 2024 Added 3.12%
$341B
$554 Million 0.05% of portfolio
12,600
Q4 2024 Added 5.04%
$140B
$539 Million 0.05% of portfolio
2,184
Q4 2024 Reduced 2.93%
$58.2B
$548 Million 0.05% of portfolio
14,399
Q4 2024 Added 4.47%
$118B
$505 Million 0.05% of portfolio
1,523
Q4 2024 Added 0.86%
$72.8B
$567 Million 0.05% of portfolio
4,628
Q4 2024 New
$36.4B
$595 Million 0.05% of portfolio
18,575
Q4 2024 Reduced 64.8%
$177B
$474 Million 0.04% of portfolio
2,530
Q4 2024 Added 8.68%
$45.9B
$448 Million 0.04% of portfolio
1,285
Q4 2024 Added 11.06%
$44.4B
$454 Million 0.04% of portfolio
7,969
Q4 2024 Added 6.04%
$71B
$452 Million 0.04% of portfolio
635
Q4 2024 Reduced 37.19%
$6.27B
$483 Million 0.04% of portfolio
25,482
Q4 2024 Reduced 3.94%
$93.1B
$427 Million 0.04% of portfolio
2,114
Q4 2024 New
$89.6B
$456 Million 0.04% of portfolio
10,754
Q4 2024 Added 42.1%
$178B
$490 Million 0.04% of portfolio
5,701
Q4 2024 Added 1.8%
$15.2B
$431 Million 0.04% of portfolio
5,978
Q4 2024 Added 0.18%
$173B
$498 Million 0.04% of portfolio
4,120
Q4 2024 Reduced 0.34%
-
$502 Million 0.04% of portfolio
-
Q4 2024 Reduced 0.26%
$0
$490 Million 0.04% of portfolio
34,991
Q4 2023 New
$178B
$469 Million 0.04% of portfolio
1,293
Q4 2024 Reduced 6.98%
$34.9B
$287 Million 0.03% of portfolio
5,367
Q4 2024 Added 13.49%
$103B
$335 Million 0.03% of portfolio
1,895
Q4 2024 Reduced 23.56%
$166B
$292 Million 0.03% of portfolio
275
Q4 2024 Added 7.84%
$83.6B
$369 Million 0.03% of portfolio
2,855
Q4 2024 Reduced 7.52%
$479M
$327 Million 0.03% of portfolio
9,460
Q4 2023 New
$80.6B
$307 Million 0.03% of portfolio
3,596
Q4 2024 Added 0.11%
$23.7B
$294 Million 0.03% of portfolio
3,695
Q4 2024 Added 17.6%
$16.5B
$339 Million 0.03% of portfolio
3,941
Q4 2024 Reduced 0.48%
$0
$346 Million 0.03% of portfolio
23,000
Q4 2023 New
$66B
$302 Million 0.03% of portfolio
3,690
Q4 2024 Added 0.11%
$30B
$299 Million 0.03% of portfolio
2,090
Q4 2024 Added 2.5%
$256B
$354 Million 0.03% of portfolio
5,643
Q4 2024 Added 12.61%
$95.8B
$365 Million 0.03% of portfolio
1,572
Q4 2024 Added 33.56%
$54.6B
$375 Million 0.03% of portfolio
4,069
Q4 2024 Reduced 0.49%

Summary

  • Portfolio
  • No. of Stocks 357
  • Current Value $1.12 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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