Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025

Leo Wealth, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $696 Billion distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $62.5B, Affirm Holdings, Inc. with a value of $43B, Vanguard World Fd Esg U.S. Sto with a value of $37.2B, Vanguard World Fd Esg Intl Stk with a value of $36.4B, and Goldman Sachs ETF Tr Activebet with a value of $26.8B.

Examining the 13F form we can see an decrease of $420B in the current position value, from $1.12T to 696B.

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 $696 Billion
ETFs: $352 Billion
Healthcare: $87.7 Billion
Technology: $85.6 Billion
Consumer Cyclical: $33.3 Billion
Financial Services: $33 Billion
Communication Services: $17.7 Billion
Consumer Defensive: $16.5 Billion
Real Estate: $13.2 Billion
Other: $33.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.27 Billion 0.18% of portfolio
24,268
Q1 2025 New
$1.51B
$1.09 Billion 0.16% of portfolio
33,500
Q1 2025 Reduced 12.55%
$0
$1.09 Billion 0.16% of portfolio
46,599
Q1 2025 Reduced 16.07%
$0
$1.1 Billion 0.16% of portfolio
24,412
Q1 2025 New
$0
$1.04 Billion 0.15% of portfolio
45,547
Q1 2025 Added 26.84%
$0
$1.07 Billion 0.15% of portfolio
49,234
Q1 2025 Added 14.98%
$194M
$1.05 Billion 0.15% of portfolio
53,788
Q1 2025 Added 61.77%
$0
$958 Million 0.14% of portfolio
13,040
Q1 2025 Reduced 0.44%
$0
$968 Million 0.14% of portfolio
7,503
Q1 2025 Reduced 73.77%
$0
$995 Million 0.14% of portfolio
22,761
Q4 2024 Reduced 1.48%
$0
$997 Million 0.14% of portfolio
17,978
Q1 2025 Reduced 2.33%
$0
$902 Million 0.13% of portfolio
9,657
Q1 2025 Reduced 0.5%
$0
$910 Million 0.13% of portfolio
6,778
Q1 2025 Added 0.39%
$0
$805 Million 0.12% of portfolio
13,308
Q1 2025 Reduced 6.13%
$0
$831 Million 0.12% of portfolio
29,716
Q1 2025 Reduced 96.26%
$0
$710 Million 0.1% of portfolio
3,724
Q1 2025 Reduced 83.26%
$0
$601 Million 0.09% of portfolio
14,584
Q1 2025 Added 0.4%
$0
$595 Million 0.09% of portfolio
5,389
Q1 2025 Reduced 2.18%
$0
$587 Million 0.08% of portfolio
2,941
Q1 2025 Reduced 0.78%
$0
$573 Million 0.08% of portfolio
3,043
Q1 2025 Reduced 4.04%
$0
$573 Million 0.08% of portfolio
11,543
Q1 2025 Reduced 7.47%
$0
$529 Million 0.08% of portfolio
5,430
Q1 2025 Added 0.24%
$0
$520 Million 0.07% of portfolio
975
Q1 2025 Added 0.1%
$0
$463 Million 0.07% of portfolio
10,391
Q1 2025 New
$0
$485 Million 0.07% of portfolio
24,663
Q1 2025 New
$0
$468 Million 0.07% of portfolio
19,295
Q1 2025 Reduced 1.35%
$0
$384 Million 0.06% of portfolio
10,538
Q4 2024 Added 0.46%
$0
$415 Million 0.06% of portfolio
18,126
Q1 2025 Reduced 9.48%
$0
$393 Million 0.06% of portfolio
2,270
Q1 2025 Reduced 80.95%
$0
$347 Million 0.05% of portfolio
4,275
Q4 2024 Reduced 0.14%
$0
$339 Million 0.05% of portfolio
4,152
Q1 2025 Reduced 33.05%
$0
$374 Million 0.05% of portfolio
5,002
Q4 2024 Added 0.02%
$0
$350 Million 0.05% of portfolio
6,231
Q1 2025 Reduced 34.08%
$0
$354 Million 0.05% of portfolio
12,632
Q1 2025 New
$0
$379 Million 0.05% of portfolio
7,031
Q1 2025 Reduced 2.51%
$0
$330 Million 0.05% of portfolio
4,179
Q1 2025 Reduced 0.05%
$0
$335 Million 0.05% of portfolio
1,821
Q1 2025 Added 3.0%
$0
$316 Million 0.05% of portfolio
3,872
Q1 2025 Reduced 52.4%
$0
$313 Million 0.04% of portfolio
6,406
Q1 2025 New
$0
$257 Million 0.04% of portfolio
8,335
Q1 2025 Reduced 85.83%
$0
$274 Million 0.04% of portfolio
1,590
Q1 2025 Added 0.38%
$0
$292 Million 0.04% of portfolio
10,000
Q1 2025 Reduced 6.22%
$0
$253 Million 0.04% of portfolio
4,170
Q1 2025 Reduced 0.48%
$0
$300 Million 0.04% of portfolio
8,271
Q4 2023 New
$0
$279 Million 0.04% of portfolio
3,369
Q1 2025 Added 10.17%
$0
$302 Million 0.04% of portfolio
2,363
Q1 2025 Reduced 1.34%
$0
$282 Million 0.04% of portfolio
3,721
Q4 2024 Added 1.61%
$0
$292 Million 0.04% of portfolio
9,425
Q1 2025 Added 0.54%
$0
$266 Million 0.04% of portfolio
2,282
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $696 Billion
  • Prior Value $1.12 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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