Leo Wealth, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $977 Billion distributed in 333 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $78.8B, Vanguard World Fd Esg U.S. Sto with a value of $68.1B, Vanguard World Fd Esg Intl Stk with a value of $45.5B, Affirm Holdings, Inc. with a value of $42.6B, and Goldman Sachs ETF Tr Activebet with a value of $41.6B.
Examining the 13F form we can see an increase of $12.1B in the current position value, from $965B to 977B.
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
$977 Billion
ETFs: $585 Billion
Technology: $114 Billion
Healthcare: $108 Billion
Consumer Cyclical: $37.5 Billion
Financial Services: $33.9 Billion
Communication Services: $23.4 Billion
Consumer Defensive: $20.1 Billion
Real Estate: $12.8 Billion
Other: $34.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions