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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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