Leo Wealth, LLC Portfolio Holdings
Leo Wealth, LLC
- $977 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 333
- Current Value $977 Billion
- Prior Value $965 Billion
- Filing
- Period Q1 2024
- Filing Date May 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 22 stocks
- Additional Purchases 188 stocks
- Sold out of 0 stocks
- Reduced holdings in 84 stocks