Leo Wealth, LLC Portfolio Holdings
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
Leo Wealth, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Trillion distributed in 348 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $82.4B, Vanguard World Fd Esg U.S. Sto with a value of $69.4B, Goldman Sachs ETF Tr Activebet with a value of $50.2B, Vanguard World Fd Esg Intl Stk with a value of $47.6B, and Affirm Holdings, Inc. with a value of $45.1B.
Examining the 13F form we can see an increase of $114B in the current position value, from $980B to 1.09T.
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 348
- Current Value $1.09 Trillion
- Prior Value $980 Billion
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 39 stocks
- Additional Purchases 159 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks