Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

Leo Wealth, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Trillion distributed in 357 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $72.7B, Affirm Holdings, Inc. with a value of $62.5B, Goldman Sachs ETF Tr Activebet with a value of $55.2B, Johnson & Johnson with a value of $54.3B, and American Centy ETF Tr Avantis with a value of $43B.

Examining the 13F form we can see an increase of $21.6B in the current position value, from $1.09T to 1.12T.

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 $1.12 Trillion
ETFs: $638 Billion
Technology: $150 Billion
Healthcare: $80 Billion
Financial Services: $47.9 Billion
Consumer Cyclical: $46.2 Billion
Communication Services: $27.6 Billion
Consumer Defensive: $22.9 Billion
Industrials: $18.3 Billion
Other: $40 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.85 Billion 0.35% of portfolio
153,850
Q4 2024 Reduced 26.81%
$378B
$3.76 Billion 0.34% of portfolio
21,159
Q4 2024 Reduced 4.81%
$221B
$3.71 Billion 0.33% of portfolio
16,876
Q4 2024 Reduced 13.68%
$0
$3.65 Billion 0.33% of portfolio
28,601
Q4 2024 Added 170.59%
$0
$3.56 Billion 0.32% of portfolio
77,373
Q4 2024 Added 16.47%
$0
$3.62 Billion 0.32% of portfolio
145,256
Q4 2024 Added 142.1%
$0
$3.62 Billion 0.32% of portfolio
100,252
Q4 2024 Reduced 3.1%
$0
$3.56 Billion 0.32% of portfolio
172,546
Q4 2024 Added 23.96%
$76.4B
$3.42 Billion 0.31% of portfolio
14,840
Q4 2024 Reduced 0.17%
$0
$3.48 Billion 0.31% of portfolio
153,416
Q4 2024 Added 203.9%
$0
$3.39 Billion 0.3% of portfolio
140,647
Q4 2024 Reduced 18.44%
$0
$3.29 Billion 0.29% of portfolio
8,183
Q4 2024 Reduced 4.07%
Kenvue Inc
-
$3.24 Billion 0.29% of portfolio
-
Q4 2024 Added 0.12%
$190B
$3.24 Billion 0.29% of portfolio
142,196
Q4 2024 Reduced 18.08%
$248B
$3.18 Billion 0.29% of portfolio
53,758
Q4 2024 Reduced 11.21%
$45.4B
$3.14 Billion 0.28% of portfolio
34,621
Q4 2024 Reduced 3.19%
$186B
$3.06 Billion 0.27% of portfolio
75,947
Q4 2024 Reduced 7.14%
$782B
$2.94 Billion 0.26% of portfolio
3,814
Q4 2024 Added 31.88%
$0
$2.9 Billion 0.26% of portfolio
38,388
Q4 2024 Added 2.91%
$240B
$2.74 Billion 0.25% of portfolio
27,565
Q4 2024 Added 143.31%
$0
$2.71 Billion 0.24% of portfolio
15,994
Q4 2024 Reduced 10.3%
$0
$2.63 Billion 0.24% of portfolio
9,775
Q4 2024 Added 8.71%
$0
$2.72 Billion 0.24% of portfolio
35,954
Q4 2024 New
$397B
$2.57 Billion 0.23% of portfolio
2,808
Q4 2024 Added 0.29%
$547B
$2.51 Billion 0.22% of portfolio
7,937
Q4 2024 Added 3.1%
$0
$2.42 Billion 0.22% of portfolio
18,824
Q4 2024 Added 0.56%
$358B
$2.46 Billion 0.22% of portfolio
6,317
Q4 2024 Reduced 4.26%
$0
$2.48 Billion 0.22% of portfolio
40,361
Q4 2024 Reduced 0.58%
$0
$2.5 Billion 0.22% of portfolio
109,703
Q4 2024 Added 179.54%
$93B
$2.45 Billion 0.22% of portfolio
22,755
Q4 2024 Added 25.1%
$397B
$2.42 Billion 0.22% of portfolio
14,427
Q4 2024 Reduced 2.36%
$414B
$2.44 Billion 0.22% of portfolio
2,740
Q4 2024 Added 56.21%
$3.06B
$2.45 Billion 0.22% of portfolio
12,084
Q3 2024 Added 499.4%
$96.6B
$2.34 Billion 0.21% of portfolio
9,679
Q4 2024 Added 15.16%
$98.2B
$2.38 Billion 0.21% of portfolio
28,949
Q4 2024 Added 13.33%
$0
$2.23 Billion 0.2% of portfolio
198,072
Q4 2024 Added 2.08%
$0
$2.24 Billion 0.2% of portfolio
221,650
Q4 2024 Added 1.62%
$0
$2.18 Billion 0.19% of portfolio
213,267
Q4 2024 Added 2.25%
$0
$2.16 Billion 0.19% of portfolio
93,496
Q4 2024 Added 60.15%
$315B
$2.08 Billion 0.19% of portfolio
14,352
Q4 2024 Added 74.05%
$0
$2.09 Billion 0.19% of portfolio
11,918
Q4 2024 New
$0
$2.17 Billion 0.19% of portfolio
307,617
Q4 2024 Added 1.75%
$47.1B
$2.12 Billion 0.19% of portfolio
16,143
Q4 2024 Added 72.43%
$0
$2.1 Billion 0.19% of portfolio
33,680
Q4 2024 Added 4.94%
$20.6B
$2.13 Billion 0.19% of portfolio
13,932
Q4 2024 Reduced 0.05%
$0
$2.13 Billion 0.19% of portfolio
202,313
Q4 2024 Added 1.88%
$178B
$2.06 Billion 0.18% of portfolio
414
Q4 2024 Reduced 2.13%
$711B
$2.05 Billion 0.18% of portfolio
5,069
Q4 2024 Added 8.06%
$300B
$1.98 Billion 0.18% of portfolio
31,769
Q4 2024 Added 74.17%

Summary

  • Portfolio
  • No. of Stocks 357
  • Current Value $1.12 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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