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
$689B
$2.05 Billion 0.18% of portfolio
8,558
Q4 2024 Added 1.11%
$221B
$2.03 Billion 0.18% of portfolio
17,989
Q4 2024 Reduced 2.2%
$205B
$2.03 Billion 0.18% of portfolio
13,328
Q4 2024 Added 47.78%
$232B
$2.03 Billion 0.18% of portfolio
22,455
Q4 2024 Added 3.43%
$35.9B
$1.87 Billion 0.17% of portfolio
29,360
Q4 2024 Added 208.6%
$0
$1.92 Billion 0.17% of portfolio
78,313
Q4 2023 New
$279B
$1.91 Billion 0.17% of portfolio
5,705
Q4 2024 Reduced 32.67%
$0
$1.93 Billion 0.17% of portfolio
88,260
Q4 2024 Added 176.96%
$8.84B
$1.81 Billion 0.16% of portfolio
34,720
Q4 2024 Added 11.75%
$196B
$1.74 Billion 0.16% of portfolio
5,860
Q4 2024 Added 80.25%
$0
$1.79 Billion 0.16% of portfolio
58,805
Q4 2024 Added 1.98%
$0
$1.78 Billion 0.16% of portfolio
7,585
Q4 2024 Reduced 3.57%
$0
$1.74 Billion 0.16% of portfolio
14,852
Q4 2024 Added 0.99%
$0
$1.72 Billion 0.15% of portfolio
77,459
Q4 2024 Added 16.07%
$0
$1.69 Billion 0.15% of portfolio
3,967
Q4 2024 Added 0.35%
$188B
$1.64 Billion 0.15% of portfolio
2,869
Q4 2024 Reduced 5.81%
$0
$1.64 Billion 0.15% of portfolio
84,408
Q4 2024 Added 19.51%
$0
$1.55 Billion 0.14% of portfolio
41,686
Q4 2024 Reduced 10.33%
$28B
$1.61 Billion 0.14% of portfolio
19,827
Q4 2024 Reduced 24.5%
$0
$1.54 Billion 0.14% of portfolio
17,459
Q4 2024 Added 0.36%
$0
$1.58 Billion 0.14% of portfolio
78,896
Q4 2024 Added 10.07%
$123B
$1.43 Billion 0.13% of portfolio
17,903
Q4 2024 Reduced 41.36%
$0
$1.43 Billion 0.13% of portfolio
29,997
Q4 2024 Added 53.95%
$0
$1.5 Billion 0.13% of portfolio
56,526
Q4 2024 Reduced 20.02%
$0
$1.42 Billion 0.13% of portfolio
5,263
Q4 2024 Added 0.21%
$204B
$1.35 Billion 0.12% of portfolio
3,832
Q4 2024 Reduced 14.84%
$0
$1.29 Billion 0.12% of portfolio
21,399
Q4 2024 Added 25.53%
$148B
$1.29 Billion 0.12% of portfolio
26,669
Q4 2024 Added 5.91%
$378B
$1.33 Billion 0.12% of portfolio
15,648
Q4 2024 Added 3.42%
$0
$1.29 Billion 0.12% of portfolio
55,518
Q4 2024 Reduced 61.19%
$195B
$1.39 Billion 0.12% of portfolio
11,997
Q4 2024 Added 147.46%
$17B
$1.19 Billion 0.11% of portfolio
15,759
Q4 2024 Added 34.41%
$142B
$1.2 Billion 0.11% of portfolio
19,874
Q4 2024 Added 540.27%
$74.6B
$1.22 Billion 0.11% of portfolio
13,458
Q4 2024 Added 158.21%
$104B
$1.21 Billion 0.11% of portfolio
7,041
Q4 2024 Added 8.59%
$160B
$1.26 Billion 0.11% of portfolio
2,531
Q4 2024 Added 159.32%
$41B
$1.09 Billion 0.1% of portfolio
12,910
Q4 2024 Reduced 30.72%
$241B
$1.16 Billion 0.1% of portfolio
11,873
Q4 2024 Reduced 14.82%
$176B
$1.12 Billion 0.1% of portfolio
7,277
Q4 2024 Added 139.85%
$0
$1.06 Billion 0.1% of portfolio
16,765
Q4 2024 Added 5.75%
$0
$1.09 Billion 0.1% of portfolio
4,278
Q4 2024 New
$45.6B
$1.1 Billion 0.1% of portfolio
20,333
Q4 2024 New
$138B
$1.08 Billion 0.1% of portfolio
11,705
Q4 2024 Reduced 58.34%
$159B
$1.14 Billion 0.1% of portfolio
30,244
Q4 2024 Reduced 12.24%
$26.2B
$1.1 Billion 0.1% of portfolio
9,138
Q4 2024 New
$123B
$1.11 Billion 0.1% of portfolio
2,285
Q4 2024 Added 81.93%
$18.8B
$1.06 Billion 0.1% of portfolio
13,630
Q4 2024 Added 2.98%
$223B
$1.08 Billion 0.1% of portfolio
3,724
Q4 2024 Added 49.98%
$0
$960 Million 0.09% of portfolio
18,407
Q4 2024 Added 1.18%

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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