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.

Portfolio value $696 Billion
ETFs: $352 Billion
Healthcare: $87.7 Billion
Technology: $85.6 Billion
Consumer Cyclical: $33.3 Billion
Financial Services: $33 Billion
Communication Services: $17.7 Billion
Consumer Defensive: $16.5 Billion
Real Estate: $13.2 Billion
Other: $33.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ishares Bitcoin Trust ETF
-
$729 Million 0.1% of portfolio
-
Q1 2025 Added 30.97%
$0
$710 Million 0.1% of portfolio
3,724
Q1 2025 Reduced 83.26%
$0
$724 Million 0.1% of portfolio
88,886
Q4 2023 New
$1.19T
$615 Million 0.09% of portfolio
3,707
Q1 2025 Added 19.0%
$281B
$630 Million 0.09% of portfolio
1,202
Q1 2025 Reduced 7.25%
$8.91B
$644 Million 0.09% of portfolio
39,719
Q1 2025 Added 0.11%
$116B
$640 Million 0.09% of portfolio
4,576
Q1 2025 Reduced 35.01%
$0
$642 Million 0.09% of portfolio
7,855
Q1 2025 New
$71.8B
$658 Million 0.09% of portfolio
5,135
Q1 2025 Added 10.96%
$0
$601 Million 0.09% of portfolio
14,584
Q1 2025 Added 0.4%
$0
$595 Million 0.09% of portfolio
5,389
Q1 2025 Reduced 2.18%
$169B
$549 Million 0.08% of portfolio
7,730
Q1 2025 Reduced 22.72%
$0
$587 Million 0.08% of portfolio
2,941
Q1 2025 Reduced 0.78%
$0
$573 Million 0.08% of portfolio
3,043
Q1 2025 Reduced 4.04%
$280B
$582 Million 0.08% of portfolio
3,664
Q1 2025 Reduced 30.65%
$37.5B
$535 Million 0.08% of portfolio
7,164
Q1 2025 Reduced 30.2%
$38.4B
$526 Million 0.08% of portfolio
13,610
Q1 2025 Reduced 7.52%
$0
$573 Million 0.08% of portfolio
11,543
Q1 2025 Reduced 7.47%
$6.41B
$546 Million 0.08% of portfolio
27,637
Q1 2025 Added 8.46%
$0
$529 Million 0.08% of portfolio
5,430
Q1 2025 Added 0.24%
$0
$459 Million 0.07% of portfolio
34,991
Q4 2023 New
$0
$520 Million 0.07% of portfolio
975
Q1 2025 Added 0.1%
$16.1B
$464 Million 0.07% of portfolio
7,505
Q1 2025 Added 25.54%
$104B
$518 Million 0.07% of portfolio
8,637
Q1 2025 Reduced 43.84%
$173B
$508 Million 0.07% of portfolio
1,000
Q1 2025 Reduced 60.49%
$99.6B
$473 Million 0.07% of portfolio
1,783
Q1 2025 Added 13.42%
$0
$463 Million 0.07% of portfolio
10,391
Q1 2025 New
$30.9B
$486 Million 0.07% of portfolio
11,797
Q1 2025 Added 5.76%
$0
$485 Million 0.07% of portfolio
24,663
Q1 2025 New
$31B
$454 Million 0.07% of portfolio
3,100
Q1 2025 Added 3.09%
$0
$468 Million 0.07% of portfolio
19,295
Q1 2025 Reduced 1.35%
$260B
$505 Million 0.07% of portfolio
5,756
Q1 2025 Reduced 74.37%
$92.7B
$495 Million 0.07% of portfolio
7,291
Q1 2025 Reduced 23.64%
$19.9B
$400 Million 0.06% of portfolio
11,462
Q1 2025 Reduced 37.17%
$171B
$390 Million 0.06% of portfolio
1,018
Q1 2025 Reduced 9.99%
$101B
$424 Million 0.06% of portfolio
6,946
Q1 2025 Reduced 53.59%
$0
$384 Million 0.06% of portfolio
10,538
Q4 2024 Added 0.46%
$0
$415 Million 0.06% of portfolio
18,126
Q1 2025 Reduced 9.48%
$59.6B
$393 Million 0.06% of portfolio
6,038
Q1 2025 Reduced 38.51%
$87.3B
$410 Million 0.06% of portfolio
2,795
Q1 2025 Reduced 2.1%
$0
$393 Million 0.06% of portfolio
2,270
Q1 2025 Reduced 80.95%
$120B
$400 Million 0.06% of portfolio
205
Q1 2025 Reduced 67.09%
$52.5B
$442 Million 0.06% of portfolio
7,029
Q1 2025 Reduced 11.8%
$65.2B
$375 Million 0.05% of portfolio
9,908
Q1 2025 Reduced 31.19%
$0
$347 Million 0.05% of portfolio
4,275
Q4 2024 Reduced 0.14%
$317B
$344 Million 0.05% of portfolio
4,789
Q1 2025 Added 0.97%
$293B
$325 Million 0.05% of portfolio
3,852
Q1 2025 Reduced 54.48%
Ishares Tr
-
$326 Million 0.05% of portfolio
-
Q1 2025 Added 0.43%
$0
$339 Million 0.05% of portfolio
4,152
Q1 2025 Reduced 33.05%

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
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