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
$169B
$640 Million 0.06% of portfolio
8,462
Q4 2024 New
$138B
$704 Million 0.06% of portfolio
10,002
Q4 2024 Added 0.76%
$0
$625 Million 0.06% of portfolio
12,475
Q4 2024 Added 0.96%
$85.7B
$630 Million 0.06% of portfolio
4,995
Q4 2024 Added 55.9%
$97B
$664 Million 0.06% of portfolio
4,455
Q4 2024 New
$0
$631 Million 0.06% of portfolio
15,131
Q4 2024 Reduced 0.3%
$471B
$655 Million 0.06% of portfolio
1,296
Q4 2024 Reduced 22.26%
$0
$615 Million 0.06% of portfolio
8,135
Q4 2024 Added 0.22%
$180B
$503 Million 0.05% of portfolio
1,131
Q4 2024 Reduced 8.27%
$173B
$552 Million 0.05% of portfolio
10,126
Q4 2024 Reduced 43.49%
$48.3B
$589 Million 0.05% of portfolio
4,357
Q4 2024 Added 153.02%
$25.4B
$532 Million 0.05% of portfolio
3,007
Q4 2024 Added 0.43%
$0
$555 Million 0.05% of portfolio
974
Q3 2024 Added 22.82%
$0
$561 Million 0.05% of portfolio
11,609
Q4 2024 Added 10.88%
$100B
$526 Million 0.05% of portfolio
3,555
Q4 2024 Reduced 0.2%
$43.7B
$551 Million 0.05% of portfolio
3,646
Q4 2024 Reduced 1.91%
$19.1B
$573 Million 0.05% of portfolio
11,155
Q4 2024 Added 3.12%
$87.7B
$570 Million 0.05% of portfolio
9,548
Q4 2024 Added 14.31%
$339B
$554 Million 0.05% of portfolio
12,600
Q4 2024 Added 5.04%
$140B
$539 Million 0.05% of portfolio
2,184
Q4 2024 Reduced 2.93%
$0
$587 Million 0.05% of portfolio
3,171
Q4 2024 Added 0.54%
$0
$588 Million 0.05% of portfolio
5,417
Q4 2024 Added 0.35%
$57.8B
$548 Million 0.05% of portfolio
14,399
Q4 2024 Added 4.47%
$117B
$505 Million 0.05% of portfolio
1,523
Q4 2024 Added 0.86%
Grayscale Ethereum Trust ETF
-
$587 Million 0.05% of portfolio
-
Q4 2024 Reduced 0.94%
$73.2B
$567 Million 0.05% of portfolio
4,628
Q4 2024 New
$0
$580 Million 0.05% of portfolio
26,740
Q4 2024 New
$0
$519 Million 0.05% of portfolio
9,453
Q4 2024 Reduced 5.68%
$0
$557 Million 0.05% of portfolio
10,984
Q4 2024 Reduced 18.69%
$36.6B
$595 Million 0.05% of portfolio
18,575
Q4 2024 Reduced 64.8%
$0
$607 Million 0.05% of portfolio
5,509
Q4 2024 Reduced 2.31%
$0
$594 Million 0.05% of portfolio
14,526
Q4 2024 Reduced 5.44%
$177B
$474 Million 0.04% of portfolio
2,530
Q4 2024 Added 8.68%
$46.1B
$448 Million 0.04% of portfolio
1,285
Q4 2024 Added 11.06%
$0
$469 Million 0.04% of portfolio
19,559
Q4 2024 Added 0.93%
$44.9B
$454 Million 0.04% of portfolio
7,969
Q4 2024 Added 6.04%
$0
$403 Million 0.04% of portfolio
17,457
Q4 2024 New
$72.1B
$452 Million 0.04% of portfolio
635
Q4 2024 Reduced 37.19%
$6.26B
$483 Million 0.04% of portfolio
25,482
Q4 2024 Reduced 3.94%
$0
$413 Million 0.04% of portfolio
2,317
Q3 2024 Reduced 15.07%
$0
$466 Million 0.04% of portfolio
4,811
Q4 2024 Added 1.07%
$93.3B
$427 Million 0.04% of portfolio
2,114
Q4 2024 New
$88.6B
$456 Million 0.04% of portfolio
10,754
Q4 2024 Added 42.1%
$178B
$490 Million 0.04% of portfolio
5,701
Q4 2024 Added 1.8%
$0
$488 Million 0.04% of portfolio
6,202
Q4 2024 Added 1.47%
$15.3B
$431 Million 0.04% of portfolio
5,978
Q4 2024 Added 0.18%
$171B
$498 Million 0.04% of portfolio
4,120
Q4 2024 Reduced 0.34%
$0
$432 Million 0.04% of portfolio
8,466
Q3 2024 Reduced 2.5%
$0
$445 Million 0.04% of portfolio
20,025
Q4 2024 Added 1.19%

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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