Leo Brokerage, LLC Purchases in Q2 2023

Leo Brokerage, LLC

  • $875 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
518K
+ 177.35%
$154.35 - $166.11 $79.9M - $86M
810K $134M
AVUS
American Centy ETF Tr Avantis

ETFs
361K
+ 96.65%
$68.92 - $75.19 $24.9M - $27.1M
735K $55.2M
AAPL
Apple Inc.

Technology
126K
+ 101.16%
$160.1 - $193.97 $20.2M - $24.5M
251K $48.8M
AMZN
Amazon Com Inc

Consumer Cyclical
127K
+ 94.05%
$97.83 - $130.36 $12.4M - $16.6M
262K $34.2M
IEF
Ishares Barclays

ETFs
38.1K
+ 32.74%
$96.39 - $100.48 $3.67M - $3.83M
154K $14.9M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
113K
+ 178.39%
$24.51 - $24.65 $2.78M - $2.8M
177K $4.36M
TLT
Ishares Barclays 20+ Year Trea

ETFs
17.5K
New
$100.28 - $108.53 $1.75M - $1.9M
17.5K $1.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
259
+ 0.87%
$309.99 - $370.26 $80.3K - $95.9K
30K $11.1M
CG
Carlyle Group Inc.

Financial Services
43.4K
New
$25.72 - $31.95 $1.12M - $1.39M
43.4K $1.39M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
14.1K
+ 1.95%
$51.68 - $54.7 $726K - $769K
736K $39.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
47.9K
+ 61.29%
$24.34 - $24.65 $1.17M - $1.18M
126K $3.08M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
48K
New
$23.39 - $23.94 $1.12M - $1.15M
48K $1.13M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
45.6K
+ 226.36%
$23.42 - $23.83 $1.07M - $1.09M
65.7K $1.54M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11.5K
+ 7.54%
$106.02 - $110.43 $1.22M - $1.27M
165K $17.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2K
+ 51.85%
$371.44 - $407.28 $743K - $814K
5.85K $2.38M
BMY
Bristol Myers Squibb CO

Healthcare
15.9K
+ 65.12%
$63.71 - $70.74 $1.01M - $1.12M
40.2K $2.57M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15.4K
+ 11.89%
$48.63 - $49.36 $749K - $760K
145K $7.14M
GOOGL
Alphabet Inc.

Communication Services
2.39K
+ 8.39%
$103.71 - $127.31 $248K - $304K
30.8K $3.69M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.1K
New
$72.23 - $74.46 $731K - $753K
10.1K $735K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
4.89K
+ 2.68%
$90.17 - $92.95 $441K - $455K
187K $17.4M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
15.8K
+ 14.76%
$43.15 - $44.81 $682K - $709K
123K $5.43M
AMD
Advanced Micro Devices Inc

Technology
4.84K
+ 111.96%
$81.62 - $129.19 $395K - $625K
9.17K $1.04M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
10.8K
New
$54.72 - $57.87 $589K - $623K
10.8K $614K
LLY
Eli Lilly & CO

Healthcare
239
+ 6.02%
$350.74 - $468.98 $83.8K - $112K
4.21K $1.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.8K
+ 6.39%
$50.04 - $50.36 $641K - $645K
213K $10.7M
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
22.9K
+ 9.93%
$25.13 - $25.29 $576K - $579K
253K $6.41M
PFE
Pfizer Inc

Healthcare
21.4K
+ 43.65%
$36.12 - $41.79 $774K - $895K
70.5K $2.59M
CI
Cigna Corp

Healthcare
1.95K
New
$242.64 - $280.6 $472K - $546K
1.95K $546K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
23K
+ 44.33%
$23.77 - $24.01 $546K - $551K
74.7K $1.78M
GILD
Gilead Sciences, Inc.

Healthcare
8.64K
+ 36.56%
$76.01 - $86.7 $657K - $749K
32.3K $2.49M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.5K
New
$22.32 - $23.04 $502K - $518K
22.5K $505K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.8K
New
$24.43 - $25.1 $459K - $471K
18.8K $459K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.07K
+ 0.84%
$47.62 - $53.01 $51.1K - $56.9K
129K $6.64M
VZ
Verizon Communications Inc

Communication Services
15K
+ 24.56%
$34.46 - $40.11 $518K - $603K
76.3K $2.84M
CMCSA
Comcast Corp

Communication Services
5.46K
+ 9.97%
$36.52 - $41.67 $199K - $228K
60.3K $2.5M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
19.8K
+ 23.71%
$23.13 - $23.6 $458K - $467K
103K $2.39M
FDX
Fedex Corp

Industrials
1.7K
New
$217.29 - $249.98 $370K - $426K
1.7K $422K
KMB
Kimberly Clark Corp

Consumer Defensive
2.62K
+ 18.11%
$133.57 - $146.38 $350K - $384K
17.1K $2.36M
DUK
Duke Energy Corp

Utilities
5.61K
+ 35.33%
$88.01 - $99.74 $494K - $559K
21.5K $1.93M
XLG
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.21%
$308.25 - $349.73 $6.17K - $6.99K
9.64K $3.37M
XOM
Exxon Mobil Corp

Energy
4.2K
+ 13.96%
$102.18 - $118.34 $429K - $497K
34.3K $3.67M
NVS
Novartis Ag

Healthcare
1.89K
+ 9.13%
$92.52 - $104.91 $175K - $198K
22.6K $2.28M
GLD
Spdr Gold Trust

ETFs
2.19K
+ 50.09%
$177.09 - $190.44 $387K - $416K
6.55K $1.17M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.48K
New
$218.23 - $249.19 $322K - $368K
1.48K $363K
IBTD
Ishares Tr Ibonds Dec 2023 Ter

ETFs
13.8K
+ 15.58%
$24.71 - $24.81 $341K - $342K
102K $2.54M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
10.9K
New
$30.89 - $31.84 $336K - $346K
10.9K $342K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.9K
New
$22.63 - $23.26 $337K - $347K
14.9K $337K
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.22K
+ 134.16%
$46.41 - $47.75 $335K - $345K
12.6K $586K
ORCL
Oracle Corp

Technology
1.37K
+ 22.03%
$93.71 - $126.55 $128K - $173K
7.59K $903K
Activity Summary
Buys All Purchases 183 New Holdings 21 Increased Positions 162 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Leo Brokerage, LLC Portfolio

Follow Leo Brokerage, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Brokerage, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Brokerage, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email