Leo Brokerage, LLC Incresed Positions in Q2 2023

Leo Brokerage, LLC

  • $875 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
162
+ 4.76%
$180.11 - $196.12 $29.2K - $31.8K
3.57K $660K
EPD
Enterprise Products Partners L.P.

Energy
1.03K
+ 4.73%
$25.27 - $27.01 $26.1K - $27.9K
22.9K $602K
TD
Toronto Dominion Bank

Financial Services
76
+ 0.52%
$56.6 - $62.25 $4.3K - $4.73K
14.6K $903K
CLX
Clorox CO

Consumer Defensive
189
+ 7.02%
$153.94 - $175.61 $29.1K - $33.2K
2.88K $458K
IEMG
Ishares Inc

ETFs
584
+ 8.39%
$47.35 - $50.88 $27.7K - $29.7K
7.54K $371K
IHF
Ishares Tr

ETFs
91
+ 9.01%
$242.16 - $263.77 $22K - $24K
1.1K $281K
MDLZ
Mondelez International, Inc.

Consumer Defensive
49
+ 0.59%
$69.81 - $78.36 $3.42K - $3.84K
8.31K $606K
UNP
Union Pacific Corp

Industrials
123
+ 8.75%
$191.5 - $205.92 $23.6K - $25.3K
1.53K $312K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
5.22K
+ 4.42%
$10.86 - $11.6 $56.7K - $60.6K
123K $1.39M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
6.17K
+ 4.46%
$9.36 - $10.03 $57.7K - $61.9K
145K $1.4M
IWM
Ishares Russell 2000 ETF

ETFs
29
+ 1.35%
$170.4 - $187.93 $4.94K - $5.45K
2.17K $406K
ROST
Ross Stores, Inc.

Consumer Cyclical
7
+ 0.18%
$100.9 - $112.13 $706 - $785
3.9K $436K
UPS
United Parcel Service Inc

Industrials
220
+ 17.24%
$166.61 - $196.03 $36.7K - $43.1K
1.5K $268K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1K
+ 1.87%
$25.61 - $25.89 $25.7K - $25.9K
54.6K $1.41M
XLF
Financial Sector Spdr

ETFs
122
+ 1.2%
$31.55 - $33.71 $3.85K - $4.11K
10.3K $347K
YUM
Yum Brands Inc

Consumer Cyclical
51
+ 2.74%
$127.79 - $142.9 $6.52K - $7.29K
1.91K $265K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
76
+ 0.51%
$32.32 - $34.5 $2.46K - $2.62K
15K $518K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
5.5K
+ 4.17%
$9.96 - $10.68 $54.7K - $58.7K
137K $1.43M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.27%
$85.65 - $93.64 $600 - $655
2.58K $241K
IIM
Invesco Value Municipal Income Trust

Financial Services
5.16K
+ 4.45%
$11.28 - $12.26 $58.2K - $63.2K
121K $1.43M
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.21%
$209.12 - $229.74 $418 - $459
966 $221K
PLTM
Granite Shares Platinum Trust

ETFs
7.03K
+ 12.19%
$8.75 - $10.97 $61.5K - $77.1K
64.7K $571K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.01%
$60.2 - $63.67 $60.2 - $63.7
16.6K $1.03M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
5.93K
+ 4.47%
$9.64 - $10.42 $57.1K - $61.7K
139K $1.38M
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.28%
$148.55 - $157.83 $743 - $789
1.78K $281K
HOLX
Hologic Inc

Healthcare
113
+ 2.57%
$77.76 - $87.67 $8.79K - $9.91K
4.51K $365K
VEU
Vanguard Ftse All World Ex Us

ETFs
75
+ 1.46%
$52.62 - $56.04 $3.95K - $4.2K
5.21K $283K
C
Citigroup Inc

Financial Services
411
+ 3.62%
$44.23 - $50.4 $18.2K - $20.7K
11.8K $541K
PNNT
Pennantpark Investment Corp

Financial Services
381
+ 3.52%
$4.76 - $6.0 $1.81K - $2.29K
11.2K $65K
IJS
Ishares S&P Smallcap 600 Value

ETFs
15
+ 0.31%
$87.59 - $95.56 $1.31K - $1.43K
4.85K $460K
PXD
Pioneer Natural Resources CO

Energy
4
+ 0.16%
$198.66 - $230.0 $795 - $920
2.49K $515K
LMT
Lockheed Martin Corp

Industrials
41
+ 3.58%
$442.83 - $501.41 $18.2K - $20.6K
1.19K $545K
OMC
Omnicom Group Inc.

Communication Services
23
+ 0.62%
$87.04 - $96.75 $2K - $2.23K
3.74K $356K
IBB
Ishares Biotechnology ETF

ETFs
82
+ 3.2%
$125.53 - $133.58 $10.3K - $11K
2.65K $336K
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
21
+ 0.06%
$25.39 - $25.49 $533 - $535
35.7K $908K
K
Kellogg CO

Consumer Defensive
17
+ 0.47%
$65.16 - $71.53 $1.11K - $1.22K
3.62K $243K
CCI
Crown Castle International Corp

Real Estate
3.86K
+ 17.56%
$109.44 - $134.51 $423K - $520K
25.9K $2.95M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
139
+ 2.51%
$43.56 - $52.25 $6.05K - $7.26K
5.67K $289K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
979
+ 1.11%
$26.14 - $26.64 $25.6K - $26.1K
89.3K $2.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.06%
$39.05 - $42.09 $117 - $126
5.45K $221K
GHTA
Collaborative Invt Ser Tr Goos
6.91K
+ 52.94%
N/A
20K $0
Gsk PLC
2.05K
+ 11.98%
N/A
19.1K $0
Linde PLC
49
+ 8.38%
N/A
634 $0
BA
Boeing CO

Industrials
17
+ 0.7%
$197.05 - $221.56 $3.35K - $3.77K
2.44K $514K
QCOM
Qualcomm Inc

Technology
142
+ 6.91%
$103.02 - $124.74 $14.6K - $17.7K
2.2K $261K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
66
+ 0.52%
$27.09 - $27.96 $1.79K - $1.85K
12.6K $351K
MET
Metlife Inc

Financial Services
80
+ 2.17%
$49.12 - $61.81 $3.93K - $4.94K
3.76K $212K
HYG
Ishares Tr

ETFs
11
+ 0.19%
$73.57 - $75.42 $809 - $830
5.89K $441K
IDV
Ishares Tr

ETFs
203
+ 2.16%
$25.86 - $28.52 $5.25K - $5.79K
9.59K $252K
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