Leo Brokerage, LLC Portfolio Holdings
Leo Brokerage, LLC
- $875 Million
- Q2 2023
Leo Brokerage, LLC has filed its 13F form on July 25, 2023 for Q2 2023 where it was disclosed a total value porftolio of $875 Million distributed in 313 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $134M, American Centy ETF Tr Avantis with a value of $55.2M, Vanguard World Fd Esg U.S. Sto with a value of $52.7M, Apple Inc. with a value of $48.8M, and Vanguard World Fd Esg Intl Stk with a value of $39.1M.
Examining the 13F form we can see an increase of $207M in the current position value, from $669M to 875M.
Below you can find more details about Leo Brokerage, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$875 Million
ETFs: $476 Million
Healthcare: $162 Million
Technology: $96 Million
Consumer Cyclical: $43.9 Million
Financial Services: $21.2 Million
Communication Services: $18.6 Million
Consumer Defensive: $15.6 Million
Real Estate: $15.2 Million
Other: $26.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 313
- Current Value $875 Million
- Prior Value $669 Million
- Filing
- Period Q2 2023
- Filing Date July 25, 2023
- Form Type 13F-HR
- Activity in Q2 2023
- New Purchases 21 stocks
- Additional Purchases 162 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks