Leo H. Evart, Inc. has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $65.2 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $8.38B, Schwab Strategic Tr Us Large C with a value of $8.07B, Vanguard Bd Index Fd Inc Inter with a value of $5.58B, Vanguard Bd Index Fd Inc Total with a value of $5.47B, and Invesco S&P 500 Equal Weight H with a value of $3.84B.

Examining the 13F form we can see an decrease of $6.88B in the current position value, from $72.1B to 65.2B.

Below you can find more details about Leo H. Evart, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $65.2 Billion
ETFs: $57.6 Billion
Technology: $4.76 Billion
Consumer Cyclical: $880 Million
Healthcare: $616 Million
Energy: $584 Million
Industrials: $394 Million
Utilities: $349 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 34
  • Current Value $65.2 Billion
  • Prior Value $72.1 Billion
  • Filing
  • Period Q3 2023
  • Filing Date November 14, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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