Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $977 Billion
  • Q1 2024

Leo Wealth, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $977 Billion distributed in 333 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $78.8B, Vanguard World Fd Esg U.S. Sto with a value of $68.1B, Vanguard World Fd Esg Intl Stk with a value of $45.5B, Affirm Holdings, Inc. with a value of $42.6B, and Goldman Sachs ETF Tr Activebet with a value of $41.6B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $965B to 977B.

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 $977 Billion
ETFs: $585 Billion
Technology: $114 Billion
Healthcare: $108 Billion
Consumer Cyclical: $37.5 Billion
Financial Services: $33.9 Billion
Communication Services: $23.4 Billion
Consumer Defensive: $20.1 Billion
Real Estate: $12.8 Billion
Other: $34.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$383B
$78.8 Billion 8.06% of portfolio
497,915
Q1 2024 Reduced 36.29%
$0
$68.1 Billion 6.97% of portfolio
732,257
Q1 2024 Added 6.34%
$0
$45.5 Billion 4.65% of portfolio
791,666
Q1 2024 Added 6.52%
$6.73B
$42.6 Billion 4.36% of portfolio
1,143,184
Q1 2024 Reduced 2.55%
$0
$41.6 Billion 4.25% of portfolio
400,920
Q1 2024 Added 6.24%
$0
$36.8 Billion 3.76% of portfolio
411,427
Q1 2024 Added 5.9%
$0
$29.5 Billion 3.02% of portfolio
314,764
Q1 2024 Added 10.64%
$3.09T
$26 Billion 2.67% of portfolio
152,562
Q1 2024 Added 2.27%
$1.8T
$25.4 Billion 2.6% of portfolio
140,525
Q1 2024 Added 2.29%
$0
$19.3 Billion 1.97% of portfolio
204,848
Q1 2024 Added 5.85%
$0
$15.8 Billion 1.62% of portfolio
146,734
Q1 2024 Reduced 4.32%
$0
$15.5 Billion 1.58% of portfolio
307,343
Q1 2024 Reduced 5.98%
$3.09T
$14.8 Billion 1.51% of portfolio
34,999
Q1 2024 Added 4.21%
$0
$14.2 Billion 1.46% of portfolio
318,121
Q1 2024 Added 57.8%
$0
$13.1 Billion 1.35% of portfolio
29,589
Q1 2024 Added 5.2%
$0
$12.7 Billion 1.3% of portfolio
158,833
Q1 2024 Added 7.47%
$0
$10.9 Billion 1.11% of portfolio
116,392
Q1 2024 Added 9.98%
$0
$9.81 Billion 1.0% of portfolio
247,530
Q1 2024 Added 4.17%
$2.73T
$9.69 Billion 0.99% of portfolio
10,719
Q1 2024 Added 5.91%
$0
$9.52 Billion 0.97% of portfolio
206,205
Q1 2024 Added 10.61%
$21.2B
$9.36 Billion 0.96% of portfolio
43,174
Q1 2024 Added 0.28%
$0
$9.07 Billion 0.93% of portfolio
201,694
Q1 2024 Added 10.19%
$0
$8.01 Billion 0.82% of portfolio
284,207
Q1 2024 Added 4.58%
$0
$8.06 Billion 0.82% of portfolio
93,247
Q1 2024 Added 5.44%
$0
$7.63 Billion 0.78% of portfolio
130,985
Q1 2024 Added 9.21%
$0
$7.13 Billion 0.73% of portfolio
20,723
Q1 2024 Added 3.42%
$0
$6.96 Billion 0.71% of portfolio
156,891
Q1 2024 Added 7.81%
$0
$6.84 Billion 0.7% of portfolio
151,294
Q1 2024 Added 6.92%
$91.8M
$6.77 Billion 0.69% of portfolio
366,184
Q1 2024 Added 5.0%
$0
$6.77 Billion 0.69% of portfolio
37,061
Q1 2024 Added 3.37%
$539B
$6.03 Billion 0.62% of portfolio
14,357
Q1 2024 Added 3.23%
$1.03T
$5.42 Billion 0.55% of portfolio
35,503
Q1 2024 Added 5.94%
$0
$5.29 Billion 0.54% of portfolio
211,192
Q1 2024 Added 3.46%
$0
$5.18 Billion 0.53% of portfolio
122,898
Q1 2024 Added 25.02%
$0
$5.09 Billion 0.52% of portfolio
204,977
Q1 2024 Added 9.12%
$0
$4.89 Billion 0.5% of portfolio
91,996
Q1 2024 Added 23.16%
$66.3B
$4.85 Billion 0.5% of portfolio
42,745
Q1 2024 Reduced 0.04%
$779B
$4.55 Billion 0.47% of portfolio
5,927
Q1 2024 Added 2.97%
$489B
$4.32 Billion 0.44% of portfolio
37,023
Q1 2024 Reduced 10.17%
$0
$4.2 Billion 0.43% of portfolio
84,082
Q1 2024 Added 9.5%
$0
$4.17 Billion 0.43% of portfolio
7,978
Q1 2024 Added 2.62%
$0
$4.23 Billion 0.43% of portfolio
8,050
Q1 2024 Added 3.14%
$0
$4.13 Billion 0.42% of portfolio
22,221
Q1 2024 Added 0.08%
$0
$4.03 Billion 0.41% of portfolio
43,408
Q1 2024 Added 1.53%
$0
$3.87 Billion 0.4% of portfolio
162,165
Q1 2024 Added 11.54%
$0
$3.77 Billion 0.39% of portfolio
238,731
Q1 2024 Added 3.41%
$0
$3.7 Billion 0.38% of portfolio
33,446
Q1 2024 Added 41.89%
$150B
$3.5 Billion 0.36% of portfolio
18,362
Q1 2024 Reduced 12.5%
$0
$3.5 Billion 0.36% of portfolio
97,446
Q1 2024 Added 7.42%

Summary

  • Portfolio
  • No. of Stocks 333
  • Current Value $977 Billion
  • Prior Value $965 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 22 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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