Leo Wealth, LLC Purchases in Q1 2025

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
1.16K
+ 0.31%
$142.06 - $167.7 $164K - $194K
377K $62.5B
MCD
Mcdonalds Corp

Consumer Cyclical
24.2K
+ 649.11%
$279.74 - $321.29 $6.76M - $7.77M
27.9K $8.71B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
95.7K
+ 570.6%
$63.07 - $73.5 $6.03M - $7.03M
112K $7.89B
Spdr Ser Tr
140K
New
N/A
140K $3.88B
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.7K
New
$85.29 - $92.57 $2.53M - $2.75M
29.7K $2.71B
IXJ
Ishares Global Healthcare ETF

ETFs
22.2K
+ 31.82%
$86.01 - $94.19 $1.91M - $2.09M
92K $8.39B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
13.4K
New
$94.32 - $110.46 $1.26M - $1.47M
13.4K $1.29B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
24.3K
New
$51.52 - $52.37 $1.25M - $1.27M
24.3K $1.27B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.4K
New
$42.5 - $46.71 $1.04M - $1.14M
24.4K $1.1B
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
16K
New
$48.56 - $61.02 $777K - $976K
16K $848M
TTE
Total Energies Se

Energy
10.8K
+ 106.71%
N/A
20.9K $1.35B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.5K
+ 140.67%
$50.48 - $51.04 $780K - $789K
26.4K $1.34B
CCI
Crown Castle International Corp

Real Estate
2.53K
+ 7.3%
$84.33 - $106.39 $213K - $269K
37.2K $3.87B
VOD
Vodafone Group Public LTD CO

Communication Services
61.3K
+ 67.57%
$8.05 - $9.86 $493K - $604K
152K $1.42B
VCIT
Vanguard Intermediate Term Cor

ETFs
7.86K
New
$79.17 - $82.04 $622K - $644K
7.86K $642M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
3.59K
+ 26.34%
$74.5 - $92.3 $267K - $331K
17.2K $1.57B
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
24.7K
New
$19.0 - $19.66 $469K - $485K
24.7K $485M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20.3K
+ 26.19%
$22.11 - $22.43 $448K - $455K
97.7K $2.19B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
20.6K
+ 53.91%
$21.16 - $21.77 $436K - $449K
58.8K $1.28B
FVD
First Tr Value Line Divid Inde

ETFs
10.4K
New
$42.61 - $45.51 $443K - $473K
10.4K $463M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.4K
+ 20.84%
$21.77 - $22.25 $401K - $409K
107K $2.37B
DBE
Invesco Db Energy Fund

ETFs
20.5K
+ 61.77%
$18.43 - $20.34 $379K - $418K
53.8K $1.05B
MDT
Medtronic PLC

Healthcare
2.85K
+ 15.89%
$79.84 - $94.5 $227K - $269K
20.7K $1.86B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
16.3K
+ 9.23%
$23.9 - $24.18 $389K - $394K
193K $4.66B
Kenvue Inc
1.18K
+ 0.77%
N/A
153K $3.67B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16.8K
+ 15.33%
$22.61 - $23.14 $380K - $389K
127K $2.93B
NVS
Novartis Ag

Healthcare
2.3K
+ 19.35%
$97.14 - $115.57 $223K - $265K
14.2K $1.58B
D
Dominion Energy, Inc

Utilities
6.26K
+ 30.81%
$52.85 - $57.43 $331K - $360K
26.6K $1.49B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.9K
+ 8.91%
$24.79 - $25.26 $321K - $327K
158K $4B
CNYA
Ishares Tr Msci China A ETF (D

ETFs
12.6K
New
$26.28 - $29.34 $332K - $371K
12.6K $354M
VRT
Vertiv Holdings CO

Industrials
4.49K
New
N/A
4.49K $324M
PGR
Progressive Corp

Financial Services
688
+ 24.23%
$235.61 - $291.22 $162K - $200K
3.53K $999M
BNDX
Vanguard Total International B

ETFs
6.41K
New
$48.33 - $49.5 $310K - $317K
6.41K $313M
BIIB
Biogen Inc.

Healthcare
3.9K
+ 28.01%
$133.43 - $153.27 $521K - $598K
17.8K $2.44B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
544
+ 85.67%
$634.14 - $744.83 $345K - $405K
1.18K $748M
SNY
Sanofi

Healthcare
1.75K
+ 6.56%
$48.15 - $59.42 $84.2K - $104K
28.4K $1.58B
XLV
Select Sector Spdr Fund Health

ETFs
1.94K
New
$137.61 - $149.68 $267K - $291K
1.94K $284M
ACWI
Ishares Msci Acwi ETF

ETFs
2.28K
New
$115.16 - $124.13 $263K - $283K
2.28K $266M
HON
Honeywell International Inc

Industrials
2.83K
+ 11.75%
$202.75 - $226.52 $574K - $641K
26.9K $5.7B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.64K
+ 26.84%
$22.77 - $22.94 $219K - $221K
45.5K $1.04B
PEP
Pepsico Inc

Consumer Defensive
1.62K
+ 12.16%
$142.64 - $156.42 $231K - $254K
14.9K $2.24B
ETR
Entergy Corp

Utilities
597
+ 3.79%
$75.26 - $87.89 $44.9K - $52.5K
16.4K $1.4B
PEG
Public Service Enterprise Group Inc

Utilities
2.82K
+ 21.81%
$78.2 - $90.39 $220K - $255K
15.7K $1.29B
SHOP
Shopify Inc.

Technology
2.11K
New
$90.59 - $129.31 $192K - $273K
2.11K $202M
TRGP
Targa Resources Corp.

Energy
1.01K
New
$178.44 - $217.22 $179K - $218K
1.01K $202M
DTE
Dte Energy CO

Utilities
228
+ 2.5%
$117.6 - $138.27 $26.8K - $31.5K
9.37K $1.3B
IBDV
Ishares Tr

Technology
6.42K
+ 14.98%
$21.11 - $21.73 $135K - $139K
49.2K $1.07B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.1K
New
$11.66 - $14.98 $129K - $166K
11.1K $151M
Activity Summary
Buys All Purchases 89 New Holdings 20 Increased Positions 69 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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