Leo Wealth, LLC Purchases in Q4 2024

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
12.7K
New
N/A
12.7K $13B
VGIT
Vanguard Intermediate Term Tre

ETFs
111K
New
$57.78 - $60.4 $6.44M - $6.73M
111K $6.46B
AMZN
Amazon Com Inc

Consumer Cyclical
2.46K
+ 1.78%
$180.88 - $232.93 $444K - $572K
141K $30.8B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
35.1K
+ 7.9%
$111.85 - $120.71 $3.93M - $4.24M
479K $55.2B
HON
Honeywell International Inc

Industrials
20K
+ 493.52%
$202.84 - $236.0 $4.06M - $4.73M
24.1K $5.44B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
10.6K
+ 1.56%
$100.18 - $109.1 $1.06M - $1.16M
694K $72.7B
AVUS
American Centy ETF Tr Avantis

ETFs
23.9K
+ 5.7%
$94.36 - $102.06 $2.26M - $2.44M
444K $43B
VTC
Vanguard Scottsdale Fds Total

ETFs
36K
New
$75.59 - $79.31 $2.72M - $2.85M
36K $2.72B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28K
+ 9.79%
$66.77 - $71.52 $1.87M - $2M
314K $21.6B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18K
+ 170.59%
$126.68 - $134.74 $2.28M - $2.43M
28.6K $3.65B
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.9K
New
$174.22 - $187.62 $2.08M - $2.24M
11.9K $2.09B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
85.3K
+ 142.1%
$24.82 - $25.48 $2.12M - $2.17M
145K $3.62B
GOOG
Alphabet Inc.

Communication Services
7.92K
+ 35.64%
$163.08 - $198.16 $1.29M - $1.57M
30.1K $5.74B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
562K
+ 240.82%
$26.93 - $84.95 $15.1M - $47.7M
795K $21.7B
GOOGL
Alphabet Inc.

Communication Services
6.67K
+ 25.03%
$161.86 - $196.66 $1.08M - $1.31M
33.3K $6.31B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
66.4K
New
$24.66 - $27.63 $1.64M - $1.84M
66.4K $1.68B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
70.5K
+ 179.54%
$22.71 - $23.47 $1.6M - $1.65M
110K $2.5B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
66.6K
+ 60.47%
$23.88 - $24.32 $1.59M - $1.62M
177K $4.23B
MRK
Merck & Co., Inc.

Healthcare
16.2K
+ 143.31%
$96.31 - $114.76 $1.56M - $1.86M
27.6K $2.74B
J P Morgan Exchange Traded F
16.4K
+ 6.96%
N/A
253K $15.7B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
56.4K
+ 176.96%
$21.81 - $22.48 $1.23M - $1.27M
88.3K $1.93B
NFLX
Netflix Inc

Communication Services
986
+ 56.21%
$687.65 - $936.56 $678K - $923K
2.74K $2.44B
GIS
General Mills Inc

Consumer Defensive
19.8K
+ 208.6%
$62.78 - $74.62 $1.25M - $1.48M
29.4K $1.87B
DTE
Dte Energy CO

Utilities
9.14K
New
$117.04 - $129.77 $1.07M - $1.19M
9.14K $1.1B
D
Dominion Energy, Inc

Utilities
20.3K
New
$52.63 - $60.92 $1.07M - $1.24M
20.3K $1.1B
VHT
Vanguard Health Care ETF

ETFs
4.28K
New
$250.81 - $283.3 $1.07M - $1.21M
4.28K $1.09B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21.9K
+ 45.88%
$58.88 - $64.8 $1.29M - $1.42M
69.7K $4.11B
HYDB
Ishares Tr Edge High Yield Def

ETFs
21.5K
New
$46.68 - $47.95 $1.01M - $1.03M
21.5K $1.01B
UBER
Uber Technologies, Inc

Technology
16.8K
+ 540.27%
$59.93 - $86.34 $1.01M - $1.45M
19.9K $1.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.39K
+ 12.41%
$567.81 - $607.81 $790K - $845K
12.6K $7.38B
MA
Mastercard Inc

Financial Services
1.27K
+ 18.04%
$491.3 - $536.15 $622K - $679K
8.29K $4.36B
CVX
Chevron Corp

Energy
6.11K
+ 74.05%
$141.15 - $162.53 $862K - $992K
14.4K $2.08B
AXP
American Express CO

Financial Services
2.61K
+ 80.25%
$267.35 - $305.57 $698K - $797K
5.86K $1.74B
TSLA
Tesla, Inc.

Consumer Cyclical
378
+ 8.06%
$213.65 - $479.86 $80.8K - $181K
5.07K $2.05B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
38.2K
New
$21.25 - $22.07 $812K - $844K
38.2K $815M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
35.1K
+ 60.15%
$23.02 - $23.23 $808K - $816K
93.5K $2.16B
RTX
Raytheon Technologies Corp

Industrials
7.15K
+ 147.46%
$114.45 - $127.21 $818K - $909K
12K $1.39B
PAR
Par Technology Corp

Technology
10.8K
New
$49.67 - $81.14 $537K - $878K
10.8K $786M
KMB
Kimberly Clark Corp

Consumer Defensive
6.78K
+ 72.43%
$130.37 - $146.09 $884K - $991K
16.1K $2.12B
CHKP
Check Point Software Technologies LTD

Technology
4.06K
New
$170.18 - $209.01 $692K - $849K
4.06K $759M
SPGI
S&P Global Inc.

Financial Services
1.56K
+ 159.32%
$480.36 - $529.17 $747K - $823K
2.53K $1.26B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.21K
+ 16.91%
$113.92 - $127.38 $821K - $918K
49.8K $5.74B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
32K
+ 248.17%
$23.25 - $23.56 $745K - $755K
45K $1.05B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
8.45K
+ 3.89%
$92.58 - $93.71 $783K - $792K
226K $20.9B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
33.4K
+ 23.96%
$20.6 - $20.71 $687K - $691K
173K $3.56B
CL
Colgate Palmolive CO

Consumer Defensive
8.25K
+ 158.21%
$90.22 - $102.31 $744K - $844K
13.5K $1.22B
KO
Coca Cola CO

Consumer Defensive
13.5K
+ 74.17%
$61.74 - $71.71 $835K - $970K
31.8K $1.98B
ICE
Intercontinental Exchange, Inc.

Financial Services
4.46K
New
$148.29 - $166.93 $661K - $744K
4.46K $664M
IBDV
Ishares Tr

Technology
31.2K
+ 269.44%
$21.24 - $22.15 $663K - $692K
42.8K $915M
Activity Summary
Buys All Purchases 222 New Holdings 45 Increased Positions 177 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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