Leo Wealth, LLC Purchases in Q1 2025

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
143
+ 3.21%
$142.8 - $176.36 $20.4K - $25.2K
4.6K $793M
VEA
Vanguard Ftse Developed Market

ETFs
764
+ 2.55%
$47.4 - $52.99 $36.2K - $40.5K
30.8K $1.56B
HLN
Haleon PLC

Healthcare
11.5K
New
$9.02 - $10.67 $104K - $123K
11.5K $119M
AMCR
Amcor PLC

Consumer Cyclical
11.5K
New
$9.33 - $10.39 $107K - $120K
11.5K $112M
CME
Cme Group Inc.

Financial Services
211
+ 13.42%
$225.82 - $266.54 $47.6K - $56.2K
1.78K $473M
Ishares Bitcoin Trust ETF
3.68K
+ 30.97%
N/A
15.6K $729M
EOG
Eog Resources Inc

Energy
507
+ 10.96%
$120.54 - $138.05 $61.1K - $70K
5.14K $658M
K
Kellogg CO

Consumer Defensive
552
+ 2.78%
$81.06 - $82.9 $44.7K - $45.8K
20.4K $1.68B
STWD
Starwood Property Trust, Inc.

Real Estate
2.16K
+ 8.46%
$18.41 - $20.53 $39.7K - $44.2K
27.6K $546M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.69K
+ 1.2%
N/A
142K $3.45B
AM
Antero Midstream Corp

Energy
472
+ 3.67%
$15.47 - $18.04 $7.3K - $8.51K
13.3K $240M
IDV
Ishares Tr

ETFs
51
+ 0.54%
$27.0 - $31.7 $1.38K - $1.62K
9.43K $292M
HOLX
Hologic Inc

Healthcare
1.53K
+ 25.54%
$60.7 - $73.77 $92.7K - $113K
7.51K $464M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
311
+ 10.17%
$81.83 - $82.73 $25.4K - $25.7K
3.37K $279M
DVY
Ishares Tr

ETFs
26
+ 0.39%
$128.58 - $138.1 $3.34K - $3.59K
6.78K $910M
WFC
Wells Fargo & Company

Financial Services
46
+ 0.97%
$66.78 - $81.42 $3.07K - $3.75K
4.79K $344M
VOOV
Vanguard S&P 500 Value ETF

ETFs
53
+ 3.0%
$179.71 - $192.06 $9.52K - $10.2K
1.82K $335M
UMC
United Microelectronics Corp

Technology
229
+ 2.13%
$5.69 - $7.15 $1.3K - $1.64K
11K $78.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.05%
$128.74 - $138.67 $129 - $139
2K $272M
IGR
Cbre Global Real Estate Income Fund

Financial Services
458
+ 3.51%
$4.79 - $5.34 $2.19K - $2.45K
13.5K $69.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
58
+ 0.4%
$39.96 - $43.3 $2.32K - $2.51K
14.6K $601M
Ishares Tr
56
+ 0.43%
N/A
13K $326M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
592
+ 19.0%
$165.25 - $224.62 $97.8K - $133K
3.71K $615M
ASX
Ase Technology Holding Co., Ltd.

Technology
1.41K
+ 12.02%
$8.76 - $11.36 $12.3K - $16K
13.1K $115M
WIT
Wipro LTD

Technology
670
+ 5.97%
$3.0 - $3.77 $2.01K - $2.53K
11.9K $36.4M
EW
Edwards Lifesciences Corp

Healthcare
150
+ 1.22%
$67.95 - $76.19 $10.2K - $11.4K
12.5K $905M
SEIC
Sei Investments CO

Financial Services
10
+ 0.36%
$72.08 - $86.58 $721 - $866
2.78K $216M
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.38%
$170.36 - $201.04 $1.02K - $1.21K
1.59K $274M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$522.96 - $601.18 $523 - $601
975 $520M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.26%
$497.6 - $606.74 $2.49K - $3.03K
1.95K $971M
ZION
Zions Bancorporation, National Association

Financial Services
253
+ 1.73%
$47.0 - $59.03 $11.9K - $14.9K
14.9K $744M
IWR
Ishares Russell Mid Cap ETF

ETFs
53
+ 0.3%
$82.81 - $92.93 $4.39K - $4.93K
17.5K $1.49B
ORCL
Oracle Corp

Technology
789
+ 12.67%
$139.81 - $186.47 $110K - $147K
7.01K $981M
IJS
Ishares S&P Smallcap 600 Value

ETFs
13
+ 0.24%
$96.3 - $112.23 $1.25K - $1.46K
5.43K $529M
ARES
Ares Management Corp

Financial Services
93
+ 3.09%
$140.19 - $198.28 $13K - $18.4K
3.1K $454M
CCJ
Cameco Corp

Energy
642
+ 5.76%
$40.64 - $56.86 $26.1K - $36.5K
11.8K $486M
Grayscale Ethereum Mini Tr E
1.29K
+ 13.53%
N/A
10.8K $186M
AVTR
Avantor, Inc.

Basic Materials
45
+ 0.11%
$15.5 - $22.57 $698 - $1.02K
39.7K $644M
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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