Leo Wealth, LLC Purchases in Q3 2024

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.02K
+ 131.79%
$54.98 - $59.51 $386K - $418K
12.3K $735M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.81K
+ 5.15%
$49.77 - $51.95 $240K - $250K
98.3K $5.09B
MDT
Medtronic PLC

Healthcare
962
+ 3.25%
$76.84 - $91.03 $73.9K - $87.6K
30.5K $2.75B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.19K
+ 68.35%
$149.02 - $167.67 $327K - $368K
5.4K $906M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.54K
New
$48.51 - $52.86 $366K - $399K
7.54K $398M
DUK
Duke Energy Corp

Utilities
1.2K
+ 7.05%
$99.35 - $117.71 $119K - $141K
18.2K $2.1B
ET
Energy Transfer LP

Energy
24.9K
+ 197.48%
$15.43 - $16.44 $385K - $410K
37.6K $603M
Morgan Stanley ETF Trust
7.55K
New
N/A
7.55K $391M
SO
Southern CO

Utilities
634
+ 2.55%
$77.0 - $90.52 $48.8K - $57.4K
25.5K $2.3B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5K
New
$64.57 - $71.76 $323K - $359K
5K $359M
ETR
Entergy Corp

Utilities
622
+ 5.6%
$104.75 - $131.61 $65.2K - $81.9K
11.7K $1.54B
PEG
Public Service Enterprise Group Inc

Utilities
871
+ 4.9%
$73.58 - $89.21 $64.1K - $77.7K
18.6K $1.66B
ABT
Abbott Laboratories

Healthcare
1.58K
+ 9.42%
$100.07 - $118.13 $159K - $187K
18.4K $2.1B
CRM
Salesforce, Inc.

Technology
783
+ 10.18%
$238.42 - $276.53 $187K - $217K
8.47K $2.32B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
14.6K
+ 33.22%
$22.94 - $23.16 $334K - $337K
58.4K $1.35B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.5K
New
$28.1 - $29.89 $323K - $343K
11.5K $343M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
29.6K
+ 10.86%
$7.19 - $7.61 $213K - $225K
302K $2.3B
TSLA
Tesla, Inc.

Consumer Cyclical
251
+ 5.65%
$191.76 - $263.26 $48.1K - $66.1K
4.69K $1.23B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.6K
+ 23.87%
$24.62 - $25.59 $285K - $296K
60K $1.53B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
12.7K
New
$25.19 - $25.5 $320K - $324K
12.7K $324M
PDD
Pinduoduo Inc.

Consumer Cyclical
2.3K
New
$89.17 - $151.11 $205K - $347K
2.3K $310M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
19.6K
+ 10.37%
$10.24 - $10.96 $201K - $215K
209K $2.26B
ACN
Accenture PLC

Technology
270
+ 6.38%
$295.44 - $355.81 $79.8K - $96.1K
4.5K $1.59B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.5K
+ 25.8%
$19.2 - $19.63 $278K - $284K
70.6K $1.38B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
12.9K
New
$23.08 - $23.52 $298K - $304K
12.9K $303M
SPTS
Spdr Portfolio Short Term Trea

ETFs
10.2K
New
$28.75 - $29.46 $292K - $300K
10.2K $299M
VZ
Verizon Communications Inc

Communication Services
186
+ 0.23%
$38.89 - $45.0 $7.23K - $8.37K
81.8K $3.67B
SNY
Sanofi

Healthcare
1.44K
+ 6.06%
$48.54 - $58.53 $69.8K - $84.2K
25.2K $1.45B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
17.2K
+ 9.71%
$11.31 - $11.96 $194K - $205K
194K $2.32B
BLE
Blackrock Municipal Income Trust Ii

Financial Services
19.1K
+ 10.63%
$10.71 - $11.36 $204K - $217K
199K $2.24B
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
22.4K
+ 11.45%
$10.1 - $10.68 $226K - $239K
218K $2.3B
SPYG
Spdr Portfolio

ETFs
3.51K
New
$73.38 - $84.1 $257K - $295K
3.51K $291M
VOD
Vodafone Group Public LTD CO

Communication Services
13.8K
+ 10.6%
$8.8 - $10.35 $121K - $143K
144K $1.44B
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
11.2K
+ 2.93%
$17.85 - $19.36 $199K - $216K
392K $7.49B
SBUX
Starbucks Corp

Consumer Cyclical
2.74K
New
$72.51 - $98.6 $198K - $270K
2.74K $267M
CME
Cme Group Inc.

Financial Services
1.18K
New
$193.43 - $220.62 $228K - $260K
1.18K $260M
ORCL
Oracle Corp

Technology
543
+ 9.47%
$125.9 - $170.35 $68.4K - $92.5K
6.27K $1.07B
DE
Deere & CO

Industrials
618
New
$344.84 - $418.0 $213K - $258K
618 $258M
CTSH
Cognizant Technology Solutions Corp

Technology
1.96K
+ 16.9%
$66.89 - $77.87 $131K - $152K
13.5K $1.04B
IBDV
Ishares Tr

Technology
11.6K
New
$21.11 - $22.24 $245K - $258K
11.6K $257M
XOM
Exxon Mobil Corp

Energy
1.46K
+ 3.77%
$109.72 - $119.0 $161K - $174K
40.3K $4.72B
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 0.27%
$434.77 - $502.96 $32.6K - $37.7K
27.6K $13.5B
GLDM
World Gold Trust

ETFs
1.41K
+ 4.74%
$46.2 - $53.01 $65K - $74.5K
31.1K $1.62B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.39K
New
$63.74 - $73.47 $216K - $249K
3.39K $243M
LVS
Las Vegas Sands Corp

Consumer Cyclical
2.82K
+ 18.1%
$37.86 - $51.12 $107K - $144K
18.4K $926M
ORAN
Orange

Communication Services
7.89K
+ 7.97%
$10.15 - $12.19 $80.1K - $96.2K
107K $1.23B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.73K
New
$39.37 - $41.68 $225K - $239K
5.73K $237M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
369
+ 0.78%
$58.03 - $65.37 $21.4K - $24.1K
47.8K $3.09B
UBER
Uber Technologies, Inc

Technology
3.1K
New
$58.48 - $77.47 $182K - $240K
3.1K $233M
Activity Summary
Buys All Purchases 198 New Holdings 39 Increased Positions 159 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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