Leo Wealth, LLC Purchases in Q2 2025

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
5.31K
+ 51.07%
$146.29 - $275.65 $777K - $1.46M
15.7K $4.32B
MA
Mastercard Inc

Financial Services
4.21K
+ 96.94%
$479.92 - $590.74 $2.02M - $2.49M
8.55K $4.8B
DGRO
Ishares Core Dividend Growth E

ETFs
36.9K
+ 1135.12%
$55.22 - $63.94 $2.04M - $2.36M
40.2K $2.57B
XOM
Exxon Mobil Corp

Energy
23.3K
+ 87.3%
$99.93 - $119.04 $2.33M - $2.77M
50K $5.38B
GOOG
Alphabet Inc.

Communication Services
10.3K
+ 102.07%
$146.58 - $180.01 $1.51M - $1.85M
20.4K $3.61B
UBER
Uber Technologies, Inc

Technology
21.3K
New
$64.62 - $93.3 $1.38M - $1.99M
21.3K $1.99B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
38.6K
New
$50.36 - $50.68 $1.95M - $1.96M
38.6K $1.96B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.05K
+ 17.5%
$496.48 - $617.85 $1.02M - $1.27M
13.8K $8.5B
WMT
Walmart Inc.

Consumer Defensive
18.6K
+ 322.6%
$81.79 - $99.98 $1.52M - $1.86M
24.3K $2.38B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
52.7K
+ 631.82%
$27.26 - $34.48 $1.44M - $1.82M
61K $2.1B
CRM
Salesforce, Inc.

Technology
6.44K
+ 781.07%
$236.26 - $291.15 $1.52M - $1.87M
7.26K $1.98B
VV
Vanguard Large Cap ETF

ETFs
6.16K
New
$228.25 - $285.3 $1.4M - $1.76M
6.16K $1.76B
IWY
Ishares Tr Russell 200 Growth

ETFs
7.03K
New
$187.5 - $246.51 $1.32M - $1.73M
7.03K $1.73B
BMY
Bristol Myers Squibb CO

Healthcare
38.3K
+ 551.19%
$44.12 - $59.6 $1.69M - $2.28M
45.2K $2.09B
MELI
Mercadolibre Inc

Consumer Cyclical
572
+ 279.02%
$1794.73 - $2613.63 $1.03M - $1.49M
777 $2.03B
ASML
Asml Holding Nv

Technology
2.01K
New
$595.37 - $815.24 $1.2M - $1.64M
2.01K $1.61B
VTV
Vanguard Value ETF

ETFs
8.6K
+ 58.93%
$153.67 - $176.74 $1.32M - $1.52M
23.2K $4.1B
HD
Home Depot, Inc.

Consumer Cyclical
4.29K
+ 167.25%
$335.24 - $380.78 $1.44M - $1.63M
6.85K $2.5B
COST
Costco Wholesale Corp

Consumer Defensive
1.48K
+ 111.15%
$908.13 - $1056.85 $1.34M - $1.56M
2.8K $2.77B
JPM
Jpmorgan Chase & CO

Financial Services
4.36K
+ 80.78%
$210.28 - $289.91 $916K - $1.26M
9.75K $2.82B
SPGI
S&P Global Inc.

Financial Services
2.78K
+ 277.9%
$438.31 - $527.29 $1.22M - $1.47M
3.78K $1.99B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
26.1K
+ 27.24%
$50.09 - $51.09 $1.31M - $1.33M
122K $6.24B
FE
Firstenergy Corp

Utilities
35.1K
New
$38.31 - $43.17 $1.34M - $1.52M
35.1K $1.41B
EVRG
Evergy, Inc.

Utilities
20.3K
New
$64.06 - $69.64 $1.3M - $1.41M
20.3K $1.4B
HYDB
Ishares Tr Edge High Yield Def

ETFs
29.3K
New
$44.64 - $47.48 $1.31M - $1.39M
29.3K $1.39B
EXC
Exelon Corp

Utilities
31.5K
New
$42.2 - $47.37 $1.33M - $1.49M
31.5K $1.37B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
62.4K
New
$20.29 - $21.52 $1.27M - $1.34M
62.4K $1.34B
FISV
Fiserv Inc

Technology
7.34K
New
N/A
7.34K $1.27B
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.92K
+ 8.56%
$40.94 - $52.1 $406K - $517K
126K $6.55B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
61.9K
+ 610.06%
$19.49 - $19.66 $1.21M - $1.22M
72K $1.42B
GOOGL
Alphabet Inc.

Communication Services
3.66K
+ 14.66%
$144.7 - $178.6 $529K - $653K
28.6K $5.03B
CVX
Chevron Corp

Energy
9.67K
+ 100.73%
$133.73 - $168.51 $1.29M - $1.63M
19.3K $2.76B
JMEE
J P Morgan Exchange Traded Fd

ETFs
18.8K
New
$49.07 - $59.23 $921K - $1.11M
18.8K $1.11B
TSLA
Tesla, Inc.

Consumer Cyclical
2.61K
+ 64.83%
$221.86 - $362.89 $578K - $946K
6.63K $2.11B
CSCO
Cisco Systems, Inc.

Technology
9.58K
+ 19.82%
$53.19 - $69.38 $510K - $665K
57.9K $4.02B
PG
Procter & Gamble CO

Consumer Defensive
6.86K
+ 87.61%
$157.66 - $172.39 $1.08M - $1.18M
14.7K $2.34B
T
At&T Inc.

Communication Services
31.1K
+ 29.6%
$26.33 - $28.94 $820K - $901K
136K $3.94B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.01K
+ 93.46%
$114.78 - $133.31 $805K - $935K
14.5K $1.93B
BNDX
Vanguard Total International B

ETFs
20K
+ 312.88%
$48.77 - $49.55 $977K - $993K
26.4K $1.28B
ADBE
Adobe Inc.

Technology
2.46K
+ 241.16%
$340.0 - $420.68 $835K - $1.03M
3.47K $1.34B
MRK
Merck & Co., Inc.

Healthcare
15.1K
+ 65.71%
$73.47 - $87.12 $1.11M - $1.32M
38.1K $3.02B
V
Visa Inc.

Financial Services
2.63K
+ 49.93%
$308.27 - $373.31 $811K - $983K
7.9K $2.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.8K
+ 68.76%
$39.89 - $49.46 $670K - $830K
41.2K $2.04B
CTSH
Cognizant Technology Solutions Corp

Technology
11.7K
New
$66.47 - $81.81 $777K - $956K
11.7K $912M
KO
Coca Cola CO

Consumer Defensive
13K
+ 70.75%
$68.37 - $73.9 $888K - $960K
31.4K $2.22B
FLCH
Franklin Templeton ETF Tr

ETFs
35.1K
+ 12.7%
$17.74 - $21.96 $623K - $771K
312K $6.77B
GIS
General Mills Inc

Consumer Defensive
20.8K
+ 77.08%
$50.37 - $60.97 $1.05M - $1.27M
47.8K $2.48B
SRLN
Ssga Active Trust

ETFs
20K
New
$39.47 - $41.59 $788K - $830K
20K $830M
VZ
Verizon Communications Inc

Communication Services
22.3K
+ 32.76%
$41.67 - $45.62 $927K - $1.02M
90.2K $3.9B
Activity Summary
Buys All Purchases 326 New Holdings 132 Increased Positions 194 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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