Leo Wealth, LLC Purchases in Q2 2025

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
4.97K
New
$141.87 - $164.49 $705K - $818K
4.97K $817M
VTI
Vanguard Total Stock Market Et

ETFs
1.8K
+ 19.84%
$243.75 - $303.93 $440K - $548K
10.9K $3.31B
GLD
Spdr Gold Trust

ETFs
2.21K
+ 28.95%
$273.71 - $316.29 $605K - $700K
9.85K $3B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.5K
New
$321.63 - $509.31 $484K - $766K
1.5K $766M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.5K
New
$51.14 - $57.0 $689K - $768K
13.5K $766M
LMT
Lockheed Martin Corp

Industrials
1.57K
+ 82.84%
$430.82 - $486.45 $676K - $763K
3.46K $1.6B
GS
Goldman Sachs Group Inc

Financial Services
554
+ 24.11%
$462.22 - $707.75 $256K - $392K
2.85K $2.01B
VIG
Vanguard Dividend Appreciation

ETFs
1.81K
+ 5.11%
N/A
37.3K $7.63B
ET
Energy Transfer LP

Energy
41.2K
New
$15.65 - $18.93 $644K - $779K
41.2K $746M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
30.6K
+ 24.22%
$22.7 - $23.33 $696K - $715K
157K $3.67B
PANW
Palo Alto Networks Inc

Technology
3.2K
+ 147.44%
$152.44 - $204.64 $488K - $655K
5.37K $1.1B
Morgan Stanley ETF Trust
14.2K
New
N/A
14.2K $721M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.98K
New
$77.74 - $78.78 $698K - $707K
8.98K $707M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
32.6K
New
$20.23 - $21.04 $660K - $687K
32.6K $687M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.67K
+ 12.41%
$90.56 - $109.49 $423K - $511K
42.3K $4.62B
VGIT
Vanguard Intermediate Term Tre

ETFs
10.9K
New
$58.63 - $59.9 $640K - $654K
10.9K $653M
DUK
Duke Energy Corp

Utilities
6.07K
+ 31.48%
$112.46 - $124.05 $683K - $753K
25.4K $2.99B
PEP
Pepsico Inc

Consumer Defensive
6.5K
+ 43.47%
$128.02 - $151.37 $832K - $984K
21.4K $2.83B
ORCL
Oracle Corp

Technology
131
+ 1.87%
$122.82 - $218.63 $16.1K - $28.6K
7.15K $1.56B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.86K
+ 60.24%
$72.02 - $73.82 $566K - $580K
20.9K $1.54B
CL
Colgate Palmolive CO

Consumer Defensive
6.63K
+ 71.21%
$87.57 - $96.0 $581K - $637K
15.9K $1.45B
BAR
Granite Shares Gold Trust

ETFs
16.9K
New
$29.34 - $33.87 $496K - $573K
16.9K $562M
MO
Altria Group, Inc.

Consumer Defensive
9.62K
+ 111.32%
$55.56 - $60.91 $534K - $586K
18.3K $1.07B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.71K
+ 8.82%
$55.54 - $69.09 $206K - $256K
45.7K $3.16B
AXP
American Express CO

Financial Services
992
+ 21.76%
$231.39 - $318.98 $230K - $316K
5.55K $1.77B
BSMP
Invesco Bulletshares 2025 Muni

ETFs
22.1K
New
$24.37 - $24.56 $538K - $542K
22.1K $542M
CVS
Cvs Health Corp

Healthcare
7.79K
New
$60.04 - $70.18 $468K - $547K
7.79K $538M
SO
Southern CO

Utilities
5.86K
+ 22.17%
$84.91 - $92.56 $498K - $542K
32.3K $2.97B
BSJR
Invesco Indx Tr

ETFs
23.2K
New
$21.81 - $22.71 $506K - $527K
23.2K $527M
KMB
Kimberly Clark Corp

Consumer Defensive
5.69K
+ 36.53%
$126.84 - $145.22 $721K - $826K
21.3K $2.74B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
51.7K
+ 32.99%
$10.29 - $11.24 $532K - $581K
208K $2.28B
AMD
Advanced Micro Devices Inc

Technology
3.06K
+ 142.41%
$78.21 - $143.81 $239K - $440K
5.21K $739M
AEP
American Electric Power CO Inc

Utilities
4.98K
New
$98.59 - $109.11 $491K - $543K
4.98K $517M
Ishares Bitcoin Trust ETF
4.6K
+ 29.52%
N/A
20.2K $1.24B
CAT
Caterpillar Inc

Industrials
1.3K
New
$273.94 - $388.21 $356K - $504K
1.3K $504M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.03K
New
$96.84 - $99.46 $487K - $501K
5.03K $499M
PM
Philip Morris International Inc.

Consumer Defensive
2.27K
+ 61.98%
$149.23 - $184.95 $339K - $420K
5.94K $1.08B
SPYI
Shp ETF Tr Neos S&P 500 High I
9.8K
New
N/A
9.8K $493M
IBDV
Ishares Tr

Technology
21.8K
+ 44.23%
$21.28 - $21.98 $463K - $479K
71K $1.56B
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
23.8K
New
$20.04 - $20.55 $477K - $489K
23.8K $488M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
55.5K
+ 32.92%
$9.57 - $10.35 $531K - $574K
224K $2.22B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.1K
New
$27.3 - $31.8 $412K - $480K
15.1K $480M
ENB
Enbridge Inc

Energy
10.5K
New
$41.09 - $47.16 $433K - $497K
10.5K $477M
VB
Vanguard Small Cap ETF

ETFs
2.01K
New
$193.73 - $237.37 $390K - $478K
2.01K $477M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
58.8K
+ 33.45%
$9.4 - $10.12 $553K - $595K
235K $2.23B
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.3K
New
$19.6 - $24.44 $379K - $472K
19.3K $472M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
52.6K
+ 32.91%
$9.61 - $10.53 $505K - $554K
212K $2.13B
ROST
Ross Stores, Inc.

Consumer Cyclical
3.62K
New
$126.62 - $154.26 $459K - $559K
3.62K $462M
LLY
Eli Lilly & CO

Healthcare
798
+ 24.12%
$713.71 - $898.95 $570K - $717K
4.11K $3.19B
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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