Leo Wealth, LLC Purchases in Q3 2024

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
1.05K
+ 8.12%
$106.13 - $120.89 $111K - $127K
13.9K $1.6B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.83K
New
$46.16 - $47.63 $223K - $230K
4.83K $229M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.39K
New
$43.9 - $52.34 $193K - $230K
4.39K $226M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.74K
New
$45.2 - $47.87 $214K - $227K
4.74K $225M
NFLX
Netflix Inc

Communication Services
243
+ 16.08%
$598.55 - $722.26 $145K - $176K
1.75K $1.24B
PSA
Public Storage

Real Estate
600
New
$283.13 - $365.01 $170K - $219K
600 $218M
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 12.6%
$161.9 - $179.3 $163K - $181K
9.02K $1.53B
PRU
Prudential Financial Inc

Financial Services
1.79K
New
$105.53 - $127.32 $188K - $227K
1.79K $216M
DGRO
Ishares Core Dividend Growth E

ETFs
46
+ 0.11%
$57.47 - $62.76 $2.64K - $2.89K
40.6K $2.55B
BX
Blackstone Inc.

Financial Services
144
+ 2.27%
$120.77 - $159.66 $17.4K - $23K
6.48K $993M
IP
International Paper CO

Consumer Cyclical
4.26K
New
$42.55 - $49.98 $181K - $213K
4.26K $208M
LHX
L3 Harris Technologies, Inc.

Industrials
873
New
$221.96 - $243.27 $194K - $212K
873 $208M
KMI
Kinder Morgan, Inc.

Energy
9.13K
New
$19.72 - $22.22 $180K - $203K
9.13K $202M
DVN
Devon Energy Corp

Energy
5.15K
New
$37.87 - $48.65 $195K - $251K
5.15K $202M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
5.6K
New
$31.67 - $39.16 $177K - $219K
5.6K $201M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.1K
New
$19.2 - $19.82 $195K - $201K
10.1K $200M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.06K
+ 20.2%
$71.45 - $75.64 $147K - $156K
12.2K $919M
BCE
Bce Inc

Communication Services
3.09K
+ 9.55%
$31.33 - $36.08 $96.8K - $111K
35.4K $1.23B
AVTR
Avantor, Inc.

Basic Materials
37
+ 0.09%
$20.58 - $27.7 $761 - $1.02K
39.7K $1.03B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.75K
+ 20.75%
$22.51 - $23.57 $152K - $159K
39.2K $923M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
53
+ 0.11%
$59.93 - $66.52 $3.18K - $3.53K
50.5K $3.36B
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.25%
$1591.44 - $2140.1 $1.59K - $2.14K
406 $833M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.65K
+ 5.81%
$20.47 - $20.71 $157K - $158K
139K $2.87B
GE
General Electric CO

Industrials
288
+ 7.07%
$156.66 - $189.66 $45.1K - $54.6K
4.36K $823M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.55K
+ 9.99%
$55.81 - $61.01 $86.4K - $94.5K
17K $1.04B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
995
+ 1.76%
$29.23 - $33.51 $29.1K - $33.3K
57.7K $1.9B
CMCSA
Comcast Corp

Communication Services
1.66K
+ 5.07%
$37.33 - $41.78 $62.1K - $69.5K
34.5K $1.44B
UPS
United Parcel Service Inc

Industrials
1.2K
+ 59.64%
$123.32 - $147.38 $148K - $176K
3.2K $437M
VEA
Vanguard Ftse Developed Market

ETFs
1.89K
+ 10.72%
$47.6 - $53.31 $89.8K - $101K
19.5K $1.03B
CSX
Csx Corp

Industrials
3.67K
+ 17.18%
$32.48 - $35.45 $119K - $130K
25K $863M
GOOG
Alphabet Inc.

Communication Services
2.78K
+ 14.31%
$149.54 - $192.66 $416K - $536K
22.2K $3.71B
CVX
Chevron Corp

Energy
1.35K
+ 19.65%
$137.88 - $161.97 $187K - $219K
8.25K $1.21B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14
+ 0.36%
$386.81 - $423.12 $5.42K - $5.92K
3.95K $1.67B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
181
+ 22.82%
$523.84 - $572.02 $94.8K - $104K
974 $555M
STZ
Constellation Brands, Inc.

Consumer Defensive
500
+ 15.51%
$236.42 - $259.82 $118K - $130K
3.72K $960M
IWR
Ishares Russell Mid Cap ETF

ETFs
74
+ 0.43%
$79.92 - $88.19 $5.91K - $6.53K
17.4K $1.53B
AMGN
Amgen Inc

Healthcare
257
+ 6.1%
$309.38 - $337.38 $79.5K - $86.7K
4.47K $1.44B
BCIM
Aberdeen Std Invts Etfs
3.02K
+ 4.4%
$21.05 - $24.22 $63.6K - $73.2K
71.7K $1.73B
FCX
Freeport Mcmoran Inc

Basic Materials
2.12K
+ 18.2%
$39.52 - $51.92 $83.9K - $110K
13.8K $688M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1K
+ 30.56%
$90.87 - $102.43 $91.1K - $103K
4.28K $423M
SIVR
Abrdn Silver ETF Trust

ETFs
1.67K
+ 4.84%
$25.48 - $30.77 $42.4K - $51.2K
36.1K $1.07B
ASX
Ase Technology Holding Co., Ltd.

Technology
11.7K
New
$8.6 - $12.5 $101K - $146K
11.7K $114M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
108
+ 11.96%
$1024.09 - $1201.76 $111K - $130K
1.01K $1.06B
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.11%
$101.25 - $127.45 $608 - $765
5.47K $664M
TD
Toronto Dominion Bank

Financial Services
10
+ 0.08%
$54.54 - $64.56 $545 - $646
12.6K $796M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.89K
+ 13.89%
$21.7 - $22.6 $84.3K - $87.8K
31.9K $717M
DD
Du Pont De Nemours, Inc.

Basic Materials
35
+ 0.35%
$77.22 - $89.49 $2.7K - $3.13K
10.1K $901M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
12K
New
$5.05 - $7.79 $60.6K - $93.5K
12K $93.5M
DOW
Dow Inc.

Basic Materials
1.2K
+ 7.88%
$50.15 - $55.41 $60.4K - $66.7K
16.5K $900M
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email