Leo Wealth, LLC Purchases in Q3 2024

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.94K
+ 7.09%
$22.61 - $22.79 $89K - $89.7K
59.4K $1.35B
IJS
Ishares S&P Smallcap 600 Value

ETFs
220
+ 4.25%
$95.81 - $109.03 $21.1K - $24K
5.4K $581M
ENB
Enbridge Inc

Energy
1K
+ 15.23%
$35.27 - $41.18 $35.3K - $41.2K
7.57K $307M
PYPL
Pay Pal Holdings, Inc.

Financial Services
38
+ 1.07%
$57.22 - $80.08 $2.17K - $3.04K
3.59K $280M
ARES
Ares Management Corp

Financial Services
22
+ 0.74%
$133.73 - $158.05 $2.94K - $3.48K
2.99K $467M
REET
Ishares Global Reit ETF

ETFs
97
+ 0.5%
$23.07 - $27.17 $2.24K - $2.64K
19.4K $517M
Fidelity Covington Trust
793
+ 3.14%
N/A
26.1K $836M
UNP
Union Pacific Corp

Industrials
152
+ 13.28%
$221.78 - $256.09 $33.7K - $38.9K
1.3K $320M
NEE
Nextera Energy Inc

Utilities
40
+ 0.98%
$69.9 - $84.97 $2.8K - $3.4K
4.12K $348M
Grayscale Bitcoin Mini Tr Bt
10.5K
New
N/A
10.5K $59M
DFUS
Dimensional ETF Tr U S Equity

ETFs
38
+ 0.25%
$56.04 - $62.2 $2.13K - $2.36K
15K $933M
Grayscale Ethereum Mini Tr E
21.1K
New
N/A
21.1K $51.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
16
+ 0.51%
$173.36 - $189.8 $2.77K - $3.04K
3.15K $599M
MET
Metlife Inc

Financial Services
12
+ 0.33%
$67.96 - $82.48 $816 - $990
3.69K $304M
XLF
Financial Sector Spdr

ETFs
5
+ 0.05%
$40.84 - $45.74 $204 - $229
10.5K $474M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.04%
$200.87 - $224.6 $201 - $225
2.32K $513M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
65
+ 0.42%
$38.51 - $41.69 $2.5K - $2.71K
15.4K $640M
Linde PLC
12
+ 1.37%
N/A
886 $423M
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.03%
$50.72 - $58.78 $101 - $118
7.52K $442M
TTE
Total Energies Se

Energy
1.05K
+ 6.21%
$68.61 - $68.61 $71.8K - $71.8K
17.9K $1.16B
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.35%
$150.05 - $171.34 $1.05K - $1.2K
2.02K $336M
PANW
Palo Alto Networks Inc

Technology
75
+ 3.02%
$294.18 - $368.01 $22.1K - $27.6K
2.56K $875M
IDV
Ishares Tr

ETFs
113
+ 1.22%
$27.62 - $30.64 $3.12K - $3.46K
9.38K $283M
VOOV
Vanguard S&P 500 Value ETF

ETFs
8
+ 0.48%
$175.0 - $190.72 $1.4K - $1.53K
1.66K $317M
CI
Cigna Corp

Healthcare
28
+ 3.72%
$319.12 - $367.1 $8.94K - $10.3K
781 $270M
IGR
Cbre Global Real Estate Income Fund

Financial Services
364
+ 2.97%
$5.02 - $6.62 $1.83K - $2.41K
12.6K $82.9M
ROST
Ross Stores, Inc.

Consumer Cyclical
10
+ 0.27%
$136.06 - $155.24 $1.36K - $1.55K
3.72K $559M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.17%
$73.43 - $80.37 $367 - $402
2.87K $231M
SLB
Schlumberger Limited

Energy
2.32K
+ 15.12%
$39.57 - $49.67 $91.8K - $115K
17.7K $741M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
62
+ 0.09%
$26.42 - $26.67 $1.64K - $1.65K
70.7K $1.88B
XLE
Energy Sector Spdr

ETFs
546
+ 5.03%
$84.35 - $93.39 $46.1K - $51K
11.4K $1B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.09%
$76.94 - $79.54 $308 - $318
4.51K $358M
DFLI
Dragonfly Energy Hldgs Corp (D
14.1K
New
N/A
14.1K $7.47M
INTU
Intuit Inc

Technology
27
+ 8.6%
$602.97 - $670.49 $16.3K - $18.1K
341 $212M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
26
+ 0.86%
$147.95 - $191.05 $3.85K - $4.97K
3.06K $531M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
43
+ 0.1%
$25.97 - $26.11 $1.12K - $1.12K
43.2K $1.13B
SNPS
Synopsys Inc

Technology
72
+ 15.35%
$463.97 - $621.3 $33.4K - $44.7K
541 $274M
ASML
Asml Holding Nv

Technology
70
+ 19.44%
$749.82 - $1098.95 $52.5K - $76.9K
430 $358M
CDNS
Cadence Design Systems Inc

Technology
48
+ 6.56%
$246.84 - $321.11 $11.8K - $15.4K
780 $211M
HEWJ
Ishares Currency Hedged Msci J

ETFs
3
+ 0.04%
$36.04 - $45.56 $108 - $137
8.53K $350M
F
Ford Motor CO

Consumer Cyclical
1.49K
+ 8.27%
$9.71 - $14.55 $14.5K - $21.7K
19.5K $206M
DECK
Deckers Outdoor Corp

Consumer Cyclical
10.1K
+ 499.4%
$150.73 - $974.56 $1.52M - $9.81M
12.1K $1.93B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
5.72K
+ 3.46%
$12.67 - $14.36 $72.4K - $82.1K
171K $2.29B
DDOG
Datadog, Inc.

Technology
14
+ 0.69%
$104.97 - $134.56 $1.47K - $1.88K
2.04K $235M
FDX
Fedex Corp

Industrials
4
+ 0.3%
$254.64 - $313.52 $1.02K - $1.25K
1.34K $367M
DBE
Invesco Db Energy Fund

ETFs
1.55K
+ 4.16%
$17.78 - $21.31 $27.6K - $33.1K
38.9K $723M
Authid Inc
1.42K
+ 0.82%
N/A
173K $1.09B
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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