Leo Wealth, LLC Incresed Positions in Q3 2024

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
104K
+ 234.55%
$92.63 - $105.69 $9.66M - $11M
149K $15.5B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
63.4K
+ 16.63%
$101.72 - $112.94 $6.44M - $7.16M
444K $50.2B
JNJ
Johnson & Johnson

Healthcare
4.19K
+ 0.83%
$145.48 - $167.38 $609K - $701K
508K $82.4B
J P Morgan Exchange Traded F
132K
+ 126.88%
N/A
236K $14.4B
IEF
Ishares Barclays

ETFs
31.2K
+ 10.47%
$92.67 - $99.14 $2.89M - $3.1M
329K $32.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34K
+ 17.08%
$77.02 - $85.06 $2.62M - $2.89M
233K $19.7B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
14.8K
+ 1.95%
$55.06 - $62.25 $814K - $920K
774K $47.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.77K
+ 36.73%
$405.19 - $478.57 $2.74M - $3.24M
25.2K $11.6B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.04K
+ 1.04%
$91.37 - $101.65 $643K - $716K
683K $69.4B
LQD
Ishares Iboxx $ Investment Gra

ETFs
24.4K
+ 17.15%
$106.11 - $113.72 $2.59M - $2.78M
167K $18.9B
JMBS
Janus Detroit Str Tr Henderson

ETFs
56.6K
+ 20.72%
$44.13 - $47.01 $2.5M - $2.66M
330K $15.4B
MSFT
Microsoft Corp

Technology
7.32K
+ 20.58%
$395.15 - $467.56 $2.89M - $3.42M
42.9K $18.4B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
15.6K
+ 4.81%
$60.25 - $66.85 $940K - $1.04M
340K $22.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
40.2K
+ 12.33%
$50.2 - $50.48 $2.02M - $2.03M
366K $18.4B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
29.3K
+ 52.23%
$50.64 - $55.7 $1.48M - $1.63M
85.4K $4.75B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.58K
+ 29.91%
$517.38 - $573.86 $1.34M - $1.48M
11.2K $6.43B
JCPB
J P Morgan Exchange Traded Fd

ETFs
30.8K
+ 86.34%
$45.87 - $48.53 $1.41M - $1.49M
66.4K $3.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.11K
+ 28.58%
$475.2 - $527.7 $1M - $1.11M
9.48K $5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.84K
+ 1.72%
$60.84 - $67.51 $295K - $327K
286K $19.3B
META
Meta Platforms, Inc.

Communication Services
1.14K
+ 17.48%
$453.41 - $572.44 $516K - $651K
7.64K $4.37B
IBM
International Business Machines Corp

Technology
539
+ 2.84%
$175.1 - $223.38 $94.4K - $120K
19.6K $4.32B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.12K
+ 13.64%
$105.53 - $118.34 $540K - $605K
42.6K $4.99B
IXJ
Ishares Global Healthcare ETF

ETFs
4.73K
+ 6.36%
$91.63 - $101.25 $433K - $479K
79.1K $7.76B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
9.47K
+ 4.56%
$90.85 - $93.3 $861K - $884K
217K $20.2B
ABBV
Abb Vie Inc.

Healthcare
1.45K
+ 6.95%
$163.84 - $199.33 $237K - $288K
22.2K $4.39B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
34.2K
+ 104.94%
$21.96 - $22.69 $750K - $775K
66.7K $1.51B
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
10.2K
+ 6.13%
$43.98 - $46.02 $448K - $469K
177K $8.12B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
29.4K
+ 36.37%
$23.63 - $24.42 $694K - $717K
110K $2.68B
CCI
Crown Castle International Corp

Real Estate
123
+ 0.35%
$95.29 - $120.24 $11.7K - $14.8K
35.8K $4.24B
Kenvue Inc
481
+ 0.32%
N/A
152K $3.51B
BKNG
Booking Holdings Inc.

Consumer Cyclical
155
+ 57.84%
$3305.62 - $4268.05 $512K - $662K
423 $1.78B
GILD
Gilead Sciences, Inc.

Healthcare
2.75K
+ 10.86%
$66.59 - $83.99 $183K - $231K
28.1K $2.36B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
7.82K
+ 5.02%
$44.55 - $48.12 $348K - $376K
164K $7.56B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.21K
+ 66.3%
$117.9 - $128.2 $497K - $540K
10.6K $1.36B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.56K
+ 17.5%
$65.15 - $72.97 $362K - $405K
37.3K $2.72B
T
At&T Inc.

Communication Services
3.52K
+ 2.07%
$18.21 - $22.28 $64.1K - $78.5K
174K $3.82B
VTV
Vanguard Value ETF

ETFs
1.57K
+ 9.66%
$159.75 - $174.57 $251K - $274K
17.8K $3.11B
CSCO
Cisco Systems, Inc.

Technology
3.22K
+ 5.62%
$44.74 - $53.22 $144K - $172K
60.5K $3.22B
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
5.42K
+ 5.53%
$35.6 - $38.62 $193K - $209K
103K $3.98B
NGG
National Grid PLC

Utilities
3.4K
+ 20.45%
$57.14 - $70.48 $194K - $240K
20K $1.4B
GLD
Spdr Gold Trust

ETFs
985
+ 13.27%
$215.56 - $246.98 $212K - $243K
8.41K $2.04B
AVGO
Broadcom Inc.

Technology
13.5K
+ 1029.56%
$136.27 - $1745.86 $1.85M - $23.7M
14.9K $2.56B
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
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
SO
Southern CO

Utilities
634
+ 2.55%
$77.0 - $90.52 $48.8K - $57.4K
25.5K $2.3B
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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