Leo Wealth, LLC Incresed Positions in Q2 2025

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
299K
+ 78.85%
$86.93 - $109.64 $26M - $32.8M
679K $74.5B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
196K
+ 80.68%
$97.68 - $121.38 $19.2M - $23.8M
440K $53.4B
AFRM
Affirm Holdings, Inc.

Technology
45.8K
+ 4.81%
$35.75 - $69.14 $1.64M - $3.17M
998K $69B
IEF
Ishares Barclays

ETFs
233K
+ 162.14%
$93.15 - $96.56 $21.7M - $22.5M
377K $36.2B
AVUS
American Centy ETF Tr Avantis

ETFs
198K
+ 74.38%
$81.38 - $100.82 $16.1M - $20M
465K $46.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
799K
+ 2690.06%
$24.32 - $27.87 $19.4M - $22.3M
829K $22B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
199K
+ 32.18%
$52.84 - $65.52 $10.5M - $13M
816K $53.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
308K
+ 136.21%
$50.28 - $50.47 $15.5M - $15.5M
533K $26.8B
LQD
Ishares Iboxx $ Investment Gra

ETFs
135K
+ 157.99%
$105.23 - $109.61 $14.2M - $14.8M
221K $24.2B
MSFT
Microsoft Corp

Technology
24K
+ 143.43%
$354.56 - $497.45 $8.51M - $11.9M
40.7K $20.2B
AAPL
Apple Inc.

Technology
64.7K
+ 93.51%
$172.42 - $223.89 $11.2M - $14.5M
134K $27.4B
AMZN
Amazon Com Inc

Consumer Cyclical
39.9K
+ 42.31%
$167.32 - $223.3 $6.68M - $8.91M
134K $29.4B
JMBS
Janus Detroit Str Tr Henderson

ETFs
249K
+ 174.19%
$43.89 - $45.45 $10.9M - $11.3M
392K $17.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18.9K
+ 160.15%
$483.48 - $539.8 $9.15M - $10.2M
30.8K $14.9B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
92.5K
+ 46.66%
$56.88 - $70.77 $5.26M - $6.55M
291K $20.6B
NVDA
Nvidia Corp

Technology
36.1K
+ 96.55%
$94.31 - $157.99 $3.4M - $5.7M
73.4K $11.6B
VUG
Vanguard Growth ETF

ETFs
13.1K
+ 117.82%
$329.49 - $438.4 $4.3M - $5.72M
24.1K $10.6B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
64.9K
+ 57.74%
$62.73 - $78.42 $4.07M - $5.09M
177K $13.8B
VEA
Vanguard Ftse Developed Market

ETFs
75K
+ 243.97%
$45.65 - $57.01 $3.43M - $4.28M
106K $6.03B
HON
Honeywell International Inc

Industrials
16.4K
+ 60.86%
$182.86 - $232.88 $2.99M - $3.81M
43.3K $10.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.45K
+ 74.75%
$416.06 - $551.64 $2.68M - $3.56M
15.1K $8.32B
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
92K
+ 80.98%
$43.64 - $45.44 $4.02M - $4.18M
206K $9.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.36K
+ 72.49%
$456.74 - $568.03 $2.91M - $3.61M
15.1K $8.65B
IVE
Ishares S&P 500 Value ETF

ETFs
19.5K
+ 524.36%
$168.34 - $195.42 $3.29M - $3.82M
23.3K $4.54B
IXJ
Ishares Global Healthcare ETF

ETFs
48.2K
+ 52.4%
$82.3 - $90.02 $3.97M - $4.34M
140K $12.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
38.9K
+ 131.04%
$83.97 - $92.85 $3.27M - $3.62M
68.7K $6.06B
META
Meta Platforms, Inc.

Communication Services
3.43K
+ 69.71%
$484.66 - $738.09 $1.66M - $2.53M
8.36K $6.15B
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
157K
+ 60.02%
$17.8 - $20.34 $2.79M - $3.18M
417K $8.31B
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
66.2K
+ 107.36%
$36.58 - $40.39 $2.42M - $2.68M
128K $5.17B
NFLX
Netflix Inc

Communication Services
1.66K
+ 139.43%
$855.86 - $1339.13 $1.42M - $2.22M
2.84K $3.8B
IVV
Ishares Core S&P 500 ETF

ETFs
3.55K
+ 54.94%
$498.8 - $620.9 $1.77M - $2.21M
10K $6.21B
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
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
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
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
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.92K
+ 8.56%
$40.94 - $52.1 $406K - $517K
126K $6.55B
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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