Leo Wealth, LLC Incresed Positions in Q4 2024

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.9K
+ 16.47%
$46.07 - $48.17 $504K - $527K
77.4K $3.56B
DUK
Duke Energy Corp

Utilities
4.57K
+ 25.1%
$105.76 - $120.76 $483K - $551K
22.8K $2.45B
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.01K
+ 0.81%
$46.94 - $51.62 $47.5K - $52.2K
126K $6.27B
JMBS
Janus Detroit Str Tr Henderson

ETFs
26.3K
+ 7.96%
$44.03 - $46.65 $1.16M - $1.23M
356K $15.7B
BMY
Bristol Myers Squibb CO

Healthcare
5.09K
+ 51.47%
$51.92 - $59.94 $264K - $305K
15K $846M
MCD
Mcdonalds Corp

Consumer Cyclical
1.24K
+ 49.98%
$288.47 - $316.54 $358K - $393K
3.72K $1.08B
TGT
Target Corp

Consumer Defensive
2.64K
+ 153.02%
$121.59 - $160.69 $320K - $423K
4.36K $589M
GLD
Spdr Gold Trust

ETFs
1.27K
+ 15.16%
$236.59 - $257.5 $301K - $328K
9.68K $2.34B
WMT
Walmart Inc.

Consumer Defensive
745
+ 3.43%
$79.1 - $95.7 $58.9K - $71.3K
22.5K $2.03B
JPM
Jpmorgan Chase & CO

Financial Services
94
+ 1.11%
$205.18 - $250.29 $19.3K - $23.5K
8.56K $2.05B
JMEE
J P Morgan Exchange Traded Fd

ETFs
4.35K
+ 25.53%
$60.1 - $66.4 $262K - $289K
21.4K $1.29B
PFE
Pfizer Inc

Healthcare
11.7K
+ 48.75%
$24.8 - $30.19 $291K - $354K
35.8K $949M
MELI
Mercadolibre Inc

Consumer Cyclical
217
+ 53.45%
$1666.0 - $2117.3 $362K - $459K
623 $1.06B
BX
Blackstone Inc.

Financial Services
557
+ 8.59%
$148.45 - $199.05 $82.7K - $111K
7.04K $1.21B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.7K
+ 16.07%
$22.1 - $22.59 $237K - $242K
77.5K $1.72B
EPD
Enterprise Products Partners L.P.

Energy
4.72K
+ 22.38%
$28.66 - $34.43 $135K - $162K
25.8K $809M
ACGL
Arch Capital Group Ltd.

Financial Services
3.2K
+ 61.29%
$88.71 - $114.86 $284K - $367K
8.41K $777M
UPS
United Parcel Service Inc

Industrials
1.79K
+ 55.9%
$122.65 - $138.35 $220K - $248K
5K $630M
ET
Energy Transfer LP

Energy
2.74K
+ 7.28%
$16.05 - $19.86 $43.9K - $54.3K
40.3K $790M
GLDM
World Gold Trust

ETFs
3.65K
+ 11.75%
$50.76 - $55.23 $185K - $202K
34.7K $1.81B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.09K
+ 2.91%
$72.18 - $81.41 $78.3K - $88.3K
38.4K $2.9B
ENB
Enbridge Inc

Energy
3.19K
+ 42.1%
$40.4 - $43.92 $129K - $140K
10.8K $456M
IWM
Ishares Russell 2000 ETF

ETFs
644
+ 27.76%
$216.13 - $242.4 $139K - $156K
2.96K $655M
CLX
Clorox CO

Consumer Defensive
871
+ 32.95%
$156.51 - $169.74 $136K - $148K
3.51K $571M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
103K
+ 203.9%
$22.01 - $66.82 $2.27M - $6.88M
153K $3.48B
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 318.59%
$22.4 - $68.28 $274K - $834K
16.1K $372M
GRAB
Grab Holdings LTD

Technology
19.8K
+ 109.06%
$3.6 - $5.67 $71.2K - $112K
37.9K $179M
ZION
Zions Bancorporation, National Association

Financial Services
107
+ 0.74%
$45.62 - $61.73 $4.88K - $6.61K
14.7K $796M
CME
Cme Group Inc.

Financial Services
395
+ 33.56%
$221.17 - $246.02 $87.4K - $97.2K
1.57K $365M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.58K
+ 4.94%
$61.68 - $67.87 $97.7K - $108K
33.7K $2.1B
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.29%
$873.59 - $994.69 $6.99K - $7.96K
2.81K $2.57B
MGC
Vanguard Mega Cap ETF

ETFs
10
+ 0.07%
$204.21 - $220.18 $2.04K - $2.2K
14.5K $3.08B
PANW
Palo Alto Networks Inc

Technology
2.73K
+ 106.72%
$181.96 - $405.9 $497K - $1.11M
5.29K $963M
VTI
Vanguard Total Stock Market Et

ETFs
783
+ 8.71%
$280.04 - $302.45 $219K - $237K
9.78K $2.63B
XLF
Financial Sector Spdr

ETFs
1.14K
+ 10.88%
$44.89 - $51.34 $51.1K - $58.5K
11.6K $561M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
56
+ 1.83%
$172.07 - $207.36 $9.64K - $11.6K
3.12K $615M
C
Citigroup Inc

Financial Services
75
+ 0.76%
$61.31 - $72.5 $4.6K - $5.44K
10K $704M
FATE
Fate Therapeutics Inc

Healthcare
60K
+ 574.77%
$1.61 - $3.35 $96.6K - $201K
70.4K $116M
SO
Southern CO

Utilities
3.41K
+ 13.33%
$81.5 - $94.15 $278K - $321K
28.9K $2.38B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
5.61K
+ 3.43%
N/A
169K $7.63B
BAC
Bank Of America Corp

Financial Services
604
+ 5.04%
$39.22 - $47.77 $23.7K - $28.9K
12.6K $554M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
552
+ 2.19%
$442.29 - $483.08 $244K - $267K
25.7K $11.7B
CMI
Cummins Inc

Industrials
128
+ 11.06%
$324.93 - $383.42 $41.6K - $49.1K
1.29K $448M
ARES
Ares Management Corp

Financial Services
13
+ 0.43%
$153.38 - $183.7 $1.99K - $2.39K
3.01K $532M
DDOG
Datadog, Inc.

Technology
51
+ 2.5%
$113.98 - $168.65 $5.81K - $8.6K
2.09K $299M
NOW
Service Now, Inc.

Technology
20
+ 7.84%
$867.18 - $1148.42 $17.3K - $23K
275 $292M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
105
+ 0.56%
$124.61 - $133.96 $13.1K - $14.1K
18.8K $2.42B
CCJ
Cameco Corp

Energy
338
+ 3.12%
$48.64 - $61.14 $16.4K - $20.7K
11.2K $573M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.85K
+ 28.14%
$19.42 - $19.76 $55.4K - $56.4K
13K $253M
Activity Summary
Buys All Purchases 222 New Holdings 45 Increased Positions 177 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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