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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
911
+ 5.75%
$63.27 - $70.31 $57.6K - $64.1K
16.8K $1.06B
EFA
Ishares Tr Msci Eafe ETF

ETFs
18
+ 0.22%
$75.1 - $82.99 $1.35K - $1.49K
8.14K $615M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
3.53K
+ 1.62%
$9.82 - $10.6 $34.6K - $37.4K
222K $2.24B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
214
+ 1.18%
$52.1 - $57.26 $11.1K - $12.3K
18.4K $960M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
4.68K
+ 2.25%
$9.99 - $10.92 $46.8K - $51.1K
213K $2.18B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.04K
+ 2.08%
$11.1 - $12.03 $44.9K - $48.6K
198K $2.23B
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
92
+ 0.02%
$18.43 - $19.57 $1.7K - $1.8K
392K $7.39B
BLE
Blackrock Municipal Income Trust Ii

Financial Services
3.74K
+ 1.88%
$10.38 - $11.36 $38.8K - $42.4K
202K $2.13B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.14K
+ 1.98%
$30.48 - $34.2 $34.9K - $39.1K
58.8K $1.79B
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
394
+ 2.98%
$77.43 - $89.47 $30.5K - $35.3K
13.6K $1.06B
TD
Toronto Dominion Bank

Financial Services
41
+ 0.33%
$51.56 - $63.8 $2.11K - $2.62K
12.6K $672M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
5.28K
+ 1.75%
$7.02 - $7.61 $37.1K - $40.2K
308K $2.17B
DOW
Dow Inc.

Basic Materials
1.76K
+ 10.7%
$39.1 - $55.34 $68.9K - $97.6K
18.2K $762M
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.03%
$189.5 - $206.17 $1.14K - $1.24K
22.3K $4.25B
FCX
Freeport Mcmoran Inc

Basic Materials
616
+ 4.47%
$38.08 - $50.82 $23.5K - $31.3K
14.4K $548M
BCIM
Aberdeen Std Invts Etfs
7.22K
+ 10.07%
$19.96 - $24.83 $144K - $179K
78.9K $1.58B
SNY
Sanofi

Healthcare
1.49K
+ 5.91%
$45.89 - $57.31 $68.2K - $85.2K
26.7K $1.29B
TMO
Thermo Fisher Scientific Inc.

Healthcare
29
+ 1.51%
$501.29 - $612.85 $14.5K - $17.8K
1.95K $1.01B
NVO
Novo Nordisk A S

Healthcare
101
+ 1.8%
$85.0 - $120.04 $8.59K - $12.1K
5.7K $490M
XOM
Exxon Mobil Corp

Energy
1.93K
+ 4.8%
$105.51 - $125.37 $204K - $242K
42.2K $4.54B
Kenvue Inc
183
+ 0.12%
N/A
152K $3.24B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
517
+ 3.42%
$82.28 - $117.52 $42.5K - $60.8K
15.6K $1.33B
MSFT
Microsoft Corp

Technology
332
+ 0.77%
$406.35 - $454.46 $135K - $151K
43.2K $18.1B
ETR
Entergy Corp

Utilities
4.03K
+ 34.41%
$73.19 - $156.4 $295K - $631K
15.8K $1.19B
FLCH
Franklin Templeton ETF Tr

ETFs
1.82K
+ 0.64%
$18.27 - $23.64 $33.2K - $42.9K
286K $5.26B
SBAC
Sba Communications Corp

Real Estate
7
+ 0.02%
$198.24 - $249.31 $1.39K - $1.75K
41.4K $8.42B
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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