Leo Wealth, LLC New Holdings in Q2 2025

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
367K
New
$58.41 - $72.69 $21.4M - $26.6M
367K $26.6B
J P Morgan Exchange Traded F
268K
New
N/A
268K $16.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
554K
New
$22.27 - $29.21 $12.3M - $16.2M
554K $16.2B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
598K
New
$20.66 - $20.74 $12.4M - $12.4M
598K $12.4B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
252K
New
$22.66 - $23.41 $5.72M - $5.91M
252K $5.89B
EMR
Emerson Electric CO

Industrials
37.6K
New
$94.15 - $133.33 $3.54M - $5.01M
37.6K $5.01B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
217K
New
$20.93 - $22.05 $4.55M - $4.79M
217K $4.79B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
206K
New
$22.87 - $23.14 $4.72M - $4.77M
206K $4.76B
HEQT
Simplify Exchange Traded Fds H
152K
New
$27.22 - $30.05 $4.14M - $4.57M
152K $4.57B
JCPB
J P Morgan Exchange Traded Fd

ETFs
87.3K
New
$45.9 - $47.2 $4.01M - $4.12M
87.3K $4.11B
DBAW
Xtrackers Msci All World Ex Us

ETFs
95.7K
New
$31.3 - $37.09 $3M - $3.55M
95.7K $3.51B
BKNG
Booking Holdings Inc.

Consumer Cyclical
585
New
$4164.15 - $5789.24 $2.44M - $3.39M
585 $3.39B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
59.2K
New
$46.92 - $55.01 $2.78M - $3.26M
59.2K $3.22B
MGC
Vanguard Mega Cap ETF

ETFs
14.2K
New
$179.23 - $224.92 $2.55M - $3.2M
14.2K $3.2B
PFE
Pfizer Inc

Healthcare
130K
New
$21.59 - $24.84 $2.81M - $3.23M
130K $3.15B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
36.3K
New
$63.36 - $80.23 $2.3M - $2.91M
36.3K $2.91B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
137K
New
$19.44 - $19.56 $2.66M - $2.68M
137K $2.67B
UBER
Uber Technologies, Inc

Technology
21.3K
New
$64.62 - $93.3 $1.38M - $1.99M
21.3K $1.99B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
38.6K
New
$50.36 - $50.68 $1.95M - $1.96M
38.6K $1.96B
IQLT
Ishares Msci Intl Quality Fact

ETFs
41.1K
New
$35.9 - $43.76 $1.48M - $1.8M
41.1K $1.78B
VV
Vanguard Large Cap ETF

ETFs
6.16K
New
$228.25 - $285.3 $1.4M - $1.76M
6.16K $1.76B
IWY
Ishares Tr Russell 200 Growth

ETFs
7.03K
New
$187.5 - $246.51 $1.32M - $1.73M
7.03K $1.73B
ASML
Asml Holding Nv

Technology
2.01K
New
$595.37 - $815.24 $1.2M - $1.64M
2.01K $1.61B
FE
Firstenergy Corp

Utilities
35.1K
New
$38.31 - $43.17 $1.34M - $1.52M
35.1K $1.41B
EVRG
Evergy, Inc.

Utilities
20.3K
New
$64.06 - $69.64 $1.3M - $1.41M
20.3K $1.4B
HYDB
Ishares Tr Edge High Yield Def

ETFs
29.3K
New
$44.64 - $47.48 $1.31M - $1.39M
29.3K $1.39B
EXC
Exelon Corp

Utilities
31.5K
New
$42.2 - $47.37 $1.33M - $1.49M
31.5K $1.37B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
62.4K
New
$20.29 - $21.52 $1.27M - $1.34M
62.4K $1.34B
FISV
Fiserv Inc

Technology
7.34K
New
N/A
7.34K $1.27B
JMEE
J P Morgan Exchange Traded Fd

ETFs
18.8K
New
$49.07 - $59.23 $921K - $1.11M
18.8K $1.11B
CTSH
Cognizant Technology Solutions Corp

Technology
11.7K
New
$66.47 - $81.81 $777K - $956K
11.7K $912M
SRLN
Ssga Active Trust

ETFs
20K
New
$39.47 - $41.59 $788K - $830K
20K $830M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.97K
New
$141.87 - $164.49 $705K - $818K
4.97K $817M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.5K
New
$321.63 - $509.31 $484K - $766K
1.5K $766M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.5K
New
$51.14 - $57.0 $689K - $768K
13.5K $766M
ET
Energy Transfer LP

Energy
41.2K
New
$15.65 - $18.93 $644K - $779K
41.2K $746M
Morgan Stanley ETF Trust
14.2K
New
N/A
14.2K $721M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.98K
New
$77.74 - $78.78 $698K - $707K
8.98K $707M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
32.6K
New
$20.23 - $21.04 $660K - $687K
32.6K $687M
VGIT
Vanguard Intermediate Term Tre

ETFs
10.9K
New
$58.63 - $59.9 $640K - $654K
10.9K $653M
BAR
Granite Shares Gold Trust

ETFs
16.9K
New
$29.34 - $33.87 $496K - $573K
16.9K $562M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
22.1K
New
$24.37 - $24.56 $538K - $542K
22.1K $542M
CVS
Cvs Health Corp

Healthcare
7.79K
New
$60.04 - $70.18 $468K - $547K
7.79K $538M
BSJR
Invesco Indx Tr

ETFs
23.2K
New
$21.81 - $22.71 $506K - $527K
23.2K $527M
AEP
American Electric Power CO Inc

Utilities
4.98K
New
$98.59 - $109.11 $491K - $543K
4.98K $517M
CAT
Caterpillar Inc

Industrials
1.3K
New
$273.94 - $388.21 $356K - $504K
1.3K $504M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.03K
New
$96.84 - $99.46 $487K - $501K
5.03K $499M
SPYI
Shp ETF Tr Neos S&P 500 High I
9.8K
New
N/A
9.8K $493M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
23.8K
New
$20.04 - $20.55 $477K - $489K
23.8K $488M
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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