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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.1K
New
$27.3 - $31.8 $412K - $480K
15.1K $480M
ENB
Enbridge Inc

Energy
10.5K
New
$41.09 - $47.16 $433K - $497K
10.5K $477M
VB
Vanguard Small Cap ETF

ETFs
2.01K
New
$193.73 - $237.37 $390K - $478K
2.01K $477M
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.3K
New
$19.6 - $24.44 $379K - $472K
19.3K $472M
ROST
Ross Stores, Inc.

Consumer Cyclical
3.62K
New
$126.62 - $154.26 $459K - $559K
3.62K $462M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
11.9K
New
$31.18 - $38.55 $370K - $458K
11.9K $457M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.49K
New
$152.42 - $182.82 $380K - $455K
2.49K $455M
LOW
Lowes Companies Inc

Consumer Cyclical
1.97K
New
$210.83 - $235.28 $415K - $464K
1.97K $437M
ETN
Eaton Corp PLC

Industrials
1.21K
New
$246.52 - $356.99 $299K - $432K
1.21K $432M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.1K
New
$38.81 - $44.28 $392K - $448K
10.1K $429M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
8.27K
New
$43.28 - $50.37 $358K - $416K
8.27K $414M
HEWJ
Ishares Currency Hedged Msci J

ETFs
8.47K
New
$36.78 - $45.25 $311K - $383K
8.47K $379M
GNTY
Guaranty Bancshares Inc

Financial Services
8.76K
New
$37.41 - $43.28 $328K - $379K
8.76K $372M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.84K
New
$139.8 - $197.22 $257K - $363K
1.84K $363M
COP
Conocophillips

Energy
4K
New
$82.66 - $106.1 $331K - $424K
4K $359M
VHT
Vanguard Health Care ETF

ETFs
1.43K
New
$236.71 - $261.92 $338K - $374K
1.43K $355M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.57K
New
$45.2 - $46.6 $342K - $353K
7.57K $351M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
7.3K
New
$46.46 - $47.44 $339K - $346K
7.3K $346M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.98K
New
$53.23 - $70.65 $318K - $423K
5.98K $346M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.22K
New
$50.53 - $212.53 $314K - $1.32M
6.22K $345M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.41K
New
$75.05 - $77.34 $331K - $341K
4.41K $341M
SYY
Sysco Corp

Consumer Defensive
4.44K
New
$68.0 - $75.91 $302K - $337K
4.44K $336M
SHEL
Shell PLC

Energy
4.74K
New
$59.75 - $73.05 $283K - $346K
4.74K $334M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
10.1K
New
$27.24 - $33.15 $276K - $335K
10.1K $334M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
7.16K
New
N/A
7.16K $330M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.74K
New
$66.5 - $71.25 $315K - $338K
4.74K $330M
TGT
Target Corp

Consumer Defensive
3.31K
New
$88.76 - $105.77 $294K - $350K
3.31K $327M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.39K
New
$35.77 - $42.27 $264K - $312K
7.39K $312M
Lam Research Corp
3.21K
New
N/A
3.21K $312M
MET
Metlife Inc

Financial Services
3.79K
New
$68.42 - $82.49 $259K - $313K
3.79K $305M
MS
Morgan Stanley

Financial Services
2.16K
New
$99.83 - $140.86 $215K - $304K
2.16K $304M
IWX
Ishares Tr Russell 200 Value E

ETFs
3.53K
New
$73.26 - $84.19 $259K - $298K
3.53K $298M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
4.61K
New
$61.48 - $65.6 $283K - $302K
4.61K $295M
SPYG
Spdr Portfolio

ETFs
3.09K
New
$71.83 - $95.32 $222K - $295K
3.09K $295M
LHX
L3 Harris Technologies, Inc.

Industrials
1.16K
New
$200.21 - $256.99 $233K - $299K
1.16K $292M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.2K
New
$20.16 - $20.49 $286K - $291K
14.2K $291M
MUB
Ishares National Muni Bond ETF

ETFs
2.76K
New
$102.31 - $105.8 $282K - $292K
2.76K $288M
CLX
Clorox CO

Consumer Defensive
2.37K
New
$118.01 - $148.69 $280K - $353K
2.37K $285M
SBUX
Starbucks Corp

Consumer Cyclical
3.08K
New
$79.69 - $99.41 $245K - $306K
3.08K $282M
DDOG
Datadog, Inc.

Technology
2.01K
New
$87.0 - $134.33 $175K - $270K
2.01K $270M
NOW
Service Now, Inc.

Technology
261
New
$721.65 - $1040.18 $188K - $271K
261 $268M
OMC
Omnicom Group Inc.

Communication Services
3.69K
New
$69.22 - $79.77 $255K - $294K
3.69K $265M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
920
New
$224.16 - $285.86 $206K - $263K
920 $263M
TDG
Trans Digm Group Inc

Industrials
172
New
$1231.75 - $1520.64 $212K - $262K
172 $262M
Wisdomtree Tr
5.85K
New
N/A
5.85K $258M
Fidelity Covington Trust
8.08K
New
N/A
8.08K $257M
KMI
Kinder Morgan, Inc.

Energy
8.71K
New
$25.21 - $29.4 $220K - $256K
8.71K $256M
ES
Eversource Energy

Utilities
4.02K
New
$54.25 - $65.89 $218K - $265K
4.02K $255M
GD
General Dynamics Corp

Industrials
872
New
$247.68 - $291.66 $216K - $254K
872 $254M
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email