Leo Wealth, LLC Reduced Holdings in Q4 2024

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-133K
- 26.11%
$143.34 - $165.86 $19M - $22M
376K $54.3B
IEF
Ishares Barclays

ETFs
-60K
- 18.22%
$92.08 - $98.18 $5.53M - $5.89M
269K $24.9B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-63.5K
- 18.69%
$58.46 - $65.6 $3.71M - $4.17M
277K $16.2B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-25.6K
- 3.3%
$56.61 - $61.63 $1.45M - $1.57M
749K $42.5B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-87.5K
- 61.19%
$23.25 - $23.37 $2.04M - $2.05M
55.5K $1.29B
USFR
Wisdomtree Floating Rate Treas

ETFs
-37.4K
- 10.23%
$50.23 - $50.46 $1.88M - $1.89M
329K $16.5B
IXJ
Ishares Global Healthcare ETF

ETFs
-9.29K
- 11.74%
$85.65 - $98.34 $795K - $913K
69.8K $6B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.79K
- 2.87%
$106.56 - $113.11 $511K - $542K
162K $17.3B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-56.4K
- 26.81%
$25.0 - $25.11 $1.41M - $1.42M
154K $3.85B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-102K
- 59.43%
$12.74 - $14.23 $1.29M - $1.44M
69.3K $900M
GILD
Gilead Sciences, Inc.

Healthcare
-16.4K
- 58.34%
$83.95 - $97.9 $1.38M - $1.6M
11.7K $1.08B
KHC
Kraft Heinz CO

Consumer Defensive
-34.2K
- 64.8%
$30.1 - $36.02 $1.03M - $1.23M
18.6K $595M
CCI
Crown Castle International Corp

Real Estate
-1.14K
- 3.19%
$89.78 - $119.11 $103K - $136K
34.6K $3.14B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-31.8K
- 18.44%
N/A
141K $3.39B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-32.8K
- 47.7%
$22.72 - $23.0 $744K - $753K
35.9K $819M
AMGN
Amgen Inc

Healthcare
-1.71K
- 38.28%
$258.78 - $328.31 $443K - $562K
2.76K $719M
VOD
Vodafone Group Public LTD CO

Communication Services
-53K
- 36.89%
$8.37 - $9.95 $444K - $527K
90.7K $770M
ABBV
Abb Vie Inc.

Healthcare
-1.07K
- 4.81%
$164.99 - $203.87 $176K - $218K
21.2K $3.76B
IBM
International Business Machines Corp

Technology
-2.67K
- 13.68%
$204.9 - $238.04 $548K - $637K
16.9K $3.71B
VZ
Verizon Communications Inc

Communication Services
-5.84K
- 7.14%
$39.6 - $45.21 $231K - $264K
75.9K $3.06B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-376
- 37.19%
$701.85 - $1046.91 $264K - $394K
635 $452M
TTE
Total Energies Se

Energy
-7.79K
- 43.49%
N/A
10.1K $552M
T
At&T Inc.

Communication Services
-31.4K
- 18.08%
$21.22 - $23.88 $666K - $750K
142K $3.24B
PEG
Public Service Enterprise Group Inc

Utilities
-5.73K
- 30.72%
$81.87 - $94.51 $469K - $541K
12.9K $1.09B
BIIB
Biogen Inc.

Healthcare
-7
- 0.05%
$146.47 - $191.55 $1.03K - $1.34K
13.9K $2.13B
K
Kellogg CO

Consumer Defensive
-6.43K
- 24.5%
$80.34 - $81.29 $517K - $523K
19.8K $1.61B
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-4.27K
- 2.42%
$44.29 - $45.82 $189K - $196K
172K $7.64B
NVS
Novartis Ag

Healthcare
-2.07K
- 14.82%
$96.78 - $117.18 $200K - $242K
11.9K $1.16B
CRM
Salesforce, Inc.

Technology
-2.77K
- 32.67%
$270.87 - $367.87 $750K - $1.02M
5.71K $1.91B
VTV
Vanguard Value ETF

ETFs
-1.84K
- 10.3%
$168.32 - $181.87 $309K - $334K
16K $2.71B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-4.8K
- 10.33%
$37.12 - $41.23 $178K - $198K
41.7K $1.55B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-14.1K
- 20.02%
$26.55 - $26.67 $376K - $377K
56.5K $1.5B
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-3.2K
- 3.1%
$36.01 - $38.42 $115K - $123K
100K $3.62B
UNH
Unitedhealth Group Inc

Healthcare
-371
- 22.26%
$485.52 - $625.25 $180K - $232K
1.3K $655M
CMCSA
Comcast Corp

Communication Services
-4.22K
- 12.24%
$37.39 - $45.14 $158K - $190K
30.2K $1.14B
ACN
Accenture PLC

Technology
-668
- 14.84%
$343.9 - $376.86 $230K - $252K
3.83K $1.35B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-6.87K
- 42.99%
$26.65 - $29.34 $183K - $201K
9.11K $247M
HD
Home Depot, Inc.

Consumer Cyclical
-281
- 4.26%
$385.02 - $431.37 $108K - $121K
6.32K $2.46B
AVTR
Avantor, Inc.

Basic Materials
-37
- 0.09%
$19.72 - $25.54 $730 - $945
39.7K $836M
AMD
Advanced Micro Devices Inc

Technology
-14
- 0.34%
$118.88 - $172.8 $1.66K - $2.42K
4.12K $498M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-3.68K
- 20.01%
$47.96 - $55.17 $177K - $203K
14.7K $756M
XLE
Energy Sector Spdr

ETFs
-1.69K
- 14.84%
$83.32 - $97.27 $141K - $165K
9.71K $831M
PG
Procter & Gamble CO

Consumer Defensive
-349
- 2.36%
$161.05 - $179.7 $56.2K - $62.7K
14.4K $2.42B
ADBE
Adobe Inc.

Technology
-102
- 8.27%
$437.39 - $552.96 $44.6K - $56.4K
1.13K $503M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.52K
- 18.69%
$50.62 - $50.97 $128K - $129K
11K $557M
CVS
Cvs Health Corp

Healthcare
-1.2K
- 19.86%
$43.78 - $67.46 $52.6K - $81K
4.85K $258M
META
Meta Platforms, Inc.

Communication Services
-361
- 4.72%
$554.08 - $632.68 $200K - $228K
7.28K $4.26B
Fidelity Covington Trust
-3.96K
- 15.21%
N/A
22.1K $727M
EEM
Ishares Msci Emerging Markets

ETFs
-342
- 1.48%
$41.82 - $47.36 $14.3K - $16.2K
22.8K $952M
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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