Leo Wealth, LLC Reduced Holdings in Q3 2024

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-76.3K
- 63.39%
$89.91 - $101.33 $6.86M - $7.73M
44.1K $4.32B
AMZN
Amazon Com Inc

Consumer Cyclical
-13.4K
- 8.87%
$161.02 - $200.0 $2.16M - $2.69M
138K $25.7B
BLK
Black Rock Inc.

Financial Services
-3.76K
- 33.15%
$782.27 - $949.51 $2.94M - $3.57M
7.58K $7.2B
IWY
Ishares Tr Russell 200 Growth

ETFs
-6.13K
- 43.81%
$194.66 - $225.97 $1.19M - $1.39M
7.87K $1.73B
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-42.7K
- 38.26%
$23.88 - $24.01 $1.02M - $1.03M
68.9K $1.65B
NVDA
Nvidia Corp

Technology
-5.43K
- 6.44%
$98.91 - $134.91 $537K - $732K
78.8K $9.57B
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-32.3K
- 15.49%
$25.04 - $25.21 $808K - $813K
176K $4.44B
LLY
Eli Lilly & CO

Healthcare
-623
- 17.72%
$772.14 - $960.02 $481K - $598K
2.89K $2.56B
GOOGL
Alphabet Inc.

Communication Services
-865
- 3.14%
$148.65 - $191.18 $129K - $165K
26.7K $4.42B
BIIB
Biogen Inc.

Healthcare
-17
- 0.12%
$189.07 - $236.8 $3.21K - $4.03K
13.9K $2.7B
Ecarx Holdings Inc
-42.3K
- 1.5%
N/A
2.77M $5.3B
EMR
Emerson Electric CO

Industrials
-4.65K
- 10.86%
$98.19 - $118.87 $456K - $552K
38.1K $4.17B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-19.2K
- 21.85%
$22.55 - $23.1 $433K - $444K
68.7K $1.58B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-7.2K
- 41.81%
$52.27 - $60.45 $376K - $435K
10K $594M
COST
Costco Wholesale Corp

Consumer Defensive
-549
- 16.39%
$801.83 - $917.05 $440K - $503K
2.8K $2.48B
EW
Edwards Lifesciences Corp

Healthcare
-91
- 0.73%
$59.7 - $93.78 $5.43K - $8.53K
12.4K $819M
HON
Honeywell International Inc

Industrials
-1.36K
- 25.15%
$196.73 - $220.21 $268K - $300K
4.06K $839M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-13.9K
- 6.22%
$24.78 - $25.11 $345K - $350K
210K $5.28B
NOW
Service Now, Inc.

Technology
-395
- 60.77%
$730.87 - $937.36 $289K - $370K
255 $228M
ELA
Envela Corp

Consumer Cyclical
-61.8K
- 74.04%
$4.42 - $5.75 $273K - $355K
21.7K $119M
MRK
Merck & Co., Inc.

Healthcare
-917
- 7.49%
$111.15 - $128.97 $102K - $118K
11.3K $1.29B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-10.7K
- 6.97%
$23.13 - $23.43 $248K - $251K
143K $3.35B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.23K
- 46.56%
$50.25 - $50.74 $213K - $215K
4.86K $247M
TXN
Texas Instruments Inc

Technology
-1.22K
- 34.46%
$194.6 - $194.6 $238K - $238K
2.33K $481M
COP
Conocophillips

Energy
-1.44K
- 22.82%
$102.3 - $116.61 $148K - $168K
4.88K $514M
VTI
Vanguard Total Stock Market Et

ETFs
-1.26K
- 12.29%
$255.18 - $283.2 $322K - $357K
8.99K $2.55B
NVO
Novo Nordisk A S

Healthcare
-156
- 2.71%
$119.07 - $145.42 $18.6K - $22.7K
5.6K $667M
JPM
Jpmorgan Chase & CO

Financial Services
-1.04K
- 10.92%
$194.9 - $224.8 $202K - $233K
8.46K $1.78B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.53K
- 12.32%
$37.37 - $41.82 $244K - $273K
46.5K $1.93B
PFE
Pfizer Inc

Healthcare
-5.66K
- 19.05%
$27.7 - $31.39 $157K - $178K
24K $696M
ADBE
Adobe Inc.

Technology
-152
- 10.97%
$508.13 - $586.55 $77.2K - $89.2K
1.23K $638M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-549
- 37.5%
$256.4 - $289.78 $141K - $159K
915 $260M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-5.48K
- 25.56%
$26.43 - $29.86 $145K - $164K
16K $472M
QCOM
Qualcomm Inc

Technology
-147
- 4.62%
$156.12 - $209.64 $22.9K - $30.8K
3.03K $516M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-8.3K
- 4.59%
$23.75 - $23.75 $197K - $197K
172K $4.19B
BA
Boeing CO

Industrials
-105
- 4.06%
$152.04 - $190.6 $16K - $20K
2.48K $377M
SHEL
Shell PLC

Energy
-836
- 14.3%
$65.65 - $73.28 $54.9K - $61.3K
5.01K $330M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-946
- 30.15%
$125.95 - $142.04 $119K - $134K
2.19K $311M
AMD
Advanced Micro Devices Inc

Technology
-650
- 13.59%
$128.67 - $183.96 $83.6K - $120K
4.13K $678M
WMT
Walmart Inc.

Consumer Defensive
-5.42K
- 19.97%
$66.91 - $81.4 $362K - $441K
21.7K $1.75B
CCJ
Cameco Corp

Energy
-1.22K
- 10.1%
$36.9 - $53.72 $44.8K - $65.3K
10.8K $517M
SOXX
Ishares Semiconductor ETF

ETFs
-223
- 20.09%
$199.29 - $265.49 $44.4K - $59.2K
887 $205M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-733
- 18.92%
$92.56 - $99.46 $67.8K - $72.9K
3.14K $301M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.55K
- 12.29%
$50.99 - $57.81 $130K - $147K
18.2K $1.04B
EPD
Enterprise Products Partners L.P.

Energy
-2.17K
- 9.35%
$27.88 - $30.0 $60.6K - $65.2K
21.1K $614M
C
Citigroup Inc

Financial Services
-693
- 6.53%
$56.11 - $67.61 $38.9K - $46.9K
9.93K $621M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-411
- 15.07%
$162.64 - $179.3 $66.8K - $73.7K
2.32K $415M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-34
- 0.32%
$42.59 - $60.56 $1.45K - $2.06K
10.5K $530M
IWX
Ishares Tr Russell 200 Value E

ETFs
-820
- 17.06%
$74.49 - $81.27 $61.1K - $66.6K
3.99K $324M
Activity Summary
Buys All Purchases 198 New Holdings 39 Increased Positions 159 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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