Leo Wealth, LLC Reduced Holdings in Q2 2025

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
-15.4K
- 74.25%
$80.68 - $88.86 $1.24M - $1.37M
5.34K $466M
K
Kellogg CO

Consumer Defensive
-16.1K
- 79.03%
$77.85 - $82.88 $1.25M - $1.33M
4.27K $340M
D
Dominion Energy, Inc

Utilities
-22.7K
- 85.5%
$49.66 - $58.0 $1.13M - $1.32M
3.86K $218M
UNP
Union Pacific Corp

Industrials
-2.24K
- 68.58%
$208.27 - $238.46 $465K - $533K
1.02K $236M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-4.98K
- 37.33%
$83.8 - $101.39 $418K - $505K
8.37K $847M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-755
- 4.56%
$99.37 - $134.05 $75K - $101K
15.8K $1.79B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-16.2K
- 11.39%
N/A
126K $3.06B
UNH
Unitedhealth Group Inc

Healthcare
-161
- 13.39%
$274.35 - $599.47 $44.2K - $96.5K
1.04K $325M
RTX
Raytheon Technologies Corp

Industrials
-2.84K
- 34.7%
$113.75 - $148.48 $323K - $421K
5.34K $779M
PAR
Par Technology Corp

Technology
-5.5K
- 50.85%
$50.87 - $69.82 $280K - $384K
5.32K $369M
SNY
Sanofi

Healthcare
-1.08K
- 3.79%
$47.62 - $55.44 $51.2K - $59.7K
27.3K $1.32B
DVY
Ishares Tr

ETFs
-1.64K
- 24.18%
$118.37 - $134.86 $194K - $221K
5.14K $682M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-3.89K
- 14.72%
$49.79 - $50.75 $194K - $198K
22.5K $1.14B
QCOM
Qualcomm Inc

Technology
-1.4K
- 28.05%
$124.66 - $159.48 $175K - $224K
3.6K $574M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-2.85K
- 16.54%
$89.4 - $99.04 $255K - $282K
14.4K $1.39B
DECK
Deckers Outdoor Corp

Consumer Cyclical
-583
- 4.83%
$100.44 - $129.37 $58.6K - $75.4K
11.5K $1.18B
DOW
Dow Inc.

Basic Materials
-98
- 0.85%
$25.81 - $34.89 $2.53K - $3.42K
11.4K $301M
Spdr Series Trust
-1.03K
- 0.74%
N/A
139K $3.78B
STWD
Starwood Property Trust, Inc.

Real Estate
-4.77K
- 17.26%
$17.28 - $20.41 $82.4K - $97.4K
22.9K $459M
ZION
Zions Bancorporation, National Association

Financial Services
-2.14K
- 14.33%
$41.39 - $51.94 $88.5K - $111K
12.8K $664M
CCI
Crown Castle International Corp

Real Estate
-35
- 0.09%
$94.83 - $107.06 $3.32K - $3.75K
37.1K $3.81B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.09K
- 1.36%
$25.04 - $25.18 $52.4K - $52.7K
151K $3.81B
KKR
Kkr & Co. Inc.

Financial Services
-662
- 22.04%
$92.79 - $134.29 $61.4K - $88.9K
2.34K $311M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.73K
- 1.62%
$22.09 - $22.44 $38.2K - $38.8K
105K $2.35B
BCIM
Aberdeen Std Invts Etfs
-372
- 0.63%
$18.9 - $21.64 $7.03K - $8.05K
58.4K $1.26B
CME
Cme Group Inc.

Financial Services
-100
- 5.61%
$252.37 - $290.71 $25.2K - $29.1K
1.68K $461M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-632
- 0.65%
$22.3 - $22.57 $14.1K - $14.3K
97.1K $2.18B
IWD
Ishares Russell 1000 Val ETF

ETFs
-113
- 3.71%
$166.82 - $194.23 $18.9K - $21.9K
2.93K $569M
O
Realty Income Corp

Real Estate
-6
- 0.1%
$52.27 - $58.52 $314 - $351
5.91K $340M
HLN
Haleon PLC

Healthcare
-350
- 3.04%
$9.27 - $11.41 $3.24K - $3.99K
11.2K $116M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-2.56K
- 15.97%
$46.95 - $68.11 $120K - $174K
13.4K $850M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-15
- 0.82%
$162.65 - $188.71 $2.44K - $2.83K
1.81K $341M
Blackrock Inc
-943
- 9.65%
N/A
8.83K $9.26B
SHOP
Shopify Inc.

Technology
-94
- 4.45%
$76.89 - $115.35 $7.23K - $10.8K
2.02K $233M
ARES
Ares Management Corp

Financial Services
-263
- 8.48%
$118.04 - $175.83 $31K - $46.2K
2.84K $491M
TXN
Texas Instruments Inc

Technology
-50
- 2.89%
N/A
1.68K $349M
VOD
Vodafone Group Public LTD CO

Communication Services
-13.8K
- 9.1%
$8.19 - $10.66 $113K - $147K
138K $1.47B
SIVR
Abrdn Silver ETF Trust

ETFs
-87
- 0.26%
$28.36 - $35.37 $2.47K - $3.08K
33.4K $1.15B
Grayscale Ethereum Mini Tr E
-108
- 1.0%
N/A
10.7K $253M
VRT
Vertiv Holdings CO

Industrials
-1.13K
- 25.1%
N/A
3.36K $432M
IWR
Ishares Russell Mid Cap ETF

ETFs
-59
- 0.34%
$74.88 - $91.97 $4.42K - $5.43K
17.5K $1.61B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-327
- 8.82%
$141.37 - $228.57 $46.2K - $74.7K
3.38K $766M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-31
- 0.38%
$320.42 - $424.58 $9.93K - $13.2K
8.13K $3.45B
SBAC
Sba Communications Corp

Real Estate
-16
- 0.04%
$208.57 - $243.4 $3.34K - $3.89K
36.4K $8.54B
IBM
International Business Machines Corp

Technology
-242
- 1.44%
$221.03 - $294.78 $53.5K - $71.3K
16.6K $4.89B
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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