Leo Wealth, LLC Reduced Holdings in Q1 2025

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-314K
- 45.29%
$96.93 - $109.51 $30.4M - $34.4M
379K $37.2B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-236K
- 49.21%
$108.02 - $120.45 $25.5M - $28.4M
243K $26.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-765K
- 96.26%
$27.01 - $28.54 $20.7M - $21.8M
29.7K $831M
AFRM
Affirm Holdings, Inc.

Technology
-73.2K
- 7.14%
$43.7 - $80.98 $3.2M - $5.93M
952K $43B
AAPL
Apple Inc.

Technology
-66.2K
- 48.92%
$209.68 - $247.1 $13.9M - $16.4M
69.2K $15.4B
AVUS
American Centy ETF Tr Avantis

ETFs
-177K
- 39.88%
$90.7 - $101.57 $16M - $18M
267K $24.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-46.2K
- 32.89%
$190.26 - $242.06 $8.79M - $11.2M
94.3K $17.9B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-128K
- 56.81%
$92.03 - $93.95 $11.8M - $12M
97.5K $8.99B
MSFT
Microsoft Corp

Technology
-26.5K
- 61.27%
$375.39 - $447.2 $9.94M - $11.8M
16.7K $6.28B
IEF
Ishares Barclays

ETFs
-125K
- 46.58%
$91.17 - $95.39 $11.4M - $12M
144K $13.7B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-213K
- 59.83%
$43.53 - $45.42 $9.28M - $9.68M
143K $6.47B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-76.5K
- 47.21%
$105.1 - $109.61 $8.04M - $8.39M
85.6K $9.3B
NVDA
Nvidia Corp

Technology
-40.2K
- 51.85%
$106.98 - $149.43 $4.3M - $6.01M
37.3K $4.05B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-132K
- 17.56%
$55.47 - $61.45 $7.3M - $8.08M
617K $36.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13.9K
- 54.07%
$442.66 - $534.52 $6.16M - $7.44M
11.8K $6.3B
USFR
Wisdomtree Floating Rate Treas

ETFs
-103K
- 31.28%
$50.29 - $50.5 $5.17M - $5.19M
226K $11.4B
VUG
Vanguard Growth ETF

ETFs
-9.4K
- 45.89%
$369.1 - $427.61 $3.47M - $4.02M
11.1K $4.11B
GOOG
Alphabet Inc.

Communication Services
-20.1K
- 66.58%
$156.06 - $207.71 $3.13M - $4.17M
10.1K $1.57B
Blackrock Inc
-2.94K
- 23.14%
N/A
9.77K $9.25B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-78.3K
- 28.32%
$58.04 - $65.84 $4.54M - $5.16M
198K $12.6B
IVE
Ishares S&P 500 Value ETF

ETFs
-18.5K
- 83.26%
$185.78 - $198.58 $3.44M - $3.68M
3.72K $710M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-21.1K
- 73.77%
$126.11 - $135.06 $2.66M - $2.85M
7.5K $968M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-58.6K
- 34.02%
$44.28 - $45.4 $2.59M - $2.66M
114K $5.13B
GOOGL
Alphabet Inc.

Communication Services
-8.38K
- 25.13%
$154.33 - $206.19 $1.29M - $1.73M
25K $3.86B
DGRO
Ishares Core Dividend Growth E

ETFs
-37.1K
- 91.94%
$60.46 - $64.42 $2.24M - $2.39M
3.26K $201M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-131K
- 33.51%
$18.9 - $20.05 $2.48M - $2.64M
261K $5.11B
MA
Mastercard Inc

Financial Services
-3.94K
- 47.6%
$504.67 - $576.31 $1.99M - $2.27M
4.34K $2.38B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.2K
- 24.52%
$102.49 - $119.96 $1.25M - $1.47M
37.6K $3.93B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.65K
- 80.95%
$169.43 - $182.84 $1.63M - $1.76M
2.27K $393M
CRM
Salesforce, Inc.

Technology
-4.88K
- 85.56%
$268.36 - $359.95 $1.31M - $1.76M
824 $221M
AVGO
Broadcom Inc.

Technology
-4.44K
- 29.9%
$167.43 - $244.7 $743K - $1.09M
10.4K $1.74B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-50.5K
- 85.83%
$29.72 - $31.94 $1.5M - $1.61M
8.34K $257M
WMT
Walmart Inc.

Consumer Defensive
-16.7K
- 74.37%
$84.5 - $105.05 $1.41M - $1.75M
5.76K $505M
HD
Home Depot, Inc.

Consumer Cyclical
-3.76K
- 59.44%
$347.25 - $424.87 $1.3M - $1.6M
2.56K $939M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-27.7K
- 39.7%
$58.01 - $64.46 $1.61M - $1.78M
42K $2.61B
META
Meta Platforms, Inc.

Communication Services
-2.36K
- 32.36%
$576.36 - $736.67 $1.36M - $1.74M
4.93K $2.84B
XOM
Exxon Mobil Corp

Energy
-15.5K
- 36.8%
$105.44 - $118.93 $1.64M - $1.85M
26.7K $3.17B
NFLX
Netflix Inc

Communication Services
-1.55K
- 56.68%
$828.4 - $1058.6 $1.29M - $1.64M
1.19K $1.11B
COST
Costco Wholesale Corp

Consumer Defensive
-1.48K
- 52.74%
$890.62 - $1076.86 $1.32M - $1.59M
1.33K $1.26B
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-38.5K
- 38.45%
$35.88 - $37.91 $1.38M - $1.46M
61.7K $2.31B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.59K
- 19.75%
$554.06 - $615.85 $882K - $980K
6.47K $3.63B
DECK
Deckers Outdoor Corp

Consumer Cyclical
-17
- 0.14%
$111.56 - $223.11 $1.9K - $3.79K
12.1K $1.35B
PG
Procter & Gamble CO

Consumer Defensive
-6.6K
- 45.73%
$158.56 - $176.26 $1.05M - $1.16M
7.83K $1.33B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.05K
- 20.67%
$222.15 - $428.22 $233K - $449K
4.02K $1.04B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-9.7K
- 7.73%
$45.72 - $51.73 $444K - $502K
116K $5.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.23K
- 12.29%
$507.05 - $563.67 $624K - $693K
8.78K $4.51B
SPY
Spdr S&P 500 ETF Trust

ETFs
-898
- 7.13%
$551.42 - $612.93 $495K - $550K
11.7K $6.55B
SPGI
S&P Global Inc.

Financial Services
-1.53K
- 60.49%
$478.26 - $543.77 $732K - $833K
1K $508M
JPM
Jpmorgan Chase & CO

Financial Services
-3.16K
- 36.96%
$225.19 - $279.95 $712K - $885K
5.4K $1.32B
Activity Summary
Buys All Purchases 89 New Holdings 20 Increased Positions 69 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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