Leo Wealth, LLC Sells in Q3 2024

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-804
- 16.11%
$56.47 - $63.69 $45.4K - $51.2K
4.19K $264M
PSX
Phillips 66

Energy
-80
- 4.56%
$125.0 - $147.17 $10K - $11.8K
1.68K $220M
UNH
Unitedhealth Group Inc

Healthcare
-331
- 16.57%
$488.01 - $604.18 $162K - $200K
1.67K $975M
Bunge Global Sa
-3
- 0.13%
N/A
2.38K $230M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-559
- 12.72%
$61.11 - $67.85 $34.2K - $37.9K
3.84K $260M
WFC
Wells Fargo & Company

Financial Services
-82
- 1.67%
$51.58 - $60.97 $4.23K - $5K
4.83K $273M
BAR
Granite Shares Gold Trust

ETFs
-1.85K
- 18.84%
$23.01 - $26.37 $42.5K - $48.7K
7.96K $207M
ETN
Eaton Corp PLC

Industrials
-147
- 8.87%
$272.52 - $333.02 $40.1K - $49K
1.51K $500M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-403
- 7.81%
$96.25 - $101.98 $38.8K - $41.1K
4.76K $482M
VV
Vanguard Large Cap ETF

ETFs
-332
- 5.95%
$236.92 - $263.4 $78.7K - $87.4K
5.25K $1.38B
O
Realty Income Corp

Real Estate
-1.17K
- 19.89%
$52.36 - $63.42 $61.5K - $74.5K
4.73K $300M
CB
Chubb LTD

Financial Services
-152
- 14.37%
$252.51 - $292.2 $38.4K - $44.4K
906 $261M
IVV
Ishares Core S&P 500 ETF

ETFs
-450
- 5.25%
$520.18 - $576.82 $234K - $260K
8.12K $4.69B
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
-24
- 0.19%
$0.76 - $2.15 $18.2 - $51.6
12.8K $11.6M
DIS
Walt Disney CO

Communication Services
-13
- 0.48%
$85.6 - $98.61 $1.11K - $1.28K
2.72K $262M
TGT
Target Corp

Consumer Defensive
-134
- 7.22%
$133.47 - $159.25 $17.9K - $21.3K
1.72K $268M
BAC
Bank Of America Corp

Financial Services
-11
- 0.09%
$36.65 - $44.13 $403 - $485
12K $476M
SRLN
Ssga Active Trust

ETFs
-87
- 0.57%
$40.93 - $41.85 $3.56K - $3.64K
15.2K $634M
V
Visa Inc.

Financial Services
-354
- 4.4%
$253.74 - $291.56 $89.8K - $103K
7.7K $2.12B
GD
General Dynamics Corp

Industrials
-10
- 0.96%
$279.51 - $308.09 $2.8K - $3.08K
1.03K $312M
CAT
Caterpillar Inc

Industrials
-223
- 13.83%
$316.8 - $391.12 $70.6K - $87.2K
1.39K $544M
CL
Colgate Palmolive CO

Consumer Defensive
-302
- 5.48%
$95.54 - $108.77 $28.9K - $32.8K
5.21K $541M
KMB
Kimberly Clark Corp

Consumer Defensive
-185
- 1.94%
$135.05 - $148.35 $25K - $27.4K
9.36K $1.33B
PGR
Progressive Corp

Financial Services
-166
- 13.42%
$209.46 - $259.24 $34.8K - $43K
1.07K $272M
OKE
Oneok Inc

Energy
-139
- 4.77%
$78.62 - $95.27 $10.9K - $13.2K
2.77K $253M
CPB
Campbell Soup CO

Consumer Defensive
-37
- 0.72%
$45.01 - $51.89 $1.67K - $1.92K
5.12K $250M
SPG
Simon Property Group Inc

Real Estate
-79
- 4.63%
$146.09 - $170.11 $11.5K - $13.4K
1.63K $275M
AEP
American Electric Power CO Inc

Utilities
-468
- 10.27%
$87.11 - $104.95 $40.8K - $49.1K
4.09K $420M
CVS
Cvs Health Corp

Healthcare
-49
- 0.8%
$55.81 - $63.18 $2.73K - $3.1K
6.05K $380M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-217
- 2.5%
$46.17 - $51.13 $10K - $11.1K
8.47K $433M
VT
Vanguard Total World Stk Index

ETFs
-629
- 4.1%
$107.72 - $119.96 $67.8K - $75.5K
14.7K $1.76B
NKE
Nike, Inc.

Consumer Cyclical
-23
- 0.81%
$71.09 - $89.44 $1.64K - $2.06K
2.82K $249M
STWD
Starwood Property Trust, Inc.

Real Estate
-127
- 0.48%
$18.75 - $21.11 $2.38K - $2.68K
26.5K $541M
MO
Altria Group, Inc.

Consumer Defensive
-989
- 5.79%
$45.95 - $54.71 $45.4K - $54.1K
16.1K $821M
CLX
Clorox CO

Consumer Defensive
-188
- 6.64%
$131.73 - $166.97 $24.8K - $31.4K
2.64K $431M
VUG
Vanguard Growth ETF

ETFs
-343
- 1.63%
$341.08 - $391.94 $117K - $134K
20.8K $7.97B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-132
- 6.44%
$531.86 - $624.21 $70.2K - $82.4K
1.92K $1.19B
ACGL
Arch Capital Group Ltd.

Financial Services
-25
- 0.48%
$94.47 - $114.25 $2.36K - $2.86K
5.22K $584M
SPGI
S&P Global Inc.

Financial Services
-27
- 2.69%
$446.32 - $527.38 $12.1K - $14.2K
976 $504M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-57
- 0.68%
$64.35 - $75.71 $3.67K - $4.32K
8.35K $615M
PG
Procter & Gamble CO

Consumer Defensive
-431
- 2.83%
$160.76 - $177.82 $69.3K - $76.6K
14.8K $2.56B
BMY
Bristol Myers Squibb CO

Healthcare
-861
- 8.02%
$39.66 - $51.75 $34.1K - $44.6K
9.88K $511M
LOW
Lowes Companies Inc

Consumer Cyclical
-230
- 9.27%
$213.3 - $270.78 $49.1K - $62.3K
2.25K $609M
DVY
Ishares Tr

ETFs
-136
- 1.98%
$119.99 - $135.74 $16.3K - $18.5K
6.72K $908M
MMM
3 M CO

Industrials
-260
- 7.77%
$99.69 - $139.42 $25.9K - $36.2K
3.09K $422M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-30
- 0.35%
$332.02 - $382.76 $9.96K - $11.5K
8.53K $3.2B
KKR
Kkr & Co. Inc.

Financial Services
-14
- 0.39%
$104.51 - $133.23 $1.46K - $1.87K
3.56K $465M
KO
Coca Cola CO

Consumer Defensive
-965
- 5.02%
$62.69 - $73.01 $60.5K - $70.5K
18.2K $1.31B
RTX
Raytheon Technologies Corp

Industrials
-78
- 1.58%
$99.55 - $123.34 $7.76K - $9.62K
4.85K $587M
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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