Leo Wealth, LLC Sells in Q1 2025

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-116
- 3.03%
$300.91 - $398.25 $34.9K - $46.2K
3.72K $1.16B
VTV
Vanguard Value ETF

ETFs
-1.4K
- 8.76%
$167.73 - $179.21 $235K - $251K
14.6K $2.52B
KKR
Kkr & Co. Inc.

Financial Services
-552
- 15.53%
$108.17 - $167.07 $59.7K - $92.2K
3K $347M
FCX
Freeport Mcmoran Inc

Basic Materials
-4.49K
- 31.19%
$34.5 - $43.01 $155K - $193K
9.91K $375M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-3.22K
- 34.08%
$53.35 - $58.68 $172K - $189K
6.23K $350M
TXN
Texas Instruments Inc

Technology
-800
- 31.62%
N/A
1.73K $311M
C
Citigroup Inc

Financial Services
-2.27K
- 22.72%
$67.23 - $84.63 $153K - $192K
7.73K $549M
XLP
Consumer Staples Sector Spdr

ETFs
-2.05K
- 33.05%
N/A
4.15K $339M
GLD
Spdr Gold Trust

ETFs
-2.04K
- 21.05%
$243.19 - $288.14 $495K - $587K
7.64K $2.2B
GLP
Global Partners LP

Energy
-4.5K
- 31.03%
$46.0 - $59.88 $207K - $269K
10K $534M
VTI
Vanguard Total Stock Market Et

ETFs
-684
- 7.0%
$271.18 - $303.12 $185K - $207K
9.09K $2.5B
FDX
Fedex Corp

Industrials
-267
- 19.85%
$230.33 - $281.53 $61.5K - $75.2K
1.08K $263M
ADBE
Adobe Inc.

Technology
-113
- 9.99%
$377.84 - $464.11 $42.7K - $52.4K
1.02K $390M
EPD
Enterprise Products Partners L.P.

Energy
-5.19K
- 20.12%
$31.75 - $34.14 $165K - $177K
20.6K $703M
DUK
Duke Energy Corp

Utilities
-3.47K
- 15.25%
$105.87 - $121.97 $367K - $423K
19.3K $2.35B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-869
- 6.13%
$59.61 - $66.71 $51.8K - $58K
13.3K $805M
UNP
Union Pacific Corp

Industrials
-506
- 13.44%
$225.21 - $254.42 $114K - $129K
3.26K $770M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-202
- 5.62%
$65.15 - $91.81 $13.2K - $18.5K
3.39K $221M
CMI
Cummins Inc

Industrials
-123
- 9.57%
$312.92 - $386.07 $38.5K - $47.5K
1.16K $364M
VT
Vanguard Total World Stk Index

ETFs
-468
- 3.15%
$115.08 - $123.97 $53.9K - $58K
14.4K $1.67B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.26K
- 23.64%
$56.12 - $68.15 $127K - $154K
7.29K $495M
IWM
Ishares Russell 2000 ETF

ETFs
-23
- 0.78%
$198.1 - $229.79 $4.56K - $5.29K
2.94K $587M
IWN
Ishares Russell2000 Val ETF

ETFs
-251
- 12.74%
$149.27 - $169.4 $37.5K - $42.5K
1.72K $260M
GLW
Corning Inc

Technology
-1.05K
- 15.72%
$44.91 - $54.25 $47.2K - $57.1K
5.64K $258M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-78
- 1.97%
$408.78 - $448.82 $31.9K - $35K
3.89K $1.63B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.85K
- 21.96%
$19.43 - $19.62 $55.5K - $56K
10.1K $199M
PM
Philip Morris International Inc.

Consumer Defensive
-1.62K
- 30.65%
$117.15 - $158.79 $190K - $257K
3.66K $582M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-932
- 7.47%
$49.25 - $50.66 $45.9K - $47.2K
11.5K $573M
INTU
Intuit Inc

Technology
-51
- 13.04%
$555.63 - $630.23 $28.3K - $32.1K
340 $209M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-1.9K
- 9.48%
$21.92 - $22.89 $41.6K - $43.5K
18.1K $415M
UNH
Unitedhealth Group Inc

Healthcare
-94
- 7.25%
$461.52 - $548.18 $43.4K - $51.5K
1.2K $630M
NEE
Nextera Energy Inc

Utilities
-310
- 9.2%
$66.96 - $76.16 $20.8K - $23.6K
3.06K $217M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-663
- 6.22%
$28.92 - $29.24 $19.2K - $19.4K
10K $292M
GLDM
World Gold Trust

ETFs
-5.81K
- 16.74%
$52.19 - $61.89 $303K - $360K
28.9K $1.79B
IBB
Ishares Biotechnology ETF

ETFs
-32
- 1.34%
$127.9 - $140.56 $4.09K - $4.5K
2.36K $302M
IWD
Ishares Russell 1000 Val ETF

ETFs
-128
- 4.04%
$182.82 - $196.21 $23.4K - $25.1K
3.04K $573M
BA
Boeing CO

Industrials
-11
- 0.58%
$148.15 - $186.25 $1.63K - $2.05K
1.88K $321M
CTVA
Corteva, Inc.

Basic Materials
-940
- 11.8%
$55.94 - $66.15 $52.6K - $62.2K
7.03K $442M
SHV
Ishares Tr

ETFs
-120
- 2.18%
$110.11 - $110.51 $13.2K - $13.3K
5.39K $595M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-374
- 8.51%
$45.62 - $51.12 $17.1K - $19.1K
4.02K $205M
Linde PLC
-95
- 10.38%
N/A
820 $382M
REET
Ishares Global Reit ETF

ETFs
-264
- 1.35%
$23.24 - $25.16 $6.14K - $6.64K
19.3K $468M
IEMG
Ishares Inc

ETFs
-181
- 2.51%
N/A
7.03K $379M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2
- 0.05%
$77.7 - $78.94 $155 - $158
4.18K $330M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-271
- 0.18%
$25.05 - $25.16 $6.79K - $6.82K
154K $3.86B
VEU
Vanguard Ftse All World Ex Us

ETFs
-20
- 0.48%
$56.51 - $62.98 $1.13K - $1.26K
4.17K $253M
VICI
Vici Properties Inc.

Real Estate
-356
- 4.92%
$28.21 - $32.68 $10K - $11.6K
6.88K $224M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-57
- 0.44%
$71.17 - $73.66 $4.06K - $4.2K
13K $958M
PAYX
Paychex Inc

Industrials
-36
- 2.27%
$136.06 - $154.52 $4.9K - $5.56K
1.55K $239M
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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