Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

Leo Wealth, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Trillion distributed in 348 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $82.4B, Vanguard World Fd Esg U.S. Sto with a value of $69.4B, Goldman Sachs ETF Tr Activebet with a value of $50.2B, Vanguard World Fd Esg Intl Stk with a value of $47.6B, and Affirm Holdings, Inc. with a value of $45.1B.

Examining the 13F form we can see an increase of $114B in the current position value, from $980B to 1.09T.

Leo Wealth, LLC is based out at Hurst, TX

Below you can find more details about Leo Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.09 Trillion
ETFs: $632 Billion
Technology: $128 Billion
Healthcare: $112 Billion
Financial Services: $49.7 Billion
Consumer Cyclical: $40.1 Billion
Communication Services: $27.3 Billion
Consumer Defensive: $21.4 Billion
Real Estate: $15.8 Billion
Other: $38.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$82.4 Billion 7.53% of portfolio
508,483
Q3 2024 Added 0.83%
$15.3B
$45.1 Billion 4.12% of portfolio
1,104,513
Q3 2024 Reduced 3.39%
$3.69T
$32.4 Billion 2.96% of portfolio
139,213
Q3 2024 Reduced 1.7%
$2.01T
$25.7 Billion 2.35% of portfolio
138,074
Q3 2024 Reduced 8.87%
$3.11T
$18.4 Billion 1.69% of portfolio
42,867
Q3 2024 Added 20.58%
$620B
$11.6 Billion 1.06% of portfolio
25,186
Q3 2024 Added 36.73%
$23.8B
$9.97 Billion 0.91% of portfolio
41,433
Q3 2024 Reduced 3.83%
$354B
$9.57 Billion 0.87% of portfolio
78,782
Q3 2024 Reduced 6.44%
$156B
$7.2 Billion 0.66% of portfolio
7,583
Q3 2024 Reduced 33.15%
$508B
$4.72 Billion 0.43% of portfolio
40,275
Q3 2024 Added 3.77%
$1.26T
$4.37 Billion 0.4% of portfolio
7,642
Q3 2024 Added 17.48%
$984B
$4.42 Billion 0.4% of portfolio
26,661
Q3 2024 Reduced 3.14%
$313B
$4.39 Billion 0.4% of portfolio
22,228
Q3 2024 Added 6.95%
$45.7B
$4.24 Billion 0.39% of portfolio
35,763
Q3 2024 Added 0.35%
$200B
$4.32 Billion 0.39% of portfolio
19,550
Q3 2024 Added 2.84%
$76.9B
$4.17 Billion 0.38% of portfolio
38,140
Q3 2024 Reduced 10.86%
$1.01T
$3.71 Billion 0.34% of portfolio
22,217
Q3 2024 Added 14.31%
$181B
$3.67 Billion 0.34% of portfolio
81,789
Q3 2024 Added 0.23%
$497B
$3.47 Billion 0.32% of portfolio
7,019
Q3 2024 Reduced 1.28%
$240B
$3.22 Billion 0.29% of portfolio
60,548
Q3 2024 Added 5.62%
$115B
$2.75 Billion 0.25% of portfolio
30,530
Q3 2024 Added 3.25%
$22.7B
$2.7 Billion 0.25% of portfolio
13,939
Q3 2024 Reduced 0.12%
$430B
$2.67 Billion 0.24% of portfolio
6,598
Q3 2024 Reduced 6.37%
$66.5B
$2.56 Billion 0.23% of portfolio
14,865
Q3 2024 Added 1,029.56%
$427B
$2.48 Billion 0.23% of portfolio
2,800
Q3 2024 Reduced 16.39%
$711B
$2.56 Billion 0.23% of portfolio
2,892
Q3 2024 Reduced 17.72%
$418B
$2.56 Billion 0.23% of portfolio
14,776
Q3 2024 Reduced 2.83%
$113B
$2.36 Billion 0.22% of portfolio
28,099
Q3 2024 Added 10.86%
$0
$2.32 Billion 0.21% of portfolio
194,030
Q3 2024 Added 9.71%
$342B
$2.32 Billion 0.21% of portfolio
8,473
Q3 2024 Added 10.18%
$0
$2.3 Billion 0.21% of portfolio
302,334
Q3 2024 Added 10.86%
$95.4B
$2.3 Billion 0.21% of portfolio
25,544
Q3 2024 Added 2.55%
$0
$2.3 Billion 0.21% of portfolio
218,123
Q3 2024 Added 11.45%
$0
$2.26 Billion 0.21% of portfolio
208,584
Q3 2024 Added 10.37%
$0
$2.24 Billion 0.2% of portfolio
198,577
Q3 2024 Added 10.63%
$507B
$2.12 Billion 0.19% of portfolio
7,698
Q3 2024 Reduced 4.4%
$27.6B
$2.12 Billion 0.19% of portfolio
26,260
Q3 2024 Reduced 6.66%
$88.3B
$2.1 Billion 0.19% of portfolio
18,190
Q3 2024 Added 7.05%
$206B
$2.1 Billion 0.19% of portfolio
18,393
Q3 2024 Added 9.42%
$5.1B
$1.93 Billion 0.18% of portfolio
12,084
Q3 2024 Added 499.4%
$39B
$1.85 Billion 0.17% of portfolio
52,774
Q3 2024 Reduced 3.06%
$729B
$1.78 Billion 0.16% of portfolio
8,464
Q3 2024 Reduced 10.92%
$206B
$1.78 Billion 0.16% of portfolio
423
Q3 2024 Added 57.84%
$245B
$1.75 Billion 0.16% of portfolio
21,710
Q3 2024 Reduced 19.97%
$224B
$1.6 Billion 0.15% of portfolio
13,939
Q3 2024 Added 8.12%
$226B
$1.59 Billion 0.15% of portfolio
4,500
Q3 2024 Added 6.38%
$46.1B
$1.66 Billion 0.15% of portfolio
18,635
Q3 2024 Added 4.9%
$220B
$1.61 Billion 0.15% of portfolio
15,131
Q3 2024 Reduced 6.5%
$206B
$1.51 Billion 0.14% of portfolio
3,046
Q3 2024 Reduced 0.56%

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $1.09 Trillion
  • Prior Value $980 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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