Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

Leo Wealth, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Trillion distributed in 357 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $72.7B, Affirm Holdings, Inc. with a value of $62.5B, Goldman Sachs ETF Tr Activebet with a value of $55.2B, Johnson & Johnson with a value of $54.3B, and American Centy ETF Tr Avantis with a value of $43B.

Examining the 13F form we can see an increase of $21.6B in the current position value, from $1.09T to 1.12T.

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 $1.12 Trillion
ETFs: $638 Billion
Technology: $150 Billion
Healthcare: $80 Billion
Financial Services: $47.9 Billion
Consumer Cyclical: $46.2 Billion
Communication Services: $27.6 Billion
Consumer Defensive: $22.9 Billion
Industrials: $18.3 Billion
Other: $40 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$225B
$1.64 Billion 0.15% of portfolio
2,869
Q4 2024 Reduced 5.81%
$28B
$1.61 Billion 0.14% of portfolio
19,827
Q4 2024 Reduced 24.5%
$123B
$1.43 Billion 0.13% of portfolio
17,903
Q4 2024 Reduced 41.36%
$244B
$1.35 Billion 0.12% of portfolio
3,832
Q4 2024 Reduced 14.84%
$137B
$1.29 Billion 0.12% of portfolio
26,669
Q4 2024 Added 5.91%
$330B
$1.33 Billion 0.12% of portfolio
15,648
Q4 2024 Added 3.42%
$180B
$1.39 Billion 0.12% of portfolio
11,997
Q4 2024 Added 147.46%
$16.8B
$1.19 Billion 0.11% of portfolio
15,759
Q4 2024 Added 34.41%
$157B
$1.2 Billion 0.11% of portfolio
19,874
Q4 2024 Added 540.27%
$71.8B
$1.22 Billion 0.11% of portfolio
13,458
Q4 2024 Added 158.21%
$117B
$1.21 Billion 0.11% of portfolio
7,041
Q4 2024 Added 8.59%
$176B
$1.26 Billion 0.11% of portfolio
2,531
Q4 2024 Added 159.32%
$41.8B
$1.09 Billion 0.1% of portfolio
12,910
Q4 2024 Reduced 30.72%
$227B
$1.16 Billion 0.1% of portfolio
11,873
Q4 2024 Reduced 14.82%
$193B
$1.12 Billion 0.1% of portfolio
7,277
Q4 2024 Added 139.85%
$46.3B
$1.1 Billion 0.1% of portfolio
20,333
Q4 2024 New
$156B
$1.14 Billion 0.1% of portfolio
30,244
Q4 2024 Reduced 12.24%
$25B
$1.1 Billion 0.1% of portfolio
9,138
Q4 2024 New
$111B
$1.11 Billion 0.1% of portfolio
2,285
Q4 2024 Added 81.93%
$17.6B
$1.06 Billion 0.1% of portfolio
13,630
Q4 2024 Added 2.98%
$227B
$1.08 Billion 0.1% of portfolio
3,724
Q4 2024 Added 49.98%
$123B
$1 Billion 0.09% of portfolio
10,096
Q4 2024 Added 106.89%
$143B
$949 Million 0.09% of portfolio
35,767
Q4 2024 Added 48.75%
$59.9B
$963 Million 0.09% of portfolio
5,292
Q4 2024 Added 106.72%
$470B
$1.04 Billion 0.09% of portfolio
6,225
Q4 2024 Reduced 0.78%
$106B
$1.06 Billion 0.09% of portfolio
623
Q4 2024 Added 53.45%
$208B
$1.01 Billion 0.09% of portfolio
1,946
Q4 2024 Added 1.51%
$299B
$887 Million 0.08% of portfolio
1,280
Q4 2024 Added 197.67%
$47.1B
$913 Million 0.08% of portfolio
12,338
Q4 2024 Reduced 0.55%
$115B
$846 Million 0.08% of portfolio
14,965
Q4 2024 Added 51.47%
$153B
$859 Million 0.08% of portfolio
3,765
Q4 2024 Added 190.29%
$95.5B
$804 Million 0.07% of portfolio
15,378
Q4 2024 Reduced 4.44%
$0
$726 Million 0.07% of portfolio
88,886
Q4 2023 New
$41.7B
$783 Million 0.07% of portfolio
10,263
Q4 2024 Added 1.55%
$27.2B
$762 Million 0.07% of portfolio
18,244
Q4 2024 Added 10.7%
$12B
$836 Million 0.07% of portfolio
39,674
Q4 2024 Reduced 0.09%
$228B
$771 Million 0.07% of portfolio
4,621
Q4 2024 Added 5.94%
$53.3B
$727 Million 0.07% of portfolio
9,820
Q4 2024 Reduced 6.37%
$33.1B
$756 Million 0.07% of portfolio
14,716
Q4 2024 Reduced 20.01%
$8.34B
$796 Million 0.07% of portfolio
14,664
Q4 2024 Added 0.74%
$61.7B
$790 Million 0.07% of portfolio
40,310
Q4 2024 Added 7.28%
$27.9B
$759 Million 0.07% of portfolio
4,064
Q4 2024 New
$72.8B
$809 Million 0.07% of portfolio
25,796
Q4 2024 Added 22.38%
$23B
$770 Million 0.07% of portfolio
90,678
Q4 2024 Reduced 36.89%
$1.85B
$786 Million 0.07% of portfolio
10,816
Q4 2024 New
$32.6B
$777 Million 0.07% of portfolio
8,413
Q4 2024 Added 61.29%
$108B
$672 Million 0.06% of portfolio
12,630
Q4 2024 Added 0.33%
$1.95B
$675 Million 0.06% of portfolio
14,500
Q1 2024 Added 45.0%
$154B
$681 Million 0.06% of portfolio
2,840
Q4 2024 Added 165.17%

Summary

  • Portfolio
  • No. of Stocks 357
  • Current Value $1.12 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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