Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025

Leo Wealth, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $696 Billion distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $62.5B, Affirm Holdings, Inc. with a value of $43B, Vanguard World Fd Esg U.S. Sto with a value of $37.2B, Vanguard World Fd Esg Intl Stk with a value of $36.4B, and Goldman Sachs ETF Tr Activebet with a value of $26.8B.

Examining the 13F form we can see an decrease of $420B in the current position value, from $1.12T to 696B.

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 $696 Billion
ETFs: $352 Billion
Healthcare: $87.7 Billion
Technology: $85.6 Billion
Consumer Cyclical: $33.3 Billion
Financial Services: $33 Billion
Communication Services: $17.7 Billion
Consumer Defensive: $16.5 Billion
Real Estate: $13.2 Billion
Other: $33.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$267B
$505 Million 0.07% of portfolio
5,756
Q1 2025 Reduced 74.37%
$89.5B
$495 Million 0.07% of portfolio
7,291
Q1 2025 Reduced 23.64%
$21.2B
$400 Million 0.06% of portfolio
11,462
Q1 2025 Reduced 37.17%
$194B
$390 Million 0.06% of portfolio
1,018
Q1 2025 Reduced 9.99%
$99.4B
$424 Million 0.06% of portfolio
6,946
Q1 2025 Reduced 53.59%
$56.9B
$393 Million 0.06% of portfolio
6,038
Q1 2025 Reduced 38.51%
$84.6B
$410 Million 0.06% of portfolio
2,795
Q1 2025 Reduced 2.1%
$130B
$400 Million 0.06% of portfolio
205
Q1 2025 Reduced 67.09%
$49.3B
$442 Million 0.06% of portfolio
7,029
Q1 2025 Reduced 11.8%
$54.3B
$375 Million 0.05% of portfolio
9,908
Q1 2025 Reduced 31.19%
$289B
$344 Million 0.05% of portfolio
4,789
Q1 2025 Added 0.97%
$254B
$325 Million 0.05% of portfolio
3,852
Q1 2025 Reduced 54.48%
$123B
$321 Million 0.05% of portfolio
1,884
Q1 2025 Reduced 0.58%
$359B
$314 Million 0.05% of portfolio
7,518
Q1 2025 Reduced 40.33%
$57.7B
$370 Million 0.05% of portfolio
2,171
Q1 2025 Reduced 58.98%
$146B
$316 Million 0.05% of portfolio
1,014
Q1 2025 Reduced 63.26%
$34.7B
$343 Million 0.05% of portfolio
5,915
Q1 2025 Added 10.21%
$47.2B
$364 Million 0.05% of portfolio
1,162
Q1 2025 Reduced 9.57%
$0
$333 Million 0.05% of portfolio
23,000
Q4 2023 New
$108B
$347 Million 0.05% of portfolio
3,003
Q1 2025 Reduced 15.53%
$73.9B
$247 Million 0.04% of portfolio
2,245
Q1 2025 Reduced 55.06%
$177B
$311 Million 0.04% of portfolio
1,730
Q1 2025 Reduced 31.62%
$145B
$251 Million 0.04% of portfolio
3,615
Q1 2025 Reduced 36.59%
$34B
$263 Million 0.04% of portfolio
8,631
Q1 2025 Reduced 53.53%
$59.7B
$263 Million 0.04% of portfolio
1,078
Q1 2025 Reduced 19.85%
$40.8B
$258 Million 0.04% of portfolio
5,639
Q1 2025 Reduced 15.72%
$30.9B
$224 Million 0.03% of portfolio
6,880
Q1 2025 Reduced 4.92%
$131B
$202 Million 0.03% of portfolio
2,114
Q1 2025 New
$94.4B
$217 Million 0.03% of portfolio
939
Q1 2025 Reduced 55.58%
$12.3B
$205 Million 0.03% of portfolio
4,019
Q1 2025 Reduced 8.51%
$9.02B
$240 Million 0.03% of portfolio
13,349
Q1 2025 Added 3.67%
$56.2B
$239 Million 0.03% of portfolio
1,551
Q1 2025 Reduced 2.27%
$147B
$217 Million 0.03% of portfolio
3,059
Q1 2025 Reduced 9.2%
$83.5B
$221 Million 0.03% of portfolio
3,394
Q1 2025 Reduced 5.62%
$11.5B
$216 Million 0.03% of portfolio
2,782
Q1 2025 Added 0.36%
$189B
$209 Million 0.03% of portfolio
340
Q1 2025 Reduced 13.04%
$291B
$221 Million 0.03% of portfolio
824
Q1 2025 Reduced 85.56%
$189B
$221 Million 0.03% of portfolio
2,148
Q1 2025 Reduced 47.86%
$37.5B
$202 Million 0.03% of portfolio
1,005
Q1 2025 New
$21.4B
$115 Million 0.02% of portfolio
13,127
Q1 2025 Added 12.02%
$0
$130 Million 0.02% of portfolio
10,722
Q4 2024 Reduced 16.94%
$49.9B
$119 Million 0.02% of portfolio
11,516
Q1 2025 New
$167B
$151 Million 0.02% of portfolio
11,097
Q1 2025 New
$18.9B
$172 Million 0.02% of portfolio
37,913
Q4 2024 Added 109.06%
$14.1B
$112 Million 0.02% of portfolio
11,517
Q1 2025 New
$2.9B
$63.2 Million 0.01% of portfolio
12,000
Q3 2024 New
$19.6B
$78.4 Million 0.01% of portfolio
10,961
Q1 2025 Added 2.13%
$0
$69.6 Million 0.01% of portfolio
13,495
Q1 2025 Added 3.51%
$98M
$55.7 Million 0.01% of portfolio
70,439
Q4 2024 Added 574.77%

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $696 Billion
  • Prior Value $1.12 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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