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 Market Cap. of $200 Billions or more
