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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.76 Billion 0.25% of portfolio
156,705
Q1 2025 Reduced 20.88%
$0
$1.75 Billion 0.25% of portfolio
175,758
Q1 2025 Reduced 20.7%
$0
$1.73 Billion 0.25% of portfolio
168,450
Q1 2025 Reduced 21.01%
$0
$1.71 Billion 0.25% of portfolio
243,316
Q1 2025 Reduced 20.9%
$0
$1.66 Billion 0.24% of portfolio
159,756
Q1 2025 Reduced 21.04%
$0
$724 Million 0.1% of portfolio
88,886
Q4 2023 New
$0
$459 Million 0.07% of portfolio
34,991
Q4 2023 New
$0
$333 Million 0.05% of portfolio
23,000
Q4 2023 New
$0
$130 Million 0.02% of portfolio
10,722
Q4 2024 Reduced 16.94%
$0
$69.6 Million 0.01% of portfolio
13,495
Q1 2025 Added 3.51%

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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