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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.93 Billion 0.42% of portfolio
126,520
Q1 2025 Added 15.33%
$1.57T
$2.84 Billion 0.41% of portfolio
4,925
Q1 2025 Reduced 32.36%
$746B
$2.73 Billion 0.39% of portfolio
3,308
Q1 2025 Reduced 13.27%
$0
$2.71 Billion 0.39% of portfolio
29,716
Q1 2025 New
$0
$2.61 Billion 0.38% of portfolio
42,033
Q1 2025 Reduced 39.7%
$0
$2.5 Billion 0.36% of portfolio
9,091
Q1 2025 Reduced 7.0%
$0
$2.52 Billion 0.36% of portfolio
14,593
Q1 2025 Reduced 8.76%
$96.5B
$2.43 Billion 0.35% of portfolio
26,442
Q1 2025 Reduced 8.66%
$18.2B
$2.44 Billion 0.35% of portfolio
17,835
Q1 2025 Added 28.01%
$514B
$2.38 Billion 0.34% of portfolio
4,341
Q1 2025 Reduced 47.6%
$88.2B
$2.35 Billion 0.34% of portfolio
19,284
Q1 2025 Reduced 15.25%
$0
$2.37 Billion 0.34% of portfolio
106,657
Q1 2025 Added 20.84%
$0
$2.31 Billion 0.33% of portfolio
61,706
Q1 2025 Reduced 38.45%
$108B
$2.2 Billion 0.32% of portfolio
7,642
Q1 2025 Reduced 21.05%
$43.2B
$2.21 Billion 0.32% of portfolio
15,569
Q1 2025 Reduced 3.56%
$0
$2.23 Billion 0.32% of portfolio
18,317
Q1 2025 Reduced 2.69%
$178B
$2.24 Billion 0.32% of portfolio
14,949
Q1 2025 Added 12.16%
$300B
$2.19 Billion 0.31% of portfolio
16,551
Q1 2025 Added 5.77%
$232B
$2.07 Billion 0.3% of portfolio
15,641
Q1 2025 Reduced 13.05%
$201B
$2.06 Billion 0.3% of portfolio
23,003
Q1 2025 Reduced 16.55%
$114B
$1.86 Billion 0.27% of portfolio
20,748
Q1 2025 Added 15.89%
$557B
$1.85 Billion 0.27% of portfolio
5,271
Q1 2025 Reduced 33.59%
$9.85B
$1.79 Billion 0.26% of portfolio
28,908
Q1 2025 Reduced 16.74%
$0
$1.76 Billion 0.25% of portfolio
156,705
Q1 2025 Reduced 20.88%
$0
$1.77 Billion 0.25% of portfolio
30,391
Q1 2025 Reduced 9.77%
$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%
$102B
$1.74 Billion 0.25% of portfolio
10,403
Q1 2025 Reduced 29.9%
$27.3B
$1.68 Billion 0.24% of portfolio
20,379
Q1 2025 Added 2.78%
$0
$1.66 Billion 0.24% of portfolio
159,756
Q1 2025 Reduced 21.04%
$0
$1.67 Billion 0.24% of portfolio
14,384
Q1 2025 Reduced 3.15%
$119B
$1.58 Billion 0.23% of portfolio
28,418
Q1 2025 Added 6.56%
$31.4B
$1.61 Billion 0.23% of portfolio
27,002
Q1 2025 Reduced 8.03%
$0
$1.63 Billion 0.23% of portfolio
3,889
Q1 2025 Reduced 1.97%
$290B
$1.61 Billion 0.23% of portfolio
9,601
Q1 2025 Reduced 33.1%
$20B
$1.57 Billion 0.23% of portfolio
17,220
Q1 2025 Added 26.34%
$1.06T
$1.57 Billion 0.23% of portfolio
10,071
Q1 2025 Reduced 66.58%
$249B
$1.58 Billion 0.23% of portfolio
14,170
Q1 2025 Added 19.35%
$437B
$1.6 Billion 0.23% of portfolio
2
Q1 2025 New
$0
$1.51 Billion 0.22% of portfolio
56,526
Q4 2024 Reduced 20.02%
$0
$1.56 Billion 0.22% of portfolio
30,761
Q1 2025 Added 2.55%
$0
$1.49 Billion 0.21% of portfolio
17,512
Q1 2025 Added 0.3%
$45.1B
$1.49 Billion 0.21% of portfolio
26,597
Q1 2025 Added 30.81%
$16.5B
$1.4 Billion 0.2% of portfolio
16,356
Q1 2025 Added 3.79%
$27.7B
$1.42 Billion 0.2% of portfolio
151,950
Q1 2025 Added 67.57%
$173B
$1.35 Billion 0.19% of portfolio
20,931
Q1 2025 Added 106.71%
$0
$1.34 Billion 0.19% of portfolio
26,435
Q1 2025 Added 140.67%
$25.6B
$1.3 Billion 0.19% of portfolio
9,366
Q1 2025 Added 2.5%

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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