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
$374 Million 0.05% of portfolio
5,002
Q4 2024 Added 0.02%
$118B
$321 Million 0.05% of portfolio
1,884
Q1 2025 Reduced 0.58%
$362B
$314 Million 0.05% of portfolio
7,518
Q1 2025 Reduced 40.33%
$0
$350 Million 0.05% of portfolio
6,231
Q1 2025 Reduced 34.08%
$0
$354 Million 0.05% of portfolio
12,632
Q1 2025 New
$0
$379 Million 0.05% of portfolio
7,031
Q1 2025 Reduced 2.51%
$0
$330 Million 0.05% of portfolio
4,179
Q1 2025 Reduced 0.05%
$0
$335 Million 0.05% of portfolio
1,821
Q1 2025 Added 3.0%
$59.8B
$370 Million 0.05% of portfolio
2,171
Q1 2025 Reduced 58.98%
$155B
$316 Million 0.05% of portfolio
1,014
Q1 2025 Reduced 63.26%
$32.7B
$324 Million 0.05% of portfolio
4,490
Q1 2025 New
$35.5B
$343 Million 0.05% of portfolio
5,915
Q1 2025 Added 10.21%
$44.4B
$364 Million 0.05% of portfolio
1,162
Q1 2025 Reduced 9.57%
Linde PLC
-
$382 Million 0.05% of portfolio
-
Q1 2025 Reduced 10.38%
$0
$316 Million 0.05% of portfolio
3,872
Q1 2025 Reduced 52.4%
$0
$333 Million 0.05% of portfolio
23,000
Q4 2023 New
$72.4B
$247 Million 0.04% of portfolio
2,245
Q1 2025 Reduced 55.06%
$0
$313 Million 0.04% of portfolio
6,406
Q1 2025 New
$177B
$311 Million 0.04% of portfolio
1,730
Q1 2025 Reduced 31.62%
$0
$257 Million 0.04% of portfolio
8,335
Q1 2025 Reduced 85.83%
$0
$274 Million 0.04% of portfolio
1,590
Q1 2025 Added 0.38%
$0
$292 Million 0.04% of portfolio
10,000
Q1 2025 Reduced 6.22%
$167B
$251 Million 0.04% of portfolio
3,615
Q1 2025 Reduced 36.59%
$0
$253 Million 0.04% of portfolio
4,170
Q1 2025 Reduced 0.48%
$0
$300 Million 0.04% of portfolio
8,271
Q4 2023 New
$31.5B
$263 Million 0.04% of portfolio
8,631
Q1 2025 Reduced 53.53%
$0
$279 Million 0.04% of portfolio
3,369
Q1 2025 Added 10.17%
$0
$302 Million 0.04% of portfolio
2,363
Q1 2025 Reduced 1.34%
$0
$282 Million 0.04% of portfolio
3,721
Q4 2024 Added 1.61%
$0
$292 Million 0.04% of portfolio
9,425
Q1 2025 Added 0.54%
Grayscale Ethereum Trust ETF
-
$307 Million 0.04% of portfolio
-
Q1 2025 Reduced 3.61%
$0
$266 Million 0.04% of portfolio
2,282
Q1 2025 New
$0
$260 Million 0.04% of portfolio
1,719
Q1 2025 Reduced 12.74%
$0
$301 Million 0.04% of portfolio
6,039
Q1 2025 Reduced 47.98%
$0
$284 Million 0.04% of portfolio
1,942
Q1 2025 New
$0
$248 Million 0.04% of portfolio
4,855
Q1 2025 Reduced 35.99%
$58.1B
$263 Million 0.04% of portfolio
1,078
Q1 2025 Reduced 19.85%
$42.7B
$258 Million 0.04% of portfolio
5,639
Q1 2025 Reduced 15.72%
$0
$272 Million 0.04% of portfolio
2,002
Q1 2025 Added 0.05%
$0
$201 Million 0.03% of portfolio
3,255
Q1 2025 Reduced 91.94%
$0
$231 Million 0.03% of portfolio
3,387
Q3 2024 New
$0
$199 Million 0.03% of portfolio
10,142
Q1 2025 Reduced 21.96%
$31.1B
$224 Million 0.03% of portfolio
6,880
Q1 2025 Reduced 4.92%
Grayscale Ethereum Mini Tr E
-
$186 Million 0.03% of portfolio
-
Q1 2025 Added 13.53%
$129B
$202 Million 0.03% of portfolio
2,114
Q1 2025 New
$95.7B
$217 Million 0.03% of portfolio
939
Q1 2025 Reduced 55.58%
$11.9B
$205 Million 0.03% of portfolio
4,019
Q1 2025 Reduced 8.51%
Fidelity Covington Trust
-
$218 Million 0.03% of portfolio
-
Q1 2025 Reduced 68.42%
$8.7B
$240 Million 0.03% of portfolio
13,349
Q1 2025 Added 3.67%

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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email