Leo Wealth, LLC Portfolio Holdings
Leo Wealth, LLC
- $980 Billion
- Q2 2024
Leo Wealth, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $980 Billion distributed in 332 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $73.7B, Vanguard World Fd Esg U.S. Sto with a value of $65.4B, Vanguard World Fd Esg Intl Stk with a value of $43.5B, Goldman Sachs ETF Tr Activebet with a value of $40.7B, and American Centy ETF Tr Avantis with a value of $36.6B.
Examining the 13F form we can see an increase of $2.88B in the current position value, from $977B to 980B.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 332
- Current Value $980 Billion
- Prior Value $977 Billion
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 25 stocks
- Additional Purchases 163 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks