Bft Financial Group
Latest statistics and disclosures from Leo Brokerage's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JNJ, AVUS, ESGV, AAPL, VSGX, and represent 37.61% of Leo Brokerage's stock portfolio.
- Added to shares of these 10 stocks: JNJ (+$86M), AVUS (+$27M), AAPL (+$25M), AMZN (+$17M), IEF, IBDP, TLT, CG, LQD, IBDQ.
- Started 21 new stock positions in FSM, FDX, IBDS, DDOG, JIRE, SBUX, IBTG, TLT, OBLG, CI. IBDT, IBDU, ALB, CG, STZ, XLP, Bunge, GSIE, IBMO, FCX, BND.
- Reduced shares in these 10 stocks: ESGV, META, VXUS, SBAC, SO, , HON, VIG, BIIB, INTC.
- Sold out of its positions in AXP, AMGN, ARRY, BCE, LEO, BAC, BLDR, IWX, USMV, COMT. JD, Nuveen Int Dur Qual Mun Trm, SPSB, KIE, SICP, VO.
- Leo Brokerage was a net buyer of stock by $173M.
- Leo Brokerage has $876M in assets under management (AUM), dropping by 30.78%.
- Central Index Key (CIK): 0001146089
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Portfolio Holdings for Leo Brokerage
Leo Brokerage holds 303 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 15.3 | $134M | +177% | 810k | 165.52 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 6.3 | $55M | +96% | 735k | 75.05 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 6.0 | $53M | -3% | 673k | 78.23 |
|
| Apple (AAPL) | 5.6 | $49M | +101% | 252k | 193.88 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 4.5 | $39M | 736k | 53.06 |
|
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| Amazon (AMZN) | 3.9 | $34M | +94% | 262k | 130.36 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.6 | $32M | 363k | 87.17 |
|
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| Affirm Hldgs Com Cl A (AFRM) | 2.3 | $20M | -2% | 1.3M | 15.33 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.0 | $18M | +7% | 165k | 107.62 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 2.0 | $17M | +2% | 187k | 92.81 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.7 | $15M | +32% | 154k | 96.23 |
|
| Sba Communications Corp Cl A (SBAC) | 1.3 | $12M | -9% | 50k | 231.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $11M | 30k | 369.19 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.2 | $11M | +6% | 213k | 50.10 |
|
| Microsoft Corporation (MSFT) | 1.2 | $10M | 30k | 340.54 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.1 | $10M | -5% | 199k | 50.32 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $9.4M | -2% | 129k | 72.61 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.9 | $8.3M | 233k | 35.54 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.8 | $7.1M | +11% | 145k | 49.23 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.8 | $6.6M | 129k | 51.53 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.7 | $6.6M | 258k | 25.43 |
|
|
| Ishares Tr Ibonds Dec23 Etf | 0.7 | $6.4M | +9% | 254k | 25.29 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $6.2M | -12% | 38k | 162.43 |
|
| Ishares Tr Global Finls Etf (IXG) | 0.7 | $6.0M | -2% | 84k | 71.47 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $5.9M | -2% | 21k | 282.96 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.6 | $5.5M | 301k | 18.36 |
|
|
| Wisdomtree Tr Us Hgh Yld Corp (WFHY) | 0.6 | $5.4M | +14% | 123k | 44.04 |
|
| Wisdomtree Tr Enhncd Cmmdty St (GCC) | 0.6 | $4.9M | -4% | 285k | 17.08 |
|
| Ishares Jp Mrg Em Crp Bd (CEMB) | 0.5 | $4.8M | +7% | 111k | 43.30 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.5 | $4.4M | +178% | 177k | 24.62 |
|
| Emerson Electric (EMR) | 0.5 | $4.3M | 47k | 90.39 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $3.9M | 35k | 113.30 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.7M | -4% | 23k | 161.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.7M | +8% | 31k | 119.70 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.7M | +13% | 34k | 107.13 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.4 | $3.4M | 38k | 90.78 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $3.4M | 9.6k | 349.73 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $3.4M | 45k | 74.95 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.2M | -6% | 7.2k | 445.44 |
|
| Wisdomtree Tr Chinadiv Ex Fi (CXSE) | 0.4 | $3.2M | +4% | 105k | 30.66 |
|
| Ishares Jp Morgan Em Etf (LEMB) | 0.4 | $3.2M | -5% | 85k | 36.99 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.4 | $3.1M | +61% | 126k | 24.38 |
|
| International Business Machines (IBM) | 0.3 | $3.0M | +63% | 22k | 133.81 |
|
| Crown Castle Intl (CCI) | 0.3 | $2.9M | +17% | 26k | 113.94 |
|
| Verizon Communications (VZ) | 0.3 | $2.8M | +24% | 76k | 37.19 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $2.8M | 54k | 51.70 |
|
|
| At&t (T) | 0.3 | $2.7M | +33% | 167k | 15.95 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.7M | -9% | 52k | 51.43 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.6M | -8% | 9.6k | 275.17 |
|
| Pfizer (PFE) | 0.3 | $2.6M | +43% | 71k | 36.67 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $2.6M | 128k | 20.13 |
|
|
| Bristol Myers Squibb (BMY) | 0.3 | $2.6M | +65% | 40k | 63.95 |
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| Ishares Tr Ibonds 23 Trm Ts | 0.3 | $2.5M | +15% | 102k | 24.81 |
|
| Abbvie (ABBV) | 0.3 | $2.5M | +12% | 19k | 134.73 |
|
| Biogen Idec (BIIB) | 0.3 | $2.5M | -22% | 8.8k | 284.85 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.5M | +9% | 60k | 41.55 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.5M | 5.6k | 443.22 |
|
|
| Gilead Sciences (GILD) | 0.3 | $2.5M | +36% | 32k | 77.07 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.4M | 4.5k | 538.22 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.3 | $2.4M | +23% | 103k | 23.13 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.4M | +51% | 5.9k | 407.27 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $2.4M | +18% | 17k | 138.06 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $2.4M | 89k | 26.34 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $2.3M | -19% | 5.5k | 423.04 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $2.3M | 15k | 158.55 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.3M | 6.8k | 341.00 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $2.3M | -33% | 41k | 56.08 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $2.3M | +9% | 23k | 100.91 |
|
| Vanguard World Mega Cap Index (MGC) | 0.3 | $2.3M | 14k | 156.46 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.2M | -6% | 16k | 142.10 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $2.1M | 34k | 60.94 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.0M | -20% | 9.3k | 220.28 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.2 | $2.0M | +9% | 130k | 15.71 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $2.0M | +17% | 149k | 13.61 |
|
| Honeywell International (HON) | 0.2 | $2.0M | -33% | 9.6k | 207.50 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.0M | +7% | 13k | 157.17 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.0M | +6% | 4.2k | 468.94 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.9M | +35% | 22k | 89.74 |
|
| Home Depot (HD) | 0.2 | $1.9M | 6.1k | 310.65 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.2 | $1.9M | 78k | 24.35 |
|
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| Procter & Gamble Company (PG) | 0.2 | $1.9M | +5% | 13k | 151.74 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.9M | 19k | 97.46 |
|
|
| Medtronic SHS (MDT) | 0.2 | $1.9M | +5% | 21k | 88.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.8M | 15k | 120.97 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.8M | NEW | 18k | 102.94 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.2 | $1.8M | +44% | 75k | 23.80 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.8M | +2% | 21k | 83.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.7M | 6.6k | 261.49 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.2 | $1.6M | 64k | 24.77 |
|
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.5M | +226% | 66k | 23.47 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $1.5M | -9% | 54k | 27.92 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.2 | $1.5M | +12% | 22k | 67.33 |
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| Orange Sponsored Adr (ORAN) | 0.2 | $1.4M | +11% | 123k | 11.64 |
|
| Invesco Insured Municipal Income Trust (IIM) | 0.2 | $1.4M | +4% | 121k | 11.82 |
|
| BlackRock Municipal Income Trust II (BLE) | 0.2 | $1.4M | +4% | 137k | 10.41 |
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| Ishares Tr Ibonds Dec (IBMM) | 0.2 | $1.4M | 55k | 25.76 |
|
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.2 | $1.4M | +4% | 145k | 9.71 |
|
| Cisco Systems (CSCO) | 0.2 | $1.4M | +12% | 27k | 51.74 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.2 | $1.4M | +4% | 123k | 11.27 |
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| Carlyle Group (CG) | 0.2 | $1.4M | NEW | 43k | 31.95 |
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| Western Asset Managed Municipals Fnd (MMU) | 0.2 | $1.4M | +4% | 139k | 9.93 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.4M | 19k | 73.03 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | +5% | 9.4k | 145.43 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.4M | 14k | 96.98 |
|
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $1.3M | +52% | 141k | 9.45 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.3M | 3.8k | 343.84 |
|
|
| Coca-Cola Company (KO) | 0.1 | $1.3M | +31% | 21k | 60.22 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $1.3M | 61k | 20.57 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $1.2M | 56k | 22.48 |
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| Visa Com Cl A (V) | 0.1 | $1.2M | +4% | 5.2k | 237.47 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | -10% | 7.8k | 157.35 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.2M | -3% | 3.1k | 393.29 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.2M | +4% | 5.8k | 202.36 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.2M | 12k | 99.65 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | -2% | 2.2k | 521.71 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | +50% | 6.6k | 178.28 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +4% | 23k | 50.22 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $1.1M | NEW | 48k | 23.48 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.1M | 29k | 38.09 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | +10% | 2.2k | 488.99 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $1.1M | 56k | 18.95 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $1.1M | 2.0k | 527.66 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $1.1M | 48k | 21.85 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.0M | +111% | 9.2k | 113.91 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $1.0M | 17k | 61.70 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.0M | +29% | 15k | 69.13 |
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| Goldman Sachs (GS) | 0.1 | $1.0M | 3.1k | 322.56 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $997k | -7% | 20k | 49.22 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $988k | 44k | 22.55 |
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| Merck & Co (MRK) | 0.1 | $968k | +21% | 8.4k | 115.39 |
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| Authid Com New | 0.1 | $927k | 1.0M | 0.89 |
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| Tesla Motors (TSLA) | 0.1 | $925k | +5% | 3.5k | 261.75 |
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| Ishares Tr Ibonds Dec2023 | 0.1 | $909k | 36k | 25.49 |
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| Oracle Corporation (ORCL) | 0.1 | $904k | +22% | 7.6k | 119.10 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $903k | 15k | 62.01 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $897k | +16% | 5.0k | 180.03 |
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| Dupont De Nemours (DD) | 0.1 | $894k | +23% | 13k | 71.44 |
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| Meta Platforms Cl A (META) | 0.1 | $869k | -57% | 3.0k | 286.96 |
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| McDonald's Corporation (MCD) | 0.1 | $854k | +10% | 2.9k | 298.40 |
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| Broadcom (AVGO) | 0.1 | $848k | -16% | 978.00 | 867.47 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $844k | -5% | 21k | 39.56 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $831k | -11% | 11k | 75.66 |
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| Abbott Laboratories (ABT) | 0.1 | $830k | +15% | 7.6k | 108.89 |
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| Avantor (AVTR) | 0.1 | $815k | 40k | 20.54 |
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| Dow (DOW) | 0.1 | $768k | +25% | 14k | 53.26 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $741k | +2% | 1.0k | 724.71 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $733k | NEW | 10k | 72.43 |
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| General Mills (GIS) | 0.1 | $723k | +2% | 9.4k | 76.70 |
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| Caterpillar (CAT) | 0.1 | $721k | 2.9k | 246.03 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $712k | 15k | 48.16 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $704k | 89k | 7.92 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $690k | 6.5k | 106.06 |
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| GSK Sponsored Adr (GSK) | 0.1 | $681k | +11% | 19k | 35.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $671k | +9% | 15k | 46.18 |
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| salesforce (CRM) | 0.1 | $666k | -18% | 3.2k | 211.26 |
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| Pepsi (PEP) | 0.1 | $661k | +4% | 3.6k | 185.24 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $651k | -13% | 6.0k | 107.63 |
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| Walt Disney Company (DIS) | 0.1 | $647k | +4% | 7.2k | 89.28 |
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| Palo Alto Networks (PANW) | 0.1 | $634k | 2.5k | 255.51 |
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| Abrdn Etfs Bbg Industrl Met (BCIM) | 0.1 | $627k | +27% | 29k | 21.61 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $623k | 5.6k | 110.44 |
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| Envela Corporation (ELA) | 0.1 | $613k | 83k | 7.36 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $611k | NEW | 11k | 56.79 |
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| Lowe's Companies (LOW) | 0.1 | $607k | 2.7k | 225.70 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $606k | 8.3k | 72.94 |
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| Enterprise Products Partners (EPD) | 0.1 | $602k | +4% | 23k | 26.35 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $586k | +134% | 13k | 46.51 |
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| Corteva (CTVA) | 0.1 | $577k | +22% | 10k | 57.30 |
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| Graniteshares Platinum Tr Shs Ben Int (PLTM) | 0.1 | $572k | +12% | 65k | 8.84 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $561k | -16% | 5.7k | 97.95 |
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| Dell Technologies CL C (DELL) | 0.1 | $558k | 10k | 54.11 |
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| Cigna Corp (CI) | 0.1 | $546k | NEW | 1.9k | 280.53 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $546k | +3% | 1.2k | 460.46 |
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| Citigroup Com New (C) | 0.1 | $542k | +3% | 12k | 46.04 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $538k | +67% | 19k | 28.49 |
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| Intel Corporation (INTC) | 0.1 | $537k | -53% | 16k | 33.44 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $519k | 15k | 34.50 |
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| Pioneer Natural Resources (PXD) | 0.1 | $516k | 2.5k | 207.18 |
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| Boeing Company (BA) | 0.1 | $515k | 2.4k | 211.16 |
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| Collaborative Investmnt Ser Goose Hollow Tac (GHTA) | 0.1 | $514k | +52% | 20k | 25.74 |
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| ConocoPhillips (COP) | 0.1 | $512k | -4% | 4.9k | 103.59 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $505k | NEW | 23k | 22.45 |
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| Altria (MO) | 0.1 | $505k | +16% | 11k | 45.30 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $493k | +45% | 6.8k | 72.50 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $486k | -24% | 3.6k | 134.52 |
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| Eaton Corp SHS (ETN) | 0.1 | $478k | +4% | 2.4k | 201.10 |
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| ImmunoGen | 0.1 | $472k | 25k | 18.87 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $468k | 35k | 13.37 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $464k | -4% | 5.0k | 92.97 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $461k | -16% | 20k | 22.97 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $461k | +10% | 962.00 | 479.03 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $461k | 4.8k | 95.10 |
|
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $460k | NEW | 19k | 24.50 |
|
| Clorox Company (CLX) | 0.1 | $458k | +7% | 2.9k | 159.03 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $454k | -10% | 5.6k | 81.18 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $449k | -3% | 3.2k | 138.38 |
|
| Southern Company (SO) | 0.1 | $445k | -71% | 6.3k | 70.24 |
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.1 | $443k | +49% | 9.6k | 46.16 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $442k | 5.9k | 75.07 |
|
|
| Kraft Heinz (KHC) | 0.0 | $438k | +83% | 12k | 35.50 |
|
| Ross Stores (ROST) | 0.0 | $437k | 3.9k | 112.12 |
|
|
| FedEx Corporation (FDX) | 0.0 | $422k | NEW | 1.7k | 247.95 |
|
| Nike CL B (NKE) | 0.0 | $420k | +2% | 3.8k | 110.38 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $420k | +16% | 6.0k | 70.27 |
|
| Netflix (NFLX) | 0.0 | $419k | +43% | 950.00 | 440.55 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $416k | -7% | 3.4k | 122.56 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $411k | -48% | 5.3k | 77.03 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $408k | 2.5k | 161.85 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $407k | 2.2k | 187.24 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $406k | -24% | 6.7k | 60.38 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $401k | +8% | 1.3k | 308.55 |
|
| Ishares Asia/pac Div Etf (DVYA) | 0.0 | $392k | -11% | 12k | 32.85 |
|
| Starwood Property Trust (STWD) | 0.0 | $381k | +7% | 20k | 19.40 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $372k | +8% | 7.5k | 49.29 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $368k | -6% | 5.4k | 67.50 |
|
| Hologic (HOLX) | 0.0 | $366k | +2% | 4.5k | 80.97 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $363k | NEW | 1.5k | 246.13 |
|
| American Electric Power Company (AEP) | 0.0 | $362k | 4.3k | 84.20 |
|
|
| UnitedHealth (UNH) | 0.0 | $359k | +30% | 747.00 | 480.05 |
|
| Omni (OMC) | 0.0 | $356k | 3.7k | 95.15 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $351k | 13k | 27.77 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $348k | 10k | 33.71 |
|
|
| 3M Company (MMM) | 0.0 | $343k | +23% | 3.4k | 100.10 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $341k | 11k | 32.54 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $341k | NEW | 11k | 31.33 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $338k | NEW | 15k | 22.65 |
|
| Philip Morris International (PM) | 0.0 | $337k | +20% | 3.5k | 97.63 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $337k | -43% | 3.7k | 90.76 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $336k | +3% | 2.6k | 126.95 |
|
| Paypal Holdings (PYPL) | 0.0 | $331k | -39% | 5.0k | 66.73 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $329k | -12% | 7.8k | 42.05 |
|
| Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) | 0.0 | $325k | 23k | 14.11 |
|
|
| Ford Motor Company (F) | 0.0 | $317k | +10% | 21k | 15.12 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $316k | -32% | 3.4k | 93.63 |
|
| Ishares Tr Hdg Msci Japan (HEWJ) | 0.0 | $316k | 9.4k | 33.65 |
|
|
| S&p Global (SPGI) | 0.0 | $313k | +5% | 781.00 | 400.89 |
|
| Union Pacific Corporation (UNP) | 0.0 | $313k | +8% | 1.5k | 204.58 |
|
| Global Partners Com Units (GLP) | 0.0 | $307k | 10k | 30.73 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $297k | -2% | 7.1k | 41.87 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $293k | NEW | 12k | 25.18 |
|
| Avis Budget (CAR) | 0.0 | $293k | 1.3k | 228.67 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $290k | +2% | 5.7k | 51.16 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $283k | 5.2k | 54.41 |
|
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $283k | +10% | 2.0k | 139.52 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $282k | +9% | 1.1k | 255.77 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $281k | 1.8k | 157.83 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $278k | +24% | 2.8k | 100.92 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $277k | -3% | 5.3k | 52.34 |
|
| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.0 | $277k | 25k | 10.93 |
|
|
| Illumina (ILMN) | 0.0 | $273k | +7% | 1.5k | 187.49 |
|
| Target Corporation (TGT) | 0.0 | $271k | -54% | 2.1k | 131.92 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $268k | +32% | 2.4k | 112.91 |
|
| United Parcel Service CL B (UPS) | 0.0 | $268k | +17% | 1.5k | 179.21 |
|
| Enbridge (ENB) | 0.0 | $267k | +14% | 7.2k | 37.15 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $266k | NEW | 6.6k | 40.00 |
|
| Yum! Brands (YUM) | 0.0 | $265k | +2% | 1.9k | 138.52 |
|
| Qualcomm (QCOM) | 0.0 | $261k | +6% | 2.2k | 118.98 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $259k | +9% | 2.7k | 96.35 |
|
| ConAgra Foods (CAG) | 0.0 | $258k | 7.7k | 33.72 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $256k | -8% | 8.3k | 31.00 |
|
| Guaranty Bancshares (GNTY) | 0.0 | $255k | 9.4k | 27.08 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $252k | +2% | 9.6k | 26.33 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $251k | -5% | 7.6k | 32.85 |
|
| Wp Carey (WPC) | 0.0 | $250k | -3% | 3.7k | 67.57 |
|
| Kellogg Company (K) | 0.0 | $244k | 3.6k | 67.40 |
|
|
| Linde SHS (LIN) | 0.0 | $242k | +8% | 634.00 | 381.23 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $241k | 2.6k | 93.65 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $237k | 5.2k | 45.71 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $236k | NEW | 3.2k | 74.17 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $235k | 1.6k | 148.88 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $235k | -16% | 4.5k | 52.43 |
|
| Waste Management (WM) | 0.0 | $230k | -11% | 1.3k | 173.47 |
|
| Albemarle Corporation (ALB) | 0.0 | $229k | NEW | 1.0k | 223.09 |
|
| Wells Fargo & Company (WFC) | 0.0 | $229k | -10% | 5.4k | 42.68 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $229k | 6.3k | 36.39 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $225k | NEW | 2.3k | 98.98 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $222k | 966.00 | 229.69 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $222k | 5.5k | 40.68 |
|
|
| Bunge | 0.0 | $219k | NEW | 2.3k | 94.35 |
|
| Invesco Db Multi-sector Comm Base Metals Fd (DBB) | 0.0 | $218k | -28% | 12k | 17.95 |
|
| BlackRock (BLK) | 0.0 | $218k | -13% | 315.00 | 691.37 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $217k | -33% | 895.00 | 242.55 |
|
| MetLife (MET) | 0.0 | $213k | +2% | 3.8k | 56.52 |
|
| International Paper Company (IP) | 0.0 | $211k | +5% | 6.6k | 31.81 |
|
| Franklin Templeton Etf Tr Ftse China (FLCH) | 0.0 | $203k | -5% | 12k | 17.60 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $203k | NEW | 2.1k | 98.38 |
|
| 5e Advanced Materials Common Stock (FEAM) | 0.0 | $139k | 43k | 3.28 |
|
|
| Invesco Exchange Traded Fd T Gbl Listed Pvt | 0.0 | $122k | 12k | 10.52 |
|
|
| Nkarta (NKTX) | 0.0 | $120k | 55k | 2.19 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $95k | 14k | 6.88 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $89k | 11k | 7.89 |
|
|
| PennantPark Investment (PNNT) | 0.0 | $66k | +3% | 11k | 5.89 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $62k | 18k | 3.43 |
|
|
| Partners Bancorp | 0.0 | $62k | -33% | 10k | 6.19 |
|
| Flux Pwr Hldgs Com New (FLUX) | 0.0 | $47k | 11k | 4.31 |
|
|
| Propertyguru Group Ord Shs (PGRU) | 0.0 | $44k | 10k | 4.44 |
|
|
| Oblong Com New (OBLG) | 0.0 | $39k | NEW | 28k | 1.41 |
|
| Eyenovia Inc equity (EYEN) | 0.0 | $38k | 16k | 2.37 |
|
|
| Fortuna Silver Mines (FSM) | 0.0 | $37k | NEW | 12k | 3.24 |
|
| 17 Ed & Technology Group Ads | 0.0 | $23k | 25k | 0.92 |
|
|
| Sensei Biotherapeutics (SNSE) | 0.0 | $17k | 15k | 1.14 |
|
|
| Comstock Com New (LODE) | 0.0 | $11k | 15k | 0.73 |
|
|
| Hyzon Motors Com Cl A (HYZN) | 0.0 | $11k | 11k | 0.96 |
|
Past Filings by Leo Brokerage
SEC 13F filings are viewable for Leo Brokerage going back to 2020
- Leo Brokerage 2023 Q2 filed July 25, 2023
- Leo Brokerage 2023 Q1 filed May 2, 2023
- Leo Brokerage 2022 Q2 filed July 11, 2022
- Leo Brokerage 2022 Q1 filed May 3, 2022
- Bft Financial Group 2021 Q3 filed Oct. 13, 2021
- Bft Financial Group 2021 Q2 filed Aug. 4, 2021
- Bft Financial Group 2021 Q1 filed April 13, 2021
- Bft Financial Group 2020 Q4 filed Feb. 11, 2021
- Bft Financial Group 2020 Q3 filed Nov. 6, 2020