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Leo Wealth

Latest statistics and disclosures from Leo Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001912202

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Portfolio Holdings for Leo Wealth

Leo Wealth holds 327 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Johnson & Johnson (JNJ)	12.7	$123M	782k	156.76	View chart
Vanguard World Esg Us Stk Etf (ESGV)	6.3	$61M	689k	88.18	View chart
Affirm Hldgs Com Cl A (AFRM)	6.0	$58M	1.2M	49.14	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	4.3	$42M	743k	55.82	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	3.8	$37M	377k	97.68	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.4	$33M	389k	84.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.8	$27M	285k	95.44	View chart
Apple (AAPL)	2.8	$27M	149k	181.69	View chart
Amazon (AMZN)	2.2	$21M	137k	154.98	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	1.9	$18M	194k	93.20	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$17M	153k	109.60	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.7	$16M	327k	50.26	View chart
Microsoft Corporation (MSFT)	1.4	$13M	34k	391.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$12M	28k	419.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$12M	148k	78.70	View chart
Sba Communications Corp Cl A (SBAC)	1.1	$11M	43k	253.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$10M	106k	97.18	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.9	$9.1M	202k	45.29	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$9.1M	238k	38.32	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$9.1M	151k	60.15	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$8.7M	186k	46.66	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.9	$8.3M	183k	45.58	View chart
NVIDIA Corporation (NVDA)	0.8	$7.5M	10k	743.12	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.8	$7.3M	272k	26.79	View chart
Ishares Tr Global Finls Etf (IXG)	0.7	$7.2M	88k	80.85	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.7	$6.5M	120k	53.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$6.5M	20k	323.02	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.7	$6.4M	146k	44.24	View chart
Wisdomtree Tr Us Hgh Yld Corp (WFHY)	0.7	$6.4M	142k	45.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$6.1M	36k	170.42	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.6	$6.0M	349k	17.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$5.3M	14k	382.72	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.5	$5.1M	204k	24.91	View chart
Emerson Electric (EMR)	0.5	$4.7M	43k	109.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.7M	34k	138.90	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.5	$4.7M	188k	24.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$4.3M	85k	50.24	View chart
Exxon Mobil Corporation (XOM)	0.4	$4.3M	41k	104.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$4.0M	22k	181.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$3.9M	43k	90.66	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.4	$3.9M	75k	51.70	View chart
Eli Lilly & Co. (LLY)	0.4	$3.8M	5.8k	668.18	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$3.8M	77k	49.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.8M	7.8k	484.05	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$3.7M	98k	38.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$3.7M	7.8k	479.64	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.4	$3.7M	231k	16.03	View chart
International Business Machines (IBM)	0.4	$3.5M	21k	165.84	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$3.5M	145k	23.90	View chart
Verizon Communications (VZ)	0.3	$3.3M	87k	38.28	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.3	$3.3M	91k	36.58	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.3	$3.3M	141k	23.28	View chart
Kenvue (KVUE)	0.3	$3.2M	151k	21.53	View chart
Crown Castle Intl (CCI)	0.3	$3.2M	28k	115.13	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$3.1M	16k	190.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$3.0M	50k	59.38	View chart
Abbvie (ABBV)	0.3	$2.9M	18k	158.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$2.9M	142k	20.45	View chart
At&t (T)	0.3	$2.9M	171k	16.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$2.8M	9.1k	304.77	View chart
Gilead Sciences (GILD)	0.3	$2.7M	34k	80.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$2.7M	47k	57.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.7M	6.0k	449.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.6M	24k	108.25	View chart
Costco Wholesale Corporation (COST)	0.3	$2.5M	3.6k	696.25	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.3	$2.5M	106k	23.86	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$2.5M	14k	182.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M	18k	140.09	View chart
Medtronic SHS (MDT)	0.3	$2.5M	30k	82.79	View chart
Kraft Heinz (KHC)	0.3	$2.5M	67k	36.77	View chart
Bristol Myers Squibb (BMY)	0.2	$2.4M	47k	51.78	View chart
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)	0.2	$2.3M	42k	56.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.3M	9.8k	238.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.3M	41k	56.65	View chart
Biogen Idec (BIIB)	0.2	$2.3M	8.8k	258.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.2M	15k	149.65	View chart
Pfizer (PFE)	0.2	$2.2M	76k	28.70	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$2.1M	160k	13.31	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.1M	4.8k	440.56	View chart
Kellogg Company (K)	0.2	$2.1M	38k	55.69	View chart
Procter & Gamble Company (PG)	0.2	$2.1M	13k	154.19	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$2.0M	29k	69.37	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.0M	19k	104.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.0M	11k	179.78	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.2	$1.9M	134k	14.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.2	$1.9M	78k	24.41	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M	11k	177.47	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.2	$1.9M	71k	26.55	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.8M	19k	96.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.8M	7.7k	234.34	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$1.7M	22k	77.46	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$1.7M	59k	29.41	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$1.7M	75k	22.85	View chart
Home Depot (HD)	0.2	$1.7M	4.6k	368.03	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M	25k	66.48	View chart
Coca-Cola Company (KO)	0.2	$1.6M	27k	59.47	View chart
Meta Platforms Cl A (META)	0.2	$1.6M	4.3k	378.66	View chart
Cisco Systems (CSCO)	0.2	$1.6M	31k	50.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.2	$1.6M	64k	24.80	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$1.6M	47k	33.27	View chart
BlackRock Municipal Income Trust II (BLE)	0.2	$1.6M	145k	10.71	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.2	$1.5M	153k	9.91	View chart
Invesco Insured Municipal Income Trust (IIM)	0.2	$1.5M	128k	11.75	View chart
Broadcom (AVGO)	0.2	$1.5M	1.3k	1174.02	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.5M	2.5k	589.86	View chart
Visa Com Cl A (V)	0.2	$1.5M	5.7k	263.18	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$1.5M	131k	11.45	View chart
Western Asset Managed Municipals Fnd (MMU)	0.2	$1.5M	147k	10.18	View chart
Merck & Co (MRK)	0.2	$1.5M	13k	114.26	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.5M	3.9k	377.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.5M	14k	102.88	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$1.4M	21k	68.02	View chart
Campbell Soup Company (CPB)	0.1	$1.4M	33k	43.19	View chart
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF)	0.1	$1.4M	15k	94.73	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$1.4M	59k	23.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.4M	17k	77.73	View chart
Deckers Outdoor Corporation (DECK)	0.1	$1.3M	2.0k	668.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	6.8k	192.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$1.3M	61k	20.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.1	$1.3M	56k	22.75	View chart
Authid (AUID)	0.1	$1.2M	130k	9.46	View chart
Orange Sponsored Adr (ORAN)	0.1	$1.2M	107k	11.44	View chart
Goldman Sachs (GS)	0.1	$1.2M	3.2k	385.85	View chart
Caterpillar (CAT)	0.1	$1.2M	3.6k	332.02	View chart
Public Service Enterprise (PEG)	0.1	$1.2M	20k	61.32	View chart
Bce Com New (BCE)	0.1	$1.2M	30k	39.25	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	27k	43.78	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$1.2M	51k	22.78	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$1.2M	133k	8.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.2M	23k	51.04	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.1M	28k	40.96	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	11k	105.69	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$1.1M	43k	25.93	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.1M	2.1k	531.55	View chart
Chevron Corporation (CVX)	0.1	$1.1M	7.2k	151.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.1M	56k	19.25	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	6.3k	171.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.1M	16k	66.84	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.1M	8.6k	123.32	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$1.0M	21k	51.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.0M	25k	40.21	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.0M	10k	101.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$1.0M	44k	22.96	View chart
Abbott Laboratories (ABT)	0.1	$999k	9.0k	111.37	View chart
McDonald's Corporation (MCD)	0.1	$993k	3.4k	296.07	View chart
Avantor (AVTR)	0.1	$906k	40k	22.83	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$894k	11k	84.29	View chart
GSK Sponsored Adr (GSK)	0.1	$885k	23k	38.46	View chart
Honeywell International (HON)	0.1	$880k	4.2k	207.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$866k	7.4k	117.22	View chart
salesforce (CRM)	0.1	$839k	2.8k	297.24	View chart
Booking Holdings (BKNG)	0.1	$838k	239.00	3504.41	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$805k	13k	61.61	View chart
Dell Technologies CL C (DELL)	0.1	$800k	10k	78.55	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$798k	2.2k	355.50	View chart
Citigroup Com New (C)	0.1	$793k	15k	52.90	View chart
Dupont De Nemours (DD)	0.1	$784k	10k	75.30	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$783k	13k	61.55	View chart
Advanced Micro Devices (AMD)	0.1	$781k	4.4k	175.82	View chart
Dow (DOW)	0.1	$773k	14k	55.65	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$772k	15k	51.83	View chart
Tesla Motors (TSLA)	0.1	$766k	3.3k	230.04	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$755k	5.9k	128.42	View chart
ImmunoGen	0.1	$742k	25k	29.65	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$734k	32k	23.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$712k	9.8k	72.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$710k	6.4k	111.63	View chart
Abrdn Etfs Bbg Industrl Met (BCIM)	0.1	$708k	33k	21.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$707k	14k	48.95	View chart
Palo Alto Networks (PANW)	0.1	$686k	2.4k	287.19	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$686k	89k	7.72	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$682k	27k	25.09	View chart
Baidu Spon Adr Rep A (BIDU)	0.1	$675k	5.7k	118.14	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$668k	30k	22.39	View chart
Lowe's Companies (LOW)	0.1	$666k	2.8k	239.85	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.1	$655k	68k	9.65	View chart
ConocoPhillips (COP)	0.1	$654k	5.7k	115.58	View chart
General Mills (GIS)	0.1	$652k	10k	65.26	View chart
Enterprise Products Partners (EPD)	0.1	$645k	24k	26.54	View chart
Cigna Corp (CI)	0.1	$625k	2.1k	301.71	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$621k	5.6k	110.12	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$617k	15k	40.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$615k	8.0k	76.41	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$612k	8.4k	72.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$598k	3.6k	166.90	View chart
Altria (MO)	0.1	$598k	14k	41.69	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$594k	14k	41.92	View chart
Pepsi (PEP)	0.1	$588k	3.5k	167.26	View chart
CVS Caremark Corporation (CVS)	0.1	$578k	7.5k	77.52	View chart
Ross Stores (ROST)	0.1	$576k	4.0k	145.78	View chart
S&p Global (SPGI)	0.1	$569k	1.3k	438.73	View chart
Novo-nordisk A S Adr (NVO)	0.1	$565k	4.9k	114.23	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$565k	15k	37.22	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$562k	25k	22.21	View chart
Intel Corporation (INTC)	0.1	$553k	12k	46.84	View chart
Starwood Property Trust (STWD)	0.1	$546k	26k	21.02	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$538k	5.2k	103.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$535k	5.4k	98.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$532k	1.2k	439.14	View chart
UnitedHealth (UNH)	0.1	$525k	1.0k	519.91	View chart
Southern Company (SO)	0.1	$523k	7.5k	69.85	View chart
Netflix (NFLX)	0.1	$523k	1.0k	519.60	View chart
Shell Spon Ads (SHEL)	0.1	$515k	7.9k	64.95	View chart
Colgate-Palmolive Company (CL)	0.1	$494k	5.7k	86.34	View chart
American Tower Reit (AMT)	0.1	$491k	2.3k	215.69	View chart
Servicenow (NOW)	0.1	$490k	656.00	747.62	View chart
MercadoLibre (MELI)	0.1	$490k	315.00	1556.24	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$490k	20k	24.17	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$482k	8.1k	59.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$478k	2.4k	200.97	View chart
Amgen (AMGN)	0.0	$449k	1.6k	280.82	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$449k	35k	12.83	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$443k	868.00	510.05	View chart
Ishares Asia/pac Div Etf (DVYA)	0.0	$433k	12k	36.32	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$433k	5.7k	76.05	View chart
Clorox Company (CLX)	0.0	$430k	2.8k	152.17	View chart
Qualcomm (QCOM)	0.0	$430k	2.6k	162.51	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$427k	3.4k	125.18	View chart
Global Partners Com Units (GLP)	0.0	$423k	10k	42.31	View chart
Boeing Company (BA)	0.0	$423k	2.0k	208.24	View chart
Nike CL B (NKE)	0.0	$423k	3.9k	108.42	View chart
Walt Disney Company (DIS)	0.0	$412k	3.9k	106.57	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$411k	11k	39.19	View chart
Philip Morris International (PM)	0.0	$401k	4.3k	94.23	View chart
American Electric Power Company (AEP)	0.0	$401k	4.8k	82.79	View chart
FedEx Corporation (FDX)	0.0	$395k	1.6k	252.91	View chart
Cameco Corporation (CCJ)	0.0	$390k	9.0k	43.10	View chart
Target Corporation (TGT)	0.0	$382k	2.5k	149.87	View chart
Raytheon Technologies Corp (RTX)	0.0	$380k	4.2k	90.75	View chart
Corteva (CTVA)	0.0	$379k	7.7k	49.01	View chart
Bank of America Corporation (BAC)	0.0	$373k	11k	34.69	View chart
Linde SHS (LIN)	0.0	$373k	892.00	418.49	View chart
Eaton Corp SHS (ETN)	0.0	$372k	1.3k	277.33	View chart
American Express Company (AXP)	0.0	$368k	1.8k	202.40	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$367k	7.8k	46.91	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$366k	2.0k	179.91	View chart
Envela Corporation (ELA)	0.0	$366k	84k	4.38	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$365k	4.9k	73.74	View chart
Omni (OMC)	0.0	$364k	3.9k	93.96	View chart
Nkarta (NKTX)	0.0	$362k	55k	6.60	View chart
United Parcel Service CL B (UPS)	0.0	$357k	2.3k	155.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$357k	11k	34.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$355k	2.3k	151.65	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$352k	7.0k	50.58	View chart
3M Company (MMM)	0.0	$350k	3.2k	107.75	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$349k	2.9k	118.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$348k	4.5k	77.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$347k	2.2k	155.48	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$344k	8.8k	38.98	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$341k	2.2k	155.11	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$340k	12k	28.78	View chart
Microchip Technology (MCHP)	0.0	$338k	3.7k	90.18	View chart
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)	0.0	$322k	23k	14.00	View chart
Hologic (HOLX)	0.0	$322k	4.5k	71.45	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$319k	2.3k	135.87	View chart
AFLAC Incorporated (AFL)	0.0	$311k	3.8k	82.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$304k	5.0k	60.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$303k	5.3k	57.09	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$297k	5.5k	53.57	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$296k	1.2k	255.31	View chart
Freeport-mcmoran CL B (FCX)	0.0	$289k	6.8k	42.56	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$287k	25k	11.32	View chart
Guaranty Bancshares (GNTY)	0.0	$285k	9.5k	30.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$285k	5.0k	56.50	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$285k	7.1k	40.07	View chart
Us Bancorp Del Com New (USB)	0.0	$282k	6.5k	43.28	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$276k	13k	22.07	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$275k	9.8k	27.99	View chart
Cummins (CMI)	0.0	$274k	1.1k	243.51	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$270k	1.6k	167.93	View chart
Yum! Brands (YUM)	0.0	$268k	1.9k	138.50	View chart
EOG Resources (EOG)	0.0	$266k	2.2k	120.92	View chart
Public Storage (PSA)	0.0	$264k	871.00	302.78	View chart
Union Pacific Corporation (UNP)	0.0	$264k	1.1k	247.34	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$261k	8.3k	31.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$260k	1.6k	164.42	View chart
MetLife (MET)	0.0	$258k	3.6k	70.89	View chart
Kkr & Co (KKR)	0.0	$257k	3.1k	83.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$257k	2.5k	104.14	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$256k	20k	12.72	View chart
General Dynamics Corporation (GD)	0.0	$253k	951.00	266.40	View chart
Williams-Sonoma (WSM)	0.0	$253k	1.1k	233.37	View chart
Realty Income (O)	0.0	$250k	4.4k	57.39	View chart
Ford Motor Company (F)	0.0	$249k	21k	12.13	View chart
Datadog Cl A Com (DDOG)	0.0	$248k	2.0k	121.38	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$243k	3.2k	75.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$243k	3.5k	70.34	View chart
Synopsys (SNPS)	0.0	$241k	468.00	515.34	View chart
Simon Property (SPG)	0.0	$238k	1.7k	143.50	View chart
Starbucks Corporation (SBUX)	0.0	$238k	2.5k	93.97	View chart
Bunge Global Sa Com Shs (BG)	0.0	$237k	2.4k	100.94	View chart
Te Connectivity SHS (TEL)	0.0	$237k	1.7k	140.48	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$235k	5.6k	42.17	View chart
Phillips 66 (PSX)	0.0	$233k	1.6k	143.04	View chart
Wells Fargo & Company (WFC)	0.0	$230k	4.5k	51.09	View chart
Enbridge (ENB)	0.0	$228k	6.3k	36.02	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$227k	11k	21.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$226k	5.7k	39.45	View chart
ConAgra Foods (CAG)	0.0	$226k	7.9k	28.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$223k	6.3k	35.52	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.0	$220k	12k	18.30	View chart
Paypal Holdings (PYPL)	0.0	$217k	3.5k	61.34	View chart
Anthem (ELV)	0.0	$216k	458.00	471.60	View chart
Best Buy (BBY)	0.0	$215k	2.8k	76.97	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$215k	263.00	818.95	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$209k	2.1k	98.79	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$208k	2.0k	103.05	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$207k	4.0k	52.37	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$207k	2.3k	89.28	View chart
Source Capital (SOR)	0.0	$206k	5.1k	40.37	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$205k	2.7k	75.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$205k	851.00	240.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$202k	669.00	301.79	View chart
Wp Carey (WPC)	0.0	$202k	3.3k	60.52	View chart
Intuit (INTU)	0.0	$201k	320.00	628.48	View chart
Avis Budget (CAR)	0.0	$201k	1.1k	177.24	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.0	$95k	11k	8.46	View chart
Linkbancorp (LNKB)	0.0	$83k	12k	7.23	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$62k	11k	5.43	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$61k	18k	3.37	View chart
5e Advanced Materials Common Stock (FEAM)	0.0	$60k	43k	1.41	View chart
Luminar Technologies Com Cl A (LAZR)	0.0	$43k	13k	3.37	View chart
Propertyguru Group Ord Shs (PGRU)	0.0	$34k	10k	3.41	View chart
Eyenovia Inc equity (EYEN)	0.0	$26k	16k	1.58	View chart
Sensei Biotherapeutics (SNSE)	0.0	$10k	15k	0.69	View chart
Hyzon Motors Com Cl A (HYZN)	0.0	$10k	11k	0.90	View chart
Seastar Medical Holding Corp Common Stock (ICU)	0.0	$9.2k	10k	0.91	View chart

Past Filings by Leo Wealth

SEC 13F filings are viewable for Leo Wealth going back to 2023

Leo Wealth 2023 Q4 filed March 14, 2024

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