Leo Wealth
Latest statistics and disclosures from Leo Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JNJ, AFRM, ESGV, VSGX, GSLC, and represent 29.60% of Leo Wealth's stock portfolio.
- Added to shares of these 10 stocks: MCD (+$7.6M), VGK (+$6.7M), CERY, TLT, IXJ, BRK.A, VIOO, IGSB, VWO, RYTM.
- Started 20 new stock positions in CERY, IGSB, TLT, TRGP, MUFG, VRT, CNYA, FVD, ACWI, IBTK. VWO, SHOP, HLN, XLV, VCIT, BRK.A, RYTM, VIOO, AMCR, BNDX.
- Reduced shares in these 10 stocks: ESGV (-$31M), GSLC (-$26M), , SCHD (-$21M), SCHG (-$18M), AVUS (-$16M), HELO (-$16M), AAPL (-$15M), IEF (-$12M), LQDH (-$12M).
- Sold out of its positions in QGRO, AEP, APO, BKNG, CI, CVS, CDNS, CPB, CAT, CLX.
- Leo Wealth was a net seller of stock by $-398M.
- Leo Wealth has $696M in assets under management (AUM), dropping by -37.65%.
- Central Index Key (CIK): 0001912202
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Portfolio Holdings for Leo Wealth
Leo Wealth holds 269 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 9.0 | $63M | 377k | 165.84 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 6.2 | $43M | -7% | 952k | 45.19 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 5.3 | $37M | -45% | 379k | 97.95 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 5.2 | $36M | -17% | 617k | 58.98 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.9 | $27M | -49% | 244k | 110.08 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.5 | $25M | -39% | 267k | 92.38 |
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| Amazon (AMZN) | 2.6 | $18M | -32% | 94k | 190.26 |
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| Apple (AAPL) | 2.2 | $15M | -48% | 69k | 222.13 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.0 | $14M | -46% | 144k | 95.37 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.8 | $13M | -28% | 198k | 63.72 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.6 | $11M | -31% | 226k | 50.33 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.3 | $9.3M | -47% | 86k | 108.69 |
|
| Blackrock (BLK) | 1.3 | $9.2M | -23% | 9.8k | 946.45 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 1.3 | $9.0M | -56% | 98k | 92.27 |
|
| McDonald's Corporation (MCD) | 1.3 | $8.7M | +649% | 28k | 312.37 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 1.2 | $8.4M | +31% | 92k | 91.20 |
|
| Sba Communications Corp Cl A (SBAC) | 1.2 | $8.0M | -12% | 36k | 220.01 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.1 | $7.9M | +570% | 112k | 70.21 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $6.9M | -3% | 36k | 193.99 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $6.5M | -7% | 12k | 559.41 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.9 | $6.5M | -59% | 143k | 45.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $6.3M | -54% | 12k | 532.58 |
|
| Microsoft Corporation (MSFT) | 0.9 | $6.3M | -61% | 17k | 375.39 |
|
| Franklin Templeton Etf Tr Ftse China (FLCH) | 0.8 | $5.9M | -3% | 276k | 21.36 |
|
| Honeywell International (HON) | 0.8 | $5.7M | +11% | 27k | 211.75 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.8 | $5.3M | -7% | 116k | 46.02 |
|
| Ishares Jp Mrg Em Crp Bd (CEMB) | 0.7 | $5.1M | -34% | 114k | 45.18 |
|
| Wisdomtree Tr Enhncd Cmmdty St (GCC) | 0.7 | $5.1M | -33% | 261k | 19.61 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.7 | $4.8M | -12% | 96k | 49.99 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.7 | $4.7M | +9% | 193k | 24.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $4.5M | -12% | 8.8k | 513.90 |
|
| Abbvie (ABBV) | 0.6 | $4.2M | -4% | 20k | 209.52 |
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| International Business Machines (IBM) | 0.6 | $4.2M | 17k | 248.66 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $4.1M | -45% | 11k | 370.81 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $4.0M | -51% | 37k | 108.38 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $4.0M | -68% | 8.6k | 468.94 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.6 | $4.0M | +8% | 158k | 25.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $3.9M | -24% | 38k | 104.57 |
|
| Spdr Ser Tr Bloomberg Enhncd (CERY) | 0.6 | $3.9M | NEW | 140k | 27.71 |
|
| Crown Castle Intl (CCI) | 0.6 | $3.9M | +7% | 37k | 104.23 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.6 | $3.9M | 154k | 25.15 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.9M | -25% | 25k | 154.64 |
|
| Kenvue (KVUE) | 0.5 | $3.7M | 153k | 23.98 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $3.6M | -19% | 6.5k | 561.87 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.5 | $3.4M | 142k | 24.21 |
|
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.2M | -36% | 27k | 118.93 |
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| Verizon Communications (VZ) | 0.4 | $3.1M | -10% | 68k | 45.36 |
|
| Cisco Systems (CSCO) | 0.4 | $3.0M | -10% | 48k | 61.71 |
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| At&t (T) | 0.4 | $3.0M | -26% | 105k | 28.28 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.9M | 8.2k | 361.09 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $2.9M | +15% | 127k | 23.13 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.8M | -32% | 4.9k | 576.31 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.7M | -13% | 3.3k | 825.83 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $2.7M | NEW | 30k | 91.03 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.6M | -39% | 42k | 62.10 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.5M | -8% | 15k | 172.74 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.5M | -6% | 9.1k | 274.83 |
|
| Biogen Idec (BIIB) | 0.4 | $2.4M | +28% | 18k | 136.84 |
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| Southern Company (SO) | 0.3 | $2.4M | -8% | 26k | 91.95 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.4M | -47% | 4.3k | 548.12 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.3 | $2.4M | +20% | 107k | 22.25 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $2.4M | -15% | 19k | 121.97 |
|
| Ishares Jp Morgan Em Etf (LEMB) | 0.3 | $2.3M | -38% | 62k | 37.46 |
|
| Pepsi (PEP) | 0.3 | $2.2M | +12% | 15k | 149.94 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $2.2M | -2% | 18k | 121.91 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $2.2M | -3% | 16k | 142.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.2M | -21% | 7.6k | 288.14 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.3 | $2.2M | +26% | 98k | 22.42 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $2.2M | +5% | 17k | 132.23 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.1M | -13% | 16k | 132.65 |
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| Merck & Co (MRK) | 0.3 | $2.1M | -16% | 23k | 89.76 |
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| Medtronic SHS (MDT) | 0.3 | $1.9M | +15% | 21k | 89.86 |
|
| Visa Com Cl A (V) | 0.3 | $1.8M | -33% | 5.3k | 350.49 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $1.8M | -16% | 29k | 61.89 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.8M | -9% | 30k | 58.35 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.3 | $1.8M | -20% | 157k | 11.20 |
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| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.3 | $1.8M | -20% | 176k | 9.96 |
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| Broadcom (AVGO) | 0.3 | $1.7M | -29% | 10k | 167.44 |
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| Western Asset Managed Municipals Fnd (MMU) | 0.2 | $1.7M | -21% | 169k | 10.29 |
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| BlackRock MuniVest Fund (MVF) | 0.2 | $1.7M | -20% | 243k | 7.01 |
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| Kellogg Company (K) | 0.2 | $1.7M | +2% | 20k | 82.49 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.7M | -3% | 14k | 115.95 |
|
| BlackRock Municipal Income Trust II (BLE) | 0.2 | $1.7M | -21% | 160k | 10.39 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.6M | 3.9k | 419.85 |
|
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| General Mills (GIS) | 0.2 | $1.6M | -8% | 27k | 59.79 |
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| Chevron Corporation (CVX) | 0.2 | $1.6M | -33% | 9.6k | 167.28 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.6M | NEW | 2.00 | 798441.50 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $1.6M | +19% | 14k | 111.48 |
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| Sanofi Sponsored Adr (SNY) | 0.2 | $1.6M | +6% | 28k | 55.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.6M | -66% | 10k | 156.22 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.2 | $1.6M | +26% | 17k | 91.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | +2% | 31k | 50.83 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $1.5M | 57k | 26.75 |
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| Dominion Resources (D) | 0.2 | $1.5M | +30% | 27k | 56.07 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.5M | 18k | 85.07 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $1.4M | +67% | 152k | 9.37 |
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| Entergy Corporation (ETR) | 0.2 | $1.4M | +3% | 16k | 85.49 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.4M | +106% | 21k | 64.69 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $1.3M | 12k | 111.81 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $1.3M | +140% | 26k | 50.71 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | -45% | 7.8k | 170.43 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | -36% | 5.4k | 245.29 |
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| Coca-Cola Company (KO) | 0.2 | $1.3M | -42% | 18k | 71.62 |
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| DTE Energy Company (DTE) | 0.2 | $1.3M | +2% | 9.4k | 138.27 |
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| Public Service Enterprise (PEG) | 0.2 | $1.3M | +21% | 16k | 82.30 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $1.3M | NEW | 13k | 96.51 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $1.3M | +53% | 59k | 21.77 |
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| Abrdn Etfs Bbg Industrl Met (BCIM) | 0.2 | $1.3M | -25% | 59k | 21.72 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.3M | NEW | 24k | 52.37 |
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| Goldman Sachs (GS) | 0.2 | $1.3M | -19% | 2.3k | 546.29 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | -52% | 1.3k | 946.00 |
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| American Express Company (AXP) | 0.2 | $1.2M | -22% | 4.6k | 269.02 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.2M | -3% | 3.7k | 312.00 |
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| Netflix (NFLX) | 0.2 | $1.1M | -56% | 1.2k | 932.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.1M | NEW | 24k | 45.26 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $1.1M | -12% | 34k | 32.51 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.2 | $1.1M | -16% | 47k | 23.37 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | -31% | 8.2k | 132.45 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.2 | $1.1M | +14% | 49k | 21.72 |
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| Invesco Db Multi-sector Comm Energy Fd (DBE) | 0.2 | $1.1M | +61% | 54k | 19.60 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.2 | $1.0M | +26% | 46k | 22.94 |
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| Tesla Motors (TSLA) | 0.1 | $1.0M | -20% | 4.0k | 259.18 |
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| Progressive Corporation (PGR) | 0.1 | $999k | +24% | 3.5k | 283.02 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $997k | -2% | 18k | 55.45 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $995k | 23k | 43.70 |
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| Oracle Corporation (ORCL) | 0.1 | $981k | +12% | 7.0k | 139.81 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $971k | 2.0k | 497.65 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $968k | -73% | 7.5k | 128.95 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $958k | 13k | 73.45 |
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| Home Depot (HD) | 0.1 | $939k | -59% | 2.6k | 366.55 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $910k | 6.8k | 134.28 |
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| Edwards Lifesciences (EW) | 0.1 | $905k | 13k | 72.48 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $902k | 9.7k | 93.45 |
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| Ge Aerospace Com New (GE) | 0.1 | $897k | -3% | 4.5k | 200.14 |
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| Colgate-Palmolive Company (CL) | 0.1 | $873k | -30% | 9.3k | 93.70 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $873k | -5% | 3.8k | 227.95 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $853k | -23% | 23k | 36.90 |
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| Gilead Sciences (GILD) | 0.1 | $848k | -35% | 7.6k | 112.05 |
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| Rhythm Pharmaceuticals (RYTM) | 0.1 | $848k | NEW | 16k | 52.97 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $846k | -17% | 1.9k | 446.64 |
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| Authid (AUID) | 0.1 | $841k | 173k | 4.85 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $831k | -96% | 30k | 27.96 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $805k | -6% | 13k | 60.48 |
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| Intercontinental Exchange (ICE) | 0.1 | $793k | +3% | 4.6k | 172.52 |
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| Union Pacific Corporation (UNP) | 0.1 | $770k | -13% | 3.3k | 236.20 |
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| Qualcomm (QCOM) | 0.1 | $769k | -31% | 5.0k | 153.61 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $748k | +85% | 1.2k | 634.38 |
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| Zions Bancorporation (ZION) | 0.1 | $744k | 15k | 49.86 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $729k | +30% | 16k | 46.81 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $724k | 89k | 8.14 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $710k | -83% | 3.7k | 190.59 |
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| Enterprise Products Partners (EPD) | 0.1 | $704k | -20% | 21k | 34.14 |
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| PAR Technology Corporation (PAR) | 0.1 | $664k | 11k | 61.34 |
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| EOG Resources (EOG) | 0.1 | $659k | +10% | 5.1k | 128.24 |
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| Avantor (AVTR) | 0.1 | $644k | 40k | 16.21 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $642k | NEW | 7.9k | 81.76 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $640k | -35% | 4.6k | 139.79 |
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| UnitedHealth (UNH) | 0.1 | $630k | -7% | 1.2k | 523.74 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $615k | +19% | 3.7k | 166.01 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $601k | 15k | 41.21 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $595k | -2% | 5.4k | 110.46 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $587k | 2.9k | 199.48 |
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| Philip Morris International (PM) | 0.1 | $582k | -30% | 3.7k | 158.74 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $573k | -7% | 12k | 49.62 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $573k | -4% | 3.0k | 188.16 |
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| Citigroup Com New (C) | 0.1 | $549k | -22% | 7.7k | 70.99 |
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| Starwood Property Trust (STWD) | 0.1 | $546k | +8% | 28k | 19.77 |
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| Dupont De Nemours (DD) | 0.1 | $535k | -30% | 7.2k | 74.68 |
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| Global Partners Com Units (GLP) | 0.1 | $534k | -31% | 10k | 53.38 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $529k | 5.4k | 97.49 |
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| Las Vegas Sands (LVS) | 0.1 | $526k | -7% | 14k | 38.63 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $520k | 975.00 | 533.45 |
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| Altria (MO) | 0.1 | $518k | -43% | 8.6k | 60.02 |
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| S&p Global (SPGI) | 0.1 | $508k | -60% | 1.0k | 507.85 |
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| Wal-Mart Stores (WMT) | 0.1 | $505k | -74% | 5.8k | 87.80 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $495k | -23% | 7.3k | 67.85 |
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| Cameco Corporation (CCJ) | 0.1 | $486k | +5% | 12k | 41.16 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $485k | NEW | 25k | 19.66 |
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| Cme (CME) | 0.1 | $473k | +13% | 1.8k | 265.32 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $468k | 19k | 24.26 |
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| Hologic (HOLX) | 0.1 | $464k | +25% | 7.5k | 61.77 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $463k | NEW | 10k | 44.59 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $459k | 35k | 13.12 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $455k | +3% | 3.1k | 146.61 |
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| Corteva (CTVA) | 0.1 | $442k | -11% | 7.0k | 62.93 |
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| Bristol Myers Squibb (BMY) | 0.1 | $424k | -53% | 6.9k | 60.99 |
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| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.1 | $415k | -9% | 18k | 22.89 |
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| 3M Company (MMM) | 0.1 | $411k | -2% | 2.8k | 146.86 |
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| Dow (DOW) | 0.1 | $400k | -37% | 12k | 34.92 |
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| MercadoLibre (MELI) | 0.1 | $400k | -67% | 205.00 | 1950.33 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $394k | -38% | 6.0k | 65.17 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $393k | -80% | 2.3k | 173.21 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $390k | -9% | 1.0k | 383.52 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $384k | 11k | 36.41 |
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| Linde SHS (LIN) | 0.1 | $382k | -10% | 820.00 | 465.81 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $380k | -2% | 7.0k | 53.97 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $375k | -31% | 9.9k | 37.86 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $374k | 5.0k | 74.72 |
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| Palo Alto Networks (PANW) | 0.1 | $371k | -58% | 2.2k | 170.64 |
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| Cummins (CMI) | 0.1 | $364k | -9% | 1.2k | 313.42 |
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| Ishares Tr Msci China A (CNYA) | 0.1 | $354k | NEW | 13k | 28.03 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.1 | $350k | -34% | 6.2k | 56.13 |
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| Kkr & Co (KKR) | 0.0 | $347k | -15% | 3.0k | 115.61 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $347k | 4.3k | 81.11 |
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| Wells Fargo & Company (WFC) | 0.0 | $344k | 4.8k | 71.79 |
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| Realty Income (O) | 0.0 | $343k | +10% | 5.9k | 58.01 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $339k | -33% | 4.2k | 81.66 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $335k | +2% | 1.8k | 184.20 |
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| Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) | 0.0 | $333k | 23k | 14.49 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $330k | 4.2k | 78.93 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $326k | 13k | 25.04 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $325k | -54% | 3.9k | 84.41 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $324k | NEW | 4.5k | 72.20 |
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| Boeing Company (BA) | 0.0 | $321k | 1.9k | 170.55 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $317k | -52% | 3.9k | 81.74 |
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| Amgen (AMGN) | 0.0 | $316k | -63% | 1.0k | 311.61 |
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| Bank of America Corporation (BAC) | 0.0 | $314k | -40% | 7.5k | 41.73 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $313k | NEW | 6.4k | 48.82 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $311k | -31% | 1.7k | 179.65 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $307k | -3% | 20k | 15.22 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $302k | 2.4k | 127.90 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $301k | -47% | 6.0k | 49.81 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $300k | 8.3k | 36.29 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $292k | -6% | 10k | 29.24 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $292k | 9.4k | 31.02 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $284k | NEW | 1.9k | 146.04 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $282k | 3.7k | 75.65 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $279k | +10% | 3.4k | 82.72 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $274k | 1.6k | 172.22 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $272k | 2.0k | 135.69 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $266k | NEW | 2.3k | 116.39 |
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| FedEx Corporation (FDX) | 0.0 | $263k | -19% | 1.1k | 243.78 |
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| Kraft Heinz (KHC) | 0.0 | $263k | -53% | 8.6k | 30.43 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $260k | -12% | 1.7k | 151.00 |
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| Corning Incorporated (GLW) | 0.0 | $258k | -15% | 5.6k | 45.78 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $257k | -85% | 8.3k | 30.87 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $253k | 4.2k | 60.66 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $251k | -36% | 3.6k | 69.43 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $248k | -35% | 4.9k | 51.07 |
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| United Parcel Service CL B (UPS) | 0.0 | $247k | -55% | 2.2k | 109.98 |
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| Antero Midstream Corp antero midstream (AM) | 0.0 | $240k | +3% | 13k | 18.00 |
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| Paychex (PAYX) | 0.0 | $239k | -2% | 1.6k | 154.23 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $231k | 3.4k | 68.06 |
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| Vici Pptys (VICI) | 0.0 | $224k | -4% | 6.9k | 32.62 |
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| Paypal Holdings (PYPL) | 0.0 | $222k | -5% | 3.4k | 65.25 |
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| salesforce (CRM) | 0.0 | $221k | -85% | 824.00 | 268.29 |
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| Advanced Micro Devices (AMD) | 0.0 | $221k | -47% | 2.1k | 102.72 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $218k | -68% | 7.0k | 31.19 |
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| Waste Management (WM) | 0.0 | $217k | -55% | 939.00 | 231.47 |
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| Nextera Energy (NEE) | 0.0 | $217k | -9% | 3.1k | 70.88 |
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| SEI Investments Company (SEIC) | 0.0 | $216k | 2.8k | 77.62 |
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| Intuit (INTU) | 0.0 | $209k | -13% | 340.00 | 614.38 |
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| Gaming & Leisure Pptys (GLPI) | 0.0 | $205k | -8% | 4.0k | 50.90 |
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| Shopify Cl A (SHOP) | 0.0 | $202k | NEW | 2.1k | 95.48 |
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| Targa Res Corp (TRGP) | 0.0 | $202k | NEW | 1.0k | 200.56 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $201k | -91% | 3.3k | 61.79 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $199k | -21% | 10k | 19.59 |
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| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $186k | +13% | 11k | 17.22 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $172k | 38k | 4.53 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $151k | NEW | 11k | 13.63 |
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| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.0 | $130k | 11k | 12.08 |
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| Haleon Spon Ads (HLN) | 0.0 | $119k | NEW | 12k | 10.29 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $115k | +12% | 13k | 8.76 |
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| Amcor Ord (AMCR) | 0.0 | $112k | NEW | 12k | 9.70 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $78k | +2% | 11k | 7.15 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $70k | +3% | 14k | 5.16 |
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| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $63k | 12k | 5.27 |
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| Fate Therapeutics (FATE) | 0.0 | $56k | 70k | 0.79 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $36k | +5% | 12k | 3.06 |
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Past Filings by Leo Wealth
SEC 13F filings are viewable for Leo Wealth going back to 2023
- Leo Wealth 2025 Q1 filed May 2, 2025
- Leo Wealth 2024 Q4 filed Jan. 28, 2025
- Leo Wealth 2024 Q3 filed Oct. 21, 2024
- Leo Wealth 2024 Q2 filed July 17, 2024
- Leo Wealth 2024 Q1 filed May 9, 2024
- Leo Wealth 2023 Q4 filed March 14, 2024