Leo Wealth

Leo Wealth as of Sept. 30, 2025

Portfolio Holdings for Leo Wealth

Leo Wealth holds 286 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Affirm Hldgs Com Cl A (AFRM) 8.8 $68M 925k 73.08
Vanguard World Esg Us Stk Etf (ESGV) 5.8 $45M 377k 118.44
Vanguard World Esg Intl Stk Etf (VSGX) 5.6 $43M 618k 69.37
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.1 $32M 242k 130.28
Johnson & Johnson (JNJ) 4.0 $31M 164k 185.42
American Centy Etf Tr Us Eqt Etf (AVUS) 3.8 $29M 267k 108.70
Wisdomtree Tr Floatng Rat Trea (USFR) 3.1 $24M 471k 50.27
Amazon (AMZN) 2.6 $20M 92k 219.57
Apple (AAPL) 2.6 $20M 77k 254.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.0 $15M 160k 96.46
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 1.8 $14M 194k 73.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $11M 95k 111.47
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 1.4 $11M 113k 93.55
Blackrock (BLK) 1.2 $9.3M 8.0k 1165.93
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.2 $9.3M 116k 79.80
Honeywell International (HON) 1.2 $9.0M 43k 210.50
Microsoft Corporation (MSFT) 1.1 $8.6M 17k 517.94
McDonald's Corporation (MCD) 1.1 $8.5M 28k 303.88
Ishares Tr Glob Hlthcre Etf (IXJ) 1.1 $8.2M 92k 88.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $7.8M 12k 666.20
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $7.7M 36k 215.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $7.6M 15k 502.73
Franklin Templeton Etf Tr Ftse China (FLCH) 1.0 $7.4M 284k 26.01
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.9 $7.1M 156k 45.67
NVIDIA Corporation (NVDA) 0.9 $7.0M 38k 186.58
Sba Communications Corp Cl A (SBAC) 0.9 $7.0M 36k 193.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $6.9M 11k 612.37
Alphabet Cap Stk Cl A (GOOGL) 0.8 $5.8M 24k 243.10
Ishares Jp Mrg Em Crp Bd (CEMB) 0.7 $5.7M 124k 46.22
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.7 $5.5M 257k 21.39
Vanguard Index Fds Growth Etf (VUG) 0.7 $5.4M 11k 479.59
Ishares Tr Core Intl Aggr (IAGG) 0.7 $5.2M 102k 51.23
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $5.0M 42k 118.83
Ishares Tr Ibonds 27 Etf (IBDS) 0.6 $4.8M 198k 24.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $4.7M 7.9k 600.36
Ishares Tr Ibds Dec28 Etf (IBDT) 0.6 $4.5M 176k 25.52
Ishares Tr Core S&p500 Etf (IVV) 0.6 $4.4M 6.6k 669.33
International Business Machines (IBM) 0.6 $4.3M 15k 282.17
Ishares Tr Ibonds Dec 29 (IBDU) 0.5 $4.0M 172k 23.47
Spdr Series Trust Bloomberg Enhncd (CERY) 0.5 $3.9M 138k 28.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $3.8M 8.1k 468.40
Broadcom (AVGO) 0.4 $3.4M 10k 329.91
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $3.4M 38k 89.37
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $3.1M 124k 25.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.1M 9.4k 328.18
Meta Platforms Cl A (META) 0.4 $3.1M 4.2k 734.36
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $3.1M 53k 57.52
Ishares Jp Morgan Em Etf (LEMB) 0.4 $3.1M 74k 41.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $3.0M 51k 59.92
Spdr Gold Tr Gold Shs (GLD) 0.4 $3.0M 8.5k 355.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $3.0M 40k 73.46
Abbvie (ABBV) 0.4 $2.9M 13k 231.53
Verizon Communications (VZ) 0.4 $2.9M 66k 43.95
Cisco Systems (CSCO) 0.4 $2.9M 42k 68.42
Vanguard Index Fds Value Etf (VTV) 0.4 $2.8M 15k 186.49
Pfizer (PFE) 0.4 $2.8M 108k 25.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.7M 18k 145.60
At&t (T) 0.3 $2.6M 94k 28.24
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $2.6M 15k 178.73
Biogen Idec (BIIB) 0.3 $2.5M 18k 140.08
Kenvue (KVUE) 0.3 $2.5M 152k 16.23
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $2.4M 110k 22.15
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $2.4M 47k 50.73
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.4M 9.8k 243.54
FirstEnergy (FE) 0.3 $2.4M 52k 45.82
Kimberly-Clark Corporation (KMB) 0.3 $2.3M 19k 124.34
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.3 $2.3M 103k 22.39
Duke Energy Corp Com New (DUK) 0.3 $2.3M 18k 123.75
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $2.2M 28k 76.45
Comcast Corp Cl A (CMCSA) 0.3 $2.2M 69k 31.42
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.3 $2.1M 95k 22.52
Exxon Mobil Corporation (XOM) 0.3 $2.1M 19k 112.75
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $2.1M 4.6k 463.70
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $2.1M 86k 24.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.0M 31k 65.26
Abbott Laboratories (ABT) 0.3 $2.0M 15k 133.94
General Mills (GIS) 0.2 $1.9M 37k 50.42
Tesla Motors (TSLA) 0.2 $1.9M 4.2k 444.69
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.2 $1.8M 182k 10.12
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $1.8M 161k 11.39
Western Asset Managed Municipals Fnd (MMU) 0.2 $1.8M 172k 10.34
Chevron Corporation (CVX) 0.2 $1.7M 11k 155.29
Merck & Co (MRK) 0.2 $1.7M 21k 83.93
Bristol Myers Squibb (BMY) 0.2 $1.7M 38k 45.10
Novartis Sponsored Adr (NVS) 0.2 $1.7M 13k 128.24
BlackRock Municipal Income Trust II (BLE) 0.2 $1.7M 163k 10.45
BlackRock MuniVest Fund (MVF) 0.2 $1.7M 248k 6.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.7M 18k 96.55
Eli Lilly & Co. (LLY) 0.2 $1.5M 2.0k 762.92
JPMorgan Chase & Co. (JPM) 0.2 $1.5M 4.8k 315.45
Ishares Tr Ibonds Dec 25 (IBMN) 0.2 $1.5M 57k 26.79
Vici Pptys (VICI) 0.2 $1.5M 46k 32.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.5M 27k 54.18
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.2 $1.5M 67k 21.95
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $1.5M 28k 53.03
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.2 $1.5M 33k 44.48
Goldman Sachs (GS) 0.2 $1.5M 1.8k 796.55
Exelon Corporation (EXC) 0.2 $1.5M 32k 45.01
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $1.5M 22k 65.01
Sanofi Sa Sponsored Adr (SNY) 0.2 $1.4M 30k 47.20
Booking Holdings (BKNG) 0.2 $1.4M 265.00 5389.35
Oracle Corporation (ORCL) 0.2 $1.4M 5.0k 281.22
Consolidated Edison (ED) 0.2 $1.4M 14k 100.52
Totalenergies Se Sponsored Ads (TTE) 0.2 $1.4M 24k 59.69
Vodafone Group Sponsored Adr (VOD) 0.2 $1.4M 122k 11.60
Wal-Mart Stores (WMT) 0.2 $1.4M 13k 103.06
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.3M 9.7k 137.81
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $1.3M 26k 50.78
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) 0.2 $1.3M 16k 83.10
Ge Aerospace Com New (GE) 0.2 $1.3M 4.3k 300.83
Shell Spon Ads (SHEL) 0.2 $1.3M 18k 71.53
GSK Sponsored Adr (GSK) 0.2 $1.3M 29k 43.16
Abrdn Etfs Bbg Industrl Met (BCIM) 0.2 $1.2M 58k 21.65
Gilead Sciences (GILD) 0.2 $1.2M 11k 111.00
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.3k 925.67
Mastercard Incorporated Cl A (MA) 0.2 $1.2M 2.2k 568.80
American Express Company (AXP) 0.2 $1.2M 3.7k 332.20
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $1.2M 19k 65.00
Canadian Natural Resources (CNQ) 0.2 $1.2M 38k 31.96
Coca-Cola Company (KO) 0.2 $1.2M 18k 66.32
Deckers Outdoor Corporation (DECK) 0.2 $1.2M 12k 101.37
Procter & Gamble Company (PG) 0.1 $1.1M 7.2k 153.66
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M 4.3k 246.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.0M 7.2k 140.96
Invesco Db Multi-sector Comm Energy Fd (DBE) 0.1 $1.0M 53k 19.02
Waste Management (WM) 0.1 $1000k 4.5k 220.85
Allstate Corporation (ALL) 0.1 $987k 4.6k 214.67
American Electric Power Company (AEP) 0.1 $986k 8.8k 112.50
Netflix (NFLX) 0.1 $980k 817.00 1198.92
Edwards Lifesciences (EW) 0.1 $978k 13k 77.77
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $948k 45k 21.22
Adobe Systems Incorporated (ADBE) 0.1 $931k 2.6k 352.75
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $924k 8.4k 110.47
Progressive Corporation (PGR) 0.1 $924k 3.7k 246.95
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $893k 12k 72.44
Colgate-Palmolive Company (CL) 0.1 $837k 11k 79.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $835k 3.0k 279.31
Visa Com Cl A (V) 0.1 $830k 2.4k 341.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $823k 11k 74.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $819k 30k 27.30
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $809k 89k 9.10
Citigroup Com New (C) 0.1 $807k 7.9k 101.50
Rhythm Pharmaceuticals (RYTM) 0.1 $795k 7.9k 100.99
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $787k 3.8k 206.49
Enterprise Products Partners (EPD) 0.1 $767k 25k 31.27
Cognizant Technology Solutio Cl A (CTSH) 0.1 $756k 11k 67.07
Ishares Tr Select Divid Etf (DVY) 0.1 $734k 5.2k 142.11
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $729k 31k 23.36
Ishares Tr Russell 2000 Etf (IWM) 0.1 $719k 3.0k 241.93
EOG Resources (EOG) 0.1 $708k 6.3k 112.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $661k 7.9k 84.11
Altria (MO) 0.1 $658k 10k 66.06
Blackstone Group Inc Com Cl A (BX) 0.1 $657k 3.8k 170.85
Philip Morris International (PM) 0.1 $650k 4.0k 162.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $639k 13k 50.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $638k 13k 49.46
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $607k 12k 51.09
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $605k 14k 44.69
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $580k 973.00 596.01
Zions Bancorporation (ZION) 0.1 $579k 10k 56.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $570k 5.7k 100.70
Dupont De Nemours (DD) 0.1 $566k 7.3k 77.90
Select Sector Spdr Tr Energy (XLE) 0.1 $565k 6.3k 89.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $564k 2.8k 203.56
Pepsi (PEP) 0.1 $562k 4.0k 140.43
Palantir Technologies Cl A (PLTR) 0.1 $562k 3.1k 182.43
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $556k 16k 34.27
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $555k 5.5k 100.26
Authid (AUID) 0.1 $553k 173k 3.19
Cameco Corporation (CCJ) 0.1 $529k 6.3k 83.86
Hologic (HOLX) 0.1 $518k 7.7k 67.49
Ishares Tr Short Treas Bd (SHV) 0.1 $514k 4.7k 110.50
Cummins (CMI) 0.1 $509k 1.2k 422.34
Nuveen Equity Premium Income Fund (BXMX) 0.1 $505k 35k 14.44
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $503k 25k 19.87
Avantor (AVTR) 0.1 $499k 40k 12.48
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $494k 24k 20.57
S&p Global (SPGI) 0.1 $494k 1.0k 486.69
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $493k 5.5k 89.77
First Tr Exchange-traded SHS (FVD) 0.1 $486k 11k 46.24
Global Partners Com Units (GLP) 0.1 $480k 10k 48.00
Corteva (CTVA) 0.1 $480k 7.1k 67.63
Advanced Micro Devices (AMD) 0.1 $475k 2.9k 161.81
Vanguard Index Fds Large Cap Etf (VV) 0.1 $470k 1.5k 307.81
Cme (CME) 0.1 $466k 1.7k 270.23
Corning Incorporated (GLW) 0.1 $461k 5.6k 82.04
Starwood Property Trust (STWD) 0.1 $460k 24k 19.37
Vertiv Holdings Com Cl A (VRT) 0.1 $457k 3.0k 150.85
Mondelez Intl Cl A (MDLZ) 0.1 $457k 7.3k 62.47
Ishares Core Msci Emkt (IEMG) 0.1 $456k 6.9k 65.92
Home Depot (HD) 0.1 $454k 1.1k 405.27
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $454k 11k 42.79
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $452k 2.8k 159.89
Palo Alto Networks (PANW) 0.1 $444k 2.2k 203.63
3M Company (MMM) 0.1 $434k 2.8k 155.18
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $430k 3.1k 138.23
Southern Company (SO) 0.1 $430k 4.5k 94.76
Boeing Company (BA) 0.1 $428k 2.0k 215.83
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.1 $420k 11k 39.18
Bank of America Corporation (BAC) 0.1 $419k 8.1k 51.59
Linde SHS (LIN) 0.1 $412k 867.00 475.17
Lam Research Corp Com New (LRCX) 0.1 $411k 3.1k 133.90
MercadoLibre (MELI) 0.1 $409k 175.00 2338.87
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $408k 18k 23.13
Ishares Tr Ibonds Dec 2029 (IBMR) 0.1 $394k 15k 25.53
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $383k 17k 22.95
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $374k 3.4k 110.59
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $368k 5.0k 73.48
UnitedHealth (UNH) 0.0 $367k 1.1k 345.20
Realty Income (O) 0.0 $366k 6.0k 60.79
Ishares Tr Msci Eafe Etf (EFA) 0.0 $364k 3.9k 93.36
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $363k 1.8k 199.47
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $359k 9.8k 36.55
Wells Fargo & Company (WFC) 0.0 $355k 4.2k 83.82
Ishares Tr Global Reit Etf (REET) 0.0 $352k 14k 25.56
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) 0.0 $343k 23k 14.89
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $335k 1.6k 209.40
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.0 $334k 3.8k 86.84
Ishares Tr Core Msci Eafe (IEFA) 0.0 $332k 3.8k 87.31
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $329k 8.7k 37.94
Morgan Stanley Com New (MS) 0.0 $329k 2.1k 158.99
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $328k 8.3k 39.61
Select Sector Spdr Tr Financial (XLF) 0.0 $326k 6.1k 53.87
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $322k 4.1k 78.36
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $318k 1.4k 222.21
Invesco Currencyshares Japan Japanese Yen (FXY) 0.0 $318k 5.1k 62.21
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $307k 12k 25.57
Qualcomm (QCOM) 0.0 $302k 1.8k 166.31
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $302k 3.4k 89.13
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $301k 2.9k 103.35
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $298k 4.2k 71.38
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $294k 2.0k 148.61
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.0 $293k 10k 29.32
Kkr & Co (KKR) 0.0 $293k 2.3k 129.96
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $292k 1.7k 176.86
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $289k 7.8k 37.27
Evergy (EVRG) 0.0 $287k 3.8k 76.01
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $281k 2.0k 140.02
American Financial (AFG) 0.0 $280k 1.9k 145.72
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $273k 4.1k 66.32
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $271k 4.9k 55.33
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $270k 5.3k 50.63
Intuit (INTU) 0.0 $264k 386.00 683.06
Freeport-mcmoran CL B (FCX) 0.0 $262k 6.7k 39.22
Antero Midstream Corp antero midstream (AM) 0.0 $257k 13k 19.44
FedEx Corporation (FDX) 0.0 $255k 1.1k 235.90
Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $254k 9.9k 25.64
SEI Investments Company (SEIC) 0.0 $253k 3.0k 84.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $253k 9.8k 25.71
Amgen (AMGN) 0.0 $248k 880.00 282.11
Wisdomtree Tr India Hedged Equ (INDH) 0.0 $248k 5.8k 42.37
Pure Cycle Corp Com New (PCYO) 0.0 $247k 22k 11.07
Toronto Dominion Bk Ont Com New (TD) 0.0 $247k 3.1k 79.95
Novo-nordisk A S Adr (NVO) 0.0 $241k 4.3k 55.49
Dominion Resources (D) 0.0 $239k 3.9k 61.18
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $236k 5.6k 41.96
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $235k 4.4k 53.40
Cadence Design Systems (CDNS) 0.0 $233k 662.00 351.26
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $232k 726.00 319.86
Grab Holdings Class A Ord (GRAB) 0.0 $229k 38k 6.02
DTE Energy Company (DTE) 0.0 $229k 1.6k 141.39
Crowdstrike Hldgs Cl A (CRWD) 0.0 $225k 458.00 490.81
Paypal Holdings (PYPL) 0.0 $224k 3.3k 67.06
Simon Property (SPG) 0.0 $220k 1.2k 187.63
Ishares Tr Core Div Grwth (DGRO) 0.0 $219k 3.2k 68.09
Servicenow (NOW) 0.0 $218k 237.00 920.38
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $216k 1.5k 142.37
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $216k 4.4k 49.04
Vanguard World Financials Etf (VFH) 0.0 $211k 1.6k 131.25
Arista Networks Com Shs (ANET) 0.0 $211k 1.4k 145.72
Lockheed Martin Corporation (LMT) 0.0 $211k 422.00 498.91
Janus Henderson Group Ord Shs (JHG) 0.0 $204k 4.6k 44.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $204k 1.1k 189.75
Onemain Holdings (OMF) 0.0 $204k 3.6k 56.46
Arm Holdings Sponsored Ads (ARM) 0.0 $202k 1.4k 141.49
Paychex (PAYX) 0.0 $202k 1.6k 126.76
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $200k 10k 19.71
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $154k 14k 11.09
Ford Motor Company (F) 0.0 $128k 11k 11.96
United Microelectronics Corp Spon Adr New (UMC) 0.0 $110k 15k 7.58
Melco Resorts And Entmnt Adr (MLCO) 0.0 $110k 12k 9.17
United States Antimony (UAMY) 0.0 $93k 15k 6.20
Fate Therapeutics (FATE) 0.0 $89k 70k 1.26
Cbre Clarion Global Real Estat re (IGR) 0.0 $75k 15k 5.14
Profusa 0.0 $44k 149k 0.30
Wipro Spon Adr 1 Sh (WIT) 0.0 $35k 13k 2.63