LB
| |
LEO BROKERAGE, LLC13F | |
| LEO BROKERAGE, LLC | |
| Last update 2023-07-25 | 303 Stocks (21 new) |
| Value $876.00 Mil | Turnover 23 % |
LEO BROKERAGE, LLC Top Holdings of 2023-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ | Johnson & Johnson | 809,548 | 133,994.9 | +177.35% | 15.290 | +9.78% | 0.030 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers | |
AVUS | Avantis U.S. Equity ETF | 734,670 | 55,173.7 | +96.65% | 6.300 | +3.10% | 1.300 | +17.97% | +7.13% | 8,993.6 | ||
ESGV | Vanguard ESG U.S. Stock ETF | 673,002 | 52,649.5 | -3.33% | 6.010 | -0.25% | 0.790 | +19.69% | +7.08% | 10,218.1 | ||
AAPL | Apple Inc | 251,471 | 48,766.1 | +101.16% | 5.560 | +2.80% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
VSGX |
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
| 735,657 | 39,034.9 | +1.95% | 4.450 | +0.09% | 1.140 | +13.15% | +18.34% | 4,570.7 | ||
AMZN | Amazon.com Inc | 262,156 | 34,174.6 | +94.05% | 3.900 | +1.89% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 362,802 | 31,624.8 | -1.41% | 3.610 | -0.06% | 0.270 | +17.94% | +8.04% | 14,162.0 | ||
AFRM | Affirm Holdings Inc | 1,308,111 | 20,053.3 | -2.26% | 2.290 | -0.05% | 0.440 | +40.14% | +7.78% | 21,175.5 | Software | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 164,695 | 17,724.7 | +7.54% | 2.020 | +0.14% | 0.050 | +2.32% | +1.83% | 27,211.4 | ||
LQDH |
iShares Interest Rate Hedged Corporate Bond ETF
iShares Interest Rate Hedged Corporate Bond ETF
| 187,357 | 17,389.3 | +2.68% | 1.980 | +0.05% | 5.850 | +2.43% | +0.13% | 492.2 |
LEO BROKERAGE, LLC's Historical Top Holdings Breakdowns
LEO BROKERAGE, LLC Total Holding History ($B)
LEO BROKERAGE, LLC's Asset Allocation
LEO BROKERAGE, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LEO BROKERAGE, LLC's Hypothetical Growth since 2023-06-30
LEO BROKERAGE, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LEO BROKERAGE, LLC's Holdings Heat Map
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LEO BROKERAGE, LLC's Holdings Bubble Chart
LEO BROKERAGE, LLC News
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