LW
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Leo Wealth, LLC13F | |
Leo Wealth, LLC | |
Last update 2025-05-02 | 269 Stocks (20 new) |
Value $696.00 Mil | Turnover 6 % |
Leo Wealth, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ | Johnson & Johnson | 376,853 | 62,497.3 | +0.31% | 8.980 | +0.03% | 0.020 | +4.40% | +9.86% | 376,021.1 | Drug Manufacturers | |
AFRM | Affirm Holdings Inc | 952,305 | 43,034.7 | -7.14% | 6.190 | -0.40% | 0.300 | +55.91% | +13.42% | 22,282.0 | Software | |
ESGV | Vanguard ESG U.S. Stock ETF | 379,445 | 37,166.7 | -45.29% | 5.340 | -2.95% | 0.400 | +15.91% | +5.55% | 10,088.9 | ||
VSGX |
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
| 617,336 | 36,410.5 | -17.56% | 5.230 | -0.67% | 0.920 | +16.95% | +15.82% | 4,443.4 | ||
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 243,498 | 26,804.2 | -49.21% | 3.850 | -2.44% | 0.210 | +15.08% | +7.02% | 13,954.0 | ||
AVUS | Avantis U.S. Equity ETF | 266,731 | 24,640.7 | -39.88% | 3.540 | -1.54% | 0.320 | +14.89% | +5.58% | 8,863.7 | ||
AMZN | Amazon.com Inc | 94,315 | 17,944.3 | -32.89% | 2.580 | -0.91% | 0.000 | +16.45% | +1.44% | 2,362,563.1 | Retail - Cyclical | |
AAPL | Apple Inc | 69,169 | 15,364.6 | -48.92% | 2.210 | -1.49% | 0.000 | +6.32% | -15.48% | 3,153,550.3 | Hardware | |
IEF | iShares 7-10 Year Treasury Bond ETF | 143,909 | 13,724.6 | -46.58% | 1.970 | -1.04% | 0.040 | +1.17% | +4.52% | 34,682.8 | ||
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 198,228 | 12,631.1 | -28.32% | 1.820 | -0.41% | 0.190 | +16.87% | +21.81% | 7,731.2 |
Leo Wealth, LLC's Historical Top Holdings Breakdowns
Leo Wealth, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
ESGV | Vanguard ESG U.S. Stock ETF | 2025-03-31 | Reduce Reduce | -2.95% | 96.93 ($104.56) 109.51 | $110.71 | 5.88% | Reduce -45.29% | 379,445 | -314,094 | |
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 2025-03-31 | Reduce Reduce | -2.44% | 108.02 ($115.65) 120.45 | $122.56 | 5.97% | Reduce -49.21% | 243,498 | -235,965 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Sold Out Sold Out | -1.94% | 64.88 ($69.16) 72.1 | $73.41 | 6.15% | Sold Out | 0 | -313,799 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -1.88% | 27.01 ($27.88) 28.54 | $27.29 | -2.12% | Reduce -96.26% | 29,716 | -764,956 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -1.58% | 24.91 ($27.39) 29.02 | $29.44 | 7.48% | Sold Out | 0 | -630,682 | |
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | Reduce Reduce | -1.54% | 90.7 ($97.44) 101.57 | $102.34 | 5.03% | Reduce -39.88% | 266,731 | -176,904 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.49% | 209.68 ($231.67) 247.1 | $211.14 | -8.86% | Reduce -48.92% | 69,169 | -66,248 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-03-31 | Sold Out Sold Out | -1.40% | 59.58 ($62) 63.7 | $62.97 | 1.56% | Sold Out | 0 | -252,620 | |
MCD | McDonald's Corp | 2025-03-31 | Add Add | +1.08% | 279.74 ($299.1) 321.29 | $293.02 | -2.03% | Add 649.11% | 27,897 | 24,173 | |
LQDH |
iShares Interest Rate Hedged Corporate Bond ETF
iShares Interest Rate Hedged Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -1.07% | 92.03 ($93.08) 93.95 | $92.21 | -0.93% | Reduce -56.81% | 97,466 | -128,228 |
Leo Wealth, LLC Total Holding History ($B)
Leo Wealth, LLC's Asset Allocation
Leo Wealth, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Leo Wealth, LLC's Hypothetical Growth since 2025-03-31
Leo Wealth, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Leo Wealth, LLC's Holdings Heat Map
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Leo Wealth, LLC's Holdings Bubble Chart
Leo Wealth, LLC News
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