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Leo Wealth, LLC

13F
Leo Wealth, LLC
Last update 2025-05-02 269 Stocks (20 new)
Value $696.00 Mil Turnover 6 %
Countries:
Leo Wealth, LLC Top Holdings of 2025-03-31 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
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 View Full List
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)

To

Leo Wealth, LLC's Asset Allocation

To

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

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Year Portfolio % % Excess Gain %

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