LW

Leo Wealth, LLC

13F
Leo Wealth, LLC
Last update 2025-05-02 269 Stocks (20 new)
Value $696.00 Mil Turnover 6 %
Countries:
Top Holdings: JNJ(8.98%)AFRM(6.19%)ESGV(5.34%)VSGX(5.23%)GSLC(3.85%)
Summary Stock Picks Current Portfolio
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
+6.96%
+10.85%
379,413.7
Drug Manufacturers
AFRM
Affirm Holdings Inc
952,305
43,034.7
-7.14%
6.190
-0.40%
0.300
+68.25%
+12.55%
22,112.6
Software
ESGV
Vanguard ESG U.S. Stock ETF
379,445
37,166.7
-45.29%
5.340
-2.95%
0.400
+20.73%
+6.28%
10,107.1
 
VSGX
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
617,336
36,410.5
-17.56%
5.230
-0.67%
0.920
+20.07%
+17.81%
4,446.8
 
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
+19.33%
+7.29%
13,988.2
 
AVUS
Avantis U.S. Equity ETF
266,731
24,640.7
-39.88%
3.540
-1.54%
0.320
+20.25%
+6.69%
8,900.9
 
AMZN
Amazon.com Inc
94,315
17,944.3
-32.89%
2.580
-0.91%
0.000
+22.65%
+1.31%
2,359,590.5
Retail - Cyclical
AAPL
Apple Inc
69,169
15,364.6
-48.92%
2.210
-1.49%
0.000
+11.71%
-14.96%
3,172,937.0
Hardware
IEF
iShares 7-10 Year Treasury Bond ETF
143,909
13,724.6
-46.58%
1.970
-1.04%
0.040
+1.75%
+4.46%
34,664.5
 
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
+18.23%
+21.50%
7,711.7
 

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
$110.91
6.07%
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
$122.86
6.23%
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
$73.63
6.46%
Sold Out
0
-313,799
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Reduce
Reduce
-1.88%
●
27.01 ($27.88) 28.54
$27.51
-1.33%
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
$29.43
7.45%
Sold Out
0
-630,682
AVUS
Avantis U.S. Equity ETF
2025-03-31
Reduce
Reduce
-1.54%
●
90.7 ($97.44) 101.57
$102.77
5.47%
Reduce -39.88%
266,731
-176,904
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-1.49%
●
209.68 ($231.67) 247.1
$212.44
-8.30%
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
$63.02
1.65%
Sold Out
0
-252,620
MCD
McDonald's Corp
2025-03-31
Add
Add
+1.08%
●
279.74 ($299.1) 321.29
$298.39
-0.24%
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
$92.40
-0.73%
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

Top Ranked Articles

  • 1

Leo Wealth, LLC's Hypothetical Growth since 2025-03-31

Leo Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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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