 |
Size ($ in 1000's)
At 12/31/2023: $965,562
At 09/30/2023: $0
Leo Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Leo Wealth LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Leo Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Leo Wealth LLC.
In the Leo Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Leo Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Leo Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| JOHNSON & JOHNSON |
781,569 |
+781,569 |
$122,521 | | JNJ | 781,569 | +781,569 | $122,521 | | VANGUARD WORLD FD (ESGV) |
688,579 |
+688,579 |
$60,717 | | ESGV | 688,579 | +688,579 | $60,717 | | AFFIRM HLDGS INC |
1,173,111 |
+1,173,111 |
$57,647 | | AFRM | 1,173,111 | +1,173,111 | $57,647 | | VANGUARD WORLD FD (VSGX) |
743,185 |
+743,185 |
$41,481 | | VSGX | 743,185 | +743,185 | $41,481 | | GOLDMAN SACHS ETF TR (GSLC) |
377,356 |
+377,356 |
$36,859 | | GSLC | 377,356 | +377,356 | $36,859 | | AMERICAN CENTY ETF TR (AVUS) |
388,490 |
+388,490 |
$32,708 | | AVUS | 388,490 | +388,490 | $32,708 | | ISHARES TR (IEF) |
284,503 |
+284,503 |
$27,152 | | IEF | 284,503 | +284,503 | $27,152 | | APPLE INC |
149,181 |
+149,181 |
$27,105 | | AAPL | 149,181 | +149,181 | $27,105 | | AMAZON COM INC |
137,385 |
+137,385 |
$21,292 | | AMZN | 137,385 | +137,385 | $21,292 | | ISHARES U S ETF TR (LQDH) |
193,518 |
+193,518 |
$18,036 | | LQDH | 193,518 | +193,518 | $18,036 | | ISHARES TR (LQD) |
153,361 |
+153,361 |
$16,808 | | LQD | 153,361 | +153,361 | $16,808 | | WISDOMTREE TR |
326,897 |
+326,897 |
$16,429 | | USFR | 326,897 | +326,897 | $16,429 | | MICROSOFT CORP |
33,585 |
+33,585 |
$13,139 | | MSFT | 33,585 | +33,585 | $13,139 | | INVESCO QQQ TR |
28,126 |
+28,126 |
$11,798 | | QQQ | 28,126 | +28,126 | $11,798 | | SCHWAB STRATEGIC TR |
147,797 |
+147,797 |
$11,631 | | SCHD | 147,797 | +147,797 | $11,631 | | SBA COMMUNICATIONS CORP NEW |
43,054 |
+43,054 |
$10,922 | | SBAC | 43,054 | +43,054 | $10,922 | | ISHARES TR (TLT) |
105,828 |
+105,828 |
$10,285 | | TLT | 105,828 | +105,828 | $10,285 | | JANUS DETROIT STR TR |
201,602 |
+201,602 |
$9,131 | | JMBS | 201,602 | +201,602 | $9,131 | | ISHARES TR (IQLT) |
237,627 |
+237,627 |
$9,106 | | IQLT | 237,627 | +237,627 | $9,106 | | SPDR SER TR (SPLG) |
151,128 |
+151,128 |
$9,090 | | SPLG | 151,128 | +151,128 | $9,090 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
186,423 |
+186,423 |
$8,699 | | JCPB | 186,423 | +186,423 | $8,699 | | FIDELITY MERRIMACK STR TR |
183,034 |
+183,034 |
$8,343 | | FBND | 183,034 | +183,034 | $8,343 | | ISHARES TR (IVLU) |
271,757 |
+271,757 |
$7,280 | | IVLU | 271,757 | +271,757 | $7,280 | | ISHARES TR (IXG) |
88,440 |
+88,440 |
$7,150 | | IXG | 88,440 | +88,440 | $7,150 | | J P MORGAN EXCHANGE TRADED F (BBJP) |
119,943 |
+119,943 |
$6,473 | | BBJP | 119,943 | +119,943 | $6,473 | | VANGUARD INDEX FDS (VUG) |
20,038 |
+20,038 |
$6,473 | | VUG | 20,038 | +20,038 | $6,473 | | ISHARES INC (CEMB) |
145,530 |
+145,530 |
$6,439 | | CEMB | 145,530 | +145,530 | $6,439 | | WISDOMTREE TR |
141,496 |
+141,496 |
$6,411 | | WFHY | 141,496 | +141,496 | $6,411 | | VANGUARD SPECIALIZED FUNDS (VIG) |
35,854 |
+35,854 |
$6,110 | | VIG | 35,854 | +35,854 | $6,110 | | WISDOMTREE TR |
348,754 |
+348,754 |
$6,048 | | GCC | 348,754 | +348,754 | $6,048 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$5,323 | | BRK.B | 13,908 | +13,908 | $5,323 | | ISHARES TR (IBDP) |
204,130 |
+204,130 |
$5,086 | | IBDP | 204,130 | +204,130 | $5,086 | | NVIDIA CORPORATION |
10,121 |
+10,121 |
$5,012 | | NVDA | 10,121 | +10,121 | $5,012 | | ALPHABET INC |
33,513 |
+33,513 |
$4,655 | | GOOGL | 33,513 | +33,513 | $4,655 | | ISHARES TR (IBDQ) |
187,852 |
+187,852 |
$4,651 | | IBDQ | 187,852 | +187,852 | $4,651 | | J P MORGAN EXCHANGE TRADED F (JPST) |
85,433 |
+85,433 |
$4,292 | | JPST | 85,433 | +85,433 | $4,292 | | EXXON MOBIL CORP |
41,215 |
+41,215 |
$4,291 | | XOM | 41,215 | +41,215 | $4,291 | | EMERSON ELEC CO |
42,760 |
+42,760 |
$4,162 | | EMR | 42,760 | +42,760 | $4,162 | | ISHARES TR (IVE) |
22,204 |
+22,204 |
$4,025 | | IVE | 22,204 | +22,204 | $4,025 | | SCHWAB STRATEGIC TR |
42,754 |
+42,754 |
$3,876 | | SCHG | 42,754 | +42,754 | $3,876 | | WALMART INC |
24,575 |
+24,575 |
$3,874 | | WMT | 24,575 | +24,575 | $3,874 | | FRANKLIN TEMPLETON ETF TR (FLQM) |
74,694 |
+74,694 |
$3,862 | | FLQM | 74,694 | +74,694 | $3,862 | | ISHARES TR (IAGG) |
76,785 |
+76,785 |
$3,824 | | IAGG | 76,785 | +76,785 | $3,824 | | ISHARES TR (IVV) |
7,805 |
+7,805 |
$3,778 | | IVV | 7,805 | +7,805 | $3,778 | | INVESCO EXCHANGE TRADED FD T (XLG) |
98,306 |
+98,306 |
$3,747 | | XLG | 98,306 | +98,306 | $3,747 | | SPDR S&P 500 ETF TR (SPY) |
7,774 |
+7,774 |
$3,729 | | SPY | 7,774 | +7,774 | $3,729 | | FRANKLIN TEMPLETON ETF TR (FLCH) |
230,855 |
+230,855 |
$3,701 | | FLCH | 230,855 | +230,855 | $3,701 | | INTERNATIONAL BUSINESS MACHS |
20,985 |
+20,985 |
$3,480 | | IBM | 20,985 | +20,985 | $3,480 | | ISHARES TR (IBDR) |
145,388 |
+145,388 |
$3,475 | | IBDR | 145,388 | +145,388 | $3,475 | | ELI LILLY & CO |
5,756 |
+5,756 |
$3,355 | | LLY | 5,756 | +5,756 | $3,355 |
See Full List: All Stocks Held By Leo Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Leo Wealth LLC
|
|
