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CIK: 0001912202
Total reported value
$1.4B
$1.4B
348 檔
21.4%
During the Q3 2024 filing period, Leo Wealth, LLC (CIK: 0001912202) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 348 reported positions.
During Q3 2024, Leo Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 348 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.53% | +0.49% | +0.83% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.34% | -0.44% | +1.04% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.59% | -0.39% | +16.63% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.35% | -0.76% | +1.95% | |
| 5 | AFRM | Affirm Holdings Inc | Stock-Financials | 4.12% | -1.91% | -3.39% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.65% | -0.11% | +3.46% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.96% | -0.24% | -1.70% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.95% | +0.30% | +10.47% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.26% | -8.87% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.05% | -0.25% | +4.81% | |
| 11 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 1.85% | -1.71% | +4.56% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.80% | +0.15% | +17.08% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | -0.07% | +1.72% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.72% | +0.50% | +17.15% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.30% | +20.58% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.68% | -0.40% | +12.33% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.42% | -0.11% | +234.55% | |
| 18 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.41% | +0.51% | +20.72% | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.32% | -0.11% | +126.88% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | -0.03% | +0.27% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.03% | +36.73% | |
| 22 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.91% | — | -3.83% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.04% | -6.44% | |
| 24 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.74% | +0.39% | +6.13% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | -0.11% | -1.63% | |
| 26 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.71% | -0.23% | +6.36% | |
| 27 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.69% | -0.02% | EXIT | |
| 28 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.68% | +0.07% | +2.93% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | -0.02% | -1.60% | |
| 30 | BLKCHF | Blackrock Inc | Stock-Other | 0.66% | — | -33.15% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.04% | +29.91% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | -0.14% | |
| 33 | FLCH | Franklin Ftse China ETF | ETF-Emerging Markets | 0.52% | -0.16% | -0.25% | |
| 34 | ✓ | Ecarx Holdings Inc | Stock-Other | 0.48% | — | -1.50% | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.48% | — | -6.22% | |
| 36 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.47% | -0.48% | EXIT | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.07% | +28.59% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | — | +13.64% | |
| 39 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.43% | -0.03% | +52.23% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | +0.10% | +3.77% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.07% | -5.25% | |
| 42 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.41% | — | -15.49% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | -0.04% | -3.14% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | +6.95% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | — | +0.09% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.05% | +17.48% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.40% | +0.09% | -63.39% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | -0.03% | +2.84% | |
| 49 | CCI | Crown Castle Inc | Stock-Real Estate | 0.39% | — | +0.35% | |
| 50 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.38% | — | -4.59% |
According to official SEC Form 13F filings, Leo Wealth, LLC reported a total U.S. public equity portfolio value of $1.4B across 348 disclosed positions in Q3 2024.
During Q3 2024, Leo Wealth, LLC's top holdings by market value included JNJ (7.5%)、ESGV (6.3%)、GSLC (4.6%). The largest single position, JNJ, represented 7.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including JNJ, ESGV, GSLC) accounted for 21.4% of total reported equity market value during Q3 2024.
In Q3 2024, Leo Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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