Leo Wealth, LLC
CIK Number: 0001912202
695.67M
Market Value
343
# of Holdings
5 months
Avg. Holding Period
29.87%
Win Rate
7.96%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard ESG U.... | 106.43 | +0.99% | 693.54K | +1.56% | 72.74M | 85.99 | 6.52% |
| 2 | AFRM | Affirm Holdings... | 60.82 | +2.89% | 1.03M | -7.15% | 62.45M | 49.14 | 5.60% |
| 3 | GSLC | Goldman Sachs A... | 118.01 | +0.98% | 479.46K | +7.90% | 55.22M | 98.36 | 4.95% |
| 4 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 375.7K | -26.11% | 54.33M | 156.65 | 4.87% |
| 5 | AVUS | Avantis U.S. Eq... | 98.38 | +0.95% | 443.63K | +5.70% | 43M | 83.2 | 3.85% |
| 6 | VSGX | Vanguard ESG In... | 64.87 | +0.64% | 748.86K | -3.3% | 42.46M | 55.52 | 3.81% |
| 7 | AAPL | Apple Inc. | 198.10 | +0.84% | 135.42K | -2.73% | 33.91M | 192.03 | 3.04% |
| 8 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 140.53K | +1.78% | 30.83M | 156.93 | 2.76% |
| 9 | IEF | iShares 7-10 Ye... | 94.03 | -0.28% | 269.4K | -18.22% | 24.91M | 96.31 | 2.23% |
| 10 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 794.67K | +240.82% | 21.71M | 26.09 | 1.95% |
| 11 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 313.8K | +9.79% | 21.64M | 60.31 | 1.94% |
| 12 | LQDH | iShares Interes... | 92.08 | +0.06% | 225.69K | +3.89% | 20.93M | 93.12 | 1.88% |
| 13 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 43.2K | +0.77% | 18.11M | 388.2 | 1.62% |
| 14 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 630.68K | +324.09% | 17.58M | 24.7 | 1.58% |
| 15 | LQD | iShares iBoxx $... | 107.60 | -0.18% | 162.1K | -2.87% | 17.32M | 111 | 1.55% |
| 16 | USFR | WisdomTree Floa... | 50.42 | +0.01% | 328.63K | -10.23% | 16.54M | 50.24 | 1.48% |
| 17 | JIRE | JPMorgan Intern... | 69.82 | +0.20% | 276.53K | -18.69% | 16.18M | 62.66 | 1.45% |
| 18 | JMBS | Janus Henderson... | 44.35 | -0.15% | 356.17K | +7.96% | 15.73M | 45.55 | 1.41% |
| 19 | HELO | J.P. Morgan Exc... | 62.05 | +0.38% | 252.62K | +6.96% | 15.67M | 60.13 | 1.40% |
| 20 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 27.4K | -0.76% | 14.01M | 411.48 | 1.26% |
| 21 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 12.72K | +100.00% | 13.04M | 1025.11 | 1.17% |
| 22 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 25.74K | +2.19% | 11.67M | 394.74 | 1.05% |
| 23 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 77.56K | -1.55% | 10.42M | 51.8 | 0.93% |
| 24 | SBAC | SBA Communicati... | 230.09 | +0.99% | 41.44K | +0.02% | 8.42M | 253.57 | 0.75% |
| 25 | VUG | Vanguard Growth... | 423.26 | +1.18% | 20.47K | -1.36% | 8.4M | 313.14 | 0.75% |
| 26 | CEMB | iShares J.P. Mo... | 44.88 | +0.03% | 172.25K | -2.42% | 7.64M | 44.23 | 0.69% |
| 27 | WFHY | WisdomTree U.S.... | 44.99 | +0.40% | 169.18K | +3.43% | 7.63M | 45.36 | 0.68% |
| 28 | GCC | WisdomTree Enha... | 20.28 | +0.45% | 392.31K | +0.02% | 7.39M | 17.14 | 0.66% |
| 29 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 12.6K | +12.41% | 7.38M | 512.08 | 0.66% |
| 30 | VIG | Vanguard Divide... | 200.94 | +0.24% | 36.74K | +0.73% | 7.19M | 170.94 | 0.64% |
| 31 | VGIT | Vanguard Interm... | 58.98 | -0.14% | 111.39K | +100.00% | 6.46M | 58 | 0.58% |
| 32 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 33.33K | +25.03% | 6.31M | 150.33 | 0.57% |
| 33 | XLG | Invesco S&P 500... | 50.59 | +0.93% | 125.58K | +0.81% | 6.27M | 38.81 | 0.56% |
| 34 | IXJ | iShares Global ... | 86.49 | -1.5% | 69.78K | -11.74% | 6M | 92.88 | 0.54% |
| 35 | IJR | iShares Core S&... | 106.86 | +0.53% | 49.84K | +16.91% | 5.74M | 110.18 | 0.51% |
| 36 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 30.14K | +35.64% | 5.74M | 157.87 | 0.51% |
| 37 | IAGG | iShares Core In... | 50.91 | +0.04% | 109.92K | +11.86% | 5.49M | 49.9 | 0.49% |
| 38 | HON | Honeywell Inter... | 223.91 | -0.17% | 24.08K | +493.52% | 5.44M | 223.15 | 0.49% |
| 39 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 10.01K | +5.57% | 5.39M | 467.42 | 0.48% |
| 40 | ECX | ECARX Holdings,... | 1.75 | +10.44% | 2.51M | -9.34% | 5.31M | 1.94 | 0.48% |
| 41 | FLCH | Franklin FTSE C... | 21.82 | +1.11% | 285.83K | +0.64% | 5.26M | 16.16 | 0.47% |
| 42 | FLQM | Franklin U.S. M... | 53.85 | +0.83% | 95.86K | +12.31% | 5.21M | 51.68 | 0.47% |
| 43 | IVV | iShares Core S&... | 603.05 | +0.54% | 8.06K | -0.78% | 4.74M | 483.29 | 0.43% |
| 44 | EMR | Emerson Electri... | 128.64 | +2.47% | 37.75K | -1.03% | 4.68M | 97.34 | 0.42% |
| 45 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 42.21K | +4.80% | 4.54M | 101.56 | 0.41% |
| 46 | MA | Mastercard Inco... | 568.14 | +1.09% | 8.29K | +18.04% | 4.36M | 447.71 | 0.39% |
| 47 | META | Meta Platforms,... | 701.33 | +2.70% | 7.28K | -4.72% | 4.26M | 431.16 | 0.38% |
| 48 | IVE | iShares S&P 500... | 191.30 | +0.20% | 22.25K | +0.03% | 4.25M | 173.93 | 0.38% |
| 49 | IBDS | iShares iBonds ... | 24.13 | -0.02% | 176.61K | +60.47% | 4.23M | 23.98 | 0.38% |
| 50 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 69.7K | +45.88% | 4.11M | 58.31 | 0.37% |
| 51 | IBDQ | iShares iBonds ... | 25.13 | +0.02% | 153.85K | -26.81% | 3.85M | 24.76 | 0.35% |
| 52 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 21.16K | -4.81% | 3.76M | 164.78 | 0.34% |
| 53 | IBM | International B... | 281.56 | +1.57% | 16.88K | -13.68% | 3.71M | 165.52 | 0.33% |
| 54 | VYM | Vanguard High D... | 131.03 | +0.37% | 28.6K | +170.59% | 3.65M | 124.13 | 0.33% |
| 55 | LEMB | iShares J.P. Mo... | 39.63 | +0.18% | 100.25K | -3.1% | 3.62M | 36.75 | 0.32% |
| 56 | IBDT | iShares iBonds ... | 25.22 | +0.01% | 145.26K | +142.10% | 3.62M | 24.95 | 0.32% |
| 57 | JCPB | JPMorgan Core P... | 46.38 | -0.13% | 77.37K | +16.47% | 3.56M | 47.36 | 0.32% |
| 58 | BSCP | Invesco BulletS... | 20.73 | -0.02% | 172.55K | +23.96% | 3.56M | 20.5 | 0.32% |
| 59 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 153.42K | +203.90% | 3.48M | 18.64 | 0.31% |
| 60 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 14.84K | -0.17% | 3.42M | 121.38 | 0.31% |
| 61 | IBDR | iShares iBonds ... | 24.17 | +0.04% | 140.65K | -18.44% | 3.39M | 23.87 | 0.30% |
| 62 | IWF | iShares Russell... | 409.82 | +1.05% | 8.18K | -4.07% | 3.29M | 303.17 | 0.29% |
| 63 | KVUE | Kenvue Inc. | 21.63 | +0.82% | 151.79K | +0.12% | 3.24M | 21.53 | 0.29% |
| 64 | T | AT&T Inc. | 27.94 | -0.89% | 142.2K | -18.08% | 3.24M | 17.06 | 0.29% |
| 65 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 53.76K | -11.21% | 3.18M | 50.32 | 0.29% |
| 66 | CCI | Crown Castle In... | 98.89 | +0.51% | 34.62K | -3.19% | 3.14M | 104.09 | 0.28% |
| 67 | MGC | Vanguard Mega C... | 218.67 | +0.83% | 14.48K | +0.07% | 3.08M | 170.59 | 0.28% |
| 68 | VZ | Verizon Communi... | 42.42 | -1.37% | 75.95K | -7.14% | 3.06M | 37.85 | 0.27% |
| 69 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 3.81K | +31.88% | 2.94M | 632.51 | 0.26% |
| 70 | IMCG | iShares Morning... | 77.87 | +0.93% | 38.39K | +2.91% | 2.9M | 66.17 | 0.26% |
| 71 | MRK | Merck & Co., In... | 80.88 | -1.02% | 27.57K | +143.31% | 2.74M | 103.4 | 0.25% |
| 72 | VTC | Vanguard Total ... | 76.08 | -0.11% | 35.95K | +100.00% | 2.72M | 75.71 | 0.24% |
| 73 | VTV | Vanguard Value ... | 174.03 | +0.37% | 15.99K | -10.3% | 2.71M | 152.7 | 0.24% |
| 74 | VTI | Vanguard Total ... | 296.15 | +0.88% | 9.78K | +8.71% | 2.63M | 242.67 | 0.24% |
| 75 | COST | Costco Wholesal... | 984.10 | -0.62% | 2.81K | +0.29% | 2.57M | 663.19 | 0.23% |
| 76 | V | Visa Inc. | 355.07 | +0.63% | 7.94K | +3.10% | 2.51M | 265.99 | 0.22% |
| 77 | IBDU | iShares iBonds ... | 23.10 | +0.02% | 109.7K | +179.54% | 2.5M | 22.88 | 0.22% |
| 78 | DGRO | iShares Core Di... | 62.67 | -0.23% | 40.36K | -0.58% | 2.48M | 53.83 | 0.22% |
| 79 | HD | The Home Depot,... | 353.06 | -0.45% | 6.32K | -4.26% | 2.46M | 345.08 | 0.22% |
| 80 | DECK | Deckers Outdoor... | 103.68 | +2.17% | 12.08K | 0.00% | 2.45M | 111.52 | 0.22% |
| 81 | DUK | Duke Energy Cor... | 115.23 | -1.39% | 22.75K | +25.10% | 2.45M | 100.15 | 0.22% |
| 82 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 2.74K | +56.21% | 2.44M | 679.74 | 0.22% |
| 83 | ESGU | iShares ESG Awa... | 131.32 | +0.67% | 18.82K | +0.56% | 2.42M | 105.07 | 0.22% |
| 84 | PG | The Procter & G... | 160.70 | +0.26% | 14.43K | -2.36% | 2.42M | 148.36 | 0.22% |
| 85 | SO | The Southern Co... | 88.83 | -1.68% | 28.95K | +13.33% | 2.38M | 72.68 | 0.21% |
| 86 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 9.68K | +15.16% | 2.34M | 204.82 | 0.21% |
| 87 | MVF | BlackRock MuniV... | 6.62 | -0.3% | 307.62K | +1.75% | 2.17M | 7.23 | 0.19% |
| 88 | BSJP | Invesco BulletS... | 23.10 | 0.00% | 93.5K | +60.15% | 2.16M | 22.92 | 0.19% |
| 89 | BIIB | Biogen Inc. | 131.07 | +0.32% | 13.93K | -0.05% | 2.13M | 242.52 | 0.19% |
| 90 | KMB | Kimberly-Clark ... | 130.64 | -0.15% | 16.14K | +72.43% | 2.12M | 126.88 | 0.19% |
| 91 | IJH | iShares Core S&... | 60.66 | +0.67% | 33.68K | +4.94% | 2.1M | 55.75 | 0.19% |
| 92 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 11.92K | +100.00% | 2.09M | 175.23 | 0.19% |
| 93 | CVX | Chevron Corpora... | 146.06 | +0.10% | 14.35K | +74.05% | 2.08M | 148.02 | 0.19% |
| 94 | BKNG | Booking Holding... | 5362.86 | +1.22% | 414 | -2.13% | 2.06M | 3810.27 | 0.18% |
| 95 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 8.56K | +1.11% | 2.05M | 170.86 | 0.18% |
| 96 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 5.07K | +8.06% | 2.05M | 251.95 | 0.18% |
| 97 | ABT | Abbott Laborato... | 133.99 | -1.2% | 17.99K | -2.2% | 2.03M | 107.62 | 0.18% |
| 98 | WMT | Walmart Inc. | 94.23 | -0.22% | 22.45K | +3.43% | 2.03M | 53.8 | 0.18% |
| 99 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 13.33K | +47.78% | 2.03M | 162.13 | 0.18% |
| 100 | KO | The Coca-Cola C... | 70.46 | -0.79% | 31.77K | +74.17% | 1.98M | 60.37 | 0.18% |
| 101 | IBTI | iShares iBonds ... | 22.18 | -0.05% | 88.26K | +176.96% | 1.93M | 22.01 | 0.17% |
| 102 | BSMP | Invesco BulletS... | 24.57 | +0.20% | 78.31K | 0.00% | 1.92M | 24.54 | 0.17% |
| 103 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 5.71K | -32.67% | 1.91M | 264.38 | 0.17% |
| 104 | GIS | General Mills, ... | 53.50 | -0.11% | 29.36K | +208.60% | 1.87M | 64.21 | 0.17% |
| 105 | GLDM | SPDR Gold MiniS... | 67.05 | -1.36% | 34.72K | +11.75% | 1.81M | 42.72 | 0.16% |
| 106 | XSOE | WisdomTree Emer... | 33.77 | +0.81% | 58.8K | +1.98% | 1.79M | 29.01 | 0.16% |
| 107 | IWY | iShares Russell... | 237.86 | +0.93% | 7.58K | -3.57% | 1.78M | 175.22 | 0.16% |
| 108 | VT | Vanguard Total ... | 125.97 | +0.81% | 14.85K | +0.99% | 1.74M | 103.53 | 0.16% |
| 109 | AXP | American Expres... | 293.96 | +2.14% | 5.86K | +80.25% | 1.74M | 247.49 | 0.16% |
| 110 | IBTH | iShares iBonds ... | 22.36 | -0.07% | 77.46K | +16.07% | 1.72M | 22.46 | 0.15% |
| 111 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 3.97K | +0.35% | 1.69M | 377.33 | 0.15% |
| 112 | COMT | iShares GSCI Co... | 26.89 | -0.5% | 66.44K | +100.00% | 1.68M | 25.31 | 0.15% |
| 113 | GS | The Goldman Sac... | 626.86 | +2.17% | 2.87K | -5.81% | 1.64M | 386.48 | 0.15% |
| 114 | BSCQ | Invesco BulletS... | 19.54 | +0.03% | 84.41K | +19.51% | 1.64M | 19.37 | 0.15% |
| 115 | K | Kellanova | 80.30 | +0.53% | 19.83K | -24.5% | 1.61M | 55.91 | 0.14% |
| 116 | IQLT | iShares MSCI In... | 42.72 | -1.16% | 41.69K | -10.33% | 1.55M | 37.64 | 0.14% |
| 117 | IWR | iShares Russell... | 89.92 | +0.72% | 17.46K | +0.36% | 1.54M | 77.82 | 0.14% |
| 118 | IBMN | iShares iBonds ... | 26.75 | +0.02% | 56.53K | -20.02% | 1.5M | 26.55 | 0.13% |
| 119 | VEA | Vanguard Develo... | 56.41 | +0.44% | 30K | +53.95% | 1.43M | 48.35 | 0.13% |
| 120 | MDT | Medtronic plc | 87.94 | +0.77% | 17.9K | -41.36% | 1.43M | 82.13 | 0.13% |
| 121 | VV | Vanguard Large ... | 277.77 | +0.86% | 5.26K | +0.21% | 1.42M | 218.28 | 0.13% |
| 122 | RTX | RTX Corporation | 146.33 | +0.44% | 12K | +147.46% | 1.39M | 103.8 | 0.12% |
| 123 | ACN | Accenture plc | 313.78 | +0.66% | 3.83K | -14.84% | 1.35M | 330.8 | 0.12% |
| 124 | BABA | Alibaba Group H... | 116.11 | +2.87% | 15.65K | +3.42% | 1.33M | 77.6 | 0.12% |
| 125 | IBTF | iShares iBonds ... | 23.32 | -0.02% | 55.52K | -61.19% | 1.29M | 23.27 | 0.12% |
| 126 | JMEE | JPMorgan Market... | 57.85 | +0.92% | 21.4K | +25.53% | 1.29M | 56.36 | 0.12% |
| 127 | SNY | Sanofi | 49.38 | -0.58% | 26.67K | +5.91% | 1.29M | 48.79 | 0.12% |
| 128 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 2.53K | +159.32% | 1.26M | 475.85 | 0.11% |
| 129 | CL | Colgate-Palmoli... | 90.03 | -0.25% | 13.46K | +158.21% | 1.22M | 86.61 | 0.11% |
| 130 | BX | Blackstone Inc. | 137.85 | +1.06% | 7.04K | +8.59% | 1.21M | 134.32 | 0.11% |
| 131 | UBER | Uber Technologi... | 85.05 | +1.33% | 19.87K | +540.27% | 1.2M | 62.64 | 0.11% |
| 132 | ETR | Entergy Corpora... | 81.69 | -0.47% | 15.76K | +34.41% | 1.19M | 53.09 | 0.11% |
| 133 | NVS | Novartis AG | 118.11 | -1.12% | 11.87K | -14.82% | 1.16M | 103.42 | 0.10% |
| 134 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 30.24K | -12.24% | 1.14M | 42.6 | 0.10% |
| 135 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 7.28K | +139.85% | 1.12M | 152.14 | 0.10% |
| 136 | LMT | Lockheed Martin... | 466.60 | -4.08% | 2.29K | +81.93% | 1.11M | 468.45 | 0.10% |
| 137 | DTE | DTE Energy Comp... | 133.01 | -1.63% | 9.14K | +100.00% | 1.1M | 120.75 | 0.10% |
| 138 | D | Dominion Energy... | 54.73 | -1.41% | 20.33K | +100.00% | 1.1M | 53.86 | 0.10% |
| 139 | PEG | Public Service ... | 81.08 | +0.10% | 12.91K | -30.72% | 1.09M | 62.54 | 0.10% |
| 140 | VHT | Vanguard Health... | 249.38 | -0.36% | 4.28K | +100.00% | 1.09M | 253.69 | 0.10% |
| 141 | GILD | Gilead Sciences... | 110.72 | +0.67% | 11.71K | -58.34% | 1.08M | 81.29 | 0.10% |
| 142 | MCD | McDonald's Corp... | 295.94 | -1.98% | 3.72K | +49.98% | 1.08M | 293.71 | 0.10% |
| 143 | VGK | Vanguard Europe... | 77.47 | +0.32% | 16.77K | +5.75% | 1.06M | 64.43 | 0.10% |
| 144 | KOF | Coca-Cola FEMSA... | 97.15 | +0.74% | 13.63K | +2.98% | 1.06M | 93.3 | 0.10% |
| 145 | MELI | MercadoLibre, I... | 2452.77 | +3.41% | 623 | +53.45% | 1.06M | 1617.88 | 0.10% |
| 146 | SIVR | abrdn Physical ... | 34.63 | +0.13% | 38.31K | +6.18% | 1.06M | 23.43 | 0.09% |
| 147 | BSJQ | Invesco BulletS... | 23.35 | +0.25% | 44.95K | +248.17% | 1.05M | 23.33 | 0.09% |
| 148 | AUID | authID Inc. | 4.92 | +11.70% | 173.3K | 0.00% | 1.04M | 9.07 | 0.09% |
| 149 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 6.22K | -0.78% | 1.04M | 111.05 | 0.09% |
| 150 | HYDB | iShares High Yi... | 46.83 | +0.29% | 21.54K | +100.00% | 1.01M | 47.01 | 0.09% |