LEO BROKERAGE, LLC
Q2 2023 13F Holdings
- Locationhurst, TX
- Num holdings
303
- Value ($000)
$876,335
- Date Filed07/25/2023
- Form type13F-HR
- CIK0001146089
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSON | COM | 478160104 | $133.99M | 15 % | 809,548 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $55.17M | 6 % | 734,670 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $52.65M | 6 % | 673,002 | ||
APPLE INC | COM | 037833100 | $48.77M | 6 % | 251,471 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $39.03M | 5 % | 735,657 | ||
AMAZON COM INC | COM | 023135106 | $34.17M | 4 % | 262,156 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $31.62M | 4 % | 362,802 | ||
AFFIRM HLDGS INC | COM CL A | 00827B106 | $20.05M | 2 % | 1,308,111 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $17.72M | 2 % | 164,695 | ||
ISHARES U S ETF TR | INT RT HDG C B | 46431W705 | $17.39M | 2 % | 187,357 |
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