LEO BROKERAGE, LLC

Q2 2023 13F Holdings

  • Location
    hurst, TX
  • Num holdings

    303

  • Value ($000)

    $876,335

  • Date Filed
    07/25/2023
  • Form type
    13F-HR
  • CIK
    0001146089
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JNJ
JNJ

JOHNSON & JOHNSON

COM
$133.99M
15 %

809,548

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$55.17M
6 %

734,670

ESGV
ESGV

VANGUARD WORLD FD

ESG US STK ETF
$52.65M
6 %

673,002

AAPL
AAPL

APPLE INC

COM
$48.77M
6 %

251,471

VSGX
VSGX

VANGUARD WORLD FD

ESG INTL STK ETF
$39.03M
5 %

735,657

AMZN
AMZN

AMAZON COM INC

COM
$34.17M
4 %

262,156

GSLC
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
$31.62M
4 %

362,802

AFRM
AFRM

AFFIRM HLDGS INC

COM CL A
$20.05M
2 %

1,308,111

LQD
LQD

ISHARES TR

IBOXX INV CP ETF
$17.72M
2 %

164,695

LQDH
LQDH

ISHARES U S ETF TR

INT RT HDG C B
$17.39M
2 %

187,357

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