Leo Wealth, LLC
Q4 2024 13F Holdings
- Locationhurst, TX
- Num holdings
357
- Value ($000)
$1,115,818
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001912202
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $72.74M | 7 % | 693,539 | ||
AFRM AFFIRM HLDGS INC | COM CL A | 00827B106 | $62.45M | 6 % | 1,025,513 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $55.22M | 5 % | 479,463 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $54.33M | 5 % | 375,697 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $43.00M | 4 % | 443,635 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $42.46M | 4 % | 748,862 | ||
AAPL APPLE INC | COM | 037833100 | $33.91M | 3 % | 135,417 | ||
AMZN AMAZON COM INC | COM | 023135106 | $30.83M | 3 % | 140,529 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $24.91M | 2 % | 269,399 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $21.71M | 2 % | 794,672 |
Rows Per Page
1 - 10 of 35710
- 10
- 50
- 100