Leo Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Leo Wealth, LLC | Institutional Filer | ▼ 0.12% | $1.38B | 452 |
Current Portfolio Holdings
Showing all 452 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | — | 693K | $77.8M | 5.65% |
| 2 | GSLC | GOLDMAN SACHS ETF TR | — | 443K | $55.4M | 4.02% |
| 3 | AVUS | AMERICAN CENTY ETF TR | — | 472K | $52.5M | 3.81% |
| 4 | VSGX | VANGUARD WORLD FD | — | 694K | $49.8M | 3.61% |
| 5 | IEF | ISHARES TR | — | 465K | $44.3M | 3.22% |
| 6 | AFRM | Affirm Holdings, Inc. | Technology | 925K | $42.4M | 3.08% |
| 7 | JNJ | Johnson & Johnson | Healthcare | 171K | $41.8M | 3.04% |
| 8 | LQD | ISHARES TR | — | 305K | $33.2M | 2.41% |
| 9 | SPYM | SPDR SERIES TRUST | — | 419K | $32.1M | 2.33% |
| 10 | AAPL | Apple Inc. | Technology | 119K | $30.3M | 2.20% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 130K | $27.1M | 1.97% |
| 12 | JMBS | JANUS DETROIT STR TR | — | 594K | $26.8M | 1.95% |
| 13 | SCHD | SCHWAB STRATEGIC TR | — | 787K | $24.1M | 1.75% |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 263K | $19.9M | 1.45% |
| 15 | USFR | WISDOMTREE TR | — | 344K | $17.5M | 1.27% |
Showing 1 to 15 of 452 holdings