Leo Wealth, LLC
Follow13F filer, CIK 1912202, HURST, TX
Leo Wealth, LLC reported $695,671,069 across 269 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-02. Its ten largest share positions make up 41.72% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000272
- Period
- 2025-03-31
- Reported value
- $696M
- Holdings
- 269
- Top 10 weight
- 41.72%
- New
- 20
- Sold out
- 108
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MCDadded | +24,173 | $7.55M |
| VGKadded | +95,661 | $6.72M |
| CERYnew | +139,935 | $3.88M |
| TLTnew | +29,716 | $2.71M |
| IXJadded | +22,200 | $2.02M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ESGVreduced | -314,094 | -$30.8M |
| GSLCreduced | -235,965 | -$26M |
| SPYMexited | -313,799 | -$21.6M |
| SCHDreduced | -764,956 | -$21.4M |
| SCHGexited | -630,682 | -$17.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 269 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SPYMSPDR SERIES TRUST | 313,799 | $21.6M | shares |
| SCHGSCHWAB STRATEGIC TR | 630,682 | $17.6M | shares |
| HELOJ P MORGAN EXCHANGE TRADED F | 252,620 | $15.7M | shares |
| QHYWISDOMTREE TR | 169,179 | $7.63M | shares |
| VGITVANGUARD SCOTTSDALE FDS | 111,390 | $6.46M | shares |
| ECXECARX HOLDINGS INC | 2,514,423 | $5.31M | shares |
| FLQMFRANKLIN TEMPLETON ETF TR | 95,859 | $5.21M | shares |
| EMREMERSON ELEC CO | 37,747 | $4.68M | shares |
| JCPBJ P MORGAN EXCHANGE TRADED F | 77,373 | $3.56M | shares |
| INVESCOINVESCO | 172,546 | $3.56M | shares |
| SCHBSCHWAB STRATEGIC TR | 153,416 | $3.48M | shares |
| MGCVANGUARD WORLD FD | 14,479 | $3.08M | shares |
| IMCGISHARES TR | 38,388 | $2.9M | shares |
| VTCVANGUARD SCOTTSDALE FDS | 35,954 | $2.72M | shares |
| INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD | 93,496 | $2.16M | shares |
| BKNGBOOKING HOLDINGS INC | 414 | $2.06M | shares |
| INVESCOINVESCO | 78,313 | $1.92M | shares |
| IWYISHARES TR | 7,585 | $1.78M | shares |
| COMTISHARES U S ETF TR | 66,442 | $1.68M | shares |
| BSCQINVESCO EXCH TRD SLF IDX FD | 84,408 | $1.64M | shares |
| IQLTISHARES TR | 41,686 | $1.55M | shares |
| VVVANGUARD INDEX FDS | 5,263 | $1.42M | shares |
| JMEEJ P MORGAN EXCHANGE TRADED F | 21,399 | $1.29M | shares |
| UBERUBER TECHNOLOGIES INC | 19,874 | $1.2M | shares |
| VHTVANGUARD WORLD FD | 4,278 | $1.09M | shares |
| BSJQINVESCO EXCH TRD SLF IDX FD | 44,952 | $1.05M | shares |
| HYDBISHARES TR | 21,539 | $1.01M | shares |
| COPCONOCOPHILLIPS | 10,096 | $1M | shares |
| PFEPFIZER INC | 35,767 | $949K | shares |
| PDBCINVESCO ACTVELY MNGD ETC FD | 69,290 | $900K | shares |
| ASMLASML HLDG NV | 1,280 | $887K | shares |
| VOEVANGUARD INDEX FDS | 5,336 | $863K | shares |
| ETENERGY TRANSFER L P | 40,310 | $790K | shares |
| ACGLARCH CAP GROUP LTD | 8,413 | $777K | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 12,444 | $716K | shares |
| TDTORONTO DOMINION BK ONT | 12,630 | $672K | shares |
| SRLNSSGA ACTIVE ETF TR | 15,131 | $631K | shares |
| TGTTARGET CORP | 4,357 | $589K | shares |
| BSJSINVESCO EXCH TRD SLF IDX FD | 26,740 | $580K | shares |
| CLXCLOROX CO DEL | 3,514 | $571K | shares |
| ROSTROSS STORES INC | 3,646 | $551K | shares |
| LOWLOWES COS INC | 2,184 | $539K | shares |
| ETNEATON CORP PLC | 1,523 | $505K | shares |
| SPYINEOS ETF TRUST | 9,874 | $502K | shares |
| CATCATERPILLAR INC | 1,293 | $469K | shares |
| AGGISHARES TR | 4,811 | $466K | shares |
| ENBENBRIDGE INC | 10,754 | $456K | shares |
| DONWISDOMTREE TR | 8,466 | $432K | shares |
| BBAXJ P MORGAN EXCHANGE TRADED F | 8,576 | $418K | shares |
| QUALISHARES TR | 2,317 | $413K | shares |
| EMLCVANECK ETF TRUST | 17,457 | $403K | shares |
| EMBISHARES TR | 4,237 | $377K | shares |
| AEPAMERICAN ELEC PWR CO INC | 4,069 | $375K | shares |
| SCHXSCHWAB STRATEGIC TR | 16,053 | $372K | shares |
| HEWJISHARES TR | 8,465 | $361K | shares |
| IWXISHARES TR | 4,499 | $356K | shares |
| SHELSHELL PLC | 5,643 | $354K | shares |
| BUFRFIRST TR EXCHNG TRADED FD VI | 11,486 | $350K | shares |
| OMCOMNICOM GROUP INC | 3,941 | $339K | shares |
| EMCBWISDOMTREE TR | 5,070 | $329K | shares |
| GUARANTY BANCSHARES INCGUARANTY BANCSHARES INC | 9,460 | $327K | shares |
| BSCSINVESCO EXCH TRD SLF IDX FD | 15,571 | $313K | shares |
| SPYDSPDR SERIES TRUST | 7,171 | $310K | shares |
| METMETLIFE INC | 3,690 | $302K | shares |
| DDOGDATADOG INC | 2,090 | $299K | shares |
| BSJTINVESCO EXCH TRD SLF IDX FD | 13,941 | $298K | shares |
| SPYGSPDR SERIES TRUST | 3,374 | $297K | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 3,695 | $294K | shares |
| BSJRINVESCO EXCH TRD SLF IDX FD | 13,110 | $294K | shares |
| NOWSERVICENOW INC | 275 | $292K | shares |
| VLUEISHARES TR | 2,651 | $280K | shares |
| TUTELUS CORPORATION | 20,570 | $279K | shares |
| OKEONEOK INC NEW | 2,714 | $272K | shares |
| GDGENERAL DYNAMICS CORP | 1,029 | $271K | shares |
| IWOISHARES TR | 918 | $264K | shares |
| CMDYISHARES U S ETF TR | 5,495 | $259K | shares |
| CVSCVS HEALTH CORP | 4,847 | $258K | shares |
| CBCHUBB LIMITED | 915 | $253K | shares |
| IVLUISHARES TR | 9,105 | $247K | shares |
| SPGSIMON PPTY GROUP INC NEW | 1,418 | $244K | shares |
| VDEVANGUARD WORLD FD | 2,009 | $244K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 800 | $240K | shares |
| QGROAMERICAN CENTY ETF TR | 2,389 | $238K | shares |
| SNPSSYNOPSYS INC | 484 | $235K | shares |
| KMIKINDER MORGAN INC DEL | 8,537 | $234K | shares |
| DVNDEVON ENERGY CORP NEW | 7,003 | $229K | shares |
| MSMORGAN STANLEY | 1,797 | $226K | shares |
| JSCPJ P MORGAN EXCHANGE TRADED F | 4,827 | $225K | shares |
| SCHVSCHWAB STRATEGIC TR | 8,629 | $225K | shares |
| IPINTERNATIONAL PAPER CO | 4,066 | $219K | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 4,343 | $219K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 2,636 | $215K | shares |
| APOAPOLLO GLOBAL MGMT INC | 1,302 | $215K | shares |
| SBUXSTARBUCKS CORP | 2,346 | $214K | shares |
| IWPISHARES TR | 1,687 | $214K | shares |
| CPBTHE CAMPBELLS COMPANY | 5,056 | $212K | shares |
| PRUPRUDENTIAL FINL INC | 1,785 | $212K | shares |
| SGOVISHARES TR | 2,070 | $208K | shares |
| BARGRANITESHARES GOLD TR | 8,006 | $207K | shares |
| CITHE CIGNA GROUP | 750 | $207K | shares |
| VOVANGUARD INDEX FDS | 776 | $205K | shares |
| NKENIKE INC | 2,696 | $204K | shares |
| FFORD MTR CO | 20,148 | $199K | shares |
| ELAENVELA CORP | 21,570 | $155K | shares |
| LNKBLINKBANCORP INC | 11,500 | $86K | shares |
| 5E ADVANCED MATERIALS INC5E ADVANCED MATERIALS INC | 42,500 | $27.2K | shares |
| 111 INC111 INC | 14,103 | $8.79K | shares |
| EYENOVIA INCEYENOVIA INC | 16,112 | $876 | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001754960-25-000272 | base | 2025-05-02 | acceptance time not in the bulk data set |