Leo Wealth, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$695.7B
Holdings
269
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (269 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JNJJOHNSON & JOHNSON | 376,853 | $62.5B | 8.98% | |
| 2 | AFRMAFFIRM HLDGS INC | 952,305 | $43.0B | 6.19% | |
| 3 | ESGVVANGUARD WORLD FD | 379,445 | $37.2B | 5.34% | |
| 4 | VSGXVANGUARD WORLD FD | 617,336 | $36.4B | 5.23% | |
| 5 | GSLCGOLDMAN SACHS ETF TR | 243,498 | $26.8B | 3.85% | |
| 6 | AVUSAMERICAN CENTY ETF TR | 266,731 | $24.6B | 3.54% | |
| 7 | AMZNAMAZON COM INC | 94,315 | $17.9B | 2.58% | |
| 8 | AAPLAPPLE INC | 69,169 | $15.4B | 2.21% | |
| 9 | IEFISHARES TR | 143,909 | $13.7B | 1.97% | |
| 10 | JIREJ P MORGAN EXCHANGE TRADED F | 198,228 | $12.6B | 1.82% | |
| 11 | USFRWISDOMTREE TR | 225,836 | $11.4B | 1.63% | |
| 12 | LQDISHARES TR | 85,577 | $9.3B | 1.34% | |
| 13 | BLKBLACKROCK INC | 9,773 | $9.2B | 1.33% | |
| 14 | LQDHISHARES U S ETF TR | 97,466 | $9.0B | 1.29% | |
| 15 | MCDMCDONALDS CORP | 27,897 | $8.7B | 1.25% | |
| 16 | IXJISHARES TR | 91,978 | $8.4B | 1.21% | |
| 17 | SBACSBA COMMUNICATIONS CORP NEW | 36,372 | $8.0B | 1.15% | |
| 18 | VGKVANGUARD INTL EQUITY INDEX F | 112,426 | $7.9B | 1.13% | |
| 19 | VIGVANGUARD SPECIALIZED FUNDS | 35,473 | $6.9B | 0.99% | |
| 20 | SPYSPDR S&P 500 ETF TR | 11,702 | $6.5B | 0.94% | |
| 21 | JMBSJANUS DETROIT STR TR | 143,077 | $6.5B | 0.93% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,822 | $6.3B | 0.91% | |
| 23 | MSFTMICROSOFT CORP | 16,730 | $6.3B | 0.90% | |
| 24 | FLCHFRANKLIN TEMPLETON ETF TR | 276,404 | $5.9B | 0.85% | |
| 25 | HONHONEYWELL INTL INC | 26,908 | $5.7B | 0.82% | |
| 26 | XLGINVESCO EXCHANGE TRADED FD T | 115,880 | $5.3B | 0.77% | |
| 27 | CEMBISHARES INC | 113,652 | $5.1B | 0.74% | |
| 28 | GCCWISDOMTREE TR | 260,863 | $5.1B | 0.74% | |
| 29 | IAGGISHARES TR | 95,789 | $4.8B | 0.69% | |
| 30 | IBDSISHARES TR | 192,907 | $4.7B | 0.67% | |
| 31 | VOOVANGUARD INDEX FDS | 8,776 | $4.5B | 0.65% | |
| 32 | ABBVABBVIE INC | 20,263 | $4.2B | 0.61% | |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 16,854 | $4.2B | 0.60% | |
| 34 | VUGVANGUARD INDEX FDS | 11,078 | $4.1B | 0.59% | |
| 35 | NVDANVIDIA CORPORATION | 37,347 | $4.0B | 0.58% | |
| 36 | NDQINVESCO QQQ TR | 8,628 | $4.0B | 0.58% | |
| 37 | IBDTISHARES TR | 158,204 | $4.0B | 0.57% | |
| 38 | IJRISHARES TR | 37,620 | $3.9B | 0.57% | |
| 39 | CERYSPDR SER TR | 139,935 | $3.9B | 0.56% | |
| 40 | 8CWCROWN CASTLE INC | 37,150 | $3.9B | 0.56% | |
| 41 | IBDQISHARES TR | 153,579 | $3.9B | 0.56% | |
| 42 | GOOGLALPHABET INC | 24,958 | $3.9B | 0.55% | |
| 43 | KVUEKENVUE INC | 152,970 | $3.7B | 0.53% | |
| 44 | IVVISHARES TR | 6,467 | $3.6B | 0.52% | |
| 45 | IBDRISHARES TR | 142,334 | $3.4B | 0.50% | |
| 46 | XOMEXXON MOBIL CORP | 26,676 | $3.2B | 0.46% | |
| 47 | BACVERIZON COMMUNICATIONS INC | 67,946 | $3.1B | 0.44% | |
| 48 | CSCOCISCO SYS INC | 48,333 | $3.0B | 0.43% | |
| 49 | TAT&T INC | 105,153 | $3.0B | 0.43% | |
| 50 | IWFISHARES TR | 8,159 | $2.9B | 0.42% | |
| 51 | IBDUISHARES TR | 126,520 | $2.9B | 0.42% | |
| 52 | METAMETA PLATFORMS INC | 4,925 | $2.8B | 0.41% | |
| 53 | LLYELI LILLY & CO | 3,308 | $2.7B | 0.39% | |
| 54 | TLTISHARES TR | 29,716 | $2.7B | 0.39% | |
| 55 | VXUSVANGUARD STAR FDS | 42,033 | $2.6B | 0.38% | |
| 56 | VTVVANGUARD INDEX FDS | 14,593 | $2.5B | 0.36% | |
| 57 | VTIVANGUARD INDEX FDS | 9,091 | $2.5B | 0.36% | |
| 58 | BIIBBIOGEN INC | 17,835 | $2.4B | 0.35% | |
| 59 | SOSOUTHERN CO | 26,442 | $2.4B | 0.35% | |
| 60 | MAMASTERCARD INCORPORATED | 4,341 | $2.4B | 0.34% | |
| 61 | IBTIISHARES TR | 106,657 | $2.4B | 0.34% | |
| 62 | DUKDUKE ENERGY CORP NEW | 19,284 | $2.4B | 0.34% | |
| 63 | LEMBISHARES INC | 61,706 | $2.3B | 0.33% | |
| 64 | PEPPEPSICO INC | 14,949 | $2.2B | 0.32% | |
| 65 | ESGUISHARES TR | 18,317 | $2.2B | 0.32% | |
| 66 | KMBKIMBERLY-CLARK CORP | 15,569 | $2.2B | 0.32% | |
| 67 | GQ9SPDR GOLD TR | 7,642 | $2.2B | 0.32% | |
| 68 | IBTHISHARES TR | 97,742 | $2.2B | 0.32% | |
| 69 | BABAALIBABA GROUP HLDG LTD | 16,551 | $2.2B | 0.31% | |
| 70 | ABTABBOTT LABS | 15,641 | $2.1B | 0.30% | |
| 71 | MRKMERCK & CO INC | 23,003 | $2.1B | 0.30% | |
| 72 | MDTMEDTRONIC PLC | 20,748 | $1.9B | 0.27% | |
| 73 | VVISA INC | 5,271 | $1.8B | 0.27% | |
| 74 | GLDMWORLD GOLD TR | 28,908 | $1.8B | 0.26% | |
| 75 | IJHISHARES TR | 30,391 | $1.8B | 0.25% | |
| 76 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 156,705 | $1.8B | 0.25% | |
| 77 | VGMINVESCO TR INVT GRADE MUNS | 175,758 | $1.8B | 0.25% | |
| 78 | AVGOBROADCOM INC | 10,403 | $1.7B | 0.25% | |
| 79 | MMUWESTERN ASSET MANAGED MUNS F | 168,450 | $1.7B | 0.25% | |
| 80 | MVFBLACKROCK MUNIVEST FD INC | 243,316 | $1.7B | 0.25% | |
| 81 | KELKELLANOVA | 20,379 | $1.7B | 0.24% | |
| 82 | VTVANGUARD INTL EQUITY INDEX F | 14,384 | $1.7B | 0.24% | |
| 83 | BLEBLACKROCK MUNI INCOME TR II | 159,756 | $1.7B | 0.24% | |
| 84 | DONSPDR DOW JONES INDL AVERAGE | 3,889 | $1.6B | 0.23% | |
| 85 | GISGENERAL MLS INC | 27,002 | $1.6B | 0.23% | |
| 86 | CVXCHEVRON CORP NEW | 9,601 | $1.6B | 0.23% | |
| 87 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.23% | |
| 88 | NVSNNOVARTIS AG | 14,170 | $1.6B | 0.23% | |
| 89 | SNYSANOFI | 28,418 | $1.6B | 0.23% | |
| 90 | GOOGALPHABET INC | 10,071 | $1.6B | 0.23% | |
| 91 | KOFCOCA-COLA FEMSA SAB DE CV | 17,220 | $1.6B | 0.23% | |
| 92 | VEAVANGUARD TAX-MANAGED FDS | 30,761 | $1.6B | 0.22% | |
| 93 | IAUISHARES TR | 56,526 | $1.5B | 0.22% | |
| 94 | DDOMINION ENERGY INC | 26,597 | $1.5B | 0.21% | |
| 95 | IWRISHARES TR | 17,512 | $1.5B | 0.21% | |
| 96 | VODVODAFONE GROUP PLC NEW | 151,950 | $1.4B | 0.20% | |
| 97 | ETRENTERGY CORP NEW | 16,356 | $1.4B | 0.20% | |
| 98 | TTENTOTALENERGIES SE | 20,931 | $1.4B | 0.19% | |
| 99 | DECKDECKERS OUTDOOR CORP | 12,067 | $1.3B | 0.19% | |
| 100 | JAAAJANUS DETROIT STR TR | 26,435 | $1.3B | 0.19% |
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