Leo Wealth, LLC
Q1 2025 13F Holdings
- Locationhurst, TX
- Num holdings
269
- Value ($000)
$695,671
- Date Filed05/02/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JNJ JOHNSON & JOHNSON | COM | 478160104 | $62.50M | 9 % | 376,853 | ||
AFRM AFFIRM HLDGS INC | COM CL A | 00827B106 | $43.03M | 6 % | 952,305 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $37.17M | 5 % | 379,445 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $36.41M | 5 % | 617,336 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $26.80M | 4 % | 243,498 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $24.64M | 4 % | 266,731 | ||
AMZN AMAZON COM INC | COM | 023135106 | $17.94M | 3 % | 94,315 | ||
AAPL APPLE INC | COM | 037833100 | $15.36M | 2 % | 69,169 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $13.72M | 2 % | 143,909 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $12.63M | 2 % | 198,228 |
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