All Stocks Held By Leo Wealth LLC

As of 03/31/2024, we find all stocks held by Leo Wealth LLC to be as follows, presented in the table below with each row detailing each Leo Wealth LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Leo Wealth LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Leo Wealth LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
JOHNSON & JOHNSON	497,915	-283,654	$78,764
JNJ	497,915	-283,654	$78,764
VANGUARD WORLD FD (ESGV)	732,257	+43,678	$68,123
ESGV	732,257	+43,678	$68,123
VANGUARD WORLD FD (VSGX)	791,666	+48,481	$45,469
VSGX	791,666	+48,481	$45,469
AFFIRM HLDGS INC	1,143,184	-29,927	$42,595
AFRM	1,143,184	-29,927	$42,595
GOLDMAN SACHS ETF TR (GSLC)	400,920	+23,564	$41,556
GSLC	400,920	+23,564	$41,556
AMERICAN CENTY ETF TR (AVUS)	411,427	+22,937	$36,776
AVUS	411,427	+22,937	$36,776
ISHARES TR (IEF)	314,764	+30,261	$29,541
IEF	314,764	+30,261	$29,541
APPLE INC	152,562	+3,381	$26,043
AAPL	152,562	+3,381	$26,043
AMAZON COM INC	140,525	+3,140	$25,360
AMZN	140,525	+3,140	$25,360
ISHARES U S ETF TR (LQDH)	204,848	+11,330	$19,258
LQDH	204,848	+11,330	$19,258
ISHARES TR (LQD)	146,734	-6,627	$15,831
LQD	146,734	-6,627	$15,831
WISDOMTREE TR	307,343	-19,554	$15,457
USFR	307,343	-19,554	$15,457
MICROSOFT CORP	34,999	+1,414	$14,794
MSFT	34,999	+1,414	$14,794
JANUS DETROIT STR TR	318,121	+116,519	$14,241
JMBS	318,121	+116,519	$14,241
INVESCO QQQ TR	29,589	+1,463	$13,147
QQQ	29,589	+1,463	$13,147
SCHWAB STRATEGIC TR	158,833	+11,036	$12,734
SCHD	158,833	+11,036	$12,734
SPDR SER TR (SPLG)	190,631	+39,503	$11,709
SPLG	190,631	+39,503	$11,709
ISHARES TR (TLT)	116,392	+10,564	$10,893
TLT	116,392	+10,564	$10,893
ISHARES TR (IQLT)	247,530	+9,903	$9,809
IQLT	247,530	+9,903	$9,809
NVIDIA CORPORATION	10,719	+598	$9,686
NVDA	10,719	+598	$9,686
J P MORGAN EXCHANGE TRADED F (JCPB)	206,205	+19,782	$9,517
JCPB	206,205	+19,782	$9,517
SBA COMMUNICATIONS CORP NEW	43,174	+120	$9,356
SBAC	43,174	+120	$9,356
FIDELITY MERRIMACK STR TR	201,694	+18,660	$9,066
FBND	201,694	+18,660	$9,066
ISHARES TR (IXG)	93,247	+4,807	$8,058
IXG	93,247	+4,807	$8,058
ISHARES TR (IVLU)	284,207	+12,450	$8,005
IVLU	284,207	+12,450	$8,005
J P MORGAN EXCHANGE TRADED F (BBJP)	130,985	+11,042	$7,634
BBJP	130,985	+11,042	$7,634
VANGUARD INDEX FDS (VUG)	20,723	+685	$7,134
VUG	20,723	+685	$7,134
ISHARES INC (CEMB)	156,891	+11,361	$6,957
CEMB	156,891	+11,361	$6,957
WISDOMTREE TR	151,294	+9,798	$6,838
WFHY	151,294	+9,798	$6,838
WISDOMTREE TR	366,184	+17,430	$6,767
GCC	366,184	+17,430	$6,767
VANGUARD SPECIALIZED FUNDS (VIG)	37,061	+1,207	$6,766
VIG	37,061	+1,207	$6,766
BERKSHIRE HATHAWAY INC DEL			$6,035
BRK.B	14,357	+449	$6,035
ALPHABET INC	35,503	+1,990	$5,418
GOOGL	35,503	+1,990	$5,418
ISHARES TR (IBDP)	211,192	+7,062	$5,290
IBDP	211,192	+7,062	$5,290
INVESCO EXCHANGE TRADED FD T (XLG)	122,898	+24,592	$5,178
XLG	122,898	+24,592	$5,178
ISHARES TR (IBDQ)	204,977	+17,125	$5,085
IBDQ	204,977	+17,125	$5,085
FRANKLIN TEMPLETON ETF TR (FLQM)	91,996	+17,302	$4,892
FLQM	91,996	+17,302	$4,892
EMERSON ELEC CO	42,745	-15	$4,853
EMR	42,745	-15	$4,853
ELI LILLY & CO	5,927	+171	$4,555
LLY	5,927	+171	$4,555
EXXON MOBIL CORP	37,023	-4,192	$4,318
XOM	37,023	-4,192	$4,318
ISHARES TR (IVV)	8,050	+245	$4,231
IVV	8,050	+245	$4,231
ISHARES TR (IAGG)	84,082	+7,297	$4,197
IAGG	84,082	+7,297	$4,197
SPDR S&P 500 ETF TR (SPY)	7,978	+204	$4,173
SPY	7,978	+204	$4,173
ISHARES TR (IVE)	22,221	+17	$4,130
IVE	22,221	+17	$4,130
SCHWAB STRATEGIC TR	43,408	+654	$4,028
SCHG	43,408	+654	$4,028
ISHARES TR (IBDR)	162,165	+16,777	$3,868
IBDR	162,165	+16,777	$3,868
FRANKLIN TEMPLETON ETF TR (FLCH)	238,731	+7,876	$3,771
FLCH	238,731	+7,876	$3,771
ISHARES TR (IJR)	33,446	+9,874	$3,696
IJR	33,446	+9,874	$3,696
VANGUARD INDEX FDS (VOO)	7,345	+1,372	$3,530
VOO	7,345	+1,372	$3,530
INTERNATIONAL BUSINESS MACHS	18,362	-2,623	$3,505
IBM	18,362	-2,623	$3,505
ISHARES INC (LEMB)	97,446	+6,728	$3,504
LEMB	97,446	+6,728	$3,504
ISHARES TR (IBTF)	149,275	+7,939	$3,467
IBTF	149,275	+7,939	$3,467
VERIZON COMMUNICATIONS INC	78,922	-8,485	$3,318
VZ	78,922	-8,485	$3,318
KENVUE INC	154,012	+3,534	$3,305
KVUE	154,012	+3,534	$3,305
ISHARES TR (IWY)	16,168	-105	$3,158
IWY	16,168	-105	$3,158
J P MORGAN EXCHANGE TRADED F (JMEE)	54,031	+12,580	$3,142
JMEE	54,031	+12,580	$3,142
ISHARES TR (IWF)	9,077	-27	$3,059
IWF	9,077	-27	$3,059
SCHWAB STRATEGIC TR	49,943	-31	$3,042
SCHB	49,943	-31	$3,042
BIOGEN INC	13,852	+5,098	$2,987
BIIB	13,852	+5,098	$2,987
INVESCO EXCH TRD SLF IDX FD	141,526	UNCH	$2,891
BSCP	141,526	UNCH	$2,891
ALPHABET INC	18,665	+771	$2,874
GOOG	18,665	+771	$2,874
VANGUARD STAR FDS (VXUS)	47,541	+413	$2,867
VXUS	47,541	+413	$2,867
COSTCO WHSL CORP NEW	3,790	+148	$2,749
COST	3,790	+148	$2,749
AT&T INC	156,217	-14,741	$2,746
T	156,217	-14,741	$2,746
CISCO SYS INC	54,114	+22,718	$2,702
CSCO	54,114	+22,718	$2,702
VANGUARD INDEX FDS (VTV)	16,259	+1,385	$2,648
VTV	16,259	+1,385	$2,648
MASTERCARD INCORPORATED	5,401	+590	$2,595
MA	5,401	+590	$2,595
VANGUARD WORLD FD (MGC)	13,868	+25	$2,591
MGC	13,868	+25	$2,591
ISHARES TR (IBTE)	108,129	+1,861	$2,588
IBTE	108,129	+1,861	$2,588
VANGUARD INDEX FDS (VTI)	9,871	+92	$2,565
VTI	9,871	+92	$2,565
KRAFT HEINZ CO	65,035	-1,973	$2,401
KHC	65,035	-1,973	$2,401
BRISTOL MYERS SQUIBB CO	43,728	-2,841	$2,363
BMY	43,728	-2,841	$2,363
ISHARES TR (DGRO)	40,723	-5	$2,352
DGRO	40,723	-5	$2,352
MEDTRONIC PLC	26,744	-3,107	$2,330
MDT	26,744	-3,107	$2,330
PROCTER AND GAMBLE CO	14,334	+965	$2,315
PG	14,334	+965	$2,315
INVESCO ACTVELY MNGD ETC FD	164,373	+4,545	$2,280
PDBC	164,373	+4,545	$2,280
GILEAD SCIENCES INC	30,956	-3,218	$2,266
GILD	30,956	-3,218	$2,266
ISHARES TR (ESGU)	19,011	+26	$2,185
ESGU	19,011	+26	$2,185
KELLANOVA	37,363	-338	$2,139
K	37,363	-338	$2,139
FIRST TR EXCHANGE TRADED FD (SDVY)	59,978	+13,029	$2,072
SDVY	59,978	+13,029	$2,072
VISA INC	7,431	+1,733	$2,072
V	7,431	+1,733	$2,072
META PLATFORMS INC	4,239	-26	$2,063
META	4,239	-26	$2,063
ISHARES TR (IMCG)	29,391	+29	$2,062
IMCG	29,391	+29	$2,062
ISHARES TR (IJH)	33,966	+23,043	$2,061
IJH	33,966	+23,043	$2,061
JPMORGAN CHASE & CO	10,315	-453	$2,060
JPM	10,315	-453	$2,060
BROADCOM INC	1,480	+198	$1,975
AVGO	1,480	+198	$1,975
BLACKROCK INC	2,323	+2,323	$1,936
BLK	2,323	+2,323	$1,936
ABBVIE INC	10,612	-7,728	$1,929
ABBV	10,612	-7,728	$1,929
INVESCO EXCH TRD SLF IDX FD	78,313	UNCH	$1,904
BSMP	78,313	UNCH	$1,904
DECKERS OUTDOOR CORP	2,011	UNCH	$1,893
DECK	2,011	UNCH	$1,893
HOME DEPOT INC	5,087	+462	$1,889
HD	5,087	+462	$1,889
ISHARES TR (IBTG)	82,324	+7,704	$1,869
IBTG	82,324	+7,704	$1,869
ISHARES TR (IBMN)	70,548	+41	$1,867
IBMN	70,548	+41	$1,867
VANGUARD INDEX FDS (VV)	7,713	+7	$1,848
VV	7,713	+7	$1,848
WISDOMTREE TR	61,238	+2,752	$1,809
XSOE	61,238	+2,752	$1,809
SOUTHERN CO	24,446	+16,962	$1,749
SO	24,446	+16,962	$1,749
BLACKROCK MUNI INCOME TR II	159,346	+14,239	$1,727
BLE	159,346	+14,239	$1,727
TAKEDA PHARMACEUTICAL CO LTD	124,449	-9,879	$1,727
TAK	124,449	-9,879	$1,727
WALMART INC	28,556	+3,981	$1,714
WMT	28,556	+3,981	$1,714
COCA COLA CO	27,872	+684	$1,700
KO	27,872	+684	$1,700
INVESCO VALUE MUN INCOME TR	140,745	+12,465	$1,687
IIM	140,745	+12,465	$1,687
ALIBABA GROUP HLDG LTD	23,287	+895	$1,685
BABA	23,287	+895	$1,685
VANGUARD INTL EQUITY INDEX F (VT)	15,251	+956	$1,685
VT	15,251	+956	$1,685
DUKE ENERGY CORP NEW	17,450	-1,628	$1,684
DUK	17,450	-1,628	$1,684
WESTERN ASSET MANAGED MUNS F	161,361	+14,177	$1,683
MMU	161,361	+14,177	$1,683
INVESCO TR INVT GRADE MUNS	167,235	+14,713	$1,647
VGM	167,235	+14,713	$1,647
NUVEEN QUALITY MUNCP INCOME	143,264	+12,300	$1,639
NAD	143,264	+12,300	$1,639
MERCK & CO INC	12,357	-733	$1,626
MRK	12,357	-733	$1,626
CROWN CASTLE INC	14,961	-13,074	$1,583
CCI	14,961	-13,074	$1,583
INVESCO EXCH TRD SLF IDX FD	63,660	UNCH	$1,577
BSMO	63,660	UNCH	$1,577
SPDR DOW JONES INDL AVERAGE (DIA)	3,927	+17	$1,562
DIA	3,927	+17	$1,562
ISHARES TR (IBDS)	63,577	+4,734	$1,513
IBDS	63,577	+4,734	$1,513
ABRDN ETFS (BCIM)	67,823	+35,055	$1,454
BCIM	67,823	+35,055	$1,454
ISHARES TR (IWR)	17,281	-155	$1,453
IWR	17,281	-155	$1,453
ADOBE INC	2,866	+320	$1,444
ADBE	2,866	+320	$1,444
SPDR GOLD TR (GLD)	6,760	-33	$1,392
GLD	6,760	-33	$1,392
CHEVRON CORP NEW	8,759	+1,609	$1,390
CVX	8,759	+1,609	$1,390
ISHARES TR (EEM)	33,508	+8,310	$1,377
EEM	33,508	+8,310	$1,377
CATERPILLAR INC	3,669	+23	$1,335
CAT	3,669	+23	$1,335
AUTHID INC	171,885	+41,667	$1,311
AUID	171,885	+41,667	$1,311
PFIZER INC	47,180	-28,482	$1,309
PFE	47,180	-28,482	$1,309
WORLD GOLD TR	29,408	+1,422	$1,296
GLDM	29,408	+1,422	$1,296
DELL TECHNOLOGIES INC	11,242	+1,056	$1,286
DELL	11,242	+1,056	$1,286
INVESCO EXCH TRD SLF IDX FD	61,233	UNCH	$1,284
BSCO	61,233	UNCH	$1,284
GOLDMAN SACHS GROUP INC	3,035	-116	$1,265
GS	3,035	-116	$1,265
INVESCO EXCH TRD SLF IDX FD	55,487	UNCH	$1,261
BSJO	55,487	UNCH	$1,261
ORACLE CORP	9,822	-873	$1,234
ORCL	9,822	-873	$1,234
J P MORGAN EXCHANGE TRADED F (JPST)	24,364	-61,069	$1,225
JPST	24,364	-61,069	$1,225
THERMO FISHER SCIENTIFIC INC	2,042	-59	$1,187
TMO	2,042	-59	$1,187
PUBLIC SVC ENTERPRISE GRP IN	17,646	-1,844	$1,178
PEG	17,646	-1,844	$1,178
TEXAS INSTRS INC	6,770	+518	$1,178
TXN	6,770	+518	$1,178
VODAFONE GROUP PLC NEW	130,144	-2,838	$1,158
VOD	130,144	-2,838	$1,158
ORANGE	98,299	-8,811	$1,157
ORAN	98,299	-8,811	$1,157
TOTALENERGIES SE	16,786	+16,786	$1,156
TTE	16,786	+16,786	$1,156
SANOFI	23,765	+23,765	$1,155
SNY	23,765	+23,765	$1,155
VANGUARD MUN BD FDS (VTEB)	22,736	+61	$1,150
VTEB	22,736	+61	$1,150
ENTERGY CORP NEW	10,849	+10,849	$1,146
ETR	10,849	+10,849	$1,146
NATIONAL GRID PLC	16,759	-4,283	$1,143
NGG	16,759	-4,283	$1,143
ISHARES TR (IBMM)	43,106	+23	$1,119
IBMM	43,106	+23	$1,119
COMCAST CORP NEW	25,806	-1,001	$1,112
CMCSA	25,806	-1,001	$1,112
COCA COLA FEMSA SAB DE CV	11,372	-3,653	$1,105
KOF	11,372	-3,653	$1,105
ISHARES TR (ACWX)	20,491	UNCH	$1,094
ACWX	20,491	UNCH	$1,094
BCE INC	32,115	+1,973	$1,091
BCE	32,115	+1,973	$1,091
SALESFORCE INC	3,604	+780	$1,088
CRM	3,604	+780	$1,088
INVESCO EXCH TRD SLF IDX FD	56,144	UNCH	$1,077
BSCQ	56,144	UNCH	$1,077
VANGUARD INTL EQUITY INDEX F (VGK)	15,853	+1	$1,066
VGK	15,853	+1	$1,066
KIMBERLY CLARK CORP	8,170	-386	$1,055
KMB	8,170	-386	$1,055
ABBOTT LABS	9,258	+284	$1,050
ABT	9,258	+284	$1,050
GSK PLC	24,142	+1,127	$1,032
GSK	24,142	+1,127	$1,032
AVANTOR INC	39,707	+33	$1,015
AVTR	39,707	+33	$1,015
INVESCO EXCH TRD SLF IDX FD	43,821	UNCH	$1,004
BSJP	43,821	UNCH	$1,004
MCDONALDS CORP	3,550	+195	$999
MCD	3,550	+195	$999
SELECT SECTOR SPDR TR (XLE)	10,569	-39	$998
XLE	10,569	-39	$998
THE CIGNA GROUP	2,636	+563	$957
CI	2,636	+563	$957
HONEYWELL INTL INC	4,438	+208	$908
HON	4,438	+208	$908
NOVARTIS AG	9,404	-578	$907
NVS	9,404	-578	$907
ISHARES TR (IBDT)	36,196	+9,013	$901
IBDT	36,196	+9,013	$901
DOW INC	15,467	+1,573	$897
DOW	15,467	+1,573	$897
ISHARES TR (DVY)	7,267	-124	$895
DVY	7,267	-124	$895
ADVANCED MICRO DEVICES INC	4,833	+391	$879
AMD	4,833	+391	$879
BOOKING HOLDINGS INC	244	+5	$872
BKNG	244	+5	$872
CONOCOPHILLIPS	6,715	+1,058	$859
COP	6,715	+1,058	$859
DIMENSIONAL ETF TRUST (DFUS)	14,926	+31	$850
DFUS	14,926	+31	$850
DUPONT DE NEMOURS INC	10,898	+488	$837
DD	10,898	+488	$837
ACCENTURE PLC IRELAND	2,377	+133	$821
ACN	2,377	+133	$821
ABRDN SILVER ETF TRUST (SIVR)	33,832	-17,295	$806
SIVR	33,832	-17,295	$806
NETFLIX INC	1,321	+315	$804
NFLX	1,321	+315	$804
BLACKSTONE INC	6,066	+186	$796
BX	6,066	+186	$796
J P MORGAN EXCHANGE TRADED F (JIRE)	12,722	UNCH	$794
JIRE	12,722	UNCH	$794
TORONTO DOMINION BK ONT	12,892	-174	$777
TD	12,892	-174	$777
LOWES COS INC	3,085	+308	$772
LOW	3,085	+308	$772
EATON CORP PLC	2,468	+1,128	$771
ETN	2,468	+1,128	$771
VANGUARD WHITEHALL FDS (VYM)	6,356	UNCH	$769
VYM	6,356	UNCH	$769
INVESCO DB MULTI SECTOR COMM	36,945	+36,945	$766
DBE	36,945	+36,945	$766
CITIGROUP INC	12,012	-2,987	$760
C	12,012	-2,987	$760
EATON VANCE TAX MANAGED GLOB	88,886	UNCH	$725
EXG	88,886	UNCH	$725
VANGUARD TAX MANAGED FDS (VEA)	14,402	-40	$721
VEA	14,402	-40	$721
NOVO NORDISK A S	5,612	+664	$719
NVO	5,612	+664	$719
ISHARES TR (IBTH)	32,258	+2,440	$715
IBTH	32,258	+2,440	$715
VANGUARD BD INDEX FDS (BND)	9,799	+36	$706
BND	9,799	+36	$706
PALO ALTO NETWORKS INC	2,497	+107	$702
PANW	2,497	+107	$702
PEPSICO INC	3,997	+480	$696
PEP	3,997	+480	$696
GENERAL MLS INC	9,846	-147	$689
GIS	9,846	-147	$689
ENTERPRISE PRODS PARTNERS L	23,214	-1,100	$678
EPD	23,214	-1,100	$678
GRAYSCALE BITCOIN TR BTC	10,531	+10,531	$664
GBTC	10,531	+10,531	$664
HSBC HLDGS PLC	16,816	+1,518	$662
HSBC	16,816	+1,518	$662
BAIDU INC	6,152	+437	$649
BIDU	6,152	+437	$649
GLOBAL PARTNERS LP	14,500	+4,500	$647
GLP	14,500	+4,500	$647
ISHARES TR (IWD)	3,597	+13	$644
IWD	3,597	+13	$644
ISHARES TR (EFA)	8,044	UNCH	$642
EFA	8,044	UNCH	$642
ALTRIA GROUP INC	14,488	+140	$629
MO	14,488	+140	$629
DIMENSIONAL ETF TRUST (DFUV)	15,228	+55	$623
DFUV	15,228	+55	$623
ISHARES TR (SHV)	5,639	UNCH	$623
SHV	5,639	UNCH	$623
ISHARES TR (IBTI)	27,723	+2,424	$608
IBTI	27,723	+2,424	$608
DISNEY WALT CO	4,966	+1,101	$605
DIS	4,966	+1,101	$605
MONDELEZ INTL INC	8,487	+40	$593
MDLZ	8,487	+40	$593
SSGA ACTIVE ETF TR (SRLN)	14,171	UNCH	$593
SRLN	14,171	UNCH	$593
TESLA INC	3,377	+46	$593
TSLA	3,377	+46	$593
ROSS STORES INC	4,070	+118	$591
ROST	4,070	+118	$591
CVS HEALTH CORP	7,045	-414	$561
CVS	7,045	-414	$561
SERVICENOW INC	731	+75	$561
NOW	731	+75	$561
UNITEDHEALTH GROUP INC	1,112	+102	$549
UNH	1,112	+102	$549
ISHARES TR (IBDU)	23,919	-7,904	$546
IBDU	23,919	-7,904	$546
STARWOOD PPTY TR INC	26,835	+840	$546
STWD	26,835	+840	$546
LOCKHEED MARTIN CORP	1,173	-38	$532
LMT	1,173	-38	$532
ISHARES TR (IJS)	5,160	-58	$530
IJS	5,160	-58	$530
QUALCOMM INC	3,084	+441	$526
QCOM	3,084	+441	$526
MERCADOLIBRE INC	343	+28	$522
MELI	343	+28	$522
S&P GLOBAL INC	1,220	-76	$519
SPGI	1,220	-76	$519
INTEL CORP	11,445	-358	$508
INTC	11,445	-358	$508
AMERICAN EXPRESS CO	2,219	+401	$505
AXP	2,219	+401	$505
ISHARES TR (IWM)	2,387	+11	$502
IWM	2,387	+11	$502
ISHARES TR (AGG)	5,128	-318	$498
AGG	5,128	-318	$498
HOLOGIC INC	6,335	+1,833	$494
HOLX	6,335	+1,833	$494
COLGATE PALMOLIVE CO	5,479	-242	$489
CL	5,479	-242	$489
TARGET CORP	2,743	+196	$487
TGT	2,743	+196	$487
SPDR S&P MIDCAP 400 ETF TR (MDY)	868	UNCH	$483
MDY	868	UNCH	$483
ISHARES TR (REET)	20,249	-13	$479
REET	20,249	-13	$479
VANGUARD SCOTTSDALE FDS (VGIT)	8,174	+43	$479
VGIT	8,174	+43	$479
SHELL PLC	7,063	-858	$477
SHEL	7,063	-858	$477
CAMECO CORP	10,922	+1,875	$473
CCJ	10,922	+1,875	$473
AMGEN INC	1,662	+62	$471
AMGN	1,662	+62	$471
BOEING CO	2,453	+423	$469
BA	2,453	+423	$469
RTX CORPORATION	4,786	+596	$468
RTX	4,786	+596	$468
NUVEEN S&P 500 BUY WRITE INC	34,991	UNCH	$463
BXMX	34,991	UNCH	$463
AMERICAN TOWER CORP NEW	2,294	+20	$453
AMT	2,294	+20	$453
BANK AMERICA CORP	11,887	+1,122	$449
BAC	11,887	+1,122	$449
CORTEVA INC	7,750	+16	$447
CTVA	7,750	+16	$447
PROSHARES TR (REGL)	5,688	+1	$444
REGL	5,688	+1	$444
SPDR SER TR (SDY)	3,329	-84	$437
SDY	3,329	-84	$437
SELECT SECTOR SPDR TR (XLF)	10,386	-95	$436
XLF	10,386	-95	$436
CLOROX CO DEL	2,854	+31	$434
CLX	2,854	+31	$434
ISHARES INC (DVYA)	11,928	UNCH	$432
DVYA	11,928	UNCH	$432
AMERICAN ELEC PWR CO INC	4,929	+86	$420
AEP	4,929	+86	$420
LINDE PLC	870	-22	$404
LIN	870	-22	$404
ARES MANAGEMENT CORPORATION	2,970	+35	$395
ARES	2,970	+35	$395
PHILIP MORRIS INTL INC	4,278	+18	$392
PM	4,278	+18	$392
UNION PAC CORP	1,579	+513	$387
UNP	1,579	+513	$387
TAIWAN SEMICONDUCTOR MFG LTD	2,830	+360	$385
TSM	2,830	+360	$385
FEDEX CORP	1,331	-229	$383
FDX	1,331	-229	$383
ENVELA CORP	83,455	UNCH	$381
ELA	83,455	UNCH	$381
OMNICOM GROUP INC	3,896	+24	$376
OMC	3,896	+24	$376
SPDR INDEX SHS FDS (SPDW)	10,490	UNCH	$376
SPDW	10,490	UNCH	$376
UNITED PARCEL SERVICE INC	2,496	+206	$370
UPS	2,496	+206	$370
ISHARES TR (QUAL)	2,232	-1	$366
QUAL	2,232	-1	$366
CUMMINS INC	1,229	+106	$362
CMI	1,229	+106	$362
KKR & CO INC	3,571	+490	$359
KKR	3,571	+490	$359
SPDR SER TR (XNTK)	1,950	-83	$358
XNTK	1,950	-83	$358
ISHARES TR (IWX)	4,685	-261	$357
IWX	4,685	-261	$357
ISHARES TR (HEWJ)	8,529	-291	$355
HEWJ	8,529	-291	$355
INVESCO DB COMMDY INDX TRCK	15,214	+2,702	$350
DBC	15,214	+2,702	$350
ISHARES INC (IEMG)	6,777	-173	$350
IEMG	6,777	-173	$350
3M CO	3,311	+67	$348
MMM	3,311	+67	$348
VANGUARD SCOTTSDALE FDS (VCSH)	4,497	+2	$348
VCSH	4,497	+2	$348
VANECK ETF TRUST (ANGL)	11,936	+118	$346
ANGL	11,936	+118	$346
WILLIAMS SONOMA INC	1,083	-1	$341
WSM	1,083	-1	$341
GENERAL DYNAMICS CORP	1,184	+233	$339
GD	1,184	+233	$339
NUVEEN DOW 30 DYNMC OVERWRT	23,000	UNCH	$337
DIAX	23,000	UNCH	$337
WISDOMTREE TR	6,724	-1,108	$326
DON	6,724	-1,108	$326
ISHARES TR (IBB)	2,372	+23	$325
IBB	2,372	+23	$325
ISHARES TR (IWN)	2,004	-191	$318
IWN	2,004	-191	$318
VANGUARD INDEX FDS (VOE)	2,046	-296	$317
VOE	2,046	-296	$317
FREEPORT MCMORAN INC	6,723	-73	$316
FCX	6,723	-73	$316
SCHWAB STRATEGIC TR	5,040	+1	$312
SCHX	5,040	+1	$312
J P MORGAN EXCHANGE TRADED F (JEPI)	5,314	UNCH	$304
JEPI	5,314	UNCH	$304
ISHARES TR (IHF)	5,546	+11	$301
IHF	5,546	+11	$301
VANGUARD INTL EQUITY INDEX F (VEU)	5,044	UNCH	$296
VEU	5,044	UNCH	$296
YUM BRANDS INC	2,114	+177	$296
YUM	2,114	+177	$296
VANGUARD ADMIRAL FDS INC (VOOV)	1,619	+11	$292
VOOV	1,619	+11	$292
ARCH CAP GROUP LTD	3,151	+3,151	$291
ACGL	3,151	+3,151	$291
FORD MTR CO DEL	21,661	+1,136	$288
F	21,661	+1,136	$288
ISHARES TR (HEFA)	8,271	UNCH	$288
HEFA	8,271	UNCH	$288
SPDR SER TR (SPYD)	7,107	UNCH	$286
SPYD	7,107	UNCH	$286
SIMON PPTY GROUP INC NEW	1,820	+159	$284
SPG	1,820	+159	$284
GUARANTY BANCSHARES INC TEX (GNTY)	9,460	UNCH	$281
GNTY	9,460	UNCH	$281
METLIFE INC	3,757	+116	$277
MET	3,757	+116	$277
PROGRESSIVE CORP	1,339	+1,339	$277
PGR	1,339	+1,339	$277
VANGUARD INDEX FDS (VXF)	1,579	UNCH	$277
VXF	1,579	UNCH	$277
WELLS FARGO CO NEW	4,747	+241	$275
WFC	4,747	+241	$275
NIKE INC	2,898	-999	$272
NKE	2,898	-999	$272
PIONEER NAT RES CO	1,037	+1,037	$272
PXD	1,037	+1,037	$272
SYNOPSYS INC	476	+8	$272
SNPS	476	+8	$272
PHILLIPS 66	1,632	+3	$267
PSX	1,632	+3	$267
PAYPAL HLDGS INC	3,873	+329	$259
PYPL	3,873	+329	$259
STARBUCKS CORP	2,815	+283	$257
SBUX	2,815	+283	$257
ISHARES TR (IEFA)	3,452	UNCH	$256
IEFA	3,452	UNCH	$256
PUBLIC STORAGE	884	+13	$256
PSA	884	+13	$256
ISHARES TR (IDV)	9,052	-787	$254
IDV	9,052	-787	$254
DATADOG INC	2,027	-13	$251
DDOG	2,027	-13	$251
REALTY INCOME CORP	4,636	+285	$251
O	4,636	+285	$251
ASML HOLDING N V	253	-10	$247
ASML	253	-10	$247
ISHARES TR (IWO)	913	-245	$247
IWO	913	-245	$247
SELECT SECTOR SPDR TR (XLP)	3,249	+23	$246
XLP	3,249	+23	$246
SPDR SER TR (XBI)	2,577	+260	$245
XBI	2,577	+260	$245
BUNGE GLOBAL SA	2,363	+13	$242
BG	2,363	+13	$242
CONAGRA BRANDS INC	8,115	+207	$241
CAG	8,115	+207	$241
LYONDELLBASELL INDUSTRIES N	2,344	+233	$239
LYB	2,344	+233	$239
GRANITESHARES GOLD TR (BAR)	10,542	UNCH	$234
BAR	10,542	UNCH	$234
CAMPBELL SOUP CO	5,238	-27,865	$234
CPB	5,238	-27,865	$234
BEST BUY INC	2,799	UNCH	$229
BBY	2,799	UNCH	$229
NEXTERA ENERGY INC	3,590	+3,590	$229
NEE	3,590	+3,590	$229
ONEOK INC NEW	2,850	+2,850	$228
OKE	2,850	+2,850	$228
INTUIT	349	+29	$227
INTU	349	+29	$227
SEI INVTS CO	3,160	+3,160	$227
SEIC	3,160	+3,160	$227
ARK ETF TR (ARKW)	2,706	UNCH	$225
ARKW	2,706	UNCH	$225
CADENCE DESIGN SYSTEM INC	722	+722	$225
CDNS	722	+722	$225
ENBRIDGE INC	6,189	-136	$222
ENB	6,189	-136	$222
SOURCE CAP INC	5,185	+78	$220
SOR	5,185	+78	$220
ISHARES TR (VLUE)	2,015	+1	$218
VLUE	2,015	+1	$218
NXP SEMICONDUCTORS N V	877	+877	$217
NXPI	877	+877	$217
MCKESSON CORP	397	+397	$213
MCK	397	+397	$213
CROWDSTRIKE HLDGS INC	661	-8	$211
CRWD	661	-8	$211
VANGUARD INDEX FDS (VO)	846	-5	$211
VO	846	-5	$211
GENERAL MTRS CO	4,621	+4,621	$210
GM	4,621	+4,621	$210
ILLUMINA INC	1,510	+1,510	$207
ILMN	1,510	+1,510	$207
GENERAL ELECTRIC CO	1,176	+1,176	$206
GE	1,176	+1,176	$206
FIDELITY COVINGTON TRUST	6,902	+6,902	$204
FELC	6,902	+6,902	$204
MICROCHIP TECHNOLOGY INC.	2,273	-1,469	$204
MCHP	2,273	-1,469	$204
WASTE MGMT INC DEL	959	+959	$204
WM	959	+959	$204
US BANCORP DEL	4,536	-1,967	$203
USB	4,536	-1,967	$203
ISHARES TR (SOXX)	885	+885	$201
SOXX	885	+885	$201
BLACKSTONE STRATEGIC CRED 20	13,872	-11,441	$165
BGB	13,872	-11,441	$165
DEUTSCHE BANK A G	10,089	+10,089	$159
DB	10,089	+10,089	$159
UNITED MICROELECTRONICS CORP	11,226	UNCH	$91
UMC	11,226	UNCH	$91
LINKBANCORP INC	11,500	UNCH	$79
LNKB	11,500	UNCH	$79
CBRE GBL REAL ESTATE INC FD	11,812	+400	$64
IGR	11,812	+400	$64
5E ADVANCED MATERIALS INC	42,500	UNCH	$57
FEAM	42,500	UNCH	$57
GRAB HOLDINGS LIMITED	18,135	UNCH	$57
GRAB	18,135	UNCH	$57
PROPERTYGURU GROUP LTD	10,000	UNCH	$38
PGRU	10,000	UNCH	$38
LUMINAR TECHNOLOGIES INC	14,532	+1,688	$29
LAZR	14,532	+1,688	$29
EYENOVIA INC	16,112	UNCH	$16
EYEN	16,112	UNCH	$16
SENSEI BIOTHERAPEUTICS INC	14,845	UNCH	$16
SNSE	14,845	UNCH	$16
HYZON MOTORS INC	11,300	+0	$8
HYZN	11,300	UNCH	$8
AFLAC INC			$0 (exited)
AFL	0	-3,768	$0
ARK ETF TR			$0 (exited)
ARKK	0	-3,957	$0
AVIS BUDGET GROUP			$0 (exited)
CAR	0	-1,132	$0
INVESCO DB MULTI SECTOR COMM			$0 (exited)
DBB	0	-12,026	$0
DIMENSIONAL ETF TRUST			$0 (exited)
DFIV	0	-6,267	$0
ELEVANCE HEALTH INC			$0 (exited)
ELV	0	-458	$0
EOG RES INC			$0 (exited)
EOG	0	-2,200	$0
HUNTINGTON BANCSHARES INC			$0 (exited)
HBAN	0	-20,082	$0
ISHARES GOLD TR			$0 (exited)
IAU	0	-5,731	$0
SEASTAR MEDICAL HOLDING CORP			$0 (exited)
ICU	0	-10,099	$0
IMMUNOGEN INC			$0 (exited)
IMGN	0	-25,016	$0
NKARTA INC			$0 (exited)
NKTX	0	-54,848	$0
GRANITESHARES PLATINUM TR			$0 (exited)
PLTM	0	-67,832	$0
FIRST TR EXCHANGE TRADED FD			$0 (exited)
QCLN	0	-5,561	$0
TE CONNECTIVITY LTD			$0 (exited)
TEL	0	-1,686	$0
WP CAREY INC	0	-3,332	$0 (exited)
WPC	0	-3,332	$0

See Summary: Leo Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Leo Wealth LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
BLK	+2,323	+$1,936
TTE	+16,786	+$1,156
SNY	+23,765	+$1,155
ETR	+10,849	+$1,146
DBE	+36,945	+$766
GBTC	+10,531	+$664
ACGL	+3,151	+$291
PGR	+1,339	+$277
PXD	+1,037	+$272
NEE	+3,590	+$229

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IMGN	-25,016	-$742
PLTM	-67,832	-$655
NKTX	-54,848	-$362
AFL	-3,768	-$311
EOG	-2,200	-$266
HBAN	-20,082	-$255
TEL	-1,686	-$237
QCLN	-5,561	-$234
IAU	-5,731	-$226
DFIV	-6,267	-$223

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
JMBS	+116,519	+$5,110
VSGX	+48,481	+$3,988
ESGV	+43,678	+$7,406
AUID	+41,667	+$79
SPLG	+39,503	+$2,619
BCIM	+35,055	+$746
IEF	+30,261	+$2,389
XLG	+24,592	+$1,431
GSLC	+23,564	+$4,697
IJH	+23,043	-$966

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
JNJ	-283,654	-$43,757
JPST	-61,069	-$3,067
AFRM	-29,927	-$15,052
PFE	-28,482	-$862
CPB	-27,865	-$1,196
USFR	-19,554	-$972
SIVR	-17,295	-$359
T	-14,741	-$144
CCI	-13,074	-$1,645

Leo Wealth LLC Info

Size ($ in 1000's)
At 03/31/2024: $977,150
At 12/31/2023: $965,562

Leo Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Leo Wealth LLC 13F filings. Link to 13F filings: SEC filings

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