Leo Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$1.09B
Signature - Title
Aryn Sands - Agent
Location
Hurst, TX
Summary
This page shows a list of all the recent 13F filings made by Leo Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leo Wealth, LLC reported 348 stock holdings with total value $1.09B as of Q3 2024. Top holdings included JNJ, ESGV, GSLC, VSGX, and AFRM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 348 $1.09B +$90.1M -$39.8M +$50.3M JNJ, ESGV, GSLC, VSGX, AFRM 13F-HR 10/21/2024, 12:26 PM
Q2 2024 332 $980M +$110M -$100M +$9.86M JNJ, ESGV, VSGX, GSLC, AVUS 13F-HR 7/17/2024, 10:54 AM
Q1 2024 333 $977M +$63.7M -$66.2M -$2.5M JNJ, ESGV, VSGX, AFRM, GSLC 13F-HR 5/9/2024, 05:01 PM
Q4 2023 327 $953M $0 $0 JNJ, ESGV, AFRM, VSGX, GSLC 13F-HR 3/14/2024, 01:16 PM