13F filer
Leo Wealth
13F Value
$471.4M
Positions
269
Top Position
JNJ5.9%
Top 5
23.1%
Latest filing changes
No increased positions
No new positions
No reduced positions
No exited positions
Holdings269
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | JNJ | 5.9% | $27.8M | — | 105.0K | — | — | Common Stock |
| 2 | ESGV | 5.7% | $26.8M | — | 197.5K | — | — | ETF |
| 3 | VSGX | 4.1% | $19.4M | — | 239.6K | — | — | ETF |
| 4 | GSLC | 3.8% | $17.8M | — | 122.7K | — | — | ETF |
| 5 | AVUS | 3.6% | $17.0M | — | 132.6K | — | — | ETF |
| 6 | GEV | 3.5% | $16.5M | — | 17.4K | — | — | Common Stock |
| 7 | AAPL | 3.1% | $14.6M | — | 43.9K | — | — | Common Stock |
| 8 | MSFT | 1.9% | $9.0M | — | 17.6K | — | — | Common Stock |
| 9 | NVDA | 1.7% | $7.8M | — | 34.4K | — | — | Common Stock |
| 10 | IEF | 1.5% | $7.0M | — | 78.5K | — | — | ETF |
| 11 | VOO | 1.5% | $6.9M | — | 9.9K | — | — | ETF |
| 12 | IVV | 1.4% | $6.4M | — | 8.4K | — | — | ETF |
| 13 | JIRE | 1.4% | $6.4M | — | 78.0K | — | — | ETF |
| 14 | EMXC | 1.4% | $6.4M | — | 64.4K | — | — | ETF |
| 15 | BRK.BFiling details
|
1.3% | $6.2M | — | 12.5K | — | — | Common Stock |
| 16 | VUG | 1.3% | $6.2M | — | 68.8K | — | — | ETF |
| 17 | IJR | 1.2% | $5.7M | — | 42.1K | — | — | ETF |
| 18 | USFR | 1.1% | $5.4M | — | 107.0K | — | — | Equity |
| 19 | GOOGLFiling details
|
1.1% | $5.4M | — | 15.6K | — | — | Common Stock |
| 20 | AMZN | 1.1% | $5.2M | — | 20.7K | — | — | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.