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Home > Institutional Investor > Leo Wealth, Llc > Profile

Instuitional Investor - Leo Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Leo Wealth, Llc
Portfolio Value $1,115,817,646
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 693,539 $72,737,198 6.51%
2.
Affirm Holdings Inc.
 AFRM 1,025,513 $62,453,742 5.59%
3.
Goldman Sachs Etf Tr
 479,463 $55,218,677 4.94%
4.
Johnson & Johnson
 JNJ 375,697 $54,333,264 4.86%
5.
American Centy Etf Tr
 443,635 $42,999,785 3.85%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)