LWL
Leo Wealth LLC Portfolio
Invests via Leo Wealth LLC | Managed by Harmen Overdijk, Aleksey Mironenko, Christos Charalambous
Invests via Leo Wealth LLC
Managed by Harmen Overdijk, Aleksey Mironenko, Christos Charalambous
Automatically Tracked
Company Profile
Operating primarily as a family office, Leo Wealth LLC focuses on strategic investment initiatives tailored to the unique needs of affluent families. With expertise in both wealth preservation and generational capital allocation, this entity positions itself at the intersection of finance and personalized asset management. Their approach is built upon understanding complex financial landscapes, leveraging diverse opportunities across various sectors to enhance long-term value for clients. By cultivating strong relationships with high-net-worth individuals, they navigate intricacies of market dynamics while fostering sustainable growth aligned with client legacies.
Operating primarily as a family office, Leo Wealth LLC focuses on strategic investment initiatives tailored to the unique needs of affluent families. With expertise in both wealth preservation and generational capital allocation, this entity positions itself at the intersection of finance and personalized asset management. Their approach is built upon understanding complex financial landscapes, leveraging diverse opportunities across various sectors to enhance long-term value for clients. By cultivating strong relationships with high-net-worth individuals, they navigate intricacies of market dynamics while fostering sustainable growth aligned with client legacies.
Investment Philosophy & Strategy
Transformative investing drives the mission of Leo Wealth LLC, a distinguished family office adept at navigating multifaceted financial terrains. The entity prides itself on innovative capital deployment strategies that cater to the bespoke requirements of affluent families. Their commitment to enhancing long-term wealth is reflected in a unique focus on sustainable opportunities, whether through market inefficiencies or emerging sectors poised for growth. By employing tailored methodologies and fostering strong familial relationships, they emphasize not just preservation but also expansion of legacies over generations.
Transformative investing drives the mission of Leo Wealth LLC, a distinguished family office adept at navigating multifaceted financial terrains. The entity prides itself on innovative capital deployment strategies that cater to the bespoke requirements of affluent families. Their commitment to enhancing long-term wealth is reflected in a unique focus on sustainable opportunities, whether through market inefficiencies or emerging sectors poised for growth. By employing tailored methodologies and fostering strong familial relationships, they emphasize not just preservation but also expansion of legacies over generations.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
33.6%
Gain -0.09%
Monthly
0.9%
Yearly
11.36%
Drawdown
13.36%
$1.52B
Equity
Holdings
$1.52B
Investment
$1.33B
$325.8M
Profit -$1.01M
Realized
$128.23M
Unrealized
$197.58M
Dividends
$62.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$1.01M
Win %
66%
This Week
Compared To Last Week
Gain
-1.4%
Profit
-$21.58M
Win %
66%
This Month
Compared to last month
Gain
-1.2%
Profit
-$18.46M
Win %
66%
This Year
Compared to last year
Gain
10.77%
Profit
$148.1M
Win %
65%
DBE Invesco DB Energy Fund
+4.87%
+$55,307.19 
AAPL Apple Inc.
+3.56%
+$1.34M 
F Ford Motor Company
+3.42%
+$6,995.68 
APP AppLovin Corporation Class A Common Stock
+3.09%
+$6,506.7 
GM General Motors Company
+2.81%
+$9,465.8 
CMCSA Comcast Corp
+2.36%
+$50,573.68 
PATH Uipath Inc.
+2.32%
+$3,615.68 
BIIB Biogen Inc.
+2.23%
+$106,863.9 
PYPL PayPal Holdings Inc
+2.19%
+$5,482.26 
PM Philip Morris International Inc.
+2.17%
+$24,369.24 
DVN Devon Energy Corporation
+2.11%
+$5,801.18 
UBER Uber Technologies, Inc.
+2.05%
+$22,443.12 
ISRG Intuitive Surgical, Inc.
+2.03%
+$7,847.37 
ABBV AbbVie Inc.
+1.63%
+$66,231.4 
T AT&T Inc.
+1.61%
+$63,841.77 
MELI MercadoLibre, Inc.
+1.59%
+$19,202.22 
CHRD Chord Energy Corp
+1.56%
+$3,350.54 
OMC Omnicom Group Inc.
+1.48%
+$4,991.48 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+1.38%
+$69,883.55 
BYD Boyd Gaming Corporation
+1.37%
+$2,600.95 
MO Altria Group, Inc.
+1.35%
+$14,231.48 
ABEV Ambev S.A.
+1.33%
+$1,336.48 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.32%
+$23,732.64 
ACN Accenture plc Class A
+1.2%
+$10,543.67 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.17%
+$24,564.6 
MET MetLife Inc.
+1.14%
+$5,672.36 
RYTM Rhythm Pharmaceuticals Inc.
+1.13%
+$3,520.32 
LMT Lockheed Martin Corporation
+1.07%
+$17,623.2 
SNPS Synopsys, Inc.
+1%
+$5,312.75 
PANW Palo Alto Networks, Inc.
+1%
+$17,511.02 
GLP Global Partners L.P.
+0.99%
+$7,685 
BTI British American Tobacco p.l.c. ADR
+0.97%
+$2,870.18 
BG Bunge Global S.A.
+0.87%
+$2,631.13 
TD The Toronto-Dominion Bank
+0.86%
+$3,023.28 
FDX FedEx Corporation
+0.85%
+$3,700.41 
DOW Dow Inc.
+0.83%
+$2,049.43 
LMND Lemonade Inc.
+0.81%
+$13,669.6 
UPS United Parcel Service, Inc.
+0.79%
+$4,957.68 
PRU Prudential Financial, Inc.
+0.76%
+$15,320.61 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.69%
+$1,731.52 
EW Edwards Lifesciences Corporation
+0.67%
+$5,106.9 
XOM Exxon Mobil Corporation
+0.61%
+$36,125.68 
GOOG Alphabet Inc
+0.61%
+$34,240.35 
XLC Communication Services Select Sector SPDR Fund
+0.6%
+$2,167.44 
GOOGL Alphabet Inc
+0.59%
+$54,888.6 
BKNG Booking Holdings Inc.
+0.52%
+$11,182.5 
C Citigroup Inc.
+0.51%
+$6,160.99 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$6,398.16 
USB U.S. Bancorp
+0.5%
+$1,710.89 
ZETA Zeta Global Holdings Corp.
+0.49%
+$4,870.35 
VZ Verizon Communications Inc.
+0.44%
+$20,404.56 
GD General Dynamics Corporation
+0.42%
+$1,435.59 
GBCI Glacier Bancorp Inc.
+0.39%
+$1,391.4 
SHEL Shell plc
+0.39%
+$9,056.49 
UNP Union Pacific Corporation
+0.39%
+$1,084.6 
COP ConocoPhillips
+0.38%
+$2,318.68 
PGR Progressive Corporation
+0.35%
+$10,156.5 
KO The Coca-Cola Company
+0.33%
+$5,799.18 
EOG EOG Resources, Inc.
+0.32%
+$3,635.37 
RTX RTX Corporation
+0.28%
+$2,499.2 
ET Energy Transfer L.P.
+0.28%
+$1,630.56 
QCOM QUALCOMM Incorporated
+0.27%
+$1,216.8 
ZION Zions Bancorporation, National Association
+0.26%
+$1,153.44 
PG Procter & Gamble Co
+0.25%
+$4,353.36 
TJX The TJX Companies, Inc.
+0.24%
+$404.4 
KVUE Kenvue Inc.
+0.23%
+$6,206.24 
CTSH Cognizant Technology Solutions Corporation
+0.21%
+$1,566.36 
TRV The Travelers Companies, Inc.
+0.19%
+$2,388.44 
EVRG Evergy Inc.
+0.17%
+$686 
MSFT Microsoft Corp.
+0.16%
+$32,984.08 
FE FirstEnergy Corp.
+0.14%
+$1,600.3 
AVTR Avantor Inc.
+0.13%
+$844.92 
MDLZ Mondelez International, Inc.
+0.11%
+$574.35 
SPG Simon Property Group, Inc.
+0.1%
+$274.89 
ROST Ross Stores, Inc.
+0.09%
+$860.79 
TDG TransDigm Group Inc.
+0.09%
+$285.18 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$10,736.4 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$244.78 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$302.01 
NOW ServiceNow, Inc.
+0.05%
+$244.79 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$1,187.49 
EPD Enterprise Products Partners L.P.
+0.03%
+$304.04 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.02%
+$291.78 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$3,441.62 
NVS Novartis AG Sponsored ADR
+0.01%
+$158.66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$56.97 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FFIC Flushing Financial Corp.
0%
$0 
HOLX Hologic Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
SCCO Southern Copper Corporation
-7.21%
-$34,848.6 
UAMY United States Antimony Corporation
-6.97%
-$6,290 
FCX Freeport-McMoRan Inc.
-6.56%
-$41,340 
LRCX Lam Research Corporation
-5.67%
-$59,177.4 
VRT Vertiv Holdings Co
-5.61%
-$41,860.5 
AUID AuthID Inc.
-5.58%
-$3,674 
INTC Intel Corporation
-5.57%
-$38,172.16 
PALL abrdn Physical Palladium Shares ETF
-5.45%
-$24,729.7 
SIVR abrdn Physical Silver Shares ETF
-5.32%
-$111,717.2 
SLV iShares Silver Trust
-5.32%
-$37,797.46 
REMX VanEck Rare Earth and Strategic Metals ETF
-5.27%
-$27,480.72 
ORCL Oracle Corporation
-5.23%
-$45,929.34 
MU Micron Technology, Inc.
-4.9%
-$202,850.08 
RHLD Resolute Holdings Management Inc.
-4.55%
-$70,005.45 
FATE Fate Therapeutics Inc.
-4.51%
-$7,748.29 
BSX Boston Scientific Corporation
-4.14%
-$9,007.98 
FLKR Franklin FTSE South Korea ETF
-3.94%
-$22,304.1 
DBB Invesco DB Base Metals Fund
-3.52%
-$57,251.95 
GPGI GPGI Inc
-3.52%
-$5,130.05 
AMD Advanced Micro Devices, Inc.
-3.36%
-$106,544.55 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.28%
-$20,169 
AMAT Applied Materials, Inc.
-3.19%
-$12,737.41 
GLW Corning Incorporated
-3.16%
-$31,747.71 
KKR KKR & Co. Inc.
-3.1%
-$7,222.28 
WMB The Williams Companies, Inc.
-3.09%
-$6,665.36 
GIS General Mills, Inc.
-3.06%
-$57,326.58 
CCJ Cameco Corporation
-2.95%
-$16,821.68 
AEM Agnico Eagle Mines Limited
-2.92%
-$7,636.8 
GEV GE Vernova Inc.
-2.9%
-$359,321.56 
BX Blackstone Inc.
-2.84%
-$19,833.54 
SOXX iShares Semiconductor ETF
-2.77%
-$10,848.65 
ARES Ares Management Corporation
-2.7%
-$7,760.94 
SOLS Sollensys Corp
-2.69%
-$19,142 
STX Seagate Technology Holdings plc
-2.66%
-$18,093.53 
ELA Envela Corporation
-2.58%
-$8,305.2 
UMC United Microelectronics Corp. Sponsored ADR
-2.58%
-$9,769.5 
AM Antero Midstream Corporation
-2.5%
-$7,509.75 
ARTY iShares Future AI & Tech ETF
-2.46%
-$13,227.68 
IBM International Business Machines Corporation
-2.46%
-$106,117.4 
SMH VanEck Semiconductor ETF
-2.44%
-$17,666.61 
ASML ASML Holding N.V. New York Registry Shares
-2.43%
-$75,214.83 
ADBE Adobe Inc.
-2.37%
-$15,424.74 
NVDA NVIDIA Corporation
-2.36%
-$368,241.25 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.35%
-$374,374.38 
MKSI MKS Instruments Inc.
-2.32%
-$5,433.75 
FICO Fair Isaac Corporation
-2.3%
-$4,526 
AXON Axon Enterprise, Inc.
-2.28%
-$10,023.85 
AMGN Amgen Inc.
-2.25%
-$16,394.4 
OTF Blue Owl Technology Finance Corp.
-2.24%
-$6,407.48 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.23%
-$86,139.75 
PLTR Palantir Technologies Inc.
-2.18%
-$23,302.35 
EEM iShares MSCI Emerging Markets ETF
-2.14%
-$6,509.59 
ES Eversource Energy
-2.04%
-$40,070.88 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$18,766.7 
HWM Howmet Aerospace Inc.
-2%
-$4,776.5 
NKE Nike, Inc. - Class B
-1.99%
-$3,377.83 
MTUM iShares MSCI USA Momentum Factor ETF
-1.98%
-$7,208.89 
VICI Vici Properties Inc.
-1.92%
-$29,888.61 
MRK Merck & Co., Inc.
-1.91%
-$69,544.69 
SPGI S&P Global Inc.
-1.88%
-$28,338.5 
CSCO Cisco Systems, Inc.
-1.82%
-$104,757.58 
COF Capital One Financial Corporation
-1.79%
-$7,404.28 
ABT Abbott Laboratories
-1.76%
-$18,786.75 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$48,360.29 
GLD SPDR Gold Shares
-1.73%
-$74,620.86 
IAU iShares Gold Trust
-1.72%
-$3,281.78 
BAR GraniteShares Gold Trust
-1.71%
-$17,707.46 
CAH Cardinal Health Inc.
-1.69%
-$5,325.15 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.69%
-$4,740.49 
PCYO Pure Cycle Corporation
-1.6%
-$4,014 
STWD Starwood Property Trust Inc.
-1.57%
-$4,631.25 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$40,150.22 
HD The Home Depot, Inc.
-1.53%
-$19,535.04 
ETN Eaton Corporation plc
-1.5%
-$8,760.96 
QTUM Defiance Quantum ETF
-1.49%
-$4,138.2 
KMI Kinder Morgan, Inc.
-1.45%
-$4,019.47 
META Meta Platforms Inc Class A
-1.42%
-$66,603.74 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.41%
-$43,886.86 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.41%
-$4,731.84 
GBTC Grayscale Bitcoin Trust ETF
-1.41%
-$6,728.6 
IBIT iShares Bitcoin Trust
-1.38%
-$19,732.28 
IWO iShares Russell 2000 Growth ETF
-1.36%
-$4,833.84 
HON Honeywell International Inc.
-1.34%
-$75,157.5 
APH Amphenol Corporation
-1.34%
-$14,933 
PDI Pimco Dynamic Income Fund
-1.31%
-$2,000 
EMR Emerson Electric Co.
-1.3%
-$68,647.04 
MSCI MSCI Inc.
-1.3%
-$5,551.7 
CAT Caterpillar Inc.
-1.29%
-$16,167.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$42,629.25 
IWP iShares Russell Mid-Cap Growth ETF
-1.28%
-$2,865.63 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-1.28%
-$11,110.75 
VEU Vanguard FTSE All-World ex-US ETF
-1.28%
-$11,442.82 
DTE DTE Energy Company
-1.26%
-$4,731.72 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.26%
-$23,634.66 
VRTX Vertex Pharmaceuticals Incorporated
-1.26%
-$3,831.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$89,880.3 
MS Morgan Stanley
-1.23%
-$6,541.92 
VLUE iShares MSCI USA Value Factor ETF
-1.21%
-$3,571.92 
KIM Kimco Realty Corporation
-1.21%
-$3,546.82 
EIX Edison International
-1.2%
-$2,232.84 
UNH UnitedHealth Group Incorporated
-1.19%
-$6,589.45 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$8,030.67 
VSGX Vanguard ESG International Stock ETF
-1.19%
-$686,651.13 
BLV Vanguard Long-Term Bond ETF
-1.17%
-$3,710.25 
DVYA iShares Asia/Pacific Dividend ETF
-1.16%
-$5,872.72 
TLT iShares 20+ Year Treasury Bond ETF
-1.16%
-$94,144.05 
VGM Invesco Trust for Investment Grade Municipals
-1.16%
-$36,717.66 
TSLA Tesla, Inc.
-1.15%
-$25,855.52 
TGT Target Corporation
-1.12%
-$4,561.92 
VXF Vanguard Extended Market ETF
-1.1%
-$4,221 
CNQ Canadian Natural Resources Limited
-1.09%
-$2,897.44 
LIN Linde plc
-1.08%
-$4,416.34 
TXN Texas Instruments Inc
-1.08%
-$4,943.46 
ATO Atmos Energy Corporation
-1.07%
-$3,191.54 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.06%
-$36,330.91 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$95,768.16 
FTEC Fidelity MSCI Information Technology Index ETF
-1.06%
-$6,817.66 
ADI Analog Devices, Inc.
-1.05%
-$2,494.46 
VB Vanguard Small-Cap ETF
-1.04%
-$7,176.64 
IWY iShares Russell Top 200 Growth ETF
-1.03%
-$19,789.18 
VPU Vanguard Utilities ETF
-1.03%
-$2,016 
BMY Bristol-Myers Squibb Company
-1.03%
-$43,848.77 
GSK GSK plc Sponsored ADR
-1.03%
-$14,368.5 
VGT Vanguard Information Technology ETF
-1.03%
-$12,856.32 
LOW Lowe's Companies Inc.
-1.01%
-$3,865.23 
VONG Vanguard Russell 1000 Growth Fund
-1.01%
-$3,888.74 
IYW iShares U.S. Technology ETF
-1%
-$3,533.79 
IWM iShares Russell 2000 ETF
-1%
-$9,882.39 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-1%
-$86,630.57 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
-0.99%
-$600 
GRAB Grab Holdings Limited
-0.99%
-$513.42 
MMU Western Asset Managed Municipals Fund
-0.98%
-$28,478.24 
AVGO Broadcom Inc.
-0.97%
-$53,711.5 
VALE Vale S.A.
-0.97%
-$1,788.6 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$40,664.68 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.97%
-$2,640.63 
AEP American Electric Power Company, Inc.
-0.96%
-$15,620.4 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$2,589.18 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$23,117.6 
CLX The Clorox Company
-0.95%
-$2,465 
MMM 3M Company
-0.94%
-$4,228.37 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$5,423.57 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.91%
-$10,258.38 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$17,630 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$5,656.5 
WSML Williamsville Sears Management, Inc.
-0.91%
-$114,893.84 
FLCH Franklin FTSE China ETF
-0.9%
-$46,981.3 
O Realty Income Corporation
-0.9%
-$3,322.62 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.89%
-$286,474.4 
GS The Goldman Sachs Group, Inc.
-0.88%
-$27,228.48 
BLK BlackRock, Inc.
-0.87%
-$69,750.5 
CMI Cummins Inc.
-0.87%
-$5,783.8 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.86%
-$225,752.3 
VT Vanguard Total World Stock ETF
-0.86%
-$13,552.98 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$52,234.41 
IDHQ Invesco S&P International Developed Quality ETF
-0.86%
-$2,399.32 
VGK Vanguard FTSE Europe ETF
-0.86%
-$128,853.82 
DUK Duke Energy Corporation
-0.85%
-$29,411.35 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$5,062.26 
PSX Phillips 66
-0.84%
-$2,505.36 
ACWI iShares MSCI ACWI ETF
-0.84%
-$5,479.22 
EFA iShares MSCI EAFE ETF
-0.83%
-$10,683.56 
CGCP Capital Group Core Plus Income ETF
-0.82%
-$3,109.32 
SBUX Starbucks Corporation
-0.82%
-$2,518.22 
JIVE JPMorgan International Value ETF
-0.82%
-$4,756.32 
IJS iShares S&P Small-Cap 600 Value ETF
-0.81%
-$3,754.75 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$17,990.39 
LHX L3Harris Technologies, Inc.
-0.81%
-$2,737.1 
IEF iShares 7-10 Year Treasury Bond ETF
-0.78%
-$332,190.43 
BABA Alibaba Group Holding Limited SP ADR
-0.78%
-$12,591.05 
EVTR Eaton Vance Total Return Fund
-0.77%
-$5,888.57 
WM Waste Management, Inc.
-0.77%
-$9,149.93 
BA Boeing Company
-0.76%
-$5,100.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$5,560.15 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.76%
-$3,013.14 
XLI Industrial Select Sector SPDR Fund
-0.74%
-$2,623.8 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.74%
-$6,979.56 
MUB iShares National Muni Bond ETF
-0.73%
-$2,503.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.72%
-$2,325.78 
VTV Vanguard Value ETF
-0.72%
-$36,347.94 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.72%
-$2,403.06 
ALL Allstate Corporation
-0.71%
-$9,639 
EXC Exelon Corporation
-0.71%
-$11,908.96 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.71%
-$2,161.6 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.7%
-$155,374.14 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$6,991.42 
ED Consolidated Edison, Inc.
-0.7%
-$1,889.25 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$7,246.42 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$7,240.43 
VHT Vanguard Health Care ETF
-0.69%
-$2,055.39 
DFUV Dimensional US Marketwide Value ETF
-0.69%
-$4,909.71 
FBND Fidelity Total Bond ETF
-0.68%
-$1,364.57 
IWN iShares Russell 2000 Value ETF
-0.68%
-$3,006 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$2,512.66 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.68%
-$2,583.75 
MHD BlackRock MuniHoldings Fund Inc.
-0.68%
-$18,849.83 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.67%
-$19,241.32 
IVLU iShares MSCI International Value Factor ETF
-0.67%
-$3,179.8 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$4,838.35 
SO The Southern Company
-0.66%
-$5,962.4 
POR Portland General Electric Company
-0.66%
-$1,380.8 
ESGU iShares ESG Aware MSCI USA ETF
-0.65%
-$20,379.6 
BND Vanguard Total Bond Market Index Fund
-0.64%
-$11,615 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.64%
-$5,134.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$6,384.26 
VONE Vanguard Russell 1000 ETF
-0.63%
-$5,331.69 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.63%
-$5,167.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$15,784.32 
AVUS Avantis U.S. Equity ETF
-0.62%
-$379,863.4 
EGP EastGroup Properties Inc.
-0.62%
-$1,431.72 
ESGV Vanguard ESG U.S. Stock ETF
-0.62%
-$578,269.48 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.61%
-$87,962.59 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$30,979.2 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$30,333.52 
HYD VanEck High Yield Muni ETF
-0.61%
-$1,328.7 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$3,861.38 
FPE First Trust Preferred Securities and Income ETF
-0.6%
-$2,242.07 
VOO Vanguard S&P 500 ETF
-0.6%
-$79,674.98 
SCHB Schwab U.S. Broad Market ETF
-0.59%
-$31,189.55 
BBJP JPMorgan BetaBuilders Japan Fund
-0.59%
-$3,534.47 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$55,026.15 
IVV iShares Core S&P 500 ETF
-0.59%
-$42,998.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$222,146.32 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$15,323.18 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.58%
-$2,385.18 
GILD Gilead Sciences Inc.
-0.58%
-$7,600.32 
BNDW Vanguard Total World Bond ETF
-0.58%
-$1,155 
XLE Energy Select Sector SPDR Fund
-0.57%
-$5,579.97 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.56%
-$3,550.62 
BNDX Vanguard Total International Bond ETF
-0.56%
-$7,572.9 
ITM VanEck Intermediate Muni ETF
-0.56%
-$2,759.5 
IBTL iShares iBonds Dec 2031 Term Fund
-0.55%
-$2,734.19 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$11,403.9 
XLG Invesco S&P 500 Top 50 ETF
-0.55%
-$21,502.81 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$2,457.91 
DON WisdomTree U.S. MidCap Dividend Fund
-0.53%
-$2,284.2 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.52%
-$35,461.75 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.52%
-$10,130.64 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$331,946.25 
MGC Vanguard Mega Cap ETF
-0.51%
-$19,845.68 
QUAL iShares MSCI USA Quality Factor ETF
-0.51%
-$2,891.84 
SDY SPDR S&P Dividend ETF
-0.51%
-$1,708.2 
SPYI NEOS S&P 500 High Income ETF
-0.51%
-$2,638.98 
VUG Vanguard Growth ETF
-0.5%
-$64,825.2 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.5%
-$1,902.33 
HEQT Simplify Hedged Equity ETF
-0.5%
-$56,759.6 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$3,721.2 
IXJ iShares Global Healthcare ETF
-0.49%
-$59,849.5 
CVX Chevron Corporation
-0.49%
-$21,444.15 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.49%
-$12,983.35 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$2,815.44 
DD DuPont de Nemours, Inc.
-0.48%
-$935.68 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$5,286.32 
VDE Vanguard Energy ETF
-0.48%
-$1,297.62 
INDH WisdomTree India Hedged Equity Fund
-0.47%
-$1,107.54 
PFE Pfizer Inc.
-0.47%
-$13,530.92 
PRF Invesco FTSE RAFI US 1000 ETF
-0.47%
-$1,905.8 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.46%
-$61,793.2 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$94,438.36 
SPHY SPDR Portfolio High Yield Bond ETF
-0.45%
-$1,266.4 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$40,926.2 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.45%
-$1,552.95 
DECK Deckers Outdoor Corporation
-0.45%
-$4,213.44 
TTE TotalEnergies SE
-0.45%
-$9,963 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.44%
-$2,440.18 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.44%
-$19,115.4 
HYDB iShares High Yield Systematic Bond ETF
-0.43%
-$7,380.4 
CRM Salesforce Inc
-0.43%
-$4,657.8 
FELC Fidelity Enhanced Large Cap Core ETF
-0.43%
-$1,344.39 
PTLC Pacer Trendpilot US Large Cap ETF
-0.42%
-$1,050.75 
GE General Electric Company
-0.42%
-$5,839.84 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.41%
-$2,209.51 
BSJV Invesco BulletShares 2031 High Yield Fund
-0.41%
-$29,663.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$6,045.06 
LMBS First Trust Low Duration Opportunities ETF
-0.41%
-$1,536.4 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.4%
-$61,056 
MA Mastercard Incorporated
-0.39%
-$21,223.29 
JSCP JPMorgan Short Duration Core Plus ETF
-0.39%
-$1,359.18 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.38%
-$1,621.17 
INTU Intuit Inc.
-0.37%
-$1,333.8 
SEIC SEI Investments Company
-0.37%
-$1,504 
BCE BCE Inc.
-0.36%
-$5,735.46 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.36%
-$3,862.22 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.36%
-$987.74 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.35%
-$6,182.7 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$902.4 
VOOV Vanguard S&P 500 Value ETF
-0.34%
-$1,262.04 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$2,599.63 
AXP American Express Company
-0.34%
-$4,756.76 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.34%
-$1,949.4 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.33%
-$55,993.73 
JPM JPMorgan Chase & Co.
-0.33%
-$9,102.52 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$86,537.66 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.32%
-$2,257.7 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$10,173.04 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$1,433.25 
LYB LyondellBasell Industries N.V.
-0.31%
-$574.8 
BUFR FT Vestladder Buffer ETF-USD I
-0.31%
-$4,639.44 
IVE ISHARES S&P 500 VALUE ETF
-0.31%
-$16,095.6 
XLF Financial Select Sector SPDR Fund
-0.31%
-$1,653.58 
SNY Sanofi American Depositary Receipt
-0.3%
-$4,950.27 
WIT Wipro Limited American Depositary Receipt
-0.3%
-$93.61 
MDT Medtronic plc
-0.29%
-$1,253.61 
IWD iShares Russell 1000 Value ETF
-0.28%
-$2,463.54 
JNJ Johnson & Johnson
-0.27%
-$124,912.46 
IDV iShares International Select Dividend ETF
-0.27%
-$1,410 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.26%
-$12,710.88 
FELV Fidelity Enhanced Large Cap Value ETF
-0.25%
-$815.53 
WFC Wells Fargo & Company
-0.25%
-$1,353.82 
AFRM Affirm Holdings, Inc.
-0.23%
-$147,939.52 
NEE NextEra Energy, Inc.
-0.23%
-$489.44 
CME CME Group Inc.
-0.23%
-$1,053.99 
IBTI iShares iBonds Dec 2028 Term ETF
-0.23%
-$4,569.58 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.23%
-$661.31 
KMB Kimberly-Clark Corporation
-0.22%
-$4,557.52 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.22%
-$1,145.84 
SPOT Spotify Technology S.A.
-0.22%
-$737.75 
AMZN Amazon.com Inc
-0.2%
-$66,312.75 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.18%
-$15,356.56 
MCD McDonald's Corporation
-0.17%
-$12,790.8 
HLN Haleon Plc - ADR
-0.16%
-$169.38 
BAC Bank of America Corporation
-0.16%
-$1,366.6 
CL Colgate-Palmolive Company
-0.16%
-$832.3 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.16%
-$1,483.47 
SHOP Shopify Inc.
-0.15%
-$885.97 
IWX iShares Russell Top 200 Value ETF
-0.15%
-$734.58 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.15%
-$1,330.69 
LLY Eli Lilly and Company
-0.13%
-$5,113.85 
DVY iShares Select Dividend ETF
-0.12%
-$994.27 
ETHA iShares Ethereum Trust
-0.11%
-$359.66 
OKE ONEOK, Inc.
-0.1%
-$833.3 
ETHE Grayscale Ethereum Trust ETF
-0.1%
-$499.88 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.1%
-$1,985.2 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$2,271.15 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.1%
-$314.33 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.1%
-$8,373.86 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$222.71 
TEL TE Connectivity plc
-0.08%
-$708.05 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.08%
-$200.26 
CVS CVS Health Corporation
-0.07%
-$616.91 
WMT Walmart Inc.
-0.07%
-$2,198.28 
WELL Welltower Inc.
-0.06%
-$296.25 
D Dominion Energy, Inc.
-0.06%
-$153.92 
HEWJ iShares Currency Hedged MSCI Japan ETF
-0.05%
-$148.53 
V Visa Inc. Class A
-0.04%
-$970.26 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$3,696.99 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$2,033.15 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$624.12 
JHG Janus Henderson Group plc
-0.04%
-$97.42 
CLOZ Panagram BBB-B CLO ETF
-0.04%
-$98.5 
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.04%
-$4,361.73 
PEP PepsiCo, Inc.
-0.03%
-$275.6 
NFLX Netflix, Inc.
-0.03%
-$683.76 
COST Costco Wholesale Corporation
-0.02%
-$565.74 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$415.18 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$685.4 
ETH Ethan Allen Interiors Inc
-0.02%
-$63.91 Events
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Dividends
Dividend Analysis
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| Trades 3316 | Longs Won 2155/3316 64% | Profit Factor 7.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $619,453.52 |
| Average Win $175,053.69 | Best Trade (Aug 06) $25.78M | Sharpe Ratio -12.54 |
| Average Loss -$44,412.41 | Worst Trade (Sep 10) -$2.34M | Z-Score 8.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 2d | Expectancy $98,251.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 119,197 | $27.38M | $38.93M | - | $11.55M | 42.17% | +3.561% |
| ABBV AbbVie Inc. | 16,154 | $3.03M | $4.12M | - | $1.09M | 35.93% | +1.634% |
| ABEV Ambev S.A. | 33,412 | $82,634.96 | $101,906.6 | - | $19,271.64 | 23.32% | +1.329% |
| ABT Abbott Laboratories | 10,155 | $1.19M | $1.05M | - | -$138,629.12 | -11.66% | -1.758% |
| ACN Accenture plc Class A | 4,997 | $1.5M | $889,016.27 | - | -$607,166.77 | -40.58% | +1.2% |
| ACWI iShares MSCI ACWI ETF | 4,089 | $509,768.19 | $649,374.09 | - | $139,605.9 | 27.39% | -0.837% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 24,117 | $1.31M | $1.85M | - | $536,724.46 | 40.94% | -1.263% |
| ADBE Adobe Inc. | 2,558 | $984,122.4 | $636,507.14 | - | -$347,615.26 | -35.32% | -2.366% |
| ADI Analog Devices, Inc. | 653 | $207,761 | $235,896.25 | - | $28,135.25 | 13.54% | -1.046% |
| AEM Agnico Eagle Mines Limited | 1,290 | $218,693.28 | $253,678.5 | - | $34,985.22 | 16% | -2.922% |
| AEP American Electric Power Company, Inc. | 13,017 | $1.44M | $1.61M | - | $168,691.08 | 11.73% | -0.963% |
| AFRM Affirm Holdings, Inc. | 924,622 | $46.35M | $62.87M | - | $16.51M | 35.63% | -0.235% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,466 | $1.04M | $1.01M | - | -$36,593.17 | -3.51% | -0.631% |
| ALL Allstate Corporation | 5,355 | $1.14M | $1.35M | - | $204,176.44 | 17.85% | -0.71% |
| AM Antero Midstream Corporation | 13,175 | $203,570.32 | $293,407.25 | - | $89,836.93 | 44.13% | -2.496% |
| AMAT Applied Materials, Inc. | 852 | $224,497.55 | $386,722.8 | - | $162,225.25 | 72.26% | -3.189% |
| AMD Advanced Micro Devices, Inc. | 6,090 | $1.08M | $3.07M | - | $1.98M | 183.28% | -3.357% |
| AMGN Amgen Inc. | 1,863 | $571,811.29 | $712,541.61 | - | $140,730.32 | 24.61% | -2.249% |
| AMZN Amazon.com Inc | 130,025 | $26.48M | $32.75M | - | $6.27M | 23.7% | -0.202% |
| APH Amphenol Corporation | 13,700 | $432,769.3 | $1.1M | - | $666,655.7 | 154.04% | -1.34% |
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FAQ
Which stocks have generated the highest profits for Leo Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard ESG U.S. Stock ETF - $14.46M, Johnson & Johnson - $10.2M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $10.09M, NVIDIA Corporation - $9.31M, and Vanguard ESG International Stock ETF - $9.27M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SBA Communications Corporation - $2.05M, Regeneron Pharmaceuticals, Inc - $518,108.1, Adobe Inc - $338,373.86, Dow Inc - $328,521.86, and Fiserv, Inc - $319,317.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Leo Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $62.12M earned over time. The largest contributors to dividend income include Johnson & Johnson - $5.15M, Vanguard ESG International Stock ETF - $3.75M, iShares 7-10 Year Treasury Bond ETF - $3.01M, iShares Interest Rate Hedged Corporate Bond ETF - $2.61M, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.37M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Leo Wealth LLC's monthly returns?
Leo Wealth LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Leo Wealth LLC's strategy be considered aggressive or moderate?
Leo Wealth LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Leo Wealth LLC's strategy?
Leo Wealth LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
