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:
30.02%
Gain -0.22%
Monthly
0.86%
Yearly
10.79%
Drawdown
13.39%
$1.49B
Equity
Holdings
$1.49B
Investment
$1.33B
$289.52M
Profit -$3.33M
Realized
$121.36M
Unrealized
$168.16M
Dividends
$59.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$3.33M
Win %
66%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$11.09M
Win %
66%
This Month
Compared to last month
Gain
-1.27%
Profit
-$19.22M
Win %
66%
This Year
Compared to last year
Gain
8.62%
Profit
$118.56M
Win %
65%
BABA Alibaba Group Holding Limited SP ADR
+4.63%
+$78,805.16 
ETH Ethan Allen Interiors Inc
+3.1%
+$6,965.65 
SPOT Spotify Technology S.A.
+2.88%
+$8,963.49 
AXON Axon Enterprise, Inc.
+2.68%
+$12,311.81 
ETHA iShares Ethereum Trust
+2.52%
+$6,294.05 
ETHE Grayscale Ethereum Trust ETF
+2.49%
+$9,247.78 
INTC Intel Corporation
+2.45%
+$15,023.2 
PLTR Palantir Technologies Inc.
+2.32%
+$19,387.05 
FLCH Franklin FTSE China ETF
+2.27%
+$118,195.06 
AMD Advanced Micro Devices, Inc.
+2.2%
+$66,380.94 
LYB LyondellBasell Industries N.V.
+2.15%
+$3,649.98 
ISRG Intuitive Surgical, Inc.
+2.07%
+$7,825.44 
AVGO Broadcom Inc.
+1.95%
+$109,541.2 
STX Seagate Technology Holdings plc
+1.91%
+$11,551.02 
SHOP Shopify Inc.
+1.78%
+$10,258.6 
MSFT Microsoft Corp.
+1.74%
+$285,583.68 
GOOG Alphabet Inc
+1.65%
+$97,440.2 
GOOGL Alphabet Inc
+1.54%
+$150,028.84 
RHLD Resolute Holdings Management Inc.
+1.52%
+$23,107.49 
DOW Dow Inc.
+1.52%
+$3,806.07 
ABEV Ambev S.A.
+1.49%
+$1,503.54 
EPD Enterprise Products Partners L.P.
+1.48%
+$17,178.26 
GEV GE Vernova Inc.
+1.47%
+$202,828.08 
WMB The Williams Companies, Inc.
+1.42%
+$2,987.92 
CRM Salesforce Inc
+1.4%
+$10,602.04 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.4%
+$3,844.62 
PSX Phillips 66
+1.4%
+$3,306.16 
MU Micron Technology, Inc.
+1.39%
+$47,530.4 
GBTC Grayscale Bitcoin Trust ETF
+1.39%
+$5,462.04 
ALL Allstate Corporation
+1.35%
+$18,099.9 
NOW ServiceNow, Inc.
+1.34%
+$4,843.35 
COP ConocoPhillips
+1.33%
+$6,822.27 
BTC Grayscale Bitcoin Mini Trust ETF
+1.32%
+$2,700.75 
IBIT iShares Bitcoin Trust
+1.32%
+$15,527.04 
SCCO Southern Copper Corporation
+1.3%
+$5,111.68 
KMI Kinder Morgan, Inc.
+1.28%
+$3,666.11 
GLP Global Partners L.P.
+1.21%
+$8,410 
CVX Chevron Corporation
+1.17%
+$44,726.57 
PGR Progressive Corporation
+1.16%
+$32,663.3 
MELI MercadoLibre, Inc.
+1.15%
+$13,392.12 
BG Bunge Global S.A.
+1.13%
+$3,307.36 
GRAB Grab Holdings Limited
+1.12%
+$686.27 
DBE Invesco DB Energy Fund
+1.09%
+$10,311.51 
ABT Abbott Laboratories
+1.07%
+$10,967.4 
AMZN Amazon.com Inc
+1%
+$322,462 
BYD Boyd Gaming Corporation
+0.97%
+$2,136.05 
EOG EOG Resources, Inc.
+0.96%
+$10,476.12 
CHRD Chord Energy Corp
+0.92%
+$1,696.84 
VRT Vertiv Holdings Co
+0.9%
+$7,421.34 
XOM Exxon Mobil Corporation
+0.86%
+$45,246.52 
OMC Omnicom Group Inc.
+0.8%
+$2,796.95 
XLE Energy Select Sector SPDR Fund
+0.79%
+$6,861.85 
VDE Vanguard Energy ETF
+0.78%
+$1,844.37 
PATH Uipath Inc.
+0.7%
+$975.97 
V Visa Inc. Class A
+0.68%
+$14,347.2 
FLKR Franklin FTSE South Korea ETF
+0.65%
+$3,115.35 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
+0.64%
+$420 
TJX The TJX Companies, Inc.
+0.63%
+$1,307.56 
T AT&T Inc.
+0.62%
+$21,280.59 
INTU Intuit Inc.
+0.61%
+$2,012.11 
ROST Ross Stores, Inc.
+0.58%
+$5,513.11 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.57%
+$4,888.73 
MA Mastercard Incorporated
+0.56%
+$29,460.45 
ACN Accenture plc Class A
+0.52%
+$3,747.75 
SOXX iShares Semiconductor ETF
+0.51%
+$1,945.68 
SIVR abrdn Physical Silver Shares ETF
+0.49%
+$8,543.08 
PALL abrdn Physical Palladium Shares ETF
+0.48%
+$2,030.05 
SLV iShares Silver Trust
+0.47%
+$2,808.48 
DUK Duke Energy Corporation
+0.47%
+$16,785.99 
DVN Devon Energy Corporation
+0.46%
+$1,121 
TXN Texas Instruments Inc
+0.44%
+$2,208.76 
META Meta Platforms Inc Class A
+0.42%
+$19,458.88 
IYW iShares U.S. Technology ETF
+0.41%
+$1,352.18 
FCX Freeport-McMoRan Inc.
+0.4%
+$1,942.98 
CMCSA Comcast Corp
+0.4%
+$8,283.62 
MDT Medtronic plc
+0.4%
+$1,532.65 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.35%
+$811.65 
DD DuPont de Nemours, Inc.
+0.33%
+$679.12 
EEM iShares MSCI Emerging Markets ETF
+0.33%
+$934.71 
RTX RTX Corporation
+0.33%
+$2,908.16 
CNQ Canadian Natural Resources Limited
+0.33%
+$750.23 
PYPL PayPal Holdings Inc
+0.33%
+$889.66 
HEWJ iShares Currency Hedged MSCI Japan ETF
+0.32%
+$990.2 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.31%
+$32,712.97 
ARTY iShares Future AI & Tech ETF
+0.31%
+$1,407.2 
APP AppLovin Corporation Class A Common Stock
+0.29%
+$838.35 
OKE ONEOK, Inc.
+0.28%
+$2,166.58 
SMH VanEck Semiconductor ETF
+0.26%
+$1,841.03 
GD General Dynamics Corporation
+0.25%
+$902.1 
MTUM iShares MSCI USA Momentum Factor ETF
+0.24%
+$846.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.23%
+$1,340.01 
CME CME Group Inc.
+0.22%
+$911.78 
IBM International Business Machines Corporation
+0.22%
+$8,453.42 
VGT Vanguard Information Technology ETF
+0.19%
+$2,177.28 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.18%
+$598.72 
XLC Communication Services Select Sector SPDR Fund
+0.18%
+$673.22 
IEMG iShares Core MSCI Emerging Markets ETF
+0.18%
+$1,568.56 
WELL Welltower Inc.
+0.16%
+$790 
DVYA iShares Asia/Pacific Dividend ETF
+0.16%
+$761.03 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$13,447.76 
FTEC Fidelity MSCI Information Technology Index ETF
+0.14%
+$824.36 
ET Energy Transfer L.P.
+0.12%
+$679.4 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.12%
+$954 
TEL TE Connectivity plc
+0.1%
+$874.65 
AM Antero Midstream Corporation
+0.09%
+$264.82 
CLOZ Panagram BBB-B CLO ETF
+0.09%
+$225.56 
VUG Vanguard Growth ETF
+0.07%
+$8,103.15 
IWF iShares Russell 1000 Growth ETF
+0.05%
+$2,050.32 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$201.34 
BSX Boston Scientific Corporation
+0.03%
+$72.64 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.03%
+$576.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$849.99 
VONG Vanguard Russell 1000 Growth Fund
+0.03%
+$122.48 
IWP iShares Russell Mid-Cap Growth ETF
+0.03%
+$64.76 
FICO Fair Isaac Corporation
+0.03%
+$70 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$1,016.58 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$312.06 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.01%
+$400.65 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$113.94 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,170.15 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$100.61 
ETN Eaton Corporation plc
0%
+$14.04 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FFIC Flushing Financial Corp.
0%
$0 
GPGI GPGI Inc
0%
$0 
HOLX Hologic Inc.
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
KVUE Kenvue Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UAMY United States Antimony Corporation
-4.4%
-$4,080 
KKR KKR & Co. Inc.
-4.34%
-$9,793.68 
UPS United Parcel Service, Inc.
-4.29%
-$32,129.58 
REMX VanEck Rare Earth and Strategic Metals ETF
-4.21%
-$20,918.16 
ARES Ares Management Corporation
-4.17%
-$11,213.81 
UMC United Microelectronics Corp. Sponsored ADR
-4.07%
-$14,445.5 
AVTR Avantor Inc.
-3.75%
-$17,532.09 
ORCL Oracle Corporation
-3.39%
-$23,236.12 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.38%
-$19,422 
BX Blackstone Inc.
-3.17%
-$21,784.38 
TSLA Tesla, Inc.
-2.93%
-$68,114.66 
GSK GSK plc Sponsored ADR
-2.87%
-$42,674.44 
EMR Emerson Electric Co.
-2.82%
-$137,994.56 
DECK Deckers Outdoor Corporation
-2.75%
-$34,292.72 
AUID AuthID Inc.
-2.71%
-$4,211.24 
STWD Starwood Property Trust Inc.
-2.65%
-$8,336.25 
TD The Toronto-Dominion Bank
-2.59%
-$9,484.8 
GBCI Glacier Bancorp Inc.
-2.54%
-$10,512.8 
BIIB Biogen Inc.
-2.48%
-$116,186.07 
GE General Electric Company
-2.47%
-$37,035.71 
LOW Lowe's Companies Inc.
-2.38%
-$9,538.08 
NVS Novartis AG Sponsored ADR
-2.35%
-$57,276.42 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.32%
-$44,830.39 
MS Morgan Stanley
-2.3%
-$12,266.08 
MRK Merck & Co., Inc.
-2.23%
-$70,287.16 
LLY Eli Lilly and Company
-2.23%
-$89,163.49 
SOLS Sollensys Corp
-2.22%
-$14,581.7 
NFLX Netflix, Inc.
-2.16%
-$50,940.12 
LRCX Lam Research Corporation
-2.13%
-$22,117.14 
BA Boeing Company
-2.09%
-$14,523.03 
CAT Caterpillar Inc.
-2.08%
-$27,986.68 
FDX FedEx Corporation
-2.07%
-$9,103.29 
HD The Home Depot, Inc.
-1.92%
-$26,717.04 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.87%
-$5,539.95 
UNP Union Pacific Corporation
-1.81%
-$5,383.56 
ELA Envela Corporation
-1.76%
-$8,535.9 
PEP PepsiCo, Inc.
-1.74%
-$16,398.2 
CL Colgate-Palmolive Company
-1.68%
-$9,274.2 
AAPL Apple Inc.
-1.65%
-$657,966.25 
DTE DTE Energy Company
-1.65%
-$6,739.95 
F Ford Motor Company
-1.65%
-$3,573.88 
WMT Walmart Inc.
-1.59%
-$57,155.28 
SNY Sanofi American Depositary Receipt
-1.56%
-$26,464.9 
MDLZ Mondelez International, Inc.
-1.52%
-$7,630.65 
BLK BlackRock, Inc.
-1.48%
-$118,136.21 
JNJ Johnson & Johnson
-1.48%
-$639,975.55 
SNPS Synopsys, Inc.
-1.47%
-$7,592.52 
CMI Cummins Inc.
-1.43%
-$11,107.55 
WFC Wells Fargo & Company
-1.41%
-$7,548.51 
ED Consolidated Edison, Inc.
-1.36%
-$3,854.07 
CCJ Cameco Corporation
-1.31%
-$6,364.96 
MET MetLife Inc.
-1.3%
-$6,348.88 
NKE Nike, Inc. - Class B
-1.28%
-$2,539.04 
BKNG Booking Holdings Inc.
-1.27%
-$28,639.62 
PFE Pfizer Inc.
-1.26%
-$32,848.91 
BAC Bank of America Corporation
-1.26%
-$10,522.82 
PANW Palo Alto Networks, Inc.
-1.25%
-$23,505.15 
SHEL Shell plc
-1.25%
-$26,679.93 
NEE NextEra Energy, Inc.
-1.23%
-$2,816.08 
D Dominion Energy, Inc.
-1.23%
-$3,347.76 
AXP American Express Company
-1.22%
-$18,939.8 
ZION Zions Bancorporation, National Association
-1.2%
-$5,542.92 
BMY Bristol-Myers Squibb Company
-1.15%
-$46,156.6 
VRTX Vertex Pharmaceuticals Incorporated
-1.14%
-$3,223.68 
PRU Prudential Financial, Inc.
-1.13%
-$23,023.71 
SBUX Starbucks Corporation
-1.12%
-$3,639.14 
ZETA Zeta Global Holdings Corp.
-1.11%
-$7,792.56 
O Realty Income Corporation
-1.08%
-$4,368.63 
VGK Vanguard FTSE Europe ETF
-1.07%
-$157,949.85 
CAH Cardinal Health Inc.
-1.07%
-$3,199.68 
AEP American Electric Power Company, Inc.
-1.07%
-$18,353.97 
ES Eversource Energy
-1.05%
-$21,844.19 
VHT Vanguard Health Care ETF
-1.03%
-$2,977.94 
INDH WisdomTree India Hedged Equity Fund
-1.02%
-$2,480.89 
EXC Exelon Corporation
-1.02%
-$18,055.52 
GS The Goldman Sachs Group, Inc.
-1.01%
-$32,469.36 
JPM JPMorgan Chase & Co.
-1.01%
-$26,915.13 
IXJ iShares Global Healthcare ETF
-1%
-$119,100.51 
PG Procter & Gamble Co
-1%
-$18,394.5 
XLI Industrial Select Sector SPDR Fund
-1%
-$3,698.16 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$4,213.56 
GIS General Mills, Inc.
-0.96%
-$18,435.42 
OTF Blue Owl Technology Finance Corp.
-0.94%
-$2,484.53 
VALE Vale S.A.
-0.92%
-$1,550.12 
ADBE Adobe Inc.
-0.92%
-$5,550.86 
IQLT iShares MSCI International Quality Factor ETF
-0.91%
-$19,745.55 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.91%
-$3,197.25 
IDV iShares International Select Dividend ETF
-0.91%
-$4,582.5 
FATE Fate Therapeutics Inc.
-0.9%
-$1,760.97 
GM General Motors Company
-0.86%
-$2,638.34 
CTSH Cognizant Technology Solutions Corporation
-0.85%
-$4,960.14 
AFRM Affirm Holdings, Inc.
-0.84%
-$591,758.08 
SO The Southern Company
-0.84%
-$8,224 
EFA iShares MSCI EAFE ETF
-0.82%
-$10,203.4 
IDHQ Invesco S&P International Developed Quality ETF
-0.81%
-$2,209.9 
ASML ASML Holding N.V. New York Registry Shares
-0.81%
-$25,214.57 
IEFA iShares Core MSCI EAFE ETF
-0.79%
-$4,776.6 
GILD Gilead Sciences Inc.
-0.78%
-$9,500.4 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$19,210.4 
IVLU iShares MSCI International Value Factor ETF
-0.77%
-$3,503.18 
DVY iShares Select Dividend ETF
-0.77%
-$6,515.09 
MDY SPDR S&P MidCap 400 ETF Trust
-0.76%
-$4,554.23 
TLT iShares 20+ Year Treasury Bond ETF
-0.76%
-$63,918.86 
UNH UnitedHealth Group Incorporated
-0.76%
-$4,559.23 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.76%
-$163,274.52 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.74%
-$1,881.11 
COST Costco Wholesale Corporation
-0.74%
-$19,746.42 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$66,387.2 
MSCI MSCI Inc.
-0.74%
-$3,584.34 
VPU Vanguard Utilities ETF
-0.74%
-$1,512 
RYTM Rhythm Pharmaceuticals Inc.
-0.73%
-$2,408.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.73%
-$50,932.17 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.73%
-$4,700.88 
COF Capital One Financial Corporation
-0.73%
-$2,965.62 
EVRG Evergy Inc.
-0.72%
-$3,038 
EGP EastGroup Properties Inc.
-0.71%
-$1,827.48 
TDG TransDigm Group Inc.
-0.71%
-$2,519.58 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.7%
-$17,570.18 
DON WisdomTree U.S. MidCap Dividend Fund
-0.7%
-$3,045.6 
SDY SPDR S&P Dividend ETF
-0.7%
-$2,365.2 
DGRO iShares Core Dividend Growth ETF
-0.69%
-$21,770.22 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.69%
-$3,123.75 
AMAT Applied Materials, Inc.
-0.69%
-$3,092.76 
BLV Vanguard Long-Term Bond ETF
-0.68%
-$2,231 
HWM Howmet Aerospace Inc.
-0.67%
-$1,875.75 
IJS iShares S&P Small-Cap 600 Value ETF
-0.67%
-$3,154.68 
TRV The Travelers Companies, Inc.
-0.67%
-$8,309.08 
XLP Consumer Staples Select Sector SPDR Fund
-0.67%
-$2,146.62 
VXF Vanguard Extended Market ETF
-0.67%
-$2,556.72 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.66%
-$58,617.02 
QCOM QUALCOMM Incorporated
-0.66%
-$2,877.22 
ABBV AbbVie Inc.
-0.66%
-$27,057.95 
FVD First Trust Value Line Dividend Index Fund
-0.66%
-$3,812.57 
CLX The Clorox Company
-0.65%
-$1,827 
EW Edwards Lifesciences Corporation
-0.65%
-$4,930.8 
CSCO Cisco Systems, Inc.
-0.65%
-$38,428.66 
VOE Vanguard Mid-Cap Value ETF
-0.65%
-$6,681.52 
IVE ISHARES S&P 500 VALUE ETF
-0.65%
-$33,308.95 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.64%
-$2,440.77 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.64%
-$7,291.08 
KIM Kimco Realty Corporation
-0.63%
-$2,053.43 
VOOV Vanguard S&P 500 Value ETF
-0.63%
-$2,273.29 
AMGN Amgen Inc.
-0.63%
-$4,284.92 
VB Vanguard Small-Cap ETF
-0.63%
-$4,376.56 
PM Philip Morris International Inc.
-0.62%
-$7,274.4 
BTI British American Tobacco p.l.c. ADR
-0.62%
-$2,132.13 
VGM Invesco Trust for Investment Grade Municipals
-0.62%
-$20,753.46 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.62%
-$6,860.98 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.62%
-$4,264.45 
GLW Corning Incorporated
-0.61%
-$5,604.28 
PCYO Pure Cycle Corporation
-0.61%
-$1,449.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.61%
-$1,608.43 
VTV Vanguard Value ETF
-0.6%
-$29,504.65 
APH Amphenol Corporation
-0.6%
-$3,116.75 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.6%
-$49,908.82 
SCHD Schwab U.S. Dividend Equity ETF
-0.59%
-$153,407.67 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$36,096.95 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.58%
-$3,158.55 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$2,125.47 
XLF Financial Select Sector SPDR Fund
-0.58%
-$3,070.93 
VICI Vici Properties Inc.
-0.58%
-$9,552.03 
IWN iShares Russell 2000 Value ETF
-0.57%
-$2,535.06 
UBER Uber Technologies, Inc.
-0.57%
-$6,302.52 
JIVE JPMorgan International Value ETF
-0.56%
-$3,076.93 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.55%
-$3,166.8 
SPGI S&P Global Inc.
-0.55%
-$8,880.6 
WIT Wipro Limited American Depositary Receipt
-0.54%
-$187.23 
IWD iShares Russell 1000 Value ETF
-0.54%
-$4,519.34 
BSJV Invesco BulletShares 2031 High Yield Fund
-0.53%
-$39,551.54 
MCD McDonald's Corporation
-0.53%
-$41,570.39 
VYM Vanguard High Dividend Yield ETF
-0.53%
-$10,707 
IWR iShares Russell Mid-Cap ETF
-0.53%
-$10,137.25 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.53%
-$1,507.15 
PDI Pimco Dynamic Income Fund
-0.52%
-$850 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.52%
-$17,539.06 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.51%
-$10,130.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$16,033.12 
SEIC SEI Investments Company
-0.5%
-$1,880 
EIX Edison International
-0.5%
-$1,262.04 
IWM iShares Russell 2000 ETF
-0.5%
-$4,958.13 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.49%
-$1,412.43 
BCE BCE Inc.
-0.48%
-$7,084.98 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.48%
-$2,487.74 
VSGX Vanguard ESG International Stock ETF
-0.48%
-$263,563.06 
VEU Vanguard FTSE All-World ex-US ETF
-0.48%
-$4,094.22 
IWO iShares Russell 2000 Growth ETF
-0.47%
-$1,720.19 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.47%
-$8,440.95 
QUAL iShares MSCI USA Quality Factor ETF
-0.47%
-$2,633.67 
BKLN Invesco Senior Loan ETF
-0.46%
-$3,123.98 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.46%
-$38,744.46 
SPG Simon Property Group, Inc.
-0.46%
-$1,361.36 
MMM 3M Company
-0.44%
-$1,909.6 
TGT Target Corporation
-0.44%
-$1,581.12 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.43%
-$4,611.6 
DFUV Dimensional US Marketwide Value ETF
-0.43%
-$2,958.41 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$5,216.91 
JEPI JPMorgan Equity Premium Income Fund
-0.42%
-$3,123.15 
PRF Invesco FTSE RAFI US 1000 ETF
-0.41%
-$1,649.25 
ATO Atmos Energy Corporation
-0.41%
-$1,308.89 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.4%
-$6,039.85 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$132,570.6 
IWX iShares Russell Top 200 Value ETF
-0.4%
-$1,914.36 
ACWI iShares MSCI ACWI ETF
-0.4%
-$2,514.74 
ADI Analog Devices, Inc.
-0.4%
-$972.97 
HLN Haleon Plc - ADR
-0.4%
-$451.68 
AEM Agnico Eagle Mines Limited
-0.39%
-$683.7 
LMND Lemonade Inc.
-0.39%
-$8,885.24 
FELV Fidelity Enhanced Large Cap Value ETF
-0.38%
-$1,203.88 
VT Vanguard Total World Stock ETF
-0.37%
-$5,696.18 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.37%
-$31,782.7 
COWZ Pacer US Cash Cows 100 ETF
-0.37%
-$902.4 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.36%
-$16,517.93 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.36%
-$3,390.8 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.36%
-$6,983.13 
C Citigroup Inc.
-0.36%
-$4,020.03 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.36%
-$23,404.76 
VLUE iShares MSCI USA Value Factor ETF
-0.35%
-$972.84 
VRIG Invesco Variable Rate Investment Grade ETF
-0.34%
-$11,172.4 
IEF iShares 7-10 Year Treasury Bond ETF
-0.34%
-$146,349.63 
FE FirstEnergy Corp.
-0.33%
-$3,939.2 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$1,013.25 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.32%
-$46,296.1 
BAR GraniteShares Gold Trust
-0.32%
-$2,991.12 
AVUS Avantis U.S. Equity ETF
-0.32%
-$188,752 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.31%
-$2,324.32 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$14,249.88 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$9,909.93 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.3%
-$80,201.48 
VZ Verizon Communications Inc.
-0.3%
-$12,057.24 
KMB Kimberly-Clark Corporation
-0.29%
-$6,629.12 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$1,122.81 
JCPB JPMorgan Core Plus Bond ETF
-0.29%
-$14,625.09 
LIN Linde plc
-0.29%
-$1,299.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$926 
GLD SPDR Gold Shares
-0.28%
-$11,003.49 
SCHB Schwab U.S. Broad Market ETF
-0.28%
-$14,258.08 
GLDM SPDR Gold MiniShares Trust
-0.28%
-$6,999.52 
FBND Fidelity Total Bond ETF
-0.28%
-$559.25 
BND Vanguard Total Bond Market Index Fund
-0.27%
-$5,050 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$1,716.16 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.27%
-$910.25 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.27%
-$38,377.29 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.27%
-$1,033.5 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$1,081.64 
IAU iShares Gold Trust
-0.27%
-$460.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.27%
-$1,107.4 
HYD VanEck High Yield Muni ETF
-0.26%
-$597.91 
WM Waste Management, Inc.
-0.26%
-$3,451.77 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,668.83 
LHX L3Harris Technologies, Inc.
-0.26%
-$988.47 
VONE Vanguard Russell 1000 ETF
-0.25%
-$2,076.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$12,364.93 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.25%
-$154,908.25 
ESGU iShares ESG Aware MSCI USA ETF
-0.24%
-$7,548 
DFUS Dimensional U.S. Equity Market ETF
-0.24%
-$1,739.17 
ITM VanEck Intermediate Muni ETF
-0.24%
-$1,214.18 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$21,257.49 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.23%
-$1,507.65 
QTUM Defiance Quantum ETF
-0.23%
-$620.73 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,143.47 
VOO Vanguard S&P 500 ETF
-0.23%
-$29,925.77 
MO Altria Group, Inc.
-0.23%
-$2,629.73 
BNDW Vanguard Total World Bond ETF
-0.23%
-$465 
EVTR Eaton Vance Total Return Fund
-0.23%
-$1,758.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.22%
-$79,637.36 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.21%
-$1,994.16 
POR Portland General Electric Company
-0.21%
-$474.65 
IVV iShares Core S&P 500 ETF
-0.21%
-$14,712.6 
MGC Vanguard Mega Cap ETF
-0.21%
-$7,841.07 
IBTL iShares iBonds Dec 2031 Term Fund
-0.2%
-$997.88 
NVDA NVIDIA Corporation
-0.19%
-$27,250.55 
LMT Lockheed Martin Corporation
-0.19%
-$3,052.59 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.19%
-$28,832 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.17%
-$4,661.64 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.16%
-$915.79 
MUB iShares National Muni Bond ETF
-0.16%
-$576.45 
PTLC Pacer Trendpilot US Large Cap ETF
-0.16%
-$399.29 
ESGV Vanguard ESG U.S. Stock ETF
-0.16%
-$148,893.95 
SPYI NEOS S&P 500 High Income ETF
-0.15%
-$781.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$1,542.22 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.15%
-$3,821.43 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.14%
-$1,184.88 
BBJP JPMorgan BetaBuilders Japan Fund
-0.12%
-$684.09 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.12%
-$5,294.97 
FELC Fidelity Enhanced Large Cap Core ETF
-0.12%
-$363.35 
JSCP JPMorgan Short Duration Core Plus ETF
-0.12%
-$415.31 
IBTI iShares iBonds Dec 2028 Term ETF
-0.11%
-$2,284.82 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.11%
-$5,416.79 
HEQT Simplify Hedged Equity ETF
-0.1%
-$11,685.8 
USB U.S. Bancorp
-0.1%
-$358.74 
MKSI MKS Instruments Inc.
-0.1%
-$280 
MMU Western Asset Managed Municipals Fund
-0.1%
-$2,997.71 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$12,481.07 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$1,648.72 
JMUB JPMorgan Municipal Bond ETF
-0.09%
-$959.09 
WSML Williamsville Sears Management, Inc.
-0.09%
-$10,873.2 
TTE TotalEnergies SE
-0.09%
-$1,701 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$2,513.31 
DBB Invesco DB Base Metals Fund
-0.08%
-$1,231.69 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.08%
-$739.27 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$1,151.44 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.08%
-$225.86 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$1,291.57 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$539.55 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$1,008.58 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.06%
-$254.27 
CVS CVS Health Corporation
-0.06%
-$528.78 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$192.05 
XLG Invesco S&P 500 Top 50 ETF
-0.05%
-$1,869.81 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.05%
-$1,374.38 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.04%
-$7,303.53 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.04%
-$8,853.69 
KO The Coca-Cola Company
-0.04%
-$712.18 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$1,329.68 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.04%
-$100.13 
FPE First Trust Preferred Securities and Income ETF
-0.04%
-$136.66 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.04%
-$4,634.49 
HON Honeywell International Inc.
-0.03%
-$1,639.8 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$415.18 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$60.3 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$227.12 Events
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Dividends
Dividend Analysis
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| Trades 3316 | Longs Won 2035/3316 61% | Profit Factor 6.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $605,107.58 |
| Average Win $168,085.25 | Best Trade (Jul 20) $24.28M | Sharpe Ratio -12.54 |
| Average Loss -$41,004.51 | Worst Trade (Jul 24) -$2.43M | Z-Score 3.05 (99.77%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $87,311.49 |
| 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 | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $10.24M, Johnson & Johnson - $9.97M, 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 - $331,449.61, and Comcast Corp - $316,195.17. 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 $59.44M earned over time. The largest contributors to dividend income include Johnson & Johnson - $4.92M, Vanguard ESG International Stock ETF - $3.75M, iShares 7-10 Year Treasury Bond ETF - $2.7M, iShares Interest Rate Hedged Corporate Bond ETF - $2.6M, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.09M. 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.
