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:
32.81%
Gain -0.59%
Monthly
0.84%
Yearly
10.62%
Drawdown
13.36%
$1.52B
Equity
Holdings
$1.52B
Investment
$1.33B
$317.94M
Profit -$7.04M
Realized
$128.1M
Unrealized
$189.84M
Dividends
$65.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$7.04M
Win %
65%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$2.9M
Win %
65%
This Month
Compared to last month
Gain
0.54%
Profit
$8.19M
Win %
65%
This Year
Compared to last year
Gain
10.2%
Profit
$140.24M
Win %
64%
CRWD CrowdStrike Holdings, Inc.
+6.86%
+$98,567.88 
PANW Palo Alto Networks, Inc.
+6.76%
+$125,639.95 
GBCI Glacier Bancorp Inc.
+5.26%
+$18,706.6 
CHRD Chord Energy Corporation
+5.03%
+$10,879.91 
DVN Devon Energy Corporation
+4.49%
+$12,387.05 
COP ConocoPhillips
+3.83%
+$24,836.63 
EOG EOG Resources, Inc.
+3.7%
+$45,735.22 
MU Micron Technology Inc.
+3.44%
+$118,685.06 
TTE TotalEnergies SE
+2.69%
+$59,413.5 
VDE Vanguard Energy ETF
+2.63%
+$7,202.51 
KMI Kinder Morgan Inc.
+2.6%
+$7,729.75 
LMT Lockheed Martin Corporation
+2.56%
+$47,614.2 
XLE State Street Energy Select Sector SPDR ETF
+2.56%
+$26,090.13 
OKE ONEOK, Inc.
+2.51%
+$19,624.22 
ISRG Intuitive Surgical Inc.
+2.49%
+$12,099.83 
DOW Dow Inc.
+2.47%
+$6,566.52 
CVX Chevron Corporation
+2.45%
+$113,552.08 
ASX ASE Technology Holding Co., Ltd. ADR
+2.29%
+$12,923.1 
XOM ExxonMobil Holdings Corporation
+2.29%
+$146,112.28 
SNPS Synopsys Inc.
+2.21%
+$12,575.74 
DBE Invesco DB Energy Fund
+2.18%
+$27,184.89 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.17%
+$56,297.1 
CNQ Canadian Natural Resources Ltd.
+2.16%
+$6,027.71 
AMD Advanced Micro Devices Inc.
+2.01%
+$62,148.51 
EPD Enterprise Products Partners L.P.
+1.99%
+$22,042.9 
WMB The Williams Companies, Inc.
+1.88%
+$3,821.09 
TXN Texas Instruments Inc.
+1.85%
+$9,045.48 
ET Energy Transfer LP
+1.82%
+$9,919.21 
INTC Intel Corporation
+1.69%
+$9,317.36 
APH Amphenol Corp. Class A Common Stock
+1.68%
+$16,851 
ORCL Oracle Corporation
+1.68%
+$11,455.19 
FLKR Franklin FTSE South Korea ETF
+1.61%
+$7,178.85 
AM Antero Midstream Corporation Common Stock
+1.55%
+$4,216 
LYB LyondellBasell Industries N.V.
+1.54%
+$2,902.74 
UMC United Microelectronics Corp. ADR
+1.43%
+$4,425.5 
FCX Freeport-McMoRan Inc.
+1.39%
+$7,441.2 
MKSI MKS Inc.
+1.33%
+$2,275 
CSCO Cisco Systems, Inc.
+1.28%
+$70,540.28 
ADI Analog Devices, Inc.
+1.27%
+$3,193.16 
QCOM QUALCOMM Incorporated
+1.25%
+$5,488.27 
VALE Vale S.A. American Depositary Shares
+1.23%
+$1,788.6 
AMAT Applied Materials Inc.
+1.21%
+$3,885.13 
ZETA Zeta Global Holdings Corp. Class A Common Stock
+1.16%
+$12,662.91 
DBB Invesco DB Base Metals Fund
+1.16%
+$17,639.79 
GLW Corning Incorporated
+1.14%
+$8,406.42 
SMH VanEck Semiconductor ETF
+1.11%
+$7,313.83 
SOXX iShares Semiconductor ETF
+1.07%
+$3,758.7 
AXON Axon Enterprise, Inc.
+1.06%
+$3,955.59 
ETHA iShares Ethereum Trust ETF
+1.06%
+$3,413.35 
ETH Ethan Allen Interiors Inc
+1.03%
+$3,003.53 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.94%
+$47,647.87 
ETHE Grayscale Ethereum Trust ETF
+0.92%
+$4,373.95 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.91%
+$104,681.52 
ASML ASML Holding N.V. NY Registered Shares
+0.89%
+$24,767.75 
FATE Fate Therapeutics Inc.
+0.82%
+$1,211.55 
QTUM Defiance Quantum ETF
+0.8%
+$2,050.29 
EMR Emerson Electric Co.
+0.8%
+$45,006.19 
VGT Vanguard Information Technology ETF
+0.74%
+$9,123.84 
FTEC Fidelity MSCI Information Technology Index ETF
+0.71%
+$4,467.14 
LMND Lemonade Inc.
+0.7%
+$10,935.68 
ABT Abbott Laboratories
+0.68%
+$7,108.5 
PATH UiPath, Inc. Class A Common Stock
+0.68%
+$1,090.79 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.67%
+$95,551.62 
MTUM iShares MSCI USA Momentum Factor ETF
+0.67%
+$2,269.67 
MSFT Microsoft Corporation Common Stock
+0.67%
+$144,878.73 
IYW iShares U.S. Technology ETF
+0.66%
+$2,300.1 
NOW ServiceNow Inc.
+0.62%
+$3,427.06 
SHOP Shopify Inc.
+0.61%
+$4,802.89 
SPOT Spotify Technology S.A.
+0.6%
+$2,288.02 
ARTY iShares Future AI & Tech ETF
+0.6%
+$2,919.94 
HON Honeywell International Inc.
+0.6%
+$35,665.65 
AVGO Broadcom Inc.
+0.57%
+$27,688.05 
DD DuPont de Nemours, Inc.
+0.5%
+$1,026.21 
KOF Coca-Cola FEMSA, S.A.B. de C.V. - ADR
+0.48%
+$9,394.17 
EEM iShares MSCI Emerging Markets ETF
+0.47%
+$1,290.79 
BA The Boeing Company
+0.44%
+$2,664.18 
SCCO Southern Copper Corporation
+0.44%
+$1,847.51 
LRCX Lam Research Corp.
+0.43%
+$3,239.91 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.39%
+$13,622.1 
STX Seagate Technology Holdings plc
+0.38%
+$1,863.8 
IBM International Business Machines Corporation
+0.38%
+$17,086.7 
IEMG iShares Core MSCI Emerging Markets ETF
+0.37%
+$3,137.12 
ITM VanEck Intermediate Muni ETF
+0.32%
+$1,600.51 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.31%
+$1,084.38 
QQQ Invesco QQQ Trust, Series 1
+0.27%
+$23,942.42 
CMI Cummins Inc.
+0.25%
+$1,565.41 
IBIT iShares Bitcoin Trust ETF
+0.24%
+$3,558.25 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.21%
+$552.69 
ABBV AbbVie Inc.
+0.17%
+$7,915.46 
RHLD Resolute Holdings Management, Inc.
+0.16%
+$2,162.77 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.15%
+$546.88 
AVTR Avantor, Inc.
+0.15%
+$1,056.15 
GBTC Grayscale Bitcoin Trust ETF
+0.14%
+$712.44 
VTEB Vanguard Tax-Exempt Bond ETF
+0.12%
+$1,233.78 
BG Bunge Global SA
+0.11%
+$270.49 
CME CME Group Inc. Class A Common Stock
+0.1%
+$535.34 
JMUB JPMorgan Municipal ETF
+0.1%
+$1,065.65 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.1%
+$250.32 
VRT Vertiv Holdings Co Class A Common Stock
+0.1%
+$539.22 
MUB iShares National Muni Bond ETF
+0.09%
+$296.46 
IDV iShares International Select Dividend ETF
+0.08%
+$411.25 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.07%
+$1,256.96 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.06%
+$2,754.98 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$121.42 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$3,696.99 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$203.35 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$1,370.8 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.04%
+$583.56 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$6,848.82 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$1,274.97 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$394.23 
LMBS First Trust Low Duration Opportunities ETF
+0.03%
+$115.23 
HYD VanEck High Yield Muni ETF
+0.03%
+$66.44 
GEV GE Vernova Inc.
+0.03%
+$3,002.22 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$127.31 
BNDX Vanguard Total International Bond ETF
+0.02%
+$288.63 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$312.06 
VLUE iShares MSCI USA Value Factor ETF
+0.02%
+$50.82 
ONEQ Fidelity Nasdaq Composite Index ETF
+0.01%
+$119.25 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.01%
+$2,970.43 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.01%
+$63.15 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FFIC Flushing Financial Corp.
0%
$0 
GRAB Grab Holdings Ltd. Class A
0%
$0 
HOLX Hologic Inc.
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF
0%
-$4.24 
FLCH Franklin FTSE China ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
-$19.56 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
GPGI GPGI, Inc. Class A Common Stock
-8.92%
-$12,224.8 
AUID authID Inc.
-7.75%
-$4,713.81 
T AT&T Inc.
-6.62%
-$237,239.17 
DECK Deckers Outdoor Corporation
-5.71%
-$56,998.48 
MLCO Melco Resorts & Entertainment Ltd. ADR
-4.92%
-$2,340 
ACN Accenture plc
-4.48%
-$57,965.15 
MET MetLife, Inc.
-4.3%
-$23,183.82 
HWM Howmet Aerospace Inc.
-4.06%
-$8,035.99 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-3.97%
-$38,245.29 
TDG TransDigm Group Inc.
-3.88%
-$13,024.2 
NVS Novartis AG Sponsored ADR
-3.78%
-$93,768.06 
AXP American Express Company
-3.65%
-$51,822.54 
CL Colgate-Palmolive Co.
-3.61%
-$20,926.4 
TGT Target Corp.
-3.32%
-$13,620.96 
HD The Home Depot, Inc.
-3.08%
-$41,491.48 
LOW Lowe's Companies, Inc.
-3.04%
-$11,961.06 
ROST Ross Stores Inc.
-2.99%
-$29,020.92 
LLY Eli Lilly and Company
-2.96%
-$131,519.39 
CLX The Clorox Company
-2.9%
-$7,453 
F Ford Motor Co.
-2.81%
-$5,094.68 
PRU Prudential Financial, Inc.
-2.75%
-$55,719.09 
PG The Procter & Gamble Company
-2.65%
-$53,711.94 
KO The Coca-Cola Company
-2.61%
-$50,564.78 
EGP EastGroup Properties, Inc.
-2.58%
-$6,099.36 
PEP PepsiCo, Inc.
-2.56%
-$24,459.5 
ELA Envela Corp.
-2.56%
-$6,805.65 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.53%
-$13,538.25 
WIT Wipro Ltd. ADR
-2.52%
-$1,029.77 
BKNG Booking Holdings Inc.
-2.5%
-$49,948.62 
INTU Intuit Inc.
-2.46%
-$9,963.59 
VOD Vodafone Group plc Sponsored ADR
-2.45%
-$48,515.08 
GIS General Mills Inc.
-2.42%
-$42,931.8 
CAT Caterpillar Inc.
-2.36%
-$25,391.62 
BMY Bristol-Myers Squibb Company
-2.34%
-$97,258.55 
KMB Kimberly-Clark Corporation
-2.29%
-$53,343.7 
AFRM Affirm Holdings, Inc. Class A Common Stock
-2.27%
-$1.52M 
MO Altria Group, Inc.
-2.15%
-$25,291.81 
BCE BCE Inc.
-2.14%
-$30,026.82 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.12%
-$6,640.07 
GE General Electric Company
-2.11%
-$26,579.9 
BLK BlackRock, Inc.
-2.1%
-$178,060.78 
UBER Uber Technologies Inc.
-2.09%
-$22,212.54 
XLP State Street Consumer Staples Select Sector SPDR ETF
-2.09%
-$7,080.08 
NKE Nike, Inc. Class B Common Stock
-2.06%
-$3,581.86 
MCD McDonald's Corporation
-2.01%
-$147,675.6 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-1.99%
-$4,599.35 
KKR Korro Bio, Inc.
-1.98%
-$4,114.23 
ADBE Adobe Inc.
-1.89%
-$13,045.77 
BABA Alibaba Group Holding Ltd. ADR
-1.87%
-$28,144.7 
BTI British American Tobacco plc ADR
-1.84%
-$6,095.7 
MA Mastercard Inc. Class A Common Stock
-1.84%
-$112,706.52 
KVUE Kenvue Inc.
-1.84%
-$56,631.94 
FDX FedEx Corp.
-1.78%
-$7,597.8 
ALL The Allstate Corporation
-1.77%
-$24,579.5 
BX Blackstone Inc.
-1.76%
-$11,325.71 
GM General Motors Co.
-1.75%
-$5,437.8 
VZ Verizon Communications Inc.
-1.73%
-$72,343.44 
MS Morgan Stanley Common Stock
-1.72%
-$7,830.48 
UNH UnitedHealth Group Inc.
-1.67%
-$9,947.41 
INDH WisdomTree India Hedged Equity Fund
-1.65%
-$3,796.4 
RTX RTX Corporation
-1.65%
-$14,563.57 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.64%
-$4,034.22 
WMT Walmart Inc.
-1.64%
-$62,179.92 
UNP Union Pacific Corp.
-1.61%
-$4,727.87 
JNJ Johnson & Johnson
-1.6%
-$732,374.77 
MRK Merck & Co., Inc.
-1.58%
-$57,417.93 
CAH Cardinal Health, Inc.
-1.57%
-$5,266.2 
COF Capital One Financial Corp.
-1.56%
-$6,245.5 
VICI VICI Properties Inc.
-1.52%
-$22,493.49 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.5%
-$5,267.86 
AMGN Amgen Inc. Common Stock
-1.44%
-$11,997.72 
MMU Western Asset Managed Municipals Fund Inc.
-1.43%
-$40,618.97 
JPM JPMorgan Chase & Co.
-1.41%
-$37,351.8 
BYD Boyd Gaming Corporation
-1.41%
-$2,563.26 
BSX Boston Scientific Corp.
-1.4%
-$3,123.73 
BIIB Biogen Inc.
-1.34%
-$77,419.49 
AEP American Electric Power Company, Inc.
-1.34%
-$22,779.75 
COST Costco Wholesale Corp
-1.33%
-$38,276.43 
C Citigroup Inc.
-1.3%
-$13,895.01 
PFE Pfizer Inc.
-1.3%
-$41,113.18 
TJX The TJX Companies, Inc.
-1.29%
-$2,554.46 
MMM 3M Company
-1.26%
-$6,056.16 
V Visa Inc. Class A
-1.26%
-$30,605.4 
SEIC SEI Investments Company
-1.25%
-$4,925.6 
SBUX Starbucks Corp.
-1.25%
-$3,900.17 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.23%
-$35,392.62 
AEM Agnico Eagle Mines Limited
-1.23%
-$2,799.29 
VFH Vanguard Financials Index Fund ETF Shares
-1.21%
-$8,378.39 
EIX Edison International
-1.21%
-$2,265.2 
TRV The Travelers Companies, Inc.
-1.2%
-$16,349.04 
SLV iShares Silver Trust
-1.2%
-$6,904.18 
XLF State Street Financial Select Sector SPDR ETF
-1.19%
-$6,378.07 
CVS CVS Health Corporation Common Stock
-1.19%
-$9,870.56 
VHT Vanguard Health Care ETF
-1.18%
-$3,785.76 
NFLX Netflix Inc.
-1.16%
-$26,666.74 
SNY Sanofi ADR
-1.14%
-$18,277.92 
GSK GSK plc ADR
-1.14%
-$16,811.15 
XLV State Street Health Care Select Sector SPDR ETF
-1.11%
-$5,456.02 
EXC Exelon Corp.
-1.09%
-$18,823.84 
PM Philip Morris International Inc.
-1.09%
-$13,336.46 
DTE DTE Energy Company
-1.09%
-$3,988.94 
FICO Fair Isaac Corp.
-1.09%
-$1,793 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.08%
-$27,658.76 
SIVR abrdn Physical Silver Shares ETF
-1.08%
-$18,400.48 
CRM Salesforce, Inc.
-1.07%
-$11,932.8 
SO The Southern Company
-1.07%
-$10,280 
FE FirstEnergy Corp.
-1.05%
-$12,063.8 
SDY State Street SPDR S&P Dividend ETF
-1.05%
-$3,690.15 
XLC State Street Communication Services Select Sector SPDR ETF
-1.05%
-$3,710.92 
RYTM Rhythm Pharmaceuticals, Inc.
-1.05%
-$2,935.76 
IXJ iShares Global Healthcare ETF
-1.03%
-$135,858.36 
GS The Goldman Sachs Group, Inc.
-1.02%
-$27,303.75 
MSCI MSCI Inc.
-1.02%
-$4,858.7 
FVD First Trust Value Line Dividend Index Fund
-1.02%
-$6,041.47 
FLQM Franklin U.S. Mid Cap Multifactor Index ETF
-1.01%
-$6,140.61 
XLI State Street Industrial Select Sector SPDR ETF
-1.01%
-$3,470.88 
VGM Invesco Trust for Investment Grade Municipals
-0.99%
-$28,735.56 
HLN Haleon Plc ADR
-0.96%
-$1,129.2 
BRK-B Berkshire Hathaway Inc.
-0.95%
-$139,975.82 
CCJ Cameco Corporation
-0.95%
-$4,262.25 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.95%
-$2,499.24 
DVY iShares Select Dividend ETF
-0.94%
-$8,032.65 
VPU Vanguard Utilities ETF
-0.94%
-$1,827 
OTF Blue Owl Technology Finance Corp.
-0.93%
-$2,223.01 
ED Consolidated Edison Inc.
-0.92%
-$2,695.33 
POR Portland General Electric Co.
-0.87%
-$1,682.85 
EVRG Evergy Inc.
-0.86%
-$3,577 
ATO Atmos Energy Corporation
-0.85%
-$2,653.64 
WFC Wells Fargo & Company
-0.85%
-$4,326.6 
SOLS Sollensys Corp
-0.84%
-$5,686.3 
DGRO iShares Core Dividend Growth ETF
-0.84%
-$27,467.1 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.84%
-$180,392.01 
ARES Ares Management Corp. Class A Common Stock
-0.78%
-$2,073.86 
TSLA Tesla, Inc.
-0.78%
-$17,714.63 
D Dominion Energy, Inc.
-0.77%
-$1,943.24 
IDHQ Invesco S&P International Developed Quality ETF
-0.77%
-$2,146.76 
COWZ Pacer US Cash Cows 100 ETF
-0.77%
-$2,068 
BAC Bank of America Corporation
-0.76%
-$5,329.77 
VIG Vanguard Dividend Appreciation ETF
-0.76%
-$70,536.4 
ES Eversource Energy
-0.74%
-$14,052.64 
O Realty Income Corp.
-0.74%
-$2,584.27 
GLDM SPDR Gold MiniShares Trust
-0.73%
-$18,612.36 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.72%
-$7,873.25 
QUAL iShares MSCI USA Quality Factor ETF
-0.71%
-$4,118.29 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.71%
-$48,227.98 
IWX iShares Russell Top 200 Value ETF
-0.7%
-$3,561.6 
FELV Fidelity Enhanced Large Cap Value ETF
-0.7%
-$2,330.1 
STWD Starwood Property Trust, Inc.
-0.68%
-$1,574.62 
GLD SPDR Gold Shares
-0.67%
-$26,387.01 
SPGI S&P Global Inc.
-0.67%
-$10,902.24 
DVYA iShares Asia/Pacific Dividend ETF
-0.66%
-$3,207.19 
DUK Duke Energy Corporation
-0.66%
-$23,816.02 
IAU iShares Gold Trust
-0.66%
-$1,151.5 
USB U.S. Bancorp
-0.66%
-$2,180.01 
PALL abrdn Physical Palladium Shares ETF
-0.65%
-$2,306.87 
WELL Welltower Inc.
-0.65%
-$3,061.23 
MDT Medtronic plc
-0.65%
-$2,925.09 
UAMY United States Antimony Corporation
-0.65%
-$340 
VGK Vanguard FTSE Europe ETF
-0.65%
-$93,107.28 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.65%
-$5,982.48 
BAR GraniteShares Gold Trust
-0.64%
-$6,101.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$2,418.01 
UPS United Parcel Service, Inc. Class B Common Stock
-0.64%
-$4,099.62 
VOOV Vanguard S&P 500 Value ETF
-0.63%
-$2,362.28 
JEPI JPMorgan Equity Premium Income ETF
-0.63%
-$4,784.4 
SCHV Schwab U.S. Large-Cap Value ETF
-0.62%
-$1,686.89 
TD Toronto-Dominion Bank
-0.6%
-$2,237.82 
PGR The Progressive Corporation
-0.6%
-$18,687.96 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.6%
-$2,829.75 
IVE iShares S&P 500 Value ETF
-0.6%
-$32,079.42 
SPG Simon Property Group Inc.
-0.59%
-$1,649.33 
PRF Invesco RAFI US 1000 ETF
-0.59%
-$2,455.55 
GOOGL Alphabet Inc
-0.59%
-$54,044.16 
IQLT iShares MSCI Intl Quality Factor ETF
-0.59%
-$12,944.31 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.59%
-$4,888.73 
IVLU iShares MSCI Intl Value Factor ETF
-0.58%
-$2,640.86 
LHX L3Harris Technologies, Inc.
-0.57%
-$1,951.2 
VTV Vanguard Morningstar Value ETF
-0.56%
-$28,719.36 
IWD iShares Russell 1000 Value ETF
-0.56%
-$4,927.06 
VYM Vanguard High Dividend Yield ETF
-0.56%
-$11,530.74 
AMZN Amazon.com Inc
-0.55%
-$178,134.25 
EFA iShares MSCI EAFE ETF
-0.53%
-$6,602.2 
BBJP JPMorgan BetaBuilders Japan ETF
-0.53%
-$3,078.41 
DON WisdomTree U.S. MidCap Dividend Fund
-0.53%
-$2,284.2 
IEFA iShares Core MSCI EAFE ETF
-0.52%
-$3,111.07 
PYPL PayPal Holdings, Inc.
-0.51%
-$1,418.65 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.5%
-$5,284.24 
AAPL Apple Inc.
-0.49%
-$205,614.83 
FELC Fidelity Enhanced Large Cap Core ETF
-0.47%
-$1,489.73 
GOOG Alphabet Inc
-0.47%
-$25,467.5 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.46%
-$298,751.62 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.46%
-$2,646.9 
IWO iShares Russell 2000 Growth ETF
-0.45%
-$1,513.58 
IJH iShares Core S&P Mid-Cap ETF
-0.45%
-$10,744.8 
SCHD Schwab U.S. Dividend Equity ETF
-0.45%
-$125,872.96 
BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF
-0.44%
-$31,076.21 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.44%
-$1,695.56 
APP AppLovin Corporation Class A Common Stock
-0.43%
-$793.5 
DFUV Dimensional US Marketwide Value ETF
-0.43%
-$3,084.3 
LIN Linde plc
-0.42%
-$1,887.7 
CMCSA Comcast Corp. Class A Common Stock
-0.42%
-$8,283.62 
META Meta Platforms Inc Class A
-0.41%
-$19,279.89 
AVUS Avantis U.S. Equity ETF
-0.41%
-$252,455.8 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.41%
-$4,535.73 
ESGV Vanguard ESG U.S. Stock ETF
-0.41%
-$380,891.5 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.41%
-$10,995.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$152,987.56 
VONE Vanguard Russell 1000 ETF
-0.4%
-$3,390.66 
VOO Vanguard S&P 500 ETF
-0.4%
-$53,180.19 
IVV iShares Core S&P 500 ETF
-0.38%
-$27,906.2 
VB Vanguard Small-Cap ETF
-0.38%
-$2,588.28 
PTLC Pacer Trendpilot US Large Cap ETF
-0.38%
-$945.67 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.38%
-$2,415.73 
VV Vanguard Morningstar Large-Cap ETF
-0.36%
-$9,628.5 
HEWJ iShares Currency Hedged MSCI Japan ETF
-0.36%
-$1,138.73 
SPY State Street SPDR S&P 500 ETF Trust
-0.36%
-$33,525.96 
EW Edwards Lifesciences Corporation
-0.35%
-$2,817.56 
BLV Vanguard Long-Term Bond ETF
-0.34%
-$1,091.25 
DFUS Dimensional U.S. Equity Market ETF
-0.34%
-$2,507.14 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.34%
-$47,036.84 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.34%
-$11,454.08 
PPA Invesco Aerospace & Defense ETF
-0.34%
-$894.08 
IJS iShares S&P Small-Cap 600 Value ETF
-0.34%
-$1,525.9 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$10,567.2 
VT Vanguard Total World Stock ETF
-0.33%
-$5,106.92 
VTI Vanguard Total Stock Market ETF
-0.33%
-$16,665.47 
MHD BlackRock MuniHoldings Fund, Inc.
-0.33%
-$8,796.58 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.33%
-$103,618.4 
JIVE JPMorgan International Value ETF
-0.33%
-$1,789.79 
IWM iShares Russell 2000 ETF
-0.32%
-$3,022.47 
VEA Vanguard FTSE Developed Markets ETF
-0.32%
-$21,970.74 
MGC Vanguard Morningstar Mega Cap ETF
-0.31%
-$12,212.64 
XLG Invesco S&P 500 Top 50 ETF
-0.31%
-$12,153.76 
SCHB Schwab U.S. Broad Market ETF
-0.31%
-$16,040.34 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.3%
-$51,124.71 
ABEV Ambev S.A. ADR
-0.3%
-$334.12 
NEE NextEra Energy Inc.
-0.3%
-$631.12 
SPYI NEOS S&P 500 High Income ETF
-0.29%
-$1,514.97 
ACWI iShares MSCI ACWI ETF
-0.29%
-$1,880.94 
IJR iShares Core S&P Small-Cap ETF
-0.29%
-$16,986.38 
TLT iShares 20+ Year Treasury Bond ETF
-0.29%
-$23,288.26 
IWN iShares Russell 2000 Value ETF
-0.28%
-$1,212.42 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$5,465.3 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.28%
-$4,943.98 
WM Waste Management Inc.
-0.27%
-$3,479.16 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$1,716.18 
CGCP Capital Group Core Plus Income ETF
-0.26%
-$950.07 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.25%
-$2,099.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.24%
-$965.75 
MELI MercadoLibre Inc.
-0.24%
-$2,783.04 
HEQT Simplify Hedged Equity ETF
-0.23%
-$26,710.4 
VXUS Vanguard Total International Stock ETF
-0.23%
-$7,167.75 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.22%
-$1,777.32 
EVTR Eaton Vance Total Return Bond ETF
-0.21%
-$1,605.97 
BUFR FT Vest Laddered Buffer ETF
-0.21%
-$3,227.44 
OMC Omnicom Group Inc.
-0.21%
-$731.51 
WSML Williamsville Sears Management, Inc.
-0.21%
-$25,370.8 
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF
-0.2%
-$16,892.22 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.2%
-$26,262.11 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.2%
-$1,412.83 
GD General Dynamics Corp.
-0.19%
-$659.61 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.19%
-$1,141.49 
VUG Vanguard Morningstar Growth ETF
-0.18%
-$23,572.8 
GILD Gilead Sciences Inc.
-0.15%
-$2,171.52 
BND Vanguard Total Bond Market ETF
-0.15%
-$2,721.95 
KIM Kimco Realty Corporation
-0.15%
-$435.57 
FPE First Trust Preferred Securities and Income ETF
-0.15%
-$533.83 
FBND Fidelity Total Bond ETF
-0.15%
-$290.81 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$79,762.51 
BIV Vanguard Intermediate-Term Bond ETF
-0.14%
-$452.24 
BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF
-0.14%
-$736.5 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$3,721.9 
CLOZ Eldridge BBB-B CLO ETF
-0.14%
-$344.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,255.92 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$2,383.68 
HYDB iShares High Yield Systematic Bond ETF
-0.12%
-$2,029.61 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.12%
-$1,084.27 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.11%
-$23,609.84 
SPHY SPDR Portfolio High Yield Bond ETF
-0.11%
-$301.52 
DBAW Xtrackers MSCI All World ex U.S. Hedged Equity ETF
-0.1%
-$8,789.42 
IBTK iShares iBonds Dec 2030 Term Treasury ETF
-0.1%
-$574.16 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.1%
-$425.93 
IBTL iShares iBonds Dec 2031 Term Fund
-0.1%
-$498.94 
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$4,875.03 
PSX Phillips 66
-0.1%
-$320.32 
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF
-0.1%
-$8,373.86 
PCYO Pure Cycle Corporation Common Stock
-0.09%
-$223 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.09%
-$292.01 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$1,295.37 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$864.67 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$32,522.14 
BNDW Vanguard Total World Bond ETF
-0.07%
-$150 
BKLN Invesco Senior Loan ETF
-0.07%
-$493.26 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.07%
-$224.52 
IBTJ iShares iBonds Dec 2029 Term Treasury ETF
-0.07%
-$1,236.54 
IWY iShares Russell Top 200 Growth ETF
-0.07%
-$1,299.29 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.07%
-$10,176 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$202.65 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.06%
-$382.37 
VXF Vanguard Extended Market ETF
-0.06%
-$225.12 
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF
-0.06%
-$255.97 
TEL TE Connectivity plc
-0.06%
-$499.8 
IWF iShares Russell 1000 Growth ETF
-0.06%
-$2,391.9 
VWO Vanguard FTSE Emerging Markets ETF
-0.05%
-$1,281.39 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.04%
-$895.65 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.04%
-$172.25 
GLP Global Partners LP Common Units
-0.04%
-$290 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$294.3 
PDI Pimco Dynamic Income Fund
-0.04%
-$50 
JSCP JPMorgan Short Duration Core Plus ETF
-0.03%
-$113.27 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$681.35 
FLOT iShares Floating Rate Bond ETF
-0.03%
-$151 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$955.77 
NVDA NVIDIA Corporation
-0.02%
-$2,795.7 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.02%
-$50.87 
ZION Zions Bancorporation, National Association
-0.01%
-$64.08 
ETN Eaton Corporation plc
-0.01%
-$35.09 
VONG Vanguard Russell 1000 Growth ETF
0%
-$15.31 Events
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Dividends
Dividend Analysis
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| Trades 3316 | Longs Won 2152/3316 64% | Profit Factor 6.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $634,185.77 |
| Average Win $174,061.93 | Best Trade (Oct 20) $23.28M | Sharpe Ratio -12.54 |
| Average Loss -$48,661.61 | Worst Trade (Oct 22) -$2.29M | Z-Score 6.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $95,880.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 119,197 | $27.38M | $41.3M | - | $13.92M | 50.84% | -0.495% |
| ABBV AbbVie Inc. | 16,154 | $3.03M | $4.61M | - | $1.58M | 52.28% | +0.172% |
| ABEV Ambev S.A. ADR | 33,412 | $82,634.96 | $111,094.9 | - | $28,459.94 | 34.44% | -0.3% |
| ABT Abbott Laboratories | 10,155 | $1.19M | $1.05M | - | -$140,355.47 | -11.81% | +0.683% |
| ACN Accenture plc | 4,997 | $1.5M | $1.23M | - | -$261,224.46 | -17.46% | -4.483% |
| ACWI iShares MSCI ACWI ETF | 4,089 | $509,768.19 | $641,768.55 | - | $132,000.36 | 25.89% | -0.292% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 24,117 | $1.31M | $1.77M | - | $460,152.98 | 35.1% | -0.278% |
| ADBE Adobe Inc. | 2,558 | $984,122.4 | $679,021.1 | - | -$305,101.3 | -31% | -1.885% |
| ADI Analog Devices, Inc. | 653 | $207,761 | $255,094.45 | - | $47,333.45 | 22.78% | +1.268% |
| AEM Agnico Eagle Mines Limited | 1,290 | $218,693.28 | $224,434.2 | - | $5,740.92 | 2.63% | -1.232% |
| AEP American Electric Power Company, Inc. | 13,017 | $1.44M | $1.68M | - | $239,243.22 | 16.63% | -1.34% |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 924,622 | $46.35M | $65.43M | - | $19.08M | 41.15% | -2.265% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,466 | $1.04M | $1M | - | -$37,325.79 | -3.58% | -0.125% |
| ALL The Allstate Corporation | 5,355 | $1.14M | $1.36M | - | $218,795.59 | 19.12% | -1.772% |
| AM Antero Midstream Corporation Common Stock | 13,175 | $203,570.32 | $275,752.75 | - | $72,182.43 | 35.46% | +1.553% |
| AMAT Applied Materials Inc. | 852 | $224,497.55 | $323,879.28 | - | $99,381.73 | 44.27% | +1.214% |
| AMD Advanced Micro Devices Inc. | 6,090 | $1.08M | $3.16M | - | $2.07M | 191.46% | +2.009% |
| AMGN Amgen Inc. Common Stock | 1,863 | $571,811.29 | $821,284.92 | - | $249,473.63 | 43.63% | -1.44% |
| AMZN Amazon.com Inc | 130,025 | $26.48M | $32.38M | - | $5.9M | 22.28% | -0.547% |
| APH Amphenol Corp. Class A Common Stock | 13,700 | $432,769.3 | $1.02M | - | $585,140.7 | 135.21% | +1.683% |
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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 - $14.69M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $10.29M, Johnson & Johnson - $10.2M, Vanguard ESG International Stock ETF - $9.6M, and NVIDIA Corporation - $9.33M. 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 $65.49M earned over time. The largest contributors to dividend income include Johnson & Johnson - $5.15M, Vanguard ESG International Stock ETF - $4.08M, 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.
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