Aryn Sands
@Leo Wealth, Llc
Latest period2024 - Q3ReportedManaged Assets$1.094BTotal holdings348
Assets growth rate11.66%Assets growth rate (2-Q avg)5.98%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Leo Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 348 positions.
Assets under management
The assets under management (AUM) of Leo Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.094B in assets, with a quarterly growth rate of 11.66% and a 2-quarter average growth rate of 5.98%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ZIONZions Bancorporation N A
| 0.07% | $687,386 14,557 shares@ $47.23 avg price | New Position |
JAAAJanus Detroit Str Tr
| 0.07% | $687,285 13,508 shares@ $50.88 avg price | New Position |
VCITVanguard Scottsdale Fds
| 0.07% | $658,443 7,862 shares@ $83.76 avg price | New Position |
XLPSelect Sector Spdr Tr
| 0.05% | $507,310 6,112 shares@ $83.01 avg price | New Position |
SPYINeos Etf Trust
| 0.05% | $507,177 9,900 shares@ $51.23 avg price | New Position |
IBTMIshares Tr
| 0.05% | $464,680 19,790 shares@ $23.49 avg price | New Position |
ETHEGrayscale Ethereum Tr Eth
| 0.05% | $462,579 21,132 shares@ $21.89 avg price | New Position |
SPYVSpdr Ser Tr
| 0.04% | $398,497 7,539 shares@ $52.86 avg price | New Position |
EVTRMorgan Stanley Etf Trust
| 0.04% | $390,831 7,545 shares@ $51.8 avg price | New Position |
SPLVInvesco Exch Traded Fd Tr Ii
| 0.04% | $358,726 5,001 shares@ $71.74 avg price | New Position |