test

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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ZIONZions Bancorporation N A
Recent Activity
New Position
0.07%
$687,386
14,557 shares@ $47.23 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
0.07%
$687,285
13,508 shares@ $50.88 avg price
VCITVanguard Scottsdale Fds
Recent Activity
New Position
0.07%
$658,443
7,862 shares@ $83.76 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.05%
$507,310
6,112 shares@ $83.01 avg price
SPYINeos Etf Trust
Recent Activity
New Position
0.05%
$507,177
9,900 shares@ $51.23 avg price
IBTMIshares Tr
Recent Activity
New Position
0.05%
$464,680
19,790 shares@ $23.49 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.05%
$462,579
21,132 shares@ $21.89 avg price
SPYVSpdr Ser Tr
Recent Activity
New Position
0.04%
$398,497
7,539 shares@ $52.86 avg price
EVTRMorgan Stanley Etf Trust
Recent Activity
New Position
0.04%
$390,831
7,545 shares@ $51.8 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.04%
$358,726
5,001 shares@ $71.74 avg price