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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
WIREEncore Wire Corp
Recent Activity
Exited
0%
$2.322M
8,012 shares@ $289.85 avg price
USMVIshares Tr
Recent Activity
Exited
0%
$680,213
8,121 shares@ $83.76 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$673,983
20,399 shares@ $33.05 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$504,549
3,622 shares@ $139.31 avg price
IXGIshares Tr
Recent Activity
Exited
0%
$478,685
5,619 shares@ $85.2 avg price
ANGLVaneck Etf Trust
Recent Activity
Exited
0%
$341,689
12,074 shares@ $28.3 avg price
GSKGsk Plc
Recent Activity
Exited
0%
$323,410
8,413 shares@ $38.45 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Exited
0%
$319,723
1,404 shares@ $227.73 avg price
REGLProshares Tr
Recent Activity
Exited
0%
$317,526
4,347 shares@ $73.05 avg price
VFMVVanguard Wellington Fd
Recent Activity
Exited
0%
$273,945
2,418 shares@ $113.3 avg price