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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
JNJJohnson & Johnson
Recent Activity
Increased 0.84%
7.54%
$82.405M
508,483 shares@ $162.07 avg price
ESGVVanguard World Fd
Recent Activity
Increased 1.05%
6.35%
$69.419M
682,919 shares@ $101.66 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 16.63%
4.59%
$50.187M
444,368 shares@ $112.95 avg price
VSGXVanguard World Fd
Recent Activity
Increased 1.95%
4.36%
$47.634M
774,412 shares@ $61.52 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 3.46%
3.65%
$39.936M
419,713 shares@ $95.15 avg price
IEFIshares Tr
Recent Activity
Increased 10.48%
2.96%
$32.325M
329,439 shares@ $98.13 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
Increased 4.81%
2.06%
$22.455M
340,076 shares@ $66.03 avg price
LQDHIshares U S Etf Tr
Recent Activity
Increased 4.56%
1.85%
$20.215M
217,240 shares@ $93.06 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 17.08%
1.81%
$19.709M
233,164 shares@ $84.53 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 1.73%
1.77%
$19.295M
285,810 shares@ $67.52 avg price