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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
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
LQDIshares Tr
Recent Activity
Increased 17.16%
1.73%
$18.855M
166,888 shares@ $112.99 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 20.59%
1.69%
$18.445M
42,867 shares@ $430.3 avg price
USFRWisdomtree Tr
Recent Activity
Increased 12.34%
1.69%
$18.384M
366,072 shares@ $50.23 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 234.56%
1.42%
$15.493M
148,713 shares@ $104.19 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 20.73%
1.41%
$15.389M
329,893 shares@ $46.65 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Increased 126.88%
1.32%
$14.44M
236,184 shares@ $61.15 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.28%
1.24%
$13.476M
27,611 shares@ $488.08 avg price