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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Leo Wealth, LLC

Quarter ended Q1 2024 · Filed May 9, 2024 · Accession 0001754960-24-000202

Total Value
$977.2M
Positions
333
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (333)

#IssuerTicker / CUSIPSharesValue% of Filing
1JOHNSON & JOHNSONJNJ497,915$78.8M8.06%
2VANGUARD WORLD FD921910733732,257$68.1M6.97%
3VANGUARD WORLD FD921910725791,666$45.5M4.65%
4AFFIRM HLDGS INCAFRM1,143,184$42.6M4.36%
5GOLDMAN SACHS ETF TRNVGLF400,920$41.6M4.25%
6AMERICAN CENTY ETF TR025072885411,427$36.8M3.76%
7ISHARES TR464287440314,764$29.5M3.02%
8APPLE INCAAPL152,562$26.0M2.67%
9AMAZON COM INCAMZN140,525$25.4M2.60%
10ISHARES U S ETF TR46431W705204,848$19.3M1.97%
11ISHARES TR464287242146,734$15.8M1.62%
12WISDOMTREE TRWT307,343$15.5M1.58%
13MICROSOFT CORPMSFT34,999$14.8M1.51%
14JANUS DETROIT STR TR47103U852318,121$14.2M1.46%
15INVESCO QQQ TRIVZ29,589$13.1M1.35%
16SCHWAB STRATEGIC TR808524797158,833$12.7M1.30%
17SPDR SER TR78464A854190,631$11.7M1.20%
18ISHARES TR464287432116,392$10.9M1.11%
19ISHARES TR46434V456247,530$9.8M1.00%
20NVIDIA CORPORATIONNVDA10,719$9.7M0.99%
21J P MORGAN EXCHANGE TRADED F46641Q670206,205$9.5M0.97%
22SBA COMMUNICATIONS CORP NEWSBAC43,174$9.4M0.96%
23FIDELITY MERRIMACK STR TR316188309201,694$9.1M0.93%
24ISHARES TR46428733393,247$8.1M0.82%
25ISHARES TR46435G409284,207$8.0M0.82%
26J P MORGAN EXCHANGE TRADED F46641Q217130,985$7.6M0.78%
27VANGUARD INDEX FDS92290873620,723$7.1M0.73%
28ISHARES INC464286251156,891$7.0M0.71%
29WISDOMTREE TRWT151,294$6.8M0.70%
30WISDOMTREE TRWT366,184$6.8M0.69%
31VANGUARD SPECIALIZED FUNDS92190884437,061$6.8M0.69%
32BERKSHIRE HATHAWAY INC DELBRK-A14,357$6.0M0.62%
33ALPHABET INCGOOG35,503$5.4M0.55%
34ISHARES TR46434VBG4211,192$5.3M0.54%
35INVESCO EXCHANGE TRADED FD TIVZ122,898$5.2M0.53%
36ISHARES TR46434VBD1204,977$5.1M0.52%
37FRANKLIN TEMPLETON ETF TRFGDL91,996$4.9M0.50%
38EMERSON ELEC COEMR42,745$4.9M0.50%
39ELI LILLY & COLLY5,927$4.6M0.47%
40EXXON MOBIL CORPXOM37,023$4.3M0.44%
41ISHARES TR4642872008,050$4.2M0.43%
42ISHARES TR46435G67284,082$4.2M0.43%
43SPDR S&P 500 ETF TRSPY7,978$4.2M0.43%
44ISHARES TR46428740822,221$4.1M0.42%
45SCHWAB STRATEGIC TR80852430043,408$4.0M0.41%
46ISHARES TR46435GAA0162,165$3.9M0.40%
47FRANKLIN TEMPLETON ETF TRFGDL238,731$3.8M0.39%
48ISHARES TR46428780433,446$3.7M0.38%
49VANGUARD INDEX FDS9229083637,345$3.5M0.36%
50INTERNATIONAL BUSINESS MACHSINTR18,362$3.5M0.36%
51ISHARES INC46428651797,446$3.5M0.36%
52ISHARES TR46436E866149,275$3.5M0.35%
53VERIZON COMMUNICATIONS INCVZ78,922$3.3M0.34%
54KENVUE INCKVUE154,012$3.3M0.34%
55ISHARES TR46428943816,168$3.2M0.32%
56J P MORGAN EXCHANGE TRADED F46641Q11854,031$3.1M0.32%
57ISHARES TR4642876149,077$3.1M0.31%
58SCHWAB STRATEGIC TR80852410249,943$3.0M0.31%
59BIOGEN INCBIIB13,852$3.0M0.31%
60INVESCO EXCH TRD SLF IDX FDIVZ141,526$2.9M0.30%
61ALPHABET INCGOOG18,665$2.9M0.29%
62VANGUARD STAR FDS92190976847,541$2.9M0.29%
63COSTCO WHSL CORP NEW22160K1053,790$2.7M0.28%
64AT&T INCT-PC156,217$2.7M0.28%
65CISCO SYS INCCSCO54,114$2.7M0.28%
66VANGUARD INDEX FDS92290874416,259$2.6M0.27%
67MASTERCARD INCORPORATEDMA5,401$2.6M0.27%
68VANGUARD WORLD FD92191087313,868$2.6M0.27%
69ISHARES TR46436E874108,129$2.6M0.26%
70VANGUARD INDEX FDS9229087699,871$2.6M0.26%
71KRAFT HEINZ COKHC65,035$2.4M0.25%
72BRISTOL-MYERS SQUIBB COCELG-RI43,728$2.4M0.24%
73ISHARES TR46434V62140,723$2.4M0.24%
74MEDTRONIC PLCMDT26,744$2.3M0.24%
75PROCTER AND GAMBLE CO74271810914,334$2.3M0.24%
76INVESCO ACTVELY MNGD ETC FDIVZ164,373$2.3M0.23%
77GILEAD SCIENCES INCGILD30,956$2.3M0.23%
78ISHARES TR46435G42519,011$2.2M0.22%
79KELLANOVABEKE37,363$2.1M0.22%
80VISA INCV7,431$2.1M0.21%
81FIRST TR EXCHANGE-TRADED FD33741X10259,978$2.1M0.21%
82META PLATFORMS INCMETA4,239$2.1M0.21%
83ISHARES TR46428830729,391$2.1M0.21%
84ISHARES TR46428750733,966$2.1M0.21%
85JPMORGAN CHASE & COVYLD10,315$2.1M0.21%
86BROADCOM INCAVGO1,480$2.0M0.20%
87BLACKROCK INCBLK2,323$1.9M0.20%
88ABBVIE INCABBV10,612$1.9M0.20%
89INVESCO EXCH TRD SLF IDX FDIVZ78,313$1.9M0.19%
90DECKERS OUTDOOR CORPDECK2,011$1.9M0.19%
91HOME DEPOT INCHD5,087$1.9M0.19%
92ISHARES TR46436E85882,324$1.9M0.19%
93ISHARES TR46435U43270,548$1.9M0.19%
94VANGUARD INDEX FDS9229086377,713$1.8M0.19%
95WISDOMTREE TRWT61,238$1.8M0.19%
96SOUTHERN COSOMN24,446$1.7M0.18%
97TAKEDA PHARMACEUTICAL CO LTDTKPHF124,449$1.7M0.18%
98BLACKROCK MUNI INCOME TR IIBLK159,346$1.7M0.18%
99WALMART INCWMT28,556$1.7M0.18%
100COCA COLA COKO27,872$1.7M0.17%
101INVESCO VALUE MUN INCOME TRIVZ140,745$1.7M0.17%
102ALIBABA GROUP HLDG LTDBBAAY23,287$1.7M0.17%
103VANGUARD INTL EQUITY INDEX F92204274215,251$1.7M0.17%
104DUKE ENERGY CORP NEWDUKB17,450$1.7M0.17%
105WESTERN ASSET MANAGED MUNS F95766M105161,361$1.7M0.17%
106INVESCO TR INVT GRADE MUNSIVZ167,235$1.6M0.17%
107NUVEEN QUALITY MUNCP INCOMENU143,264$1.6M0.17%
108MERCK & CO INCMRK12,357$1.6M0.17%
109CROWN CASTLE INCCCI14,961$1.6M0.16%
110INVESCO EXCH TRD SLF IDX FDIVZ63,660$1.6M0.16%
111SPDR DOW JONES INDL AVERAGE78467X1093,927$1.6M0.16%
112ISHARES TR46435UAA963,577$1.5M0.15%
113ABRDN ETFS00326160967,823$1.5M0.15%
114ISHARES TR46428749917,281$1.5M0.15%
115ADOBE INCADBE2,866$1.4M0.15%
116SPDR GOLD TRGLD6,760$1.4M0.14%
117CHEVRON CORP NEWCVX8,759$1.4M0.14%
118ISHARES TR46428723433,508$1.4M0.14%
119CATERPILLAR INCCAT3,669$1.3M0.14%
120AUTHID INCAUID171,885$1.3M0.13%
121PFIZER INCPFE47,180$1.3M0.13%
122WORLD GOLD TRGLDW29,408$1.3M0.13%
123DELL TECHNOLOGIES INCDELL11,242$1.3M0.13%
124INVESCO EXCH TRD SLF IDX FDIVZ61,233$1.3M0.13%
125GOLDMAN SACHS GROUP INCGSCE3,035$1.3M0.13%
126INVESCO EXCH TRD SLF IDX FDIVZ55,487$1.3M0.13%
127ORACLE CORPORCL-PD9,822$1.2M0.13%
128J P MORGAN EXCHANGE TRADED F46641Q83724,364$1.2M0.13%
129THERMO FISHER SCIENTIFIC INCTMO2,042$1.2M0.12%
130PUBLIC SVC ENTERPRISE GRP IN74457310617,646$1.2M0.12%
131TEXAS INSTRS INC8825081046,770$1.2M0.12%
132VODAFONE GROUP PLC NEW92857W308130,144$1.2M0.12%
133ORANGEORANY98,299$1.2M0.12%
134TOTALENERGIES SETTE16,786$1.2M0.12%
135SANOFISNYNF23,765$1.2M0.12%
136VANGUARD MUN BD FDS92290774622,736$1.2M0.12%
137ENTERGY CORP NEWENO10,849$1.1M0.12%
138NATIONAL GRID PLCNMPWP16,759$1.1M0.12%
139ISHARES TR46435U69743,106$1.1M0.11%
140COMCAST CORP NEWCCZ25,806$1.1M0.11%
141COCA-COLA FEMSA SAB DE CVCOCSF11,372$1.1M0.11%
142ISHARES TR46428824020,491$1.1M0.11%
143BCE INCBCPPF32,115$1.1M0.11%
144SALESFORCE INCCRM3,604$1.1M0.11%
145INVESCO EXCH TRD SLF IDX FDIVZ56,144$1.1M0.11%
146VANGUARD INTL EQUITY INDEX F92204287415,853$1.1M0.11%
147KIMBERLY-CLARK CORPKMB8,170$1.1M0.11%
148ABBOTT LABSABLZF9,258$1.1M0.11%
149GSK PLCGLAXF24,142$1.0M0.11%
150AVANTOR INCAVTR39,707$1.0M0.10%
151INVESCO EXCH TRD SLF IDX FDIVZ43,821$1.0M0.10%
152MCDONALDS CORPMCD3,550$999,4550.10%
153SELECT SECTOR SPDR TR81369Y50610,569$998,4510.10%
154THE CIGNA GROUP1255231002,636$957,3270.10%
155HONEYWELL INTL INC4385161064,438$908,3470.09%
156NOVARTIS AGNVSEF9,404$907,4570.09%
157ISHARES TR46435U51536,196$901,4630.09%
158DOW INCDOW15,467$897,4650.09%
159ISHARES TR4642871687,267$895,1540.09%
160ADVANCED MICRO DEVICES INCAMD4,833$879,2710.09%
161BOOKING HOLDINGS INCBKNG244$871,7170.09%
162CONOCOPHILLIPSCOP6,715$859,3700.09%
163DIMENSIONAL ETF TRUST25434V40114,926$850,4880.09%
164DUPONT DE NEMOURS INCDD10,898$837,4170.09%
165ACCENTURE PLC IRELANDACN2,377$820,5310.08%
166ABRDN SILVER ETF TRUSTSIVR33,832$805,6140.08%
167NETFLIX INCNFLX1,321$804,3660.08%
168BLACKSTONE INCBX6,066$796,1490.08%
169J P MORGAN EXCHANGE TRADED F46641Q13412,722$793,7650.08%
170TORONTO DOMINION BK ONTTORO12,892$777,0860.08%
171LOWES COS INC5486611073,085$771,6220.08%
172EATON CORP PLCETN2,468$771,1510.08%
173VANGUARD WHITEHALL FDS9219464066,356$768,9930.08%
174INVESCO DB MULTI-SECTOR COMMIVZ36,945$765,7300.08%
175CITIGROUP INCC-PR12,012$760,4240.08%
176EATON VANCE TAX-MANAGED GLOBETN88,886$725,3100.07%
177VANGUARD TAX-MANAGED FDS92194385814,402$720,9390.07%
178NOVO-NORDISK A SNONOF5,612$718,9100.07%
179ISHARES TR46436E84132,258$714,8330.07%
180VANGUARD BD INDEX FDS9219378359,799$705,6310.07%
181PALO ALTO NETWORKS INCPANW2,497$701,9790.07%
182PEPSICO INCPEP3,997$695,9830.07%
183GENERAL MLS INC3703341049,846$689,2680.07%
184ENTERPRISE PRODS PARTNERS L29379210723,214$677,8790.07%
185GRAYSCALE BITCOIN TR BTCGBTC10,531$663,9640.07%
186HSBC HLDGS PLCHBCYF16,816$661,8290.07%
187BAIDU INCBAIDF6,152$648,7020.07%
188GLOBAL PARTNERS LPGLP-PB14,500$647,2450.07%
189ISHARES TR4642875983,597$643,6350.07%
190ISHARES TR4642874658,044$641,5930.07%
191ALTRIA GROUP INCMO14,488$628,6570.06%
192ISHARES TR4642886795,639$623,3060.06%
193DIMENSIONAL ETF TRUST25434V72415,228$622,8220.06%
194ISHARES TR46436E83327,723$608,1080.06%
195DISNEY WALT CO2546871064,966$605,3280.06%
196MONDELEZ INTL INC6092071058,487$593,4910.06%
197TESLA INCTSLA3,377$593,2560.06%
198SSGA ACTIVE ETF TR78467V60814,171$592,8680.06%
199ROSS STORES INCROST4,070$590,7980.06%
200CVS HEALTH CORPCVS7,045$561,2730.06%
201SERVICENOW INCNOW731$560,5200.06%
202UNITEDHEALTH GROUP INCUNH1,112$548,5150.06%
203ISHARES TR46436E20523,919$545,8400.06%
204STARWOOD PPTY TR INCSTHO26,835$545,5560.06%
205LOCKHEED MARTIN CORPLMT1,173$531,8910.05%
206ISHARES TR4642878795,160$530,2880.05%
207QUALCOMM INCQCOM3,084$526,4510.05%
208MERCADOLIBRE INCMELI343$522,3400.05%
209S&P GLOBAL INCSPGI1,220$519,1330.05%
210INTEL CORPINTC11,445$508,1210.05%
211AMERICAN EXPRESS COAXP2,219$505,0750.05%
212ISHARES TR4642876552,387$501,5790.05%
213ISHARES TR4642872265,128$497,5570.05%
214HOLOGIC INCHOLX6,335$493,8770.05%
215COLGATE PALMOLIVE COCL5,479$488,9370.05%
216TARGET CORPTGT2,743$486,5200.05%
217SPDR S&P MIDCAP 400 ETF TRMDY868$482,8350.05%
218ISHARES TR46434V64720,249$479,3920.05%
219VANGUARD SCOTTSDALE FDS92206C7068,174$478,5860.05%
220SHELL PLCRYDAF7,063$477,4060.05%
221CAMECO CORPCCJ10,922$473,1200.05%
222AMGEN INCAMGN1,662$471,4380.05%
223BOEING COBA-PA2,453$468,6490.05%
224RTX CORPORATIONRTX4,786$467,6480.05%
225NUVEEN S&P 500 BUY-WRITE INCNU34,991$462,9310.05%
226AMERICAN TOWER CORP NEW03027X1002,294$453,0420.05%
227BANK AMERICA CORP06050510411,887$448,7750.05%
228CORTEVA INCCTVA7,750$446,9330.05%
229PROSHARES TR74347B6805,688$443,5330.05%
230SPDR SER TR78464A7633,329$436,8170.04%
231SELECT SECTOR SPDR TR81369Y60510,386$436,2160.04%
232CLOROX CO DELCLX2,854$433,9100.04%
233ISHARES INC46428629311,928$431,6150.04%
234AMERICAN ELEC PWR CO INC0255371014,929$419,7220.04%
235LINDE PLCLIN870$404,0400.04%
236ARES MANAGEMENT CORPORATIONARES-PB2,970$394,9520.04%
237PHILIP MORRIS INTL INC7181721094,278$391,6540.04%
238UNION PAC CORPUNP1,579$387,2270.04%
239TAIWAN SEMICONDUCTOR MFG LTD8740391002,830$385,1270.04%
240FEDEX CORPFDX1,331$382,8810.04%
241ENVELA CORPELA83,455$380,5550.04%
242OMNICOM GROUP INCOMC3,896$376,3280.04%
243SPDR INDEX SHS FDS78463X88910,490$375,9580.04%
244UNITED PARCEL SERVICE INCUPS2,496$369,6680.04%
245ISHARES TR46432F3392,232$366,1660.04%
246CUMMINS INCCMI1,229$362,1700.04%
247KKR & CO INCKKRT3,571$359,0930.04%
248SPDR SER TR78464A1021,950$358,0770.04%
249ISHARES TR4642894204,685$356,7780.04%
250ISHARES TR46434V8868,529$354,5340.04%
251INVESCO DB COMMDY INDX TRCKIVZ15,214$349,9040.04%
252ISHARES INC46434G1036,777$349,6880.04%
2533M COMMM3,311$347,7180.04%
254VANGUARD SCOTTSDALE FDS92206C4094,497$347,6540.04%
255VANECK ETF TRUST92189F43711,936$346,3850.04%
256WILLIAMS SONOMA INCWSM1,083$341,3380.03%
257GENERAL DYNAMICS CORPGD1,184$338,8070.03%
258NUVEEN DOW 30 DYNMC OVERWRTNU23,000$337,1800.03%
259WISDOMTREE TRWT6,724$325,6420.03%
260ISHARES TR4642875562,372$325,4380.03%
261ISHARES TR4642876302,004$317,8310.03%
262VANGUARD INDEX FDS9229085122,046$316,7380.03%
263FREEPORT-MCMORAN INCFCX6,723$316,1070.03%
264SCHWAB STRATEGIC TR8085242015,040$312,4000.03%
265J P MORGAN EXCHANGE TRADED F46641Q3325,314$304,3120.03%
266ISHARES TR4642888285,546$300,6450.03%
267YUM BRANDS INCYUM2,114$296,0190.03%
268VANGUARD INTL EQUITY INDEX F9220427755,044$295,7040.03%
269VANGUARD ADMIRAL FDS INC9219327031,619$292,1080.03%
270ARCH CAP GROUP LTDG0450A1053,151$290,9100.03%
271ISHARES TR46434V8038,271$288,4920.03%
272FORD MTR CO DEL34537086021,661$287,8090.03%
273SPDR SER TR78468R7887,107$286,4830.03%
274SIMON PPTY GROUP INC NEW8288061091,820$284,3030.03%
275GUARANTY BANCSHARES INC TEX4007641069,460$281,0660.03%
276PROGRESSIVE CORP7433151031,339$277,2070.03%
277METLIFE INCMET-PF3,757$277,1280.03%
278VANGUARD INDEX FDS9229086521,579$276,7790.03%
279WELLS FARGO CO NEW9497461014,747$274,7460.03%
280PIONEER NAT RES CO7237871071,037$272,3650.03%
281NIKE INCNKE2,898$272,3550.03%
282SYNOPSYS INCSNPS476$272,0560.03%
283PHILLIPS 66PSX1,632$266,5060.03%
284PAYPAL HLDGS INCPYPL3,873$259,1390.03%
285STARBUCKS CORPSBUX2,815$257,4160.03%
286ISHARES TR46432F8423,452$256,1700.03%
287PUBLIC STORAGEPSA-PS884$255,7930.03%
288ISHARES TR4642884489,052$253,8060.03%
289REALTY INCOME CORPO4,636$250,7880.03%
290DATADOG INCDDOG2,027$250,5370.03%
291ASML HOLDING N VASMLF253$247,3750.03%
292ISHARES TR464287648913$246,7930.03%
293SELECT SECTOR SPDR TR81369Y3083,249$246,2340.03%
294SPDR SER TR78464A8702,577$244,5040.03%
295BUNGE GLOBAL SABG2,363$242,2420.02%
296CONAGRA BRANDS INCCAG8,115$240,8320.02%
297LYONDELLBASELL INDUSTRIES NLYB2,344$239,3970.02%
298CAMPBELL SOUP COCPB5,238$233,8440.02%
299GRANITESHARES GOLD TRBAR10,542$233,8220.02%
300NEXTERA ENERGY INCNEE-PW3,590$229,2820.02%
301BEST BUY INCBBY2,799$228,8440.02%
302ONEOK INC NEWOKE2,850$227,8890.02%
303SEI INVTS CO7841171033,160$227,1670.02%
304INTUITINTU349$226,5230.02%
305ARK ETF TR00214Q4012,706$225,4170.02%
306CADENCE DESIGN SYSTEM INCCDNS722$224,7440.02%
307ENBRIDGE INCENNPF6,189$221,8220.02%
308SOURCE CAP INCSOR5,185$220,3110.02%
309ISHARES TR46432F3882,015$217,8610.02%
310NXP SEMICONDUCTORS N VNXPI877$217,1100.02%
311MCKESSON CORPMCK397$213,2580.02%
312CROWDSTRIKE HLDGS INCCRWD661$211,4090.02%
313VANGUARD INDEX FDS922908629846$210,5150.02%
314GENERAL MTRS CO37045V1004,621$209,7830.02%
315ILLUMINA INCILMN1,510$207,3490.02%
316GENERAL ELECTRIC CO3696043011,176$206,4390.02%
317WASTE MGMT INC DEL94106L109959$204,3900.02%
318MICROCHIP TECHNOLOGY INC.MCHPP2,273$203,9230.02%
319FIDELITY COVINGTON TRUST3160921136,902$203,6120.02%
320US BANCORP DELUSB-PS4,536$202,6970.02%
321ISHARES TR464287523885$200,8990.02%
322BLACKSTONE STRATEGIC CRED 20BX13,872$165,0770.02%
323DEUTSCHE BANK A GD1819089810,089$159,1040.02%
324UNITED MICROELECTRONICS CORPUMC11,226$90,8180.01%
325LINKBANCORP INCLNKB11,500$79,3500.01%
326CBRE GBL REAL ESTATE INC FD12504G10011,812$63,5490.01%
3275E ADVANCED MATERIALS INCFEAV42,500$56,9500.01%
328GRAB HOLDINGS LIMITEDGRABW18,135$56,9440.01%
329PROPERTYGURU GROUP LTDG7258M10810,000$37,8000.00%
330LUMINAR TECHNOLOGIES INCLAZRQ14,532$28,6310.00%
331EYENOVIA INC30234E10416,112$15,8460.00%
332SENSEI BIOTHERAPEUTICS INCSNSE14,845$15,5870.00%
333HYZON MOTORS INC44951Y10211,300$8,3260.00%