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  Name: Leo Wealth LLC
  City: HURST
  State: TX
  Zip: 76054
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $977,150,000
  Total Value Change : $12,108,000
  Securities Held Change : 6
   
All Securities Held : 333
  New Positions : 22
  Closed Positions : 16
  Increased Positions : 188
  Unchanged Positions : 39
  Decreased Positions : 84

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (NKTX)1 Year Chart         NKTX Nkarta, Inc. 330 Closed $0.00 $0 0 0% -362,000 -54,848 0    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 336 Closed $37.49 $0 0 0% -223,000 -6,267 0    N/A
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 342 Closed $42.92 $0 0 0% -207,000 -3,957 0    N/A
   (IMGN)1 Year Chart         IMGN Immunogen Inc 335 Closed $31.23 $0 0 0% -742,000 -25,016 0    Drug Manufacturers - ...
   (DBB)1 Year Chart         DBB Invesco DB Base Metals 341 Closed $20.33 $0 0 0% -220,000 -12,026 0    Closed - End Fund - Debt
   (WPC)1 Year Chart         WPC WP Carey & Co 334 Closed $58.39 $0 0 0% -202,000 -3,332 0    Property Management
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 340 Closed $44.68 $0 0 0% -226,000 -5,731 0    Closed - End Fund - E...
   (ICU)1 Year Chart         ICU Seastar Medical Holding Ord... 333 Closed $0.40 $0 0 0% -9,000 -10,099 0    N/A
   (PLTM)1 Year Chart         PLTM Graniteshares Platinum Trust 339 Closed $0.00 $0 0 0% -655,000 -67,832 0    N/A
   (HBAN)1 Year Chart         HBAN Huntington Bancshares Inc 345 Closed $14.06 $0 0 0% -255,000 -20,082 0    Domestic Regional Banks
   (EOG)1 Year Chart         EOG EOG Resources Inc 332 Closed $130.10 $0 0 0% -266,000 -2,200 0    Independent Oil & Gas
   (QCLN)1 Year Chart         QCLN First Trust NASDAQ Clean Ed... 338 Closed $33.98 $0 0 0% -234,000 -5,561 0    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc 344 Closed $539.18 $0 0 0% -216,000 -458 0    N/A
   (TEL)1 Year Chart         TEL Te Connectivity Ltd 331 Closed $144.94 $0 0 0% -237,000 -1,686 0    Diversified Electronics
   (CAR)1 Year Chart         CAR Avis Budget Group Inc 337 Closed $119.36 $0 0 0% -201,000 -1,132 0    Business Services
   (AFL)1 Year Chart         AFL AFLAC Inc 343 Closed $86.08 $0 0 0% -311,000 -3,768 0    Life & Health Insurance
      16 Records Found
  1    
Page 1 of 1
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