Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LEO BROKERAGE, LLC (CIK 1146089) reported $876.3M across 303 reported positions in its SEC 13F filing for 2023-06-30. Largest positions: JNJ ($134.0M, 15.29%), AVUS ($55.2M, 6.30%), ESGV ($52.6M, 6.01%), AAPL ($48.8M, 5.56%), VSGX ($39.0M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $134.0M | 15.29% | 809,548 | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $55.2M | 6.30% | 734,670 | Added |
| 3 | ESGV | VANGUARD WORLD FD | $52.6M | 6.01% | 673,002 | Trimmed |
| 4 | AAPL | APPLE INC | $48.8M | 5.56% | 251,471 | Added |
| 5 | VSGX | VANGUARD WORLD FD | $39.0M | 4.45% | 735,657 | Added |
| 6 | AMZN | AMAZON COM INC | $34.2M | 3.90% | 262,156 | Added |
| 7 | GSLC | GOLDMAN SACHS ETF TR | $31.6M | 3.61% | 362,802 | Trimmed |
| 8 | AFRM | AFFIRM HLDGS INC | $20.1M | 2.29% | 1.3M | Trimmed |
| 9 | LQD | ISHARES TR | $17.7M | 2.02% | 164,695 | Added |
| 10 | LQDH | ISHARES U S ETF TR | $17.4M | 1.98% | 187,357 | Added |
| 11 | IEF | ISHARES TR | $14.9M | 1.70% | 154,401 | Added |
| 12 | SBAC | SBA COMMUNICATIONS CORP NEW | $11.5M | 1.32% | 49,773 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $11.1M | 1.26% | 29,967 | Added |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $10.7M | 1.22% | 213,086 | Added |
| 15 | MSFT | MICROSOFT CORP | $10.4M | 1.18% | 30,430 | Trimmed |
| 16 | USFR | WISDOMTREE TR | $10.0M | 1.14% | 198,993 | Trimmed |
| 17 | SCHD | SCHWAB STRATEGIC TR | $9.4M | 1.07% | 129,200 | Trimmed |
| 18 | IQLT | ISHARES TR | $8.3M | 0.94% | 232,514 | Trimmed |
| 19 | IAGG | ISHARES TR | $7.1M | 0.81% | 144,906 | Added |
| 20 | BBJP | J P MORGAN EXCHANGE TRADED F | $6.6M | 0.76% | 128,883 | Added |
| 21 | IVLU | ISHARES TR | $6.6M | 0.75% | 257,771 | Added |
| 22 | IBDO | ISHARES TR | $6.4M | 0.73% | 253,483 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $6.2M | 0.71% | 38,050 | Trimmed |
| 24 | IXG | ISHARES TR | $6.0M | 0.68% | 83,631 | Trimmed |
| 25 | VUG | VANGUARD INDEX FDS | $5.9M | 0.67% | 20,809 | Trimmed |
Source: SEC Form 13F filings · as of 2023-06-30