$876 Million is the total value of LEO BROKERAGE, LLC's 313 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 12.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Buy | JOHNSON & JOHNSON | $133,994,861 | +196.2% | 809,548 | +177.4% | 15.29% | +126.4% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $55,173,718 | +108.1% | 734,670 | +96.6% | 6.30% | +59.2% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $52,649,500 | +5.4% | 673,002 | -3.3% | 6.01% | -19.4% |
| AAPL | Buy | APPLE INC | $48,766,079 | +136.6% | 251,471 | +101.2% | 5.56% | +80.9% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $39,034,936 | +3.2% | 735,657 | +1.9% | 4.45% | -21.1% |
| AMZN | Buy | AMAZON COM INC | $34,174,572 | +144.9% | 262,156 | +94.1% | 3.90% | +87.2% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $31,624,792 | +5.7% | 362,802 | -1.4% | 3.61% | -19.2% |
| AFRM | Sell | AFFIRM HLDGS INC | $20,053,342 | +33.0% | 1,308,111 | -2.3% | 2.29% | +1.6% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $17,724,696 | +5.8% | 164,695 | +7.5% | 2.02% | -19.1% |
| LQDH | Buy | ISHARES U S ETF TRint rt hdg c b | $17,389,324 | +4.0% | 187,357 | +2.7% | 1.98% | -20.5% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $14,858,138 | +29.0% | 154,401 | +32.7% | 1.70% | -1.4% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $11,535,408 | -19.3% | 49,773 | -9.1% | 1.32% | -38.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $11,063,487 | +16.1% | 29,967 | +0.9% | 1.26% | -11.3% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $10,675,837 | +6.0% | 213,086 | +6.4% | 1.22% | -19.0% |
| MSFT | Sell | MICROSOFT CORP | $10,362,735 | +17.2% | 30,430 | -0.8% | 1.18% | -10.4% |
| Sell | WISDOMTREE TRfloatng rat trea | $10,013,334 | -4.9% | 198,993 | -5.0% | 1.14% | -27.3% | |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $9,381,776 | -3.4% | 129,200 | -2.7% | 1.07% | -26.1% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $8,264,327 | -1.5% | 232,514 | -1.9% | 0.94% | -24.7% |
| IAGG | Buy | ISHARES TRcore intl aggr | $7,133,488 | +12.6% | 144,906 | +11.9% | 0.81% | -14.0% |
| BBJP | Buy | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $6,640,770 | +7.4% | 128,883 | +0.8% | 0.76% | -17.9% |
| IVLU | Buy | ISHARES TRmsci intl vlu ft | $6,555,342 | +4.3% | 257,771 | +1.9% | 0.75% | -20.3% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $6,410,493 | +10.4% | 253,483 | +9.9% | 0.73% | -15.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,180,487 | -8.1% | 38,050 | -12.9% | 0.70% | -29.8% |
| IXG | Sell | ISHARES TRglobal finls etf | $5,977,104 | +0.4% | 83,631 | -2.6% | 0.68% | -23.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,888,155 | +10.2% | 20,809 | -2.9% | 0.67% | -15.8% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $5,517,381 | -8.7% | 300,562 | -1.5% | 0.63% | -30.2% |
| WFHY | Buy | WISDOMTREE TRus hgh yld corp | $5,414,952 | +13.0% | 122,960 | +14.8% | 0.62% | -13.6% |
| GCC | Sell | WISDOMTREE TRenhncd cmmdty st | $4,875,600 | -8.7% | 285,435 | -4.3% | 0.56% | -30.2% |
| CEMB | Buy | ISHARES INCjp mrg em crp bd | $4,813,240 | +6.4% | 111,169 | +7.1% | 0.55% | -18.7% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $4,357,518 | +178.7% | 176,993 | +178.4% | 0.50% | +113.3% |
| EMR | Buy | EMERSON ELEC CO | $4,280,066 | +3.9% | 47,351 | +0.2% | 0.49% | -20.7% |
| DVY | Buy | ISHARES TRselect divid etf | $3,916,331 | -3.0% | 34,566 | +0.4% | 0.45% | -25.7% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $3,724,795 | +1.5% | 23,108 | -4.4% | 0.42% | -22.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,690,810 | +25.1% | 30,834 | +8.4% | 0.42% | -4.3% |
| XOM | Buy | EXXON MOBIL CORP | $3,670,650 | +11.2% | 34,263 | +14.0% | 0.42% | -15.0% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $3,415,366 | +6.3% | 37,622 | -0.1% | 0.39% | -18.8% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $3,370,015 | +12.9% | 9,636 | +0.2% | 0.38% | -13.7% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $3,362,416 | +13.1% | 44,862 | -1.6% | 0.38% | -13.5% |
| CXSE | Buy | WISDOMTREE TRchinadiv ex fi | $3,222,966 | -8.3% | 105,120 | +4.1% | 0.37% | -29.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,226,733 | +1.5% | 7,244 | -6.3% | 0.37% | -22.5% |
| LEMB | Sell | ISHARES INCjp morgan em etf | $3,154,976 | -2.9% | 85,297 | -5.5% | 0.36% | -25.8% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $3,075,355 | +60.3% | 126,143 | +61.3% | 0.35% | +22.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,977,937 | +66.4% | 22,255 | +63.0% | 0.34% | +27.3% |
| CCI | Buy | CROWN CASTLE INC | $2,947,834 | +0.1% | 25,872 | +17.6% | 0.34% | -23.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,837,481 | +19.1% | 76,297 | +24.6% | 0.32% | -9.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,802,690 | +7.4% | 54,211 | -0.6% | 0.32% | -17.9% |
| DGRO | Sell | ISHARES TRcore div grwth | $2,662,349 | -7.4% | 51,771 | -9.7% | 0.30% | -29.1% |
| T | Buy | AT&T INC | $2,665,391 | +10.5% | 167,117 | +33.3% | 0.30% | -15.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,629,528 | +3.4% | 9,556 | -8.2% | 0.30% | -20.8% |
| PFE | Buy | PFIZER INC | $2,585,412 | +29.1% | 70,496 | +43.7% | 0.30% | -1.3% |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $2,583,766 | -0.7% | 128,354 | 0.0% | 0.30% | -24.0% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,572,669 | +52.3% | 40,230 | +65.1% | 0.29% | +16.7% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $2,539,082 | +15.6% | 102,341 | +15.6% | 0.29% | -11.6% |
| ABBV | Buy | ABBVIE INC | $2,535,335 | -5.1% | 18,818 | +12.2% | 0.29% | -27.6% |
| BIIB | Sell | BIOGEN INC | $2,506,949 | -20.8% | 8,801 | -22.7% | 0.29% | -39.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,503,849 | +20.5% | 60,261 | +10.0% | 0.29% | -7.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,501,523 | +8.3% | 5,644 | +0.0% | 0.28% | -17.4% |
| GILD | Buy | GILEAD SCIENCES INC | $2,487,212 | +26.9% | 32,272 | +36.6% | 0.28% | -3.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,404,787 | +10.3% | 4,468 | +1.8% | 0.27% | -15.7% |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $2,390,576 | +21.6% | 103,354 | +23.7% | 0.27% | -6.8% |
| VOO | Buy | VANGUARD INDEX FDS | $2,384,178 | +64.4% | 5,854 | +51.9% | 0.27% | +25.9% |
| KMB | Buy | KIMBERLY-CLARK CORP | $2,360,469 | +21.5% | 17,097 | +18.1% | 0.27% | -7.2% |
| IBMN | Buy | ISHARES TRibonds dec 25 | $2,350,608 | +0.1% | 89,258 | +1.1% | 0.27% | -23.6% |
| NVDA | Sell | NVIDIA CORPORATION | $2,344,037 | +22.1% | 5,541 | -19.8% | 0.27% | -6.6% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $2,326,523 | +16.1% | 14,674 | +1.8% | 0.26% | -11.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,311,477 | +8.2% | 6,779 | -1.8% | 0.26% | -17.2% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $2,305,520 | -32.4% | 41,111 | -33.5% | 0.26% | -48.3% |
| NVS | Buy | NOVARTIS AGsponsored adr | $2,281,209 | +19.7% | 22,606 | +9.1% | 0.26% | -8.5% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $2,255,713 | +7.9% | 14,417 | -1.3% | 0.26% | -17.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,232,391 | -3.9% | 15,710 | -6.6% | 0.26% | -26.5% |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $2,053,661 | +4.1% | 33,700 | -1.7% | 0.23% | -20.7% |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $2,040,255 | +4.3% | 129,870 | +9.4% | 0.23% | -20.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,044,017 | -13.9% | 9,279 | -20.3% | 0.23% | -34.2% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $2,019,758 | +12.5% | 148,457 | +17.5% | 0.23% | -14.2% |
| HON | Sell | HONEYWELL INTL INC | $1,993,670 | -27.6% | 9,608 | -33.3% | 0.23% | -44.5% |
| WMT | Buy | WALMART INC | $1,973,163 | +14.6% | 12,554 | +7.5% | 0.22% | -12.5% |
| LLY | Buy | LILLY ELI & CO | $1,972,833 | +44.8% | 4,207 | +6.0% | 0.22% | +10.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,928,052 | +25.9% | 21,485 | +35.3% | 0.22% | -3.9% |
| HD | Buy | HOME DEPOT INC | $1,908,023 | +7.0% | 6,142 | +1.7% | 0.22% | -18.0% |
| BSMP | INVESCO EXCH TRD SLF IDX FD | $1,906,922 | -0.8% | 78,313 | 0.0% | 0.22% | -24.0% | |
| PG | Buy | PROCTER AND GAMBLE CO | $1,895,356 | +7.8% | 12,491 | +5.6% | 0.22% | -17.6% |
| MDT | Buy | MEDTRONIC PLC | $1,856,725 | +14.9% | 21,075 | +5.2% | 0.21% | -12.0% |
| ESGU | Sell | ISHARES TResg awr msci usa | $1,857,117 | +7.5% | 19,055 | -0.3% | 0.21% | -17.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,810,752 | +15.1% | 14,969 | -1.1% | 0.21% | -11.9% |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,799,950 | – | 17,485 | +100.0% | 0.20% | – |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $1,778,389 | +43.1% | 74,722 | +44.3% | 0.20% | +9.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,775,495 | -16.5% | 21,302 | +2.4% | 0.20% | -36.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,738,148 | +4.2% | 6,647 | -0.3% | 0.20% | -20.5% |
| BSMO | INVESCO EXCH TRD SLF IDX FD | $1,576,858 | -0.5% | 63,660 | 0.0% | 0.18% | -24.1% | |
| IBDR | Buy | ISHARES TRibonds dec2026 | $1,541,834 | +222.8% | 65,694 | +226.4% | 0.18% | +147.9% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $1,499,164 | -9.2% | 53,693 | -9.3% | 0.17% | -30.5% |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $1,480,233 | +11.3% | 21,985 | +12.3% | 0.17% | -15.1% |
| ORAN | Buy | ORANGEsponsored adr | $1,435,852 | +8.7% | 123,355 | +11.4% | 0.16% | -16.8% |
| BLE | Buy | BLACKROCK MUNI INCOME TR II | $1,430,008 | +1.1% | 137,369 | +4.2% | 0.16% | -22.7% |
| IIM | Buy | INVESCO VALUE MUN INCOME TR | $1,431,909 | +1.2% | 121,143 | +4.4% | 0.16% | -22.7% |
| CSCO | Buy | CISCO SYS INC | $1,398,576 | +11.3% | 27,031 | +12.4% | 0.16% | -14.9% |
| IBMM | Buy | ISHARES TRibonds dec | $1,405,831 | +1.4% | 54,574 | +1.9% | 0.16% | -22.7% |
| VGM | Buy | INVESCO TR INVT GRADE MUNS | $1,404,265 | +2.0% | 144,620 | +4.5% | 0.16% | -22.0% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $1,389,601 | +2.1% | 123,301 | +4.4% | 0.16% | -21.7% |
| CG | New | CARLYLE GROUP INC | $1,386,183 | – | 43,386 | +100.0% | 0.16% | – |
| MMU | Buy | WESTERN ASSET MANAGED MUNS F | $1,376,434 | +0.9% | 138,614 | +4.5% | 0.16% | -23.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,370,104 | +4.7% | 18,761 | +0.3% | 0.16% | -20.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,360,122 | +7.4% | 14,025 | +2.0% | 0.16% | -18.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,360,488 | +17.6% | 9,355 | +5.4% | 0.16% | -10.4% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $1,335,104 | +30.5% | 141,281 | +52.4% | 0.15% | -0.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,292,826 | +3.2% | 3,760 | -0.2% | 0.15% | -20.9% |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $1,259,563 | -0.1% | 61,233 | 0.0% | 0.14% | -23.4% | |
| KO | Buy | COCA COLA CO | $1,263,746 | +27.3% | 20,985 | +31.1% | 0.14% | -2.7% |
| BSJO | INVESCO EXCH TRD SLF IDX FD | $1,247,348 | +0.1% | 55,487 | 0.0% | 0.14% | -23.7% | |
| V | Buy | VISA INC | $1,228,651 | +10.0% | 5,174 | +4.4% | 0.14% | -16.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,219,200 | +4.1% | 3,100 | -3.8% | 0.14% | -20.6% |
| CVX | Sell | CHEVRON CORP NEW | $1,221,817 | -13.8% | 7,765 | -10.6% | 0.14% | -34.4% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,180,989 | +13.5% | 5,836 | +4.9% | 0.14% | -12.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,174,252 | +3.8% | 11,784 | +0.7% | 0.13% | -20.7% |
| GLD | Buy | SPDR GOLD TR | $1,168,263 | +46.0% | 6,553 | +50.1% | 0.13% | +11.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,169,679 | -11.9% | 2,242 | -2.6% | 0.13% | -32.8% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,149,730 | +4.0% | 22,894 | +4.9% | 0.13% | -20.6% |
| IBDS | New | ISHARES TRibonds 27 etf | $1,127,331 | – | 48,012 | +100.0% | 0.13% | – |
| Sell | WORLD GOLD TRspdr gld minis | $1,119,637 | -3.0% | 29,395 | -0.4% | 0.13% | -25.6% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,081,157 | +39.9% | 2,211 | +10.2% | 0.12% | +7.0% |
| DECK | DECKERS OUTDOOR CORP | $1,056,375 | +17.4% | 2,002 | 0.0% | 0.12% | -9.7% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,063,648 | -1.1% | 56,144 | 0.0% | 0.12% | -24.8% | |
| SIVR | Sell | ABRDN SILVER ETF TRUST | $1,052,082 | -5.8% | 48,150 | -0.4% | 0.12% | -28.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,043,992 | +146.4% | 9,165 | +112.0% | 0.12% | +88.9% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,026,789 | +1.2% | 16,642 | +0.0% | 0.12% | -22.5% |
| CVS | Buy | CVS HEALTH CORP | $1,011,066 | +20.6% | 14,626 | +29.6% | 0.12% | -8.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,006,709 | -1.0% | 3,121 | +0.4% | 0.12% | -24.3% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $997,017 | -6.9% | 20,256 | -7.7% | 0.11% | -28.8% |
| BSJP | INVESCO EXCH TRD SLF IDX FD | $988,164 | +0.3% | 43,821 | 0.0% | 0.11% | -23.1% | |
| MRK | Buy | MERCK & CO INC | $967,681 | +31.7% | 8,386 | +21.4% | 0.11% | 0.0% |
| AUID | AUTHID INC | $927,148 | +97.8% | 1,041,739 | 0.0% | 0.11% | +51.4% | |
| TSLA | Buy | TESLA INC | $924,514 | +33.1% | 3,532 | +5.5% | 0.10% | +1.0% |
| IBML | Buy | ISHARES TRibonds dec2023 | $908,834 | +0.3% | 35,655 | +0.1% | 0.10% | -23.0% |
| ORCL | Buy | ORACLE CORP | $903,823 | +56.4% | 7,589 | +22.0% | 0.10% | +19.8% |
| TD | Buy | TORONTO DOMINION BK ONT | $903,238 | +4.1% | 14,566 | +0.5% | 0.10% | -20.8% |
| TXN | Buy | TEXAS INSTRS INC | $897,266 | +13.0% | 4,984 | +16.8% | 0.10% | -13.6% |
| DD | Buy | DUPONT DE NEMOURS INC | $894,216 | +22.9% | 12,517 | +23.4% | 0.10% | -6.4% |
| FB | Sell | META PLATFORMS INCcl a | $868,639 | -42.8% | 3,027 | -57.7% | 0.10% | -56.4% |
| AVGO | Sell | BROADCOM INC | $848,388 | +13.1% | 978 | -16.3% | 0.10% | -13.4% |
| MCD | Buy | MCDONALDS CORP | $854,027 | +18.3% | 2,862 | +10.8% | 0.10% | -10.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $843,899 | -4.8% | 21,332 | -5.0% | 0.10% | -27.3% |
| ABT | Buy | ABBOTT LABS | $831,252 | +24.1% | 7,626 | +15.4% | 0.10% | -5.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $831,429 | -11.8% | 10,989 | -11.1% | 0.10% | -32.6% |
| AVTR | Sell | AVANTOR INC | $815,130 | -2.9% | 39,685 | -0.1% | 0.09% | -25.6% |
| DOW | Buy | DOW INC | $767,615 | +21.8% | 14,413 | +25.4% | 0.09% | -6.4% |
| ASML | Buy | ASML HOLDING N V | $740,654 | +8.9% | 1,022 | +2.3% | 0.08% | -15.8% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $732,872 | – | 10,119 | +100.0% | 0.08% | – |
| GIS | Buy | GENERAL MLS INC | $723,233 | -7.8% | 9,429 | +2.7% | 0.08% | -29.1% |
| CAT | Buy | CATERPILLAR INC | $721,355 | +8.4% | 2,932 | +0.8% | 0.08% | -17.2% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $711,683 | +8.8% | 14,777 | +0.3% | 0.08% | -17.3% |
| EXG | EATON VANCE TAX-MANAGED GLOB | $703,977 | +1.4% | 88,886 | 0.0% | 0.08% | -23.1% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $690,358 | -0.0% | 6,509 | -0.6% | 0.08% | -23.3% |
| Buy | GSK PLCsponsored adr | $681,374 | +12.2% | 19,118 | +12.0% | 0.08% | -14.3% | |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $670,698 | +12.2% | 14,524 | +9.7% | 0.08% | -13.5% |
| CRM | Sell | SALESFORCE INC | $666,314 | -14.1% | 3,154 | -18.7% | 0.08% | -34.5% |
| PEP | Buy | PEPSICO INC | $660,568 | +6.4% | 3,566 | +4.8% | 0.08% | -19.4% |
| DIS | Buy | DISNEY WALT CO | $646,892 | -7.0% | 7,246 | +4.3% | 0.07% | -28.8% |
| TIP | Sell | ISHARES TRtips bd etf | $650,504 | -16.0% | 6,044 | -14.0% | 0.07% | -36.2% |
| Buy | ABRDN ETFSbbg industrl met | $626,876 | +13.8% | 29,002 | +27.1% | 0.07% | -12.2% | |
| PANW | Buy | PALO ALTO NETWORKS INC | $634,176 | +29.5% | 2,482 | +1.3% | 0.07% | -1.4% |
| SHV | ISHARES TRshort treas bd | $622,798 | -0.0% | 5,639 | 0.0% | 0.07% | -23.7% | |
| ELA | ENVELA CORP | $613,346 | +13.2% | 83,335 | 0.0% | 0.07% | -13.6% | |
| New | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $611,263 | – | 10,764 | +100.0% | 0.07% | – | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $602,266 | +6.6% | 22,856 | +4.7% | 0.07% | -17.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $606,091 | +5.2% | 8,310 | +0.6% | 0.07% | -19.8% |
| LOW | Buy | LOWES COS INC | $607,355 | +13.6% | 2,691 | +0.6% | 0.07% | -13.8% |
| JCPB | Buy | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $585,984 | +130.1% | 12,600 | +134.2% | 0.07% | +76.3% |
| CTVA | Buy | CORTEVA INC | $577,432 | +16.7% | 10,077 | +22.8% | 0.07% | -10.8% |
| PLTM | Buy | GRANITESHARES PLATINUM TR | $571,963 | +2.4% | 64,702 | +12.2% | 0.06% | -21.7% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $561,068 | -16.7% | 5,728 | -16.7% | 0.06% | -36.6% |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $557,900 | +32.9% | 10,310 | -1.3% | 0.06% | +1.6% |
| C | Buy | CITIGROUP INC | $541,525 | +1.7% | 11,762 | +3.6% | 0.06% | -21.5% |
| CI | New | THE CIGNA GROUP | $545,907 | – | 1,946 | +100.0% | 0.06% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $545,646 | +0.9% | 1,185 | +3.6% | 0.06% | -23.5% |
| INTC | Sell | INTEL CORP | $536,543 | -52.1% | 16,045 | -53.2% | 0.06% | -63.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $537,843 | +38.0% | 18,878 | +67.5% | 0.06% | +5.2% |
| PXD | Buy | PIONEER NAT RES CO | $515,882 | +1.6% | 2,490 | +0.2% | 0.06% | -22.4% |
| Buy | COLLABORATIVE INVESTMNT SERgoose hollow tac | $514,227 | +52.2% | 19,974 | +52.9% | 0.06% | +18.0% | |
| BA | Buy | BOEING CO | $514,808 | +0.1% | 2,438 | +0.7% | 0.06% | -23.4% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $518,783 | +3.6% | 15,037 | +0.5% | 0.06% | -21.3% | |
| IBDU | New | ISHARES TRibonds dec 29 | $505,004 | – | 22,495 | +100.0% | 0.06% | – |
| MO | Buy | ALTRIA GROUP INC | $504,780 | +17.8% | 11,143 | +16.0% | 0.06% | -9.4% |
| COP | Sell | CONOCOPHILLIPS | $512,381 | -0.6% | 4,946 | -4.7% | 0.06% | -24.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $492,628 | +47.9% | 6,795 | +45.9% | 0.06% | +12.0% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $486,424 | -18.0% | 3,616 | -24.2% | 0.06% | -37.1% |
| ETN | Buy | EATON CORP PLC | $477,821 | +22.7% | 2,376 | +4.6% | 0.06% | -5.2% |
| IMGN | IMMUNOGEN INC | $471,750 | +391.4% | 25,000 | 0.0% | 0.05% | +285.7% | |
| REET | Sell | ISHARES TRglobal reit etf | $461,236 | -16.8% | 20,080 | -17.0% | 0.05% | -36.1% |
| BX | Sell | BLACKSTONE INC | $463,651 | +0.7% | 4,987 | -4.8% | 0.05% | -23.2% |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $467,830 | +2.1% | 34,991 | 0.0% | 0.05% | -22.1% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $460,738 | +1.9% | 4,845 | +0.3% | 0.05% | -20.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $460,823 | +15.8% | 962 | +10.8% | 0.05% | -10.2% |
| IBDT | New | ISHARES TRibds dec28 etf | $459,877 | – | 18,770 | +100.0% | 0.05% | – |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $453,534 | -12.3% | 5,587 | -10.5% | 0.05% | -32.5% |
| CLX | Buy | CLOROX CO DEL | $458,157 | +7.5% | 2,881 | +7.0% | 0.05% | -18.8% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $449,177 | -0.1% | 3,246 | -3.2% | 0.05% | -23.9% |
| SO | Sell | SOUTHERN CO | $444,579 | -71.2% | 6,329 | -71.5% | 0.05% | -77.9% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $443,434 | +46.7% | 9,607 | +49.8% | 0.05% | +13.3% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $441,853 | -0.4% | 5,886 | +0.2% | 0.05% | -24.2% |
| KHC | Buy | KRAFT HEINZ CO | $437,567 | +68.9% | 12,326 | +83.9% | 0.05% | +28.2% |
| ROST | Buy | ROSS STORES INC | $436,720 | +5.8% | 3,895 | +0.2% | 0.05% | -19.4% |
| NKE | Buy | NIKE INCcl b | $419,671 | -8.2% | 3,802 | +2.0% | 0.05% | -29.4% |
| FDX | New | FEDEX CORP | $422,259 | – | 1,703 | +100.0% | 0.05% | – |
| SDY | Sell | SPDR SER TRs&p divid etf | $416,347 | -8.4% | 3,397 | -7.6% | 0.05% | -29.4% |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $419,494 | +15.4% | 5,970 | +16.2% | 0.05% | -11.1% |
| NFLX | Buy | NETFLIX INC | $418,518 | +82.4% | 950 | +43.1% | 0.05% | +41.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $410,816 | -46.8% | 5,333 | -48.1% | 0.05% | -59.1% |
| NVO | Sell | NOVO-NORDISK A Sadr | $407,704 | +0.6% | 2,519 | -1.1% | 0.05% | -21.7% |
| Sell | SHELL PLCspon ads | $406,045 | -20.6% | 6,725 | -24.3% | 0.05% | -39.5% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $401,114 | +17.1% | 1,300 | +8.5% | 0.05% | -9.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $406,501 | +6.4% | 2,171 | +1.4% | 0.05% | -19.3% |
| DVYA | Sell | ISHARES INCasia/pac div etf | $391,794 | -14.3% | 11,928 | -11.6% | 0.04% | -33.8% |
| STWD | Buy | STARWOOD PPTY TR INC | $380,512 | +17.4% | 19,614 | +7.1% | 0.04% | -10.4% |
| HOLX | Buy | HOLOGIC INC | $365,499 | +2.9% | 4,514 | +2.6% | 0.04% | -20.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $371,787 | +9.5% | 7,543 | +8.4% | 0.04% | -17.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $367,797 | -5.4% | 5,449 | -6.4% | 0.04% | -27.6% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $362,020 | -7.9% | 4,300 | -0.5% | 0.04% | -30.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $358,595 | +31.9% | 747 | +30.1% | 0.04% | 0.0% |
| OMC | Buy | OMNICOM GROUP INC | $356,253 | +1.5% | 3,744 | +0.6% | 0.04% | -21.2% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $363,285 | – | 1,476 | +100.0% | 0.04% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $347,913 | +6.0% | 10,322 | +1.2% | 0.04% | -18.4% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $351,110 | -0.4% | 12,643 | +0.5% | 0.04% | -24.5% |
| MMM | Buy | 3M CO | $342,750 | +18.0% | 3,424 | +23.9% | 0.04% | -9.3% |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $340,647 | – | 10,872 | +100.0% | 0.04% | – |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $341,341 | +1.3% | 10,490 | 0.0% | 0.04% | -22.0% | |
| IBTG | New | ISHARES TRibonds 26 trm ts | $337,552 | – | 14,903 | +100.0% | 0.04% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $337,101 | +21.1% | 3,453 | +20.6% | 0.04% | -9.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $331,055 | -47.2% | 4,961 | -39.9% | 0.04% | -59.6% |
| IBB | Buy | ISHARES TRishares biotech | $336,153 | +1.4% | 2,648 | +3.2% | 0.04% | -22.4% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $336,612 | -43.6% | 3,709 | -43.5% | 0.04% | -57.3% |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | $324,530 | -3.9% | 23,000 | 0.0% | 0.04% | -26.0% | |
| DON | Sell | WISDOMTREE TRus midcap divid | $328,612 | -10.2% | 7,815 | -12.4% | 0.04% | -32.7% |
| SPGI | Buy | S&P GLOBAL INC | $313,099 | +22.3% | 781 | +5.1% | 0.04% | -5.3% |
| VLUE | Sell | ISHARES TRmsci usa value | $315,911 | -31.9% | 3,374 | -32.4% | 0.04% | -47.8% |
| F | Buy | FORD MTR CO DEL | $316,835 | +32.8% | 20,948 | +10.6% | 0.04% | 0.0% |
| UNP | Buy | UNION PAC CORP | $312,810 | +10.5% | 1,529 | +8.7% | 0.04% | -14.3% |
| HEWJ | ISHARES TRhdg msci japan | $315,787 | +16.5% | 9,384 | 0.0% | 0.04% | -10.0% | |
| GLP | GLOBAL PARTNERS LP | $307,300 | -0.9% | 10,000 | 0.0% | 0.04% | -23.9% | |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $297,402 | -1.9% | 7,103 | -2.9% | 0.03% | -24.4% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $289,950 | +0.4% | 5,668 | +2.5% | 0.03% | -23.3% |
| IBMO | New | ISHARES TRibonds dec 26 | $293,386 | – | 11,652 | +100.0% | 0.03% | – |
| CAR | AVIS BUDGET GROUP | $293,155 | +17.4% | 1,282 | 0.0% | 0.03% | -10.8% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $283,292 | +3.2% | 5,207 | +1.5% | 0.03% | -22.0% |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $276,666 | +2.6% | 25,313 | 0.0% | 0.03% | -20.0% | |
| IHF | Buy | ISHARES TRus hlthcr pr etf | $281,599 | +12.8% | 1,101 | +9.0% | 0.03% | -13.5% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $277,744 | +35.5% | 2,752 | +24.9% | 0.03% | +3.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $281,408 | +3.9% | 1,783 | +0.3% | 0.03% | -20.0% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $276,732 | +4.3% | 5,287 | -3.6% | 0.03% | -20.0% |
| XNTK | Buy | SPDR SER TRnyse tech etf | $283,224 | +26.8% | 2,030 | +10.1% | 0.03% | -3.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $268,096 | +8.3% | 1,496 | +17.2% | 0.03% | -16.2% |
| ILMN | Buy | ILLUMINA INC | $272,798 | -13.0% | 1,455 | +7.9% | 0.03% | -34.0% |
| ENB | Buy | ENBRIDGE INC | $267,407 | +11.0% | 7,198 | +14.0% | 0.03% | -13.9% |
| TGT | Sell | TARGET CORP | $270,841 | -63.6% | 2,053 | -54.3% | 0.03% | -72.1% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $268,383 | +30.8% | 2,377 | +32.3% | 0.03% | 0.0% |
| QCOM | Buy | QUALCOMM INC | $261,395 | -0.2% | 2,197 | +6.9% | 0.03% | -23.1% |
| ARES | Buy | ARES MANAGEMENT CORPORATION | $259,185 | +26.4% | 2,690 | +9.4% | 0.03% | -3.2% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $265,936 | – | 6,648 | +100.0% | 0.03% | – |
| YUM | Buy | YUM BRANDS INC | $264,996 | +7.8% | 1,913 | +2.7% | 0.03% | -18.9% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $250,514 | -3.3% | 7,626 | -5.1% | 0.03% | -25.6% | |
| CAG | Sell | CONAGRA BRANDS INC | $258,123 | -10.4% | 7,655 | -0.2% | 0.03% | -32.6% |
| IDV | Buy | ISHARES TRintl sel div etf | $252,388 | -2.2% | 9,586 | +2.2% | 0.03% | -23.7% |
| WPC | Sell | WP CAREY INC | $249,794 | -15.4% | 3,697 | -3.1% | 0.03% | -34.1% |
| GNTY | Buy | GUARANTY BANCSHARES INC TEX | $255,088 | -2.7% | 9,420 | +0.2% | 0.03% | -25.6% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $256,401 | -3.7% | 8,271 | -8.4% | 0.03% | -27.5% |
| K | Buy | KELLOGG CO | $243,988 | +1.1% | 3,620 | +0.5% | 0.03% | -22.2% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $241,420 | +7.0% | 2,578 | +0.3% | 0.03% | -17.6% |
| Buy | LINDE PLC | $241,698 | +16.2% | 634 | +8.4% | 0.03% | -9.7% | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $234,886 | -18.1% | 4,480 | -16.3% | 0.03% | -37.2% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $235,929 | – | 3,181 | +100.0% | 0.03% | – |
| CPB | Sell | CAMPBELL SOUP CO | $237,065 | -17.1% | 5,186 | -0.3% | 0.03% | -37.2% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $234,926 | +6.2% | 1,578 | 0.0% | 0.03% | -18.2% | |
| SBUX | New | STARBUCKS CORP | $225,279 | – | 2,276 | +100.0% | 0.03% | – |
| IAU | Sell | ISHARES GOLD TRishares new | $229,063 | -3.8% | 6,295 | -1.3% | 0.03% | -27.8% |
| WM | Sell | WASTE MGMT INC DEL | $229,845 | -6.0% | 1,325 | -11.6% | 0.03% | -27.8% |
| WFC | Sell | WELLS FARGO CO NEW | $229,279 | +2.2% | 5,372 | -10.4% | 0.03% | -21.2% |
| ALB | New | ALBEMARLE CORP | $229,337 | – | 1,028 | +100.0% | 0.03% | – |
| BLK | Sell | BLACKROCK INC | $217,781 | -10.5% | 315 | -13.5% | 0.02% | -30.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $221,770 | +0.7% | 5,452 | +0.1% | 0.02% | -24.2% |
| DBB | Sell | INVESCO DB MULTI-SECTOR COMMbase metals fd | $218,376 | -36.4% | 12,166 | -28.4% | 0.02% | -51.0% |
| BG | New | BUNGE LIMITED | $219,091 | – | 2,322 | +100.0% | 0.02% | – |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $217,080 | -28.6% | 895 | -33.2% | 0.02% | -44.4% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $221,879 | +6.3% | 966 | +0.2% | 0.02% | -19.4% |
| MET | Buy | METLIFE INC | $212,586 | -0.3% | 3,761 | +2.2% | 0.02% | -25.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $211,329 | -7.0% | 6,643 | +5.4% | 0.02% | -29.4% |
| FLCH | Sell | FRANKLIN TEMPLETON ETF TRftse china | $203,254 | -15.4% | 11,549 | -5.5% | 0.02% | -36.1% |
| DDOG | New | DATADOG INC | $202,564 | – | 2,059 | +100.0% | 0.02% | – |
| 5E ADVANCED MATERIALS INC | $139,400 | -39.5% | 42,500 | 0.0% | 0.02% | -52.9% | ||
| NKTX | NKARTA INC | $120,117 | -38.3% | 54,848 | 0.0% | 0.01% | -51.7% | |
| PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $121,895 | +4.1% | 11,587 | 0.0% | 0.01% | -17.6% | |
| LAZR | LUMINAR TECHNOLOGIES INC | $95,247 | +6.0% | 13,844 | 0.0% | 0.01% | -15.4% | |
| UMC | Buy | UNITED MICROELECTRONICS CORPspon adr new | $88,478 | -9.4% | 11,214 | +0.6% | 0.01% | -33.3% |
| PNNT | Buy | PENNANTPARK INVT CORP | $65,945 | +15.5% | 11,196 | +3.5% | 0.01% | -11.1% |
| GRAB HOLDINGS LIMITEDclass a ord | $62,203 | +14.0% | 18,135 | 0.0% | 0.01% | -12.5% | ||
| PTRS | Sell | PARTNERS BANCORP | $61,900 | -47.3% | 10,000 | -33.3% | 0.01% | -61.1% |
| PROPERTYGURU GROUP LTD | $44,400 | -11.2% | 10,000 | 0.0% | 0.01% | -28.6% | ||
| FLUX | FLUX PWR HLDGS INC | $47,410 | -11.3% | 11,000 | 0.0% | 0.01% | -37.5% | |
| EYEN | EYENOVIA INC | $38,185 | -32.9% | 16,112 | 0.0% | 0.00% | -50.0% | |
| FSM | New | FORTUNA SILVER MINES INC | $37,260 | – | 11,500 | +100.0% | 0.00% | – |
| New | OBLONG INC | $39,252 | – | 27,838 | +100.0% | 0.00% | – | |
| 17 ED & TECHNOLOGY GROUP INCads | $22,601 | -9.0% | 24,545 | 0.0% | 0.00% | -25.0% | ||
| SNSE | SENSEI BIOTHERAPEUTICS INC | $16,923 | -24.0% | 14,845 | 0.0% | 0.00% | -33.3% | |
| LODE | COMSTOCK INC | $10,946 | +116.5% | 15,000 | 0.0% | 0.00% | 0.0% | |
| HYZON MOTORS INC | $10,831 | +17.6% | 11,300 | 0.0% | 0.00% | 0.0% | ||
| SI | Exit | SILVERGATE CAP CORPcl a | $0 | – | -13,000 | -100.0% | -0.00% | – |
| LEO | Exit | BNY MELLON STRATEGIC MUNS IN | $0 | – | -13,495 | -100.0% | -0.01% | – |
| NIQ | Exit | NUVEEN INT DUR QUAL MUN TRM | $0 | – | -12,000 | -100.0% | -0.02% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -8,031 | -100.0% | -0.03% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -7,230 | -100.0% | -0.03% | – |
| KIE | Exit | SPDR SER TRs&p ins etf | $0 | – | -6,613 | -100.0% | -0.04% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,102 | -100.0% | -0.04% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -10,207 | -100.0% | -0.04% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,836 | -100.0% | -0.04% | – |
| IWX | Exit | ISHARES TRrus tp200 vl etf | $0 | – | -4,771 | -100.0% | -0.05% | – |
| ARRY | Exit | ARRAY TECHNOLOGIES INC | $0 | – | -14,310 | -100.0% | -0.05% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,233 | -100.0% | -0.07% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -10,884 | -100.0% | -0.07% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -7,129 | -100.0% | -0.08% | – |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -6,176 | -100.0% | -0.08% | – |
| BCE | Exit | BCE INC | $0 | – | -24,382 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 9 | Q2 2023 | 11.4% |
| VANGUARD WORLD FD | 9 | Q2 2023 | 7.6% |
| ISHARES TR | 9 | Q2 2023 | 7.5% |
| APPLE INC | 9 | Q2 2023 | 5.6% |
| JOHNSON & JOHNSON | 9 | Q2 2023 | 15.3% |
| SCHWAB STRATEGIC TR | 9 | Q2 2023 | 3.6% |
| AMAZON COM INC | 9 | Q2 2023 | 4.1% |
| ISHARES TR | 9 | Q2 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 9 | Q2 2023 | 3.9% |
| VANGUARD INDEX FDS | 9 | Q2 2023 | 3.4% |
View LEO BROKERAGE, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2021-10-13 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-04-13 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-06 |
| X-17A-5 | 2020-02-28 |
View LEO BROKERAGE, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.