Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEO WEALTH LLC | 03-14-2024 | 12-31-2023 | 327 | 965,037,417 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 1 | $122,520,623 | 781,569 | 0.01 | 781,569 | +Inf | 12-31-2023 | |
| VANGUARD WORLD FD | ESG US STK ETF | 2 | $60,716,865 | 688,579 | 0.01 | 688,579 | +Inf | 12-31-2023 | |
| AFFIRM HLDGS INC | COM CL A | 3 | $57,646,675 | 1,173,111 | 0.01 | 1,173,111 | +Inf | 12-31-2023 | |
| VANGUARD WORLD FD | ESG INTL STK ETF | 4 | $41,481,339 | 743,185 | 0.00 | 743,185 | +Inf | 12-31-2023 |
