LEO BROKERAGE, LLC current holdings: USA Stocks
LEO BROKERAGE, LLC reported $0.38 billion in share positions in stocks (listed in the US), 134 positions, in its Form 13F for the quarter ended 2023-06-30; the largest are JNJ, AAPL, AMZN.
- JNJ: Country of operation United States; Class COM; Shares 809,548; Value $133,994,861.
- AAPL: Country of operation United States; Class COM; Shares 251,471; Value $48,766,079.
- AMZN: Country of operation United States; Class COM; Shares 262,156; Value $34,174,572.
- AFRM: Country of operation United States; Class COM CL A; Shares 1,308,111; Value $20,053,342.
Form 13F-HR as filed (SEC CIK 1146089): quarter ended 2023-06-30, filed 2023-07-25. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| JNJ JOHNSON & JOHNSON | United States | COM | 809,548 | $133,994,861 | 34.31% | 2023-06-30 | 2023-07-25 | +61.65% |
| AAPL APPLE INC | United States | COM | 251,471 | $48,766,079 | 12.49% | 2023-06-30 | 2023-07-25 | |
| AMZN AMAZON COM INC | United States | COM | 262,156 | $34,174,572 | 8.75% | 2023-06-30 | 2023-07-25 | +89.22% |
| AFRM AFFIRM HLDGS INC | United States | COM CL A | 1,308,111 | $20,053,342 | 5.14% | 2023-06-30 | 2023-07-25 | +352.05% |
| SBAC SBA COMMUNICATIONS CORP NEW | United States | CL A | 49,773 | $11,535,408 | 2.95% | 2023-06-30 | 2023-07-25 | -29.75% |
| MSFT MICROSOFT CORP | United States | COM | 30,430 | $10,362,735 | 2.65% | 2023-06-30 | 2023-07-25 | +49.46% |
| EMR EMERSON ELEC CO | United States | COM | 47,351 | $4,280,066 | 1.10% | 2023-06-30 | 2023-07-25 | +73.96% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 30,834 | $3,690,810 | 0.95% | 2023-06-30 | 2023-07-25 | +184.81% |
| XOMXXXX EXXON MOBIL CORP | COM | 34,263 | $3,670,650 | 0.94% | 2023-06-30 | 2023-07-25 | ||
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 22,255 | $2,977,937 | 0.76% | 2023-06-30 | 2023-07-25 | +64.40% |
| CCI CROWN CASTLE INC | United States | COM | 25,872 | $2,947,834 | 0.75% | 2023-06-30 | 2023-07-25 | -41.14% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 76,297 | $2,837,481 | 0.73% | 2023-06-30 | 2023-07-25 | +23.64% |
| T AT&T INC | United States | COM | 167,117 | $2,665,391 | 0.68% | 2023-06-30 | 2023-07-25 | +53.48% |
| PFE PFIZER INC | United States | COM | 70,496 | $2,585,412 | 0.66% | 2023-06-30 | 2023-07-25 | -21.70% |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 40,230 | $2,572,669 | 0.66% | 2023-06-30 | 2023-07-25 | -1.70% |
| ABBV ABBVIE INC | United States | COM | 18,818 | $2,535,335 | 0.65% | 2023-06-30 | 2023-07-25 | +95.42% |
| BIIB BIOGEN INC | United States | COM | 8,801 | $2,506,949 | 0.64% | 2023-06-30 | 2023-07-25 | -20.28% |
| CMCSA COMCAST CORP NEW | United States | CL A | 60,261 | $2,503,849 | 0.64% | 2023-06-30 | 2023-07-25 | -44.53% |
| GILD GILEAD SCIENCES INC | United States | COM | 32,272 | $2,487,212 | 0.64% | 2023-06-30 | 2023-07-25 | +96.29% |
| COST COSTCO WHSL CORP NEW | United States | COM | 4,468 | $2,404,787 | 0.62% | 2023-06-30 | 2023-07-25 | +71.74% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 17,097 | $2,360,469 | 0.60% | 2023-06-30 | 2023-07-25 | -28.30% |
| NVDA NVIDIA CORPORATION | United States | COM | 5,541 | $2,344,037 | 0.60% | 2023-06-30 | 2023-07-25 | +437.14% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 6,779 | $2,311,477 | 0.59% | 2023-06-30 | 2023-07-25 | ||
| HONZZZZ HONEYWELL INTL INC | COM | 9,608 | $1,993,670 | 0.51% | 2023-06-30 | 2023-07-25 | ||
| WMT WALMART INC | United States | COM | 12,554 | $1,973,163 | 0.51% | 2023-06-30 | 2023-07-25 | +103.84% |
| LLY LILLY ELI & CO | United States | COM | 4,207 | $1,972,833 | 0.51% | 2023-06-30 | 2023-07-25 | +152.60% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 21,485 | $1,928,052 | 0.49% | 2023-06-30 | 2023-07-25 | +27.27% |
| HD HOME DEPOT INC | United States | COM | 6,142 | $1,908,023 | 0.49% | 2023-06-30 | 2023-07-25 | -7.28% |
| PG PROCTER AND GAMBLE CO | United States | COM | 12,491 | $1,895,356 | 0.49% | 2023-06-30 | 2023-07-25 | -2.25% |
| MDT MEDTRONIC PLC | Ireland | SHS | 21,075 | $1,856,725 | 0.48% | 2023-06-30 | 2023-07-25 | -1.15% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 14,969 | $1,810,752 | 0.46% | 2023-06-30 | 2023-07-25 | +178.85% |
| BLE BLACKROCK MUNI INCOME TR II | United States | COM | 137,369 | $1,430,008 | 0.37% | 2023-06-30 | 2023-07-25 | |
| CSCO CISCO SYS INC | United States | COM | 27,031 | $1,398,576 | 0.36% | 2023-06-30 | 2023-07-25 | +106.69% |
| CG CARLYLE GROUP INC | United States | COM | 43,386 | $1,386,183 | 0.35% | 2023-06-30 | 2023-07-25 | +24.19% |
| JPM JPMORGAN CHASE & CO | United States | COM | 9,355 | $1,360,488 | 0.35% | 2023-06-30 | 2023-07-25 | +130.32% |
| KO COCA COLA CO | United States | COM | 20,985 | $1,263,746 | 0.32% | 2023-06-30 | 2023-07-25 | +44.20% |
| V VISA INC | United States | COM CL A | 5,174 | $1,228,651 | 0.31% | 2023-06-30 | 2023-07-25 | +54.07% |
| CVX CHEVRON CORP NEW | United States | COM | 7,765 | $1,221,817 | 0.31% | 2023-06-30 | 2023-07-25 | +29.89% |
| MA MASTERCARD INCORPORATED | United States | CL A | 3,100 | $1,219,200 | 0.31% | 2023-06-30 | 2023-07-25 | +43.30% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 2,242 | $1,169,679 | 0.30% | 2023-06-30 | 2023-07-25 | +30.26% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 6,553 | $1,168,263 | 0.30% | 2023-06-30 | 2023-07-25 | +114.78% |
| GLDM WORLD GOLD TR | United States | SPDR GLD MINIS | 29,395 | $1,119,637 | 0.29% | 2023-06-30 | 2023-07-25 | +116.96% |
| ADBE ADOBE SYSTEMS INCORPORATED | United States | COM | 2,211 | $1,081,157 | 0.28% | 2023-06-30 | 2023-07-25 | -52.32% |
| DECK DECKERS OUTDOOR CORP | United States | COM | 2,002 | $1,056,375 | 0.27% | 2023-06-30 | 2023-07-25 | -11.67% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 9,165 | $1,043,992 | 0.27% | 2023-06-30 | 2023-07-25 | +433.38% |
| CVS CVS HEALTH CORP | United States | COM | 14,626 | $1,011,066 | 0.26% | 2023-06-30 | 2023-07-25 | +25.99% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 3,121 | $1,006,709 | 0.26% | 2023-06-30 | 2023-07-25 | +184.07% |
| MRK MERCK & CO INC | United States | COM | 8,386 | $967,681 | 0.25% | 2023-06-30 | 2023-07-25 | +29.37% |
| TSLA TESLA INC | United States | COM | 3,532 | $924,514 | 0.24% | 2023-06-30 | 2023-07-25 | +34.79% |
| ORCL ORACLE CORP | United States | COM | 7,589 | $903,823 | 0.23% | 2023-06-30 | 2023-07-25 | +15.70% |
| TD TORONTO DOMINION BK ONT | COM NEW | 14,566 | $903,238 | 0.23% | 2023-06-30 | 2023-07-25 | +91.90% | |
| TXN TEXAS INSTRS INC | United States | COM | 4,984 | $897,266 | 0.23% | 2023-06-30 | 2023-07-25 | +56.48% |
| META META PLATFORMS INC | United States | CL A | 3,027 | $868,639 | 0.22% | 2023-06-30 | 2023-07-25 | +157.44% |
| MCD MCDONALDS CORP | United States | COM | 2,862 | $854,027 | 0.22% | 2023-06-30 | 2023-07-25 | -21.59% |
| AVGO BROADCOM INC | United States | COM | 978 | $848,388 | 0.22% | 2023-06-30 | 2023-07-25 | +309.38% |
| ABT ABBOTT LABS | United States | COM | 7,626 | $831,252 | 0.21% | 2023-06-30 | 2023-07-25 | -7.40% |
| AVTR AVANTOR INC | United States | COM | 39,685 | $815,130 | 0.21% | 2023-06-30 | 2023-07-25 | -25.80% |
| DOW DOW INC | United States | COM | 14,413 | $767,615 | 0.20% | 2023-06-30 | 2023-07-25 | -48.16% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 1,022 | $740,654 | 0.19% | 2023-06-30 | 2023-07-25 | +153.11% | |
| GIS GENERAL MLS INC | United States | COM | 9,429 | $723,233 | 0.19% | 2023-06-30 | 2023-07-25 | -55.91% |
| CAT CATERPILLAR INC | United States | COM | 2,932 | $721,355 | 0.18% | 2023-06-30 | 2023-07-25 | +235.96% |
| CRM SALESFORCE INC | United States | COM | 3,154 | $666,314 | 0.17% | 2023-06-30 | 2023-07-25 | +6.65% |
| PEP PEPSICO INC | United States | COM | 3,566 | $660,568 | 0.17% | 2023-06-30 | 2023-07-25 | -30.52% |
| DIS DISNEY WALT CO | United States | COM | 7,246 | $646,892 | 0.17% | 2023-06-30 | 2023-07-25 | +18.07% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 2,482 | $634,176 | 0.16% | 2023-06-30 | 2023-07-25 | +204.04% |
| ELA ENVELA CORP | United States | COM | 83,335 | $613,346 | 0.16% | 2023-06-30 | 2023-07-25 | +69.29% |
| LOW LOWES COS INC | United States | COM | 2,691 | $607,355 | 0.16% | 2023-06-30 | 2023-07-25 | -17.03% |
| MDLZ MONDELEZ INTL INC | United States | CL A | 8,310 | $606,091 | 0.16% | 2023-06-30 | 2023-07-25 | -18.67% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 22,856 | $602,266 | 0.15% | 2023-06-30 | 2023-07-25 | +36.70% |
| CTVA CORTEVA INC | United States | COM | 10,077 | $577,432 | 0.15% | 2023-06-30 | 2023-07-25 | +35.90% |
| PLTM GRANITESHARES PLATINUM TR | United States | SHS BEN INT | 64,702 | $571,963 | 0.15% | 2023-06-30 | 2023-07-25 | +85.18% |
| RTX RAYTHEON TECHNOLOGIES CORP | United States | COM | 5,728 | $561,068 | 0.14% | 2023-06-30 | 2023-07-25 | +90.83% |
| DELL DELL TECHNOLOGIES INC | United States | CL C | 10,310 | $557,900 | 0.14% | 2023-06-30 | 2023-07-25 | +897.21% |
| CI THE CIGNA GROUP | United States | COM | 1,946 | $545,907 | 0.14% | 2023-06-30 | 2023-07-25 | -1.90% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 1,185 | $545,646 | 0.14% | 2023-06-30 | 2023-07-25 | +11.26% |
| C CITIGROUP INC | United States | COM NEW | 11,762 | $541,525 | 0.14% | 2023-06-30 | 2023-07-25 | +184.10% |
| INTC INTEL CORP | United States | COM | 16,045 | $536,543 | 0.14% | 2023-06-30 | 2023-07-25 | +246.68% |
| BA BOEING CO | United States | COM | 2,438 | $514,808 | 0.13% | 2023-06-30 | 2023-07-25 | -11.12% |
| COP CONOCOPHILLIPS | United States | COM | 4,946 | $512,381 | 0.13% | 2023-06-30 | 2023-07-25 | +21.07% |
| MO ALTRIA GROUP INC | United States | COM | 11,143 | $504,780 | 0.13% | 2023-06-30 | 2023-07-25 | +51.70% |
| ETN EATON CORP PLC | SHS | 2,376 | $477,821 | 0.12% | 2023-06-30 | 2023-07-25 | +115.45% | |
| BXMX NUVEEN S&P 500 BUY-WRITE INC | United States | COM | 34,991 | $467,830 | 0.12% | 2023-06-30 | 2023-07-25 | |
| BX BLACKSTONE INC | United States | COM | 4,987 | $463,651 | 0.12% | 2023-06-30 | 2023-07-25 | +22.62% |
| CLX CLOROX CO DEL | United States | COM | 2,881 | $458,157 | 0.12% | 2023-06-30 | 2023-07-25 | -48.69% |
| SO SOUTHERN CO | United States | COM | 6,329 | $444,579 | 0.11% | 2023-06-30 | 2023-07-25 | +18.79% |
| KHC KRAFT HEINZ CO | United States | COM | 12,326 | $437,567 | 0.11% | 2023-06-30 | 2023-07-25 | -33.94% |
| ROST ROSS STORES INC | United States | COM | 3,895 | $436,720 | 0.11% | 2023-06-30 | 2023-07-25 | +109.04% |
| FDX FEDEX CORP | United States | COM | 1,703 | $422,259 | 0.11% | 2023-06-30 | 2023-07-25 | +43.91% |
| NKE NIKE INC | United States | CL B | 3,802 | $419,671 | 0.11% | 2023-06-30 | 2023-07-25 | -67.53% |
| NFLX NETFLIX INC | United States | COM | 950 | $418,518 | 0.11% | 2023-06-30 | 2023-07-25 | +59.59% |
| CL COLGATE PALMOLIVE CO | United States | COM | 5,333 | $410,816 | 0.11% | 2023-06-30 | 2023-07-25 | +12.23% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 1,300 | $401,114 | 0.10% | 2023-06-30 | 2023-07-25 | -42.60% | |
| STWD STARWOOD PPTY TR INC | United States | COM | 19,614 | $380,512 | 0.10% | 2023-06-30 | 2023-07-25 | -25.98% |
| HOLX HOLOGIC INC | United States | COM | 4,514 | $365,499 | 0.09% | 2023-06-30 | 2023-07-25 | |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 1,476 | $363,285 | 0.09% | 2023-06-30 | 2023-07-25 | -54.18% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 4,300 | $362,020 | 0.09% | 2023-06-30 | 2023-07-25 | +41.69% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 747 | $358,595 | 0.09% | 2023-06-30 | 2023-07-25 | -21.99% |
| OMC OMNICOM GROUP INC | United States | COM | 3,744 | $356,253 | 0.09% | 2023-06-30 | 2023-07-25 | -22.08% |
| MMM 3M CO | United States | COM | 3,424 | $342,750 | 0.09% | 2023-06-30 | 2023-07-25 | +101.33% |
| PM PHILIP MORRIS INTL INC | United States | COM | 3,453 | $337,101 | 0.09% | 2023-06-30 | 2023-07-25 | +98.63% |
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