Stock Taper

LEO WEALTH, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Shell plcSHEL24.48K$2.28M
FirstEnergy Corp.FE24.62K$1.25M
Merck & Co., Inc.MRK24.75K$2.98M
Blue Owl Technology Finance Corp.OTF26.15K$324.04K
Berkshire Hathaway Inc.BRK-B26.84K$12.86M
Energy Transfer LPET27.18K$522.43K
Eversource EnergyES27.83K$1.93M
Alphabet Inc.GOOGL28.15K$8.09M
Duke Energy CorporationDUK28.69K$3.76M
GSK plcGSK28.74K$1.59M
McDonald's CorporationMCD29.07K$9.03M
Enterprise Products Partners L.P.EPD30.4K$1.15M
Walmart Inc.WMT31.4K$3.9M
Zeta Global Holdings Corp.ZETA32.47K$516.91K
Ambev S.A.ABEV33.41K$97.56K
Lemonade, Inc.LMND34.17K$2.14M
Netflix, Inc.NFLX34.19K$3.29M
Emerson Electric Co.EMR35.02K$4.59M
Exxon Mobil CorporationXOM35.77K$6.07M
SanofiSNY38.08K$1.83M