Leslie Global Wealth
Latest statistics and disclosures from Leslie Global Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPLG, JAAA, SPYV, SPDW, and represent 56.17% of Leslie Global Wealth's stock portfolio.
- Added to shares of these 10 stocks: JAAA (+$27M), IAU (+$6.9M), O, SPYV, XLV, SPEM, SLYG, MO, CP, PLTR.
- Started 8 new stock positions in CP, MO, CMI, MRK, PLTR, XLV, JAAA, IAU.
- Reduced shares in these 10 stocks: SPYG (-$8.3M), SPLG (-$5.5M), , IVE, IVW, , SPDW, QQQ, SPSM, QUAL.
- Sold out of its positions in GS, RVTY, SPIB, SPMB, SPTI, XLI, UBER, AON.
- Leslie Global Wealth was a net buyer of stock by $11M.
- Leslie Global Wealth has $213M in assets under management (AUM), dropping by 13.93%.
- Central Index Key (CIK): 0001954832
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Portfolio Holdings for Leslie Global Wealth
Leslie Global Wealth holds 73 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 15.4 | $33M | -20% | 314k | 104.51 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 12.8 | $27M | -16% | 350k | 78.34 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 12.4 | $27M | NEW | 522k | 50.78 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 10.8 | $23M | +11% | 418k | 55.33 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 4.7 | $9.9M | -8% | 232k | 42.79 |
|
| Apple (AAPL) | 3.4 | $7.3M | 29k | 254.63 |
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| Ishares Gold Tr Ishares New (IAU) | 3.3 | $6.9M | NEW | 95k | 72.77 |
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| Wisdomtree Tr Wisdomtree Us Va (WTV) | 3.1 | $6.6M | -6% | 73k | 91.01 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $6.6M | -11% | 11k | 600.37 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 2.9 | $6.2M | -11% | 133k | 46.32 |
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 2.6 | $5.6M | +15% | 60k | 94.31 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.6 | $5.5M | -12% | 28k | 194.50 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.9 | $4.0M | +34% | 86k | 46.81 |
|
| Global X Fds Rate Preferred (PFFV) | 1.7 | $3.7M | -3% | 158k | 23.12 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $2.8M | -16% | 12k | 241.96 |
|
| Realty Income (O) | 1.3 | $2.7M | +994% | 44k | 60.79 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $2.3M | 12k | 186.58 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $2.1M | -58% | 10k | 206.51 |
|
| Oracle Corporation (ORCL) | 0.8 | $1.6M | 5.7k | 281.24 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $1.6M | +6% | 30k | 53.87 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.6M | +11% | 3.0k | 517.95 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $1.3M | NEW | 9.6k | 139.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.3M | -24% | 2.0k | 666.18 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.6 | $1.3M | -8% | 11k | 118.37 |
|
| Amazon (AMZN) | 0.6 | $1.2M | 5.5k | 219.57 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.0M | -2% | 11k | 96.55 |
|
| Meta Platforms Cl A (META) | 0.4 | $944k | 1.3k | 734.38 |
|
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| Abbvie (ABBV) | 0.4 | $901k | 3.9k | 231.54 |
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| Broadcom (AVGO) | 0.4 | $814k | 2.5k | 329.91 |
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| Bank of America Corporation (BAC) | 0.4 | $758k | +2% | 15k | 51.59 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $676k | -69% | 5.6k | 120.72 |
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| Philip Morris International (PM) | 0.3 | $654k | 4.0k | 162.20 |
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| United Rentals (URI) | 0.3 | $651k | 682.00 | 954.66 |
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| Eli Lilly & Co. (LLY) | 0.3 | $650k | 852.00 | 763.00 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $633k | -34% | 11k | 57.52 |
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| Spdr Series Trust Portfli High Yld (SPHY) | 0.3 | $577k | -25% | 24k | 23.94 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.3 | $571k | -24% | 10k | 57.19 |
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| Tesla Motors (TSLA) | 0.3 | $566k | +2% | 1.3k | 444.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $555k | 2.3k | 243.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $549k | +2% | 2.3k | 243.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $514k | 1.0k | 502.74 |
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| Nextera Energy (NEE) | 0.2 | $469k | -5% | 6.2k | 75.49 |
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| Honeywell International (HON) | 0.2 | $426k | 2.0k | 210.50 |
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| Abbott Laboratories (ABT) | 0.2 | $417k | 3.1k | 133.94 |
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| Eversource Energy (ES) | 0.2 | $416k | -11% | 5.8k | 71.14 |
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| Verizon Communications (VZ) | 0.2 | $414k | 9.4k | 43.95 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $399k | 1.3k | 315.43 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $385k | 677.00 | 568.81 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $383k | 9.7k | 39.62 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $364k | +16% | 3.2k | 112.75 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $361k | -5% | 1.3k | 279.29 |
|
| Altria (MO) | 0.2 | $359k | NEW | 5.4k | 66.06 |
|
| Wal-Mart Stores (WMT) | 0.2 | $349k | +2% | 3.4k | 103.06 |
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| Johnson & Johnson (JNJ) | 0.2 | $348k | +13% | 1.9k | 185.42 |
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| Southern Company (SO) | 0.2 | $321k | 3.4k | 94.77 |
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| McDonald's Corporation (MCD) | 0.2 | $321k | +27% | 1.1k | 303.89 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $313k | -2% | 3.5k | 88.65 |
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| Nice Sponsored Adr (NICE) | 0.1 | $304k | 2.1k | 144.78 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.1 | $302k | -8% | 7.4k | 40.69 |
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| International Business Machines (IBM) | 0.1 | $293k | 1.0k | 282.16 |
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| Ge Aerospace Com New (GE) | 0.1 | $287k | -2% | 953.00 | 300.82 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $287k | +13% | 1.7k | 167.33 |
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| Visa Com Cl A (V) | 0.1 | $264k | 772.00 | 341.38 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $257k | NEW | 3.5k | 74.49 |
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| Chevron Corporation (CVX) | 0.1 | $249k | +8% | 1.6k | 155.29 |
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| Allstate Corporation (ALL) | 0.1 | $246k | 1.1k | 214.65 |
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| Netflix (NFLX) | 0.1 | $245k | -4% | 204.00 | 1198.92 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $237k | -49% | 4.7k | 50.73 |
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| American Electric Power Company (AEP) | 0.1 | $231k | 2.1k | 112.50 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $228k | NEW | 1.2k | 182.42 |
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| Merck & Co (MRK) | 0.1 | $213k | NEW | 2.5k | 83.93 |
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| Costco Wholesale Corporation (COST) | 0.1 | $212k | 229.00 | 925.63 |
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| Cummins (CMI) | 0.1 | $211k | NEW | 500.00 | 422.37 |
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Past Filings by Leslie Global Wealth
SEC 13F filings are viewable for Leslie Global Wealth going back to 2024
- Leslie Global Wealth 2025 Q3 filed Oct. 22, 2025
- Leslie Global Wealth 2025 Q2 filed Aug. 13, 2025
- Leslie Global Wealth 2025 Q1 filed May 14, 2025
- Leslie Global Wealth 2024 Q4 filed Feb. 14, 2025
- Leslie Global Wealth 2024 Q3 filed Oct. 30, 2024
- Leslie Global Wealth 2024 Q2 filed July 31, 2024