Leslie Global Wealth
Latest statistics and disclosures from Leslie Global Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYM, SPYV, JAAA, SPDW, and represent 58.46% of Leslie Global Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPYV, SPYG, SPYM, JAAA, IVW, GS, IWM, SPY, JMUB, QUAL.
- Started 7 new stock positions in HUBB, GS, AMD, MU, RSP, UBER, AON.
- Reduced shares in these 10 stocks: IVE, , , XLC, ULST, QQQ, NFLX, NVDA, AEP, .
- Sold out of its positions in AEP, COST, IVE, NFLX, ULST, XLV, XLF, XLC.
- Leslie Global Wealth was a net buyer of stock by $5.3M.
- Leslie Global Wealth has $222M in assets under management (AUM), dropping by 4.25%.
- Central Index Key (CIK): 0001954832
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Portfolio Holdings for Leslie Global Wealth
Leslie Global Wealth holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 15.7 | $35M | +4% | 326k | 106.70 |
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| Spdr Series Trust State Street Spd (SPYM) | 13.1 | $29M | +4% | 364k | 80.22 |
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| Spdr Series Trust State Street Spd (SPYV) | 12.5 | $28M | +17% | 489k | 56.81 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 12.4 | $28M | +4% | 545k | 50.58 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 4.7 | $11M | +2% | 238k | 44.41 |
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| Apple (AAPL) | 3.5 | $7.9M | 29k | 271.86 |
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| Ishares Gold Tr Ishares New (IAU) | 3.4 | $7.5M | -2% | 93k | 81.17 |
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| Wisdomtree Tr Wisdomtree Us Va (WTV) | 3.0 | $6.6M | -2% | 71k | 93.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $6.5M | -3% | 11k | 614.33 |
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| Spdr Series Trust State Street Spd (SPSM) | 2.9 | $6.3M | 135k | 46.86 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.7 | $5.9M | +5% | 30k | 198.62 |
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| Spdr Series Trust State Street Spd (SLYG) | 2.6 | $5.8M | +4% | 62k | 94.19 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.8 | $4.0M | 85k | 46.81 |
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| Global X Fds Rate Preferred (PFFV) | 1.7 | $3.8M | +7% | 169k | 22.22 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $3.4M | +15% | 14k | 246.16 |
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| Realty Income (O) | 1.1 | $2.5M | 44k | 56.37 |
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| NVIDIA Corporation (NVDA) | 0.9 | $2.0M | -10% | 11k | 186.50 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $1.8M | +159% | 15k | 123.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.8M | +30% | 2.6k | 681.92 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.4M | -3% | 2.9k | 483.62 |
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| Amazon (AMZN) | 0.6 | $1.3M | 5.6k | 230.82 |
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| Oracle Corporation (ORCL) | 0.5 | $1.1M | 5.7k | 194.91 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.1M | +3% | 11k | 96.27 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $931k | +42% | 16k | 59.28 |
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| Eli Lilly & Co. (LLY) | 0.4 | $926k | 862.00 | 1074.68 |
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| Meta Platforms Cl A (META) | 0.4 | $821k | -3% | 1.2k | 660.09 |
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| Broadcom (AVGO) | 0.4 | $820k | -4% | 2.4k | 346.10 |
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| Bank of America Corporation (BAC) | 0.4 | $815k | 15k | 55.00 |
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| Abbvie (ABBV) | 0.3 | $776k | -12% | 3.4k | 228.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $740k | +4% | 2.4k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $737k | +3% | 2.3k | 313.80 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.3 | $706k | +23% | 30k | 23.67 |
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| Goldman Sachs (GS) | 0.3 | $658k | NEW | 748.00 | 879.00 |
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| Philip Morris International (PM) | 0.3 | $646k | 4.0k | 160.40 |
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| Tesla Motors (TSLA) | 0.3 | $573k | 1.3k | 449.72 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.3 | $562k | -2% | 9.7k | 57.91 |
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| United Rentals (URI) | 0.3 | $558k | 690.00 | 809.32 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $557k | +135% | 11k | 50.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $523k | 1.0k | 502.65 |
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| Nextera Energy (NEE) | 0.2 | $499k | 6.2k | 80.28 |
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| Eversource Energy (ES) | 0.2 | $476k | +20% | 7.1k | 67.33 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $414k | 1.3k | 322.22 |
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| Johnson & Johnson (JNJ) | 0.2 | $396k | +2% | 1.9k | 206.95 |
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| Honeywell International (HON) | 0.2 | $388k | 2.0k | 195.09 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $383k | 670.00 | 570.88 |
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| Verizon Communications (VZ) | 0.2 | $379k | 9.3k | 40.73 |
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| Wal-Mart Stores (WMT) | 0.2 | $377k | 3.4k | 111.41 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $367k | -6% | 1.2k | 303.89 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $354k | 9.7k | 36.58 |
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| Abbott Laboratories (ABT) | 0.2 | $351k | -9% | 2.8k | 125.29 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $348k | -10% | 2.9k | 120.34 |
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| McDonald's Corporation (MCD) | 0.1 | $325k | 1.1k | 305.63 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $313k | 1.7k | 183.40 |
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| Altria (MO) | 0.1 | $312k | 5.4k | 57.66 |
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| International Business Machines (IBM) | 0.1 | $307k | 1.0k | 296.21 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $303k | +19% | 4.1k | 73.63 |
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| Ge Aerospace Com New (GE) | 0.1 | $291k | 944.00 | 308.03 |
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| Cummins (CMI) | 0.1 | $286k | +12% | 560.00 | 510.45 |
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| Southern Company (SO) | 0.1 | $282k | -4% | 3.2k | 87.20 |
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| Merck & Co (MRK) | 0.1 | $272k | 2.6k | 105.26 |
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| Uber Technologies (UBER) | 0.1 | $266k | NEW | 3.3k | 81.71 |
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| Micron Technology (MU) | 0.1 | $265k | NEW | 930.00 | 285.41 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $262k | -18% | 2.9k | 90.97 |
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| Visa Com Cl A (V) | 0.1 | $261k | -3% | 743.00 | 350.71 |
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| Aon Shs Cl A (AON) | 0.1 | $255k | NEW | 723.00 | 352.88 |
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| Chevron Corporation (CVX) | 0.1 | $248k | 1.6k | 152.41 |
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| Nice Sponsored Adr (NICE) | 0.1 | $237k | 2.1k | 113.04 |
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| Allstate Corporation (ALL) | 0.1 | $237k | 1.1k | 208.15 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $223k | 1.3k | 177.75 |
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| Advanced Micro Devices (AMD) | 0.1 | $217k | NEW | 1.0k | 214.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $216k | NEW | 1.1k | 191.56 |
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| Hubbell (HUBB) | 0.1 | $201k | NEW | 453.00 | 444.11 |
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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 Q4 filed Feb. 2, 2026
- 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