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Leslie Global Wealth

Latest statistics and disclosures from Leslie Global Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001954832

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Positions held by Leslie Global Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Leslie Global Wealth

Leslie Global Wealth holds 52 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	14.6	$25M	311k	80.13	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	10.0	$17M	267k	64.00	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	9.8	$17M	345k	48.74	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	5.8	$10M	356k	28.02	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	5.0	$8.6M	168k	51.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.9	$8.5M	241k	35.08	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	4.1	$7.0M	324k	21.57	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	3.9	$6.6M	132k	50.38	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	3.8	$6.6M	159k	41.53	View chart
Realty Income (O)	3.8	$6.5M	124k	52.82	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	3.5	$6.1M	71k	85.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$5.3M	11k	479.11	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	3.0	$5.1M	70k	72.99	View chart
Global X Fds Rate Preferred (PFFV)	2.6	$4.5M	189k	23.65	View chart
Apple (AAPL)	2.6	$4.4M	21k	210.62	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	2.5	$4.3M	131k	32.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.4	$4.1M	20k	202.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$2.4M	13k	182.01	View chart
Select Sector Spdr Tr Technology (XLK)	1.3	$2.2M	9.9k	226.23	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$1.3M	32k	41.11	View chart
Global X Fds Us Pfd Etf (PFFD)	0.7	$1.2M	62k	19.68	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$1.2M	13k	91.15	View chart
Select Sector Spdr Tr Indl (XLI)	0.7	$1.1M	9.2k	121.87	View chart
Microsoft Corporation (MSFT)	0.6	$1.1M	2.5k	446.95	View chart
NVIDIA Corporation (NVDA)	0.6	$1.1M	8.7k	123.54	View chart
Select Sector Spdr Tr Communication (XLC)	0.6	$1.1M	12k	85.66	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.0M	1.9k	544.22	View chart
Amazon (AMZN)	0.6	$991k	5.1k	193.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$961k	10k	92.54	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.5	$940k	41k	23.23	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$827k	10k	81.08	View chart
Oracle Corporation (ORCL)	0.3	$596k	4.2k	141.20	View chart
Meta Platforms Cl A (META)	0.3	$587k	1.2k	504.22	View chart
Abbvie (ABBV)	0.3	$542k	3.2k	171.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$493k	11k	45.75	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$413k	5.3k	78.31	View chart
Honeywell International (HON)	0.2	$397k	1.9k	213.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$376k	2.1k	182.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$370k	910.00	406.80	View chart
Merck & Co (MRK)	0.2	$339k	2.7k	123.80	View chart
United Rentals (URI)	0.2	$338k	523.00	646.73	View chart
Exxon Mobil Corporation (XOM)	0.2	$320k	2.8k	115.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$319k	1.7k	183.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$297k	5.1k	58.52	View chart
Chevron Corporation (CVX)	0.2	$293k	1.9k	156.42	View chart
Mastercard Incorporated Cl A (MA)	0.2	$270k	613.00	441.16	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$264k	9.7k	27.32	View chart
Abbott Laboratories (ABT)	0.2	$260k	2.5k	103.91	View chart
Tesla Motors (TSLA)	0.1	$243k	1.2k	197.88	View chart
PerkinElmer (RVTY)	0.1	$211k	2.0k	104.86	View chart
Verizon Communications (VZ)	0.1	$208k	5.0k	41.24	View chart
Nextera Energy (NEE)	0.1	$202k	2.9k	70.81	View chart

Past Filings by Leslie Global Wealth

SEC 13F filings are viewable for Leslie Global Wealth going back to 2024

Leslie Global Wealth 2024 Q2 filed July 31, 2024

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