Leslie Global Wealth

Leslie Global Wealth as of June 30, 2024

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