Leslie Global Wealth

Leslie Global Wealth as of Sept. 30, 2024

Portfolio Holdings for Leslie Global Wealth

Leslie Global Wealth holds 71 positions in its portfolio as reported in the September 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) 13.9 $29M 345k 82.94
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.4 $19M 285k 67.51
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.2 $19M 357k 52.86
Spdr Ser Tr Portfli Intrmdit (SPTI) 5.4 $11M 379k 29.06
Spdr Ser Tr Portfolio S&p400 (SPMD) 4.7 $9.7M 177k 54.68
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.6 $9.5M 252k 37.56
Realty Income (O) 4.1 $8.4M 132k 63.42
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 3.8 $7.7M 344k 22.53
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.5 $7.3M 160k 45.51
J P Morgan Exchange Traded F Municipal Etf (JMUB) 3.4 $7.1M 138k 51.27
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 3.4 $7.0M 76k 93.11
Apple (AAPL) 2.9 $6.1M 26k 233.00
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $5.5M 28k 197.17
Ishares Tr Russell 2000 Etf (IWM) 2.6 $5.4M 24k 220.89
Wisdomtree Tr Wisdomtree Us Va (WTV) 2.6 $5.4M 67k 80.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $5.1M 11k 488.07
Global X Fds Rate Preferred (PFFV) 2.4 $4.9M 202k 24.05
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.7 $3.5M 105k 33.71
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $2.6M 62k 41.28
Select Sector Spdr Tr Technology (XLK) 1.2 $2.5M 11k 225.76
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $2.0M 21k 95.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.0M 3.5k 573.76
Select Sector Spdr Tr Financial (XLF) 0.7 $1.5M 32k 45.32
Global X Fds Us Pfd Etf (PFFD) 0.6 $1.3M 64k 20.78
NVIDIA Corporation (NVDA) 0.6 $1.3M 11k 121.44
Spdr Ser Tr Portfli High Yld (SPHY) 0.6 $1.3M 53k 24.05
Select Sector Spdr Tr Indl (XLI) 0.6 $1.3M 9.4k 135.44
Microsoft Corporation (MSFT) 0.6 $1.2M 2.8k 430.30
Select Sector Spdr Tr Communication (XLC) 0.6 $1.2M 13k 90.40
Amazon (AMZN) 0.6 $1.1M 6.2k 186.33
Oracle Corporation (ORCL) 0.5 $1.1M 6.2k 170.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $912k 10k 88.14
Meta Platforms Cl A (META) 0.4 $723k 1.3k 572.44
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $699k 15k 47.53
Abbvie (ABBV) 0.3 $641k 3.2k 197.48
Nextera Energy (NEE) 0.3 $609k 7.2k 84.53
Bank of America Corporation (BAC) 0.3 $570k 14k 39.68
United Rentals (URI) 0.3 $547k 676.00 809.73
Eversource Energy (ES) 0.2 $514k 7.6k 68.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $495k 7.9k 62.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $428k 929.00 460.26
Southern Company (SO) 0.2 $422k 4.7k 90.18
Broadcom (AVGO) 0.2 $414k 2.4k 172.50
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $414k 4.8k 86.82
Honeywell International (HON) 0.2 $414k 2.0k 206.71
Goldman Sachs (GS) 0.2 $404k 816.00 495.11
Verizon Communications (VZ) 0.2 $404k 9.0k 44.91
Alphabet Cap Stk Cl C (GOOG) 0.2 $383k 2.3k 167.19
Exxon Mobil Corporation (XOM) 0.2 $375k 3.2k 117.22
Nice Sponsored Adr (NICE) 0.2 $365k 2.1k 173.67
Alphabet Cap Stk Cl A (GOOGL) 0.2 $364k 2.2k 165.85
Eli Lilly & Co. (LLY) 0.2 $354k 400.00 885.94
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $317k 9.7k 32.81
Mastercard Incorporated Cl A (MA) 0.2 $316k 639.00 493.80
Abbott Laboratories (ABT) 0.1 $302k 2.6k 114.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $278k 1.6k 179.16
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $273k 6.7k 40.78
PerkinElmer (RVTY) 0.1 $257k 2.0k 127.75
Mondelez Intl Cl A (MDLZ) 0.1 $254k 3.5k 73.67
Aon Shs Cl A (AON) 0.1 $253k 731.00 345.99
Starbucks Corporation (SBUX) 0.1 $248k 2.5k 97.49
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $247k 1.4k 173.67
Chevron Corporation (CVX) 0.1 $246k 1.7k 147.27
American Electric Power Company (AEP) 0.1 $243k 2.4k 102.60
JPMorgan Chase & Co. (JPM) 0.1 $240k 1.1k 210.86
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $233k 2.3k 99.45
UnitedHealth (UNH) 0.1 $232k 397.00 584.68
Allstate Corporation (ALL) 0.1 $210k 1.1k 189.65
Wal-Mart Stores (WMT) 0.1 $209k 2.6k 80.75
McDonald's Corporation (MCD) 0.1 $207k 678.00 304.51
International Business Machines (IBM) 0.1 $202k 915.00 221.08