Leslie Global Wealth

Leslie Global Wealth as of Dec. 31, 2024

Portfolio Holdings for Leslie Global Wealth

Leslie Global Wealth holds 71 positions in its portfolio as reported in the December 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) 15.2 $33M 372k 87.90
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.6 $25M 361k 68.94
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.4 $18M 352k 51.14
Ishares Tr Core Total Usd (IUSB) 5.3 $12M 254k 45.20
Spdr Ser Tr Portfli Intrmdit (SPTI) 5.2 $11M 400k 27.88
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.0 $8.7M 254k 34.13
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 3.6 $7.9M 365k 21.55
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.5 $7.4M 145k 51.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $7.2M 14k 511.23
J P Morgan Exchange Traded F Municipal Etf (JMUB) 3.2 $6.9M 138k 50.15
Wisdomtree Tr Wisdomtree Us Va (WTV) 3.0 $6.5M 78k 83.58
Apple (AAPL) 3.0 $6.5M 26k 250.42
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.9 $6.4M 141k 44.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $5.2M 29k 178.08
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.3 $4.9M 150k 32.76
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.8 $3.9M 43k 90.35
Global X Fds Rate Preferred (PFFV) 1.7 $3.7M 155k 23.57
Select Sector Spdr Tr Technology (XLK) 1.2 $2.6M 11k 232.51
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.4M 11k 220.96
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $2.4M 12k 190.88
Realty Income (O) 1.1 $2.4M 44k 53.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $2.3M 60k 38.37
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.0 $2.2M 40k 54.69
Ishares Msci Emrg Chn (EMXC) 0.9 $2.0M 37k 55.45
Select Sector Spdr Tr Financial (XLF) 0.7 $1.5M 32k 48.33
NVIDIA Corporation (NVDA) 0.7 $1.4M 11k 134.29
Amazon (AMZN) 0.6 $1.3M 6.1k 219.39
Global X Fds Us Pfd Etf (PFFD) 0.6 $1.3M 66k 19.51
Select Sector Spdr Tr Indl (XLI) 0.6 $1.3M 9.7k 131.76
Select Sector Spdr Tr Communication (XLC) 0.6 $1.3M 13k 96.81
Microsoft Corporation (MSFT) 0.5 $1.2M 2.8k 421.50
Oracle Corporation (ORCL) 0.5 $1.0M 6.2k 166.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $994k 9.8k 101.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $874k 9.9k 88.40
Meta Platforms Cl A (META) 0.3 $744k 1.3k 585.51
Bank of America Corporation (BAC) 0.3 $638k 15k 43.95
Spdr Ser Tr Portfli High Yld (SPHY) 0.3 $627k 27k 23.47
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $587k 12k 49.96
Abbvie (ABBV) 0.3 $580k 3.3k 177.70
Tesla Motors (TSLA) 0.3 $544k 1.3k 403.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $523k 892.00 586.08
Nextera Energy (NEE) 0.2 $484k 6.8k 71.69
United Rentals (URI) 0.2 $478k 679.00 704.44
Goldman Sachs (GS) 0.2 $470k 821.00 572.62
Honeywell International (HON) 0.2 $453k 2.0k 225.89
Alphabet Cap Stk Cl C (GOOG) 0.2 $443k 2.3k 190.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $427k 941.00 453.28
Alphabet Cap Stk Cl A (GOOGL) 0.2 $423k 2.2k 189.30
Eversource Energy (ES) 0.2 $377k 6.6k 57.43
Nice Sponsored Adr (NICE) 0.2 $357k 2.1k 169.84
Verizon Communications (VZ) 0.2 $356k 8.9k 39.99
Mastercard Incorporated Cl A (MA) 0.2 $338k 642.00 526.57
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $309k 3.5k 87.25
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $306k 9.7k 31.69
Eli Lilly & Co. (LLY) 0.1 $305k 395.00 772.00
Abbott Laboratories (ABT) 0.1 $300k 2.7k 113.11
Wal-Mart Stores (WMT) 0.1 $285k 3.2k 90.35
Exxon Mobil Corporation (XOM) 0.1 $281k 2.6k 107.57
Chevron Corporation (CVX) 0.1 $280k 1.9k 144.84
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $280k 1.4k 197.49
JPMorgan Chase & Co. (JPM) 0.1 $276k 1.2k 239.71
Aon Shs Cl A (AON) 0.1 $265k 737.00 359.16
Canadian Pacific Kansas City (CP) 0.1 $252k 3.5k 72.37
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $229k 5.7k 40.41
PerkinElmer (RVTY) 0.1 $224k 2.0k 111.61
Merck & Co (MRK) 0.1 $223k 2.2k 99.48
American Electric Power Company (AEP) 0.1 $222k 2.4k 92.23
Visa Com Cl A (V) 0.1 $219k 693.00 316.04
Allstate Corporation (ALL) 0.1 $214k 1.1k 192.79
McDonald's Corporation (MCD) 0.1 $214k 737.00 289.89
International Business Machines (IBM) 0.1 $207k 942.00 219.83