Leslie Global Wealth

Leslie Global Wealth as of March 31, 2025

Portfolio Holdings for Leslie Global Wealth

Leslie Global Wealth holds 75 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 15.8 $32M 403k 80.37
Spdr Ser Tr Portfolio S&p500 (SPLG) 12.0 $25M 375k 65.76
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.1 $19M 365k 51.07
Ishares Tr Core Total Usd (IUSB) 5.6 $12M 250k 46.08
Spdr Ser Tr Portfli Intrmdit (SPTI) 5.4 $11M 392k 28.58
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.4 $9.0M 247k 36.41
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 3.9 $7.9M 359k 22.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.8 $7.8M 46k 170.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.4 $7.0M 15k 468.92
Wisdomtree Tr Wisdomtree Us Va (WTV) 3.1 $6.4M 78k 82.17
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.0 $6.2M 152k 40.76
Spdr Ser Tr Portfolio Intrmd (SPIB) 3.0 $6.1M 185k 33.24
Apple (AAPL) 2.8 $5.8M 26k 222.13
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.3 $4.8M 98k 48.76
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.9 $3.9M 48k 83.00
Global X Fds Rate Preferred (PFFV) 1.8 $3.6M 154k 23.66
Realty Income (O) 1.3 $2.6M 44k 58.01
Select Sector Spdr Tr Technology (XLK) 1.2 $2.5M 12k 206.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $2.4M 60k 39.37
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.4M 12k 199.49
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $2.3M 12k 190.58
Select Sector Spdr Tr Financial (XLF) 0.7 $1.4M 29k 49.81
Select Sector Spdr Tr Indl (XLI) 0.6 $1.3M 9.7k 131.07
Select Sector Spdr Tr Communication (XLC) 0.6 $1.2M 12k 96.45
Amazon (AMZN) 0.5 $1.0M 5.4k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $917k 1.6k 559.39
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $889k 10k 85.07
Microsoft Corporation (MSFT) 0.4 $874k 2.3k 375.39
Oracle Corporation (ORCL) 0.4 $858k 6.1k 139.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $845k 9.1k 92.83
NVIDIA Corporation (NVDA) 0.4 $832k 7.7k 108.38
Meta Platforms Cl A (META) 0.4 $729k 1.3k 576.36
Abbvie (ABBV) 0.3 $698k 3.3k 209.52
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $688k 13k 51.18
Bank of America Corporation (BAC) 0.3 $602k 14k 41.73
Spdr Ser Tr Portfli High Yld (SPHY) 0.3 $602k 26k 23.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $545k 1.0k 532.58
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $524k 10k 50.63
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $511k 11k 46.02
Nextera Energy (NEE) 0.2 $461k 6.5k 70.89
Goldman Sachs (GS) 0.2 $450k 824.00 546.29
Broadcom (AVGO) 0.2 $443k 2.6k 167.43
Honeywell International (HON) 0.2 $428k 2.0k 211.75
United Rentals (URI) 0.2 $427k 682.00 626.70
Verizon Communications (VZ) 0.2 $417k 9.2k 45.36
Eversource Energy (ES) 0.2 $407k 6.6k 62.11
Abbott Laboratories (ABT) 0.2 $367k 2.8k 132.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $356k 2.3k 156.23
Mastercard Incorporated Cl A (MA) 0.2 $356k 650.00 548.12
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.2 $350k 7.0k 50.12
Exxon Mobil Corporation (XOM) 0.2 $344k 2.9k 118.93
Alphabet Cap Stk Cl A (GOOGL) 0.2 $340k 2.2k 154.64
Nice Sponsored Adr (NICE) 0.2 $324k 2.1k 154.17
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $315k 9.7k 32.54
Chevron Corporation (CVX) 0.2 $313k 1.9k 167.29
Southern Company (SO) 0.2 $311k 3.4k 91.95
Tesla Motors (TSLA) 0.1 $303k 1.2k 259.16
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $301k 3.8k 78.40
Johnson & Johnson (JNJ) 0.1 $296k 1.8k 165.84
Aon Shs Cl A (AON) 0.1 $296k 741.00 399.09
Eli Lilly & Co. (LLY) 0.1 $290k 351.00 825.91
JPMorgan Chase & Co. (JPM) 0.1 $289k 1.2k 245.30
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $288k 7.1k 40.65
Wal-Mart Stores (WMT) 0.1 $285k 3.2k 87.79
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $281k 9.3k 30.10
International Business Machines (IBM) 0.1 $270k 1.1k 248.66
Visa Com Cl A (V) 0.1 $261k 745.00 350.46
McDonald's Corporation (MCD) 0.1 $257k 824.00 312.37
Allstate Corporation (ALL) 0.1 $236k 1.1k 207.07
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $233k 1.4k 166.00
American Electric Power Company (AEP) 0.1 $225k 2.1k 109.27
Mondelez Intl Cl A (MDLZ) 0.1 $221k 3.3k 67.85
PerkinElmer (RVTY) 0.1 $213k 2.0k 105.80
Uber Technologies (UBER) 0.1 $208k 2.9k 72.86
UnitedHealth (UNH) 0.1 $206k 393.00 523.75