Leslie Global Wealth

Leslie Global Wealth as of June 30, 2025

Portfolio Holdings for Leslie Global Wealth

Leslie Global Wealth holds 73 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 20.0 $37M 393k 95.32
Spdr Series Trust Portfolio S&p500 (SPLG) 16.3 $31M 420k 72.69
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 10.5 $20M 376k 52.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.5 $10M 254k 40.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.7 $6.9M 12k 551.64
Wisdomtree Tr Wisdomtree Us Va (WTV) 3.6 $6.7M 78k 86.40
Spdr Series Trust Portfolio S&p600 (SPSM) 3.4 $6.4M 151k 42.60
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.2 $5.9M 33k 182.82
Apple (AAPL) 3.1 $5.8M 29k 205.17
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $4.8M 25k 195.42
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 2.4 $4.6M 51k 88.75
Global X Fds Rate Preferred (PFFV) 2.0 $3.7M 164k 22.80
Spdr Series Trust Portfolio Intrmd (SPIB) 1.9 $3.6M 108k 33.58
Ishares Tr Russell 2000 Etf (IWM) 1.6 $3.1M 14k 215.79
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $2.7M 64k 42.74
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $2.0M 19k 110.10
NVIDIA Corporation (NVDA) 1.0 $1.9M 12k 157.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.6M 2.6k 617.85
Select Sector Spdr Tr Financial (XLF) 0.8 $1.5M 28k 52.37
Microsoft Corporation (MSFT) 0.7 $1.3M 2.7k 497.41
Select Sector Spdr Tr Communication (XLC) 0.7 $1.3M 12k 108.53
Select Sector Spdr Tr Indl (XLI) 0.7 $1.3M 8.9k 147.52
Oracle Corporation (ORCL) 0.7 $1.2M 5.7k 218.63
Amazon (AMZN) 0.6 $1.2M 5.5k 219.39
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $995k 11k 91.97
Meta Platforms Cl A (META) 0.5 $940k 1.3k 738.09
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.5 $873k 17k 52.10
Spdr Series Trust Portfli High Yld (SPHY) 0.4 $770k 32k 23.80
Philip Morris International (PM) 0.4 $733k 4.0k 182.13
Spdr Series Trust Portfolio S&p400 (SPMD) 0.4 $719k 13k 54.38
Abbvie (ABBV) 0.4 $714k 3.8k 185.62
Broadcom (AVGO) 0.4 $686k 2.5k 275.65
Spdr Series Trust Portfli Intrmdit (SPTI) 0.4 $682k 24k 28.77
Bank of America Corporation (BAC) 0.4 $679k 14k 47.32
Eli Lilly & Co. (LLY) 0.4 $670k 860.00 779.53
Goldman Sachs (GS) 0.3 $589k 832.00 707.75
United Rentals (URI) 0.3 $514k 682.00 753.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $495k 1.0k 485.77
Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.3 $482k 22k 22.10
Honeywell International (HON) 0.3 $480k 2.1k 232.88
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $472k 9.3k 50.68
Nextera Energy (NEE) 0.2 $457k 6.6k 69.42
Abbott Laboratories (ABT) 0.2 $421k 3.1k 136.01
Eversource Energy (ES) 0.2 $419k 6.6k 63.62
Alphabet Cap Stk Cl C (GOOG) 0.2 $407k 2.3k 177.39
Verizon Communications (VZ) 0.2 $406k 9.4k 43.27
Tesla Motors (TSLA) 0.2 $394k 1.2k 317.66
Alphabet Cap Stk Cl A (GOOGL) 0.2 $389k 2.2k 176.23
Mastercard Incorporated Cl A (MA) 0.2 $378k 672.00 561.94
JPMorgan Chase & Co. (JPM) 0.2 $365k 1.3k 289.91
Nice Sponsored Adr (NICE) 0.2 $355k 2.1k 168.91
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $350k 9.7k 36.18
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $329k 8.1k 40.66
Wal-Mart Stores (WMT) 0.2 $323k 3.3k 97.78
Southern Company (SO) 0.2 $311k 3.4k 91.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $310k 1.4k 226.49
International Business Machines (IBM) 0.2 $305k 1.0k 294.78
Uber Technologies (UBER) 0.2 $304k 3.3k 93.30
Exxon Mobil Corporation (XOM) 0.2 $299k 2.8k 107.80
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.2 $287k 3.6k 79.76
Netflix (NFLX) 0.2 $285k 213.00 1339.13
Visa Com Cl A (V) 0.1 $278k 784.00 355.05
Aon Shs Cl A (AON) 0.1 $256k 718.00 356.76
Johnson & Johnson (JNJ) 0.1 $253k 1.7k 152.75
Ge Aerospace Com New (GE) 0.1 $250k 973.00 257.39
McDonald's Corporation (MCD) 0.1 $243k 831.00 292.17
Realty Income (O) 0.1 $232k 4.0k 57.61
Allstate Corporation (ALL) 0.1 $231k 1.1k 201.31
Costco Wholesale Corporation (COST) 0.1 $231k 233.00 989.94
Raytheon Technologies Corp (RTX) 0.1 $220k 1.5k 146.02
American Electric Power Company (AEP) 0.1 $213k 2.0k 103.76
PerkinElmer (RVTY) 0.1 $212k 2.2k 96.72
Chevron Corporation (CVX) 0.1 $212k 1.5k 143.19