Leslie Global Wealth

Leslie Global Wealth as of Sept. 30, 2025

Portfolio Holdings for Leslie Global Wealth

Leslie Global Wealth holds 73 positions in its portfolio as reported in the September 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) 15.4 $33M 314k 104.51
Spdr Series Trust Portfolio S&p500 (SPLG) 12.8 $27M 350k 78.34
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 12.4 $27M 522k 50.78
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 10.8 $23M 418k 55.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.7 $9.9M 232k 42.79
Apple (AAPL) 3.4 $7.3M 29k 254.63
Ishares Gold Tr Ishares New (IAU) 3.3 $6.9M 95k 72.77
Wisdomtree Tr Wisdomtree Us Va (WTV) 3.1 $6.6M 73k 91.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $6.6M 11k 600.37
Spdr Series Trust Portfolio S&p600 (SPSM) 2.9 $6.2M 133k 46.32
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 2.6 $5.6M 60k 94.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $5.5M 28k 194.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.9 $4.0M 86k 46.81
Global X Fds Rate Preferred (PFFV) 1.7 $3.7M 158k 23.12
Ishares Tr Russell 2000 Etf (IWM) 1.3 $2.8M 12k 241.96
Realty Income (O) 1.3 $2.7M 44k 60.79
NVIDIA Corporation (NVDA) 1.1 $2.3M 12k 186.58
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $2.1M 10k 206.51
Oracle Corporation (ORCL) 0.8 $1.6M 5.7k 281.24
Select Sector Spdr Tr Financial (XLF) 0.7 $1.6M 30k 53.87
Microsoft Corporation (MSFT) 0.7 $1.6M 3.0k 517.95
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $1.3M 9.6k 139.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.3M 2.0k 666.18
Select Sector Spdr Tr Communication (XLC) 0.6 $1.3M 11k 118.37
Amazon (AMZN) 0.6 $1.2M 5.5k 219.57
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.0M 11k 96.55
Meta Platforms Cl A (META) 0.4 $944k 1.3k 734.38
Abbvie (ABBV) 0.4 $901k 3.9k 231.54
Broadcom (AVGO) 0.4 $814k 2.5k 329.91
Bank of America Corporation (BAC) 0.4 $758k 15k 51.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $676k 5.6k 120.72
Philip Morris International (PM) 0.3 $654k 4.0k 162.20
United Rentals (URI) 0.3 $651k 682.00 954.66
Eli Lilly & Co. (LLY) 0.3 $650k 852.00 763.00
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $633k 11k 57.52
Spdr Series Trust Portfli High Yld (SPHY) 0.3 $577k 24k 23.94
Spdr Series Trust Portfolio S&p400 (SPMD) 0.3 $571k 10k 57.19
Tesla Motors (TSLA) 0.3 $566k 1.3k 444.72
Alphabet Cap Stk Cl C (GOOG) 0.3 $555k 2.3k 243.55
Alphabet Cap Stk Cl A (GOOGL) 0.3 $549k 2.3k 243.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $514k 1.0k 502.74
Nextera Energy (NEE) 0.2 $469k 6.2k 75.49
Honeywell International (HON) 0.2 $426k 2.0k 210.50
Abbott Laboratories (ABT) 0.2 $417k 3.1k 133.94
Eversource Energy (ES) 0.2 $416k 5.8k 71.14
Verizon Communications (VZ) 0.2 $414k 9.4k 43.95
JPMorgan Chase & Co. (JPM) 0.2 $399k 1.3k 315.43
Mastercard Incorporated Cl A (MA) 0.2 $385k 677.00 568.81
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $383k 9.7k 39.62
Exxon Mobil Corporation (XOM) 0.2 $364k 3.2k 112.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $361k 1.3k 279.29
Altria (MO) 0.2 $359k 5.4k 66.06
Wal-Mart Stores (WMT) 0.2 $349k 3.4k 103.06
Johnson & Johnson (JNJ) 0.2 $348k 1.9k 185.42
Southern Company (SO) 0.2 $321k 3.4k 94.77
McDonald's Corporation (MCD) 0.2 $321k 1.1k 303.89
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $313k 3.5k 88.65
Nice Sponsored Adr (NICE) 0.1 $304k 2.1k 144.78
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $302k 7.4k 40.69
International Business Machines (IBM) 0.1 $293k 1.0k 282.16
Ge Aerospace Com New (GE) 0.1 $287k 953.00 300.82
Raytheon Technologies Corp (RTX) 0.1 $287k 1.7k 167.33
Visa Com Cl A (V) 0.1 $264k 772.00 341.38
Canadian Pacific Kansas City (CP) 0.1 $257k 3.5k 74.49
Chevron Corporation (CVX) 0.1 $249k 1.6k 155.29
Allstate Corporation (ALL) 0.1 $246k 1.1k 214.65
Netflix (NFLX) 0.1 $245k 204.00 1198.92
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $237k 4.7k 50.73
American Electric Power Company (AEP) 0.1 $231k 2.1k 112.50
Palantir Technologies Cl A (PLTR) 0.1 $228k 1.2k 182.42
Merck & Co (MRK) 0.1 $213k 2.5k 83.93
Costco Wholesale Corporation (COST) 0.1 $212k 229.00 925.63
Cummins (CMI) 0.1 $211k 500.00 422.37