Leslie Global Wealth

Leslie Global Wealth as of Dec. 31, 2025

Portfolio Holdings for Leslie Global Wealth

Leslie Global Wealth holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYG) 15.7 $35M 326k 106.70
Spdr Series Trust State Street Spd (SPYM) 13.1 $29M 364k 80.22
Spdr Series Trust State Street Spd (SPYV) 12.5 $28M 489k 56.81
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 12.4 $28M 545k 50.58
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.7 $11M 238k 44.41
Apple (AAPL) 3.5 $7.9M 29k 271.86
Ishares Gold Tr Ishares New (IAU) 3.4 $7.5M 93k 81.17
Wisdomtree Tr Wisdomtree Us Va (WTV) 3.0 $6.6M 71k 93.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $6.5M 11k 614.33
Spdr Series Trust State Street Spd (SPSM) 2.9 $6.3M 135k 46.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $5.9M 30k 198.62
Spdr Series Trust State Street Spd (SLYG) 2.6 $5.8M 62k 94.19
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.8 $4.0M 85k 46.81
Global X Fds Rate Preferred (PFFV) 1.7 $3.8M 169k 22.22
Ishares Tr Russell 2000 Etf (IWM) 1.5 $3.4M 14k 246.16
Realty Income (O) 1.1 $2.5M 44k 56.37
NVIDIA Corporation (NVDA) 0.9 $2.0M 11k 186.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.8M 15k 123.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.8M 2.6k 681.92
Microsoft Corporation (MSFT) 0.6 $1.4M 2.9k 483.62
Amazon (AMZN) 0.6 $1.3M 5.6k 230.82
Oracle Corporation (ORCL) 0.5 $1.1M 5.7k 194.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.1M 11k 96.27
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $931k 16k 59.28
Eli Lilly & Co. (LLY) 0.4 $926k 862.00 1074.68
Meta Platforms Cl A (META) 0.4 $821k 1.2k 660.09
Broadcom (AVGO) 0.4 $820k 2.4k 346.10
Bank of America Corporation (BAC) 0.4 $815k 15k 55.00
Abbvie (ABBV) 0.3 $776k 3.4k 228.49
Alphabet Cap Stk Cl A (GOOGL) 0.3 $740k 2.4k 313.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $737k 2.3k 313.80
Spdr Series Trust State Street Spd (SPHY) 0.3 $706k 30k 23.67
Goldman Sachs (GS) 0.3 $658k 748.00 879.00
Philip Morris International (PM) 0.3 $646k 4.0k 160.40
Tesla Motors (TSLA) 0.3 $573k 1.3k 449.72
Spdr Series Trust State Street Spd (SPMD) 0.3 $562k 9.7k 57.91
United Rentals (URI) 0.3 $558k 690.00 809.32
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $557k 11k 50.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $523k 1.0k 502.65
Nextera Energy (NEE) 0.2 $499k 6.2k 80.28
Eversource Energy (ES) 0.2 $476k 7.1k 67.33
JPMorgan Chase & Co. (JPM) 0.2 $414k 1.3k 322.22
Johnson & Johnson (JNJ) 0.2 $396k 1.9k 206.95
Honeywell International (HON) 0.2 $388k 2.0k 195.09
Mastercard Incorporated Cl A (MA) 0.2 $383k 670.00 570.88
Verizon Communications (VZ) 0.2 $379k 9.3k 40.73
Wal-Mart Stores (WMT) 0.2 $377k 3.4k 111.41
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $367k 1.2k 303.89
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $354k 9.7k 36.58
Abbott Laboratories (ABT) 0.2 $351k 2.8k 125.29
Exxon Mobil Corporation (XOM) 0.2 $348k 2.9k 120.34
McDonald's Corporation (MCD) 0.1 $325k 1.1k 305.63
Raytheon Technologies Corp (RTX) 0.1 $313k 1.7k 183.40
Altria (MO) 0.1 $312k 5.4k 57.66
International Business Machines (IBM) 0.1 $307k 1.0k 296.21
Canadian Pacific Kansas City (CP) 0.1 $303k 4.1k 73.63
Ge Aerospace Com New (GE) 0.1 $291k 944.00 308.03
Cummins (CMI) 0.1 $286k 560.00 510.45
Southern Company (SO) 0.1 $282k 3.2k 87.20
Merck & Co (MRK) 0.1 $272k 2.6k 105.26
Uber Technologies (UBER) 0.1 $266k 3.3k 81.71
Micron Technology (MU) 0.1 $265k 930.00 285.41
Spdr Series Trust State Street Spd (SLYV) 0.1 $262k 2.9k 90.97
Visa Com Cl A (V) 0.1 $261k 743.00 350.71
Aon Shs Cl A (AON) 0.1 $255k 723.00 352.88
Chevron Corporation (CVX) 0.1 $248k 1.6k 152.41
Nice Sponsored Adr (NICE) 0.1 $237k 2.1k 113.04
Allstate Corporation (ALL) 0.1 $237k 1.1k 208.15
Palantir Technologies Cl A (PLTR) 0.1 $223k 1.3k 177.75
Advanced Micro Devices (AMD) 0.1 $217k 1.0k 214.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $216k 1.1k 191.56
Hubbell (HUBB) 0.1 $201k 453.00 444.11