Leslie Global Wealth as of March 31, 2026
Portfolio Holdings for Leslie Global Wealth
Leslie Global Wealth holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 16.6 | $32M | 322k | 97.91 | |
| Spdr Series Trust State Street Spd (SPYV) | 14.7 | $28M | 494k | 56.58 | |
| Spdr Series Trust State Street Spd (SPYM) | 14.0 | $27M | 347k | 76.54 | |
| Spdr Index Shs Fds State Street Spd (SPDW) | 6.1 | $12M | 252k | 45.65 | |
| Apple (AAPL) | 3.9 | $7.3M | 29k | 253.79 | |
| Ishares Gold Tr Ishares New (IAU) | 3.6 | $6.8M | 77k | 88.16 | |
| Spdr Series Trust State Street Spd (SPSM) | 3.4 | $6.5M | 135k | 48.32 | |
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 3.4 | $6.5M | 69k | 94.73 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $6.1M | 11k | 577.18 | |
| Spdr Series Trust State Street Spd (SLYG) | 3.0 | $5.7M | 59k | 96.62 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.7 | $5.0M | 28k | 179.03 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 2.6 | $4.9M | 105k | 46.91 | |
| Global X Fds Rate Preferred (PFFV) | 1.8 | $3.5M | 160k | 21.83 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $2.8M | 12k | 248.00 | |
| Realty Income (O) | 1.3 | $2.5M | 41k | 61.18 | |
| Spdr Series Trust State Street Spd (SLYV) | 1.2 | $2.3M | 24k | 98.81 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $2.1M | 9.8k | 211.15 | |
| NVIDIA Corporation (NVDA) | 1.1 | $2.0M | 11k | 174.40 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.3M | 1.9k | 650.34 | |
| Amazon (AMZN) | 0.6 | $1.2M | 5.6k | 208.27 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.1M | 3.1k | 370.17 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $1.1M | 11k | 97.23 | |
| Oracle Corporation (ORCL) | 0.4 | $849k | 5.8k | 147.11 | |
| Eli Lilly & Co. (LLY) | 0.4 | $789k | 858.00 | 919.77 | |
| Broadcom (AVGO) | 0.4 | $769k | 2.5k | 309.51 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $765k | 6.8k | 113.11 | |
| Meta Platforms Cl A (META) | 0.4 | $729k | 1.3k | 572.13 | |
| Goldman Sachs (GS) | 0.4 | $718k | 849.00 | 845.99 | |
| Bank of America Corporation (BAC) | 0.4 | $708k | 15k | 48.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $685k | 2.4k | 287.56 | |
| Philip Morris International (PM) | 0.4 | $670k | 4.0k | 165.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $669k | 2.3k | 286.86 | |
| Abbvie (ABBV) | 0.3 | $639k | 2.9k | 217.49 | |
| Spdr Series Trust State Street Spd (SPMD) | 0.3 | $577k | 9.7k | 59.22 | |
| Nextera Energy (NEE) | 0.3 | $563k | 6.1k | 92.88 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.3 | $548k | 24k | 23.32 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $542k | 9.9k | 54.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $516k | 1.1k | 479.20 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $497k | 2.9k | 169.66 | |
| United Rentals (URI) | 0.3 | $496k | 681.00 | 728.56 | |
| Johnson & Johnson (JNJ) | 0.3 | $480k | 2.0k | 244.44 | |
| Verizon Communications (VZ) | 0.2 | $471k | 9.4k | 50.20 | |
| Honeywell International | 0.2 | $456k | 2.0k | 226.03 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $447k | 1.3k | 337.95 | |
| Tesla Motors (TSLA) | 0.2 | $410k | 1.1k | 371.75 | |
| Wal-Mart Stores (WMT) | 0.2 | $408k | 3.3k | 124.28 | |
| Eversource Energy (ES) | 0.2 | $405k | 5.8k | 69.28 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $383k | 1.3k | 294.16 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $380k | 9.7k | 39.28 | |
| Altria (MO) | 0.2 | $360k | 5.4k | 65.99 | |
| McDonald's Corporation (MCD) | 0.2 | $338k | 1.1k | 310.79 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $332k | 1.7k | 192.90 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $332k | 664.00 | 499.66 | |
| Southern Company (SO) | 0.2 | $329k | 3.4k | 96.52 | |
| Chevron Corporation (CVX) | 0.2 | $328k | 1.6k | 206.90 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $326k | 4.1k | 78.66 | |
| Micron Technology (MU) | 0.2 | $321k | 949.00 | 337.84 | |
| Merck & Co (MRK) | 0.2 | $290k | 2.4k | 120.29 | |
| Ge Vernova (GEV) | 0.1 | $272k | 311.00 | 872.90 | |
| American Electric Power Company (AEP) | 0.1 | $270k | 2.1k | 131.08 | |
| Cummins (CMI) | 0.1 | $269k | 500.00 | 538.02 | |
| Ge Aerospace Com New (GE) | 0.1 | $268k | 945.00 | 283.77 | |
| Abbott Laboratories (ABT) | 0.1 | $264k | 2.6k | 102.67 | |
| International Business Machines (IBM) | 0.1 | $256k | 1.1k | 242.39 | |
| Applied Materials (AMAT) | 0.1 | $253k | 740.00 | 341.79 | |
| Allstate Corporation (ALL) | 0.1 | $237k | 1.1k | 207.34 | |
| Aon Shs Cl A (AON) | 0.1 | $234k | 724.00 | 322.78 | |
| Nice Sponsored Adr (NICE) | 0.1 | $231k | 2.1k | 110.26 | |
| Visa Com Cl A (V) | 0.1 | $229k | 757.00 | 302.24 | |
| Costco Wholesale Corporation (COST) | 0.1 | $226k | 227.00 | 996.43 | |
| At&t (T) | 0.1 | $225k | 7.8k | 28.99 | |
| Hubbell (HUBB) | 0.1 | $222k | 453.00 | 490.74 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $222k | 1.2k | 191.92 | |
| Advanced Micro Devices (AMD) | 0.1 | $217k | 1.1k | 203.43 | |
| Newmont Mining Corporation (NEM) | 0.1 | $216k | 2.0k | 108.25 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $213k | 4.2k | 50.61 | |
| Shell Spon Ads (SHEL) | 0.1 | $208k | 2.2k | 93.00 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $208k | 971.00 | 213.66 | |
| Caterpillar (CAT) | 0.1 | $205k | 289.00 | 708.46 |
