Leslie Global Wealth, LLC Top Holdings and 13F Report (2025) About Leslie Global Wealth, LLCInvestment ActivityLeslie Global Wealth, LLC has $215.44 million in total holdings as of December 31, 2024.Leslie Global Wealth, LLC owns shares of 71 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 18.83% of the portfolio was purchased this quarter.About 13.86% of the portfolio was sold this quarter.This quarter, Leslie Global Wealth, LLC has purchased 71 new stocks and bought additional shares in 33 stocks.Leslie Global Wealth, LLC sold shares of 26 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $32,697,657SPDR Portfolio S&P 500 ETF $24,891,959SPDR Portfolio S&P 500 Value ETF $17,999,490iShares Core Total USD Bond Market ETF $11,498,564SPDR Portfolio Intermediate Term Treasury ETF $11,152,862 Largest New Holdings this Quarter iShares Core Total USD Bond Market ETF $11,498,564 HoldingiShares U.S. Equity Factor Rotation Active ETF $7,444,114 HoldingiShares MSCI USA Quality Factor ETF $5,168,772 HoldingiShares MSCI Emerging Markets ex China ETF $2,030,191 HoldingTesla $544,376 Holding Largest Purchases this Quarter iShares Core Total USD Bond Market ETF 254,393 shares (about $11.50M)iShares U.S. Equity Factor Rotation Active ETF 145,251 shares (about $7.44M)SPDR Portfolio S&P 500 ETF 75,835 shares (about $5.23M)iShares MSCI USA Quality Factor ETF 29,025 shares (about $5.17M)SPDR Portfolio S&P 500 Growth ETF 26,822 shares (about $2.36M) Largest Sales this Quarter SPDR Portfolio S&P 400 Mid Cap ETF 137,143 shares (about $7.50M)Realty Income 87,920 shares (about $4.70M)iShares Russell 2000 ETF 13,395 shares (about $2.96M)SPDR S&P 600 Small Cap Growth ETF 32,615 shares (about $2.95M)iShares S&P 500 Value ETF 15,378 shares (about $2.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeslie Global Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$32,697,657$2,357,654 ▲7.8%371,98715.2%ETFSPLGSPDR Portfolio S&P 500 ETF$24,891,959$5,228,065 ▲26.6%361,06711.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$17,999,490$277,588 ▼-1.5%351,9658.4%ETFIUSBiShares Core Total USD Bond Market ETF$11,498,564$11,498,564 ▲New Holding254,3935.3%ManufacturingSPTISPDR Portfolio Intermediate Term Treasury ETF$11,152,862$587,543 ▲5.6%400,0315.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,654,446$40,819 ▲0.5%253,5734.0%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$7,857,971$445,870 ▲6.0%364,6393.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,444,114$7,444,114 ▲New Holding145,2513.5%ETFQQQInvesco QQQ$7,211,922$1,850,653 ▲34.5%14,1073.3%FinanceJMUBJPMorgan Municipal ETF$6,932,586$6,620 ▲0.1%138,2373.2%ETFWTVWisdomTree U.S. Value Fund$6,518,541$922,134 ▲16.5%77,9923.0%FinanceAAPLApple$6,457,831$63,607 ▼-1.0%25,7883.0%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$6,353,443$831,425 ▼-11.6%141,4392.9%ETFQUALiShares MSCI USA Quality Factor ETF$5,168,772$5,168,772 ▲New Holding29,0252.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,902,206$1,462,406 ▲42.5%149,6402.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$3,877,912$2,946,765 ▼-43.2%42,9211.8%ETFPFFVGlobal X Variable Rate Preferred ETF$3,654,887$1,106,677 ▼-23.2%155,0561.7%ETFXLKTechnology Select Sector SPDR Fund$2,604,122$34,412 ▲1.3%11,2001.2%ETFIWMiShares Russell 2000 ETF$2,414,872$2,959,759 ▼-55.1%10,9291.1%FinanceIVEiShares S&P 500 Value ETF$2,374,738$2,935,353 ▼-55.3%12,4411.1%ETFORealty Income$2,362,961$4,695,799 ▼-66.5%44,2421.1%FinanceSPEMSPDR Portfolio Emerging Markets ETF$2,288,694$94,774 ▼-4.0%59,6481.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,159,768$7,500,369 ▼-77.6%39,4911.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,030,191$2,030,191 ▲New Holding36,6130.9%ManufacturingXLFFinancial Select Sector SPDR Fund$1,535,106$30,690 ▼-2.0%31,7630.7%ETFNVDANVIDIA$1,423,608$1,074 ▲0.1%10,6010.7%Computer and TechnologyAMZNAmazon.com$1,330,381$20,842 ▼-1.5%6,0640.6%Retail/WholesalePFFDGlobal X U.S. Preferred ETF$1,292,409$38,220 ▲3.0%66,2430.6%ETFXLIIndustrial Select Sector SPDR Fund$1,272,227$30,962 ▲2.5%9,6560.6%ETFXLCCommunication Services Select Sector SPDR Fund$1,263,585$12,101 ▲1.0%13,0520.6%ETFMSFTMicrosoft$1,177,671$1,265 ▲0.1%2,7940.5%Computer and TechnologyORCLOracle$1,028,335$4,999 ▼-0.5%6,1710.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$993,979$1,164,448 ▼-53.9%9,7900.5%ETFIWRiShares Russell Mid-Cap ETF$873,501$41,637 ▼-4.5%9,8810.4%ETFMETAMeta Platforms$743,598$4,099 ▲0.6%1,2700.3%Computer and TechnologyBACBank of America$638,374$7,428 ▲1.2%14,5250.3%FinanceSPHYSPDR Portfolio High Yield Bond ETF$626,696$620,875 ▼-49.8%26,7020.3%ETFXLGInvesco S&P 500 Top 50 ETF$587,380$147,632 ▼-20.1%11,7570.3%ETFABBVAbbVie$579,480$2,843 ▲0.5%3,2610.3%MedicalTSLATesla$544,376$544,376 ▲New Holding1,3480.3%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$522,783$1,531,426 ▼-74.6%8920.2%FinanceNEENextEra Energy$483,979$32,762 ▼-6.3%6,7510.2%UtilitiesURIUnited Rentals$478,315$2,113 ▲0.4%6790.2%ConstructionGSThe Goldman Sachs Group$470,121$2,863 ▲0.6%8210.2%FinanceHONHoneywell International$453,361$904 ▲0.2%2,0070.2%Multi-Sector ConglomeratesGOOGAlphabet$442,773$6,475 ▲1.5%2,3250.2%Computer and TechnologyBRK.BBerkshire Hathaway$426,536$5,439 ▲1.3%9410.2%FinanceGOOGLAlphabet$423,275$8,140 ▲2.0%2,2360.2%Computer and TechnologyESEversource Energy$376,454$57,430 ▼-13.2%6,5550.2%UtilitiesNICENICE$356,4940.0%2,0990.2%Computer and TechnologyVZVerizon Communications$356,391$3,199 ▼-0.9%8,9120.2%Computer and TechnologyMAMastercard$338,058$1,580 ▲0.5%6420.2%Business ServicesSLYVSPDR S&P 600 Small CapValue ETF$309,040$107,143 ▼-25.7%3,5420.1%ETFREAVES UTIL INCOME FD$306,3470.0%9,6670.1%COM SH BEN INTLLYEli Lilly and Company$304,940$3,860 ▼-1.3%3950.1%MedicalABTAbbott Laboratories$300,307$679 ▲0.2%2,6550.1%MedicalWMTWalmart$284,964$51,319 ▲22.0%3,1540.1%Retail/WholesaleXOMExxon Mobil$280,543$63,466 ▼-18.4%2,6080.1%Oils/EnergyCVXChevron$279,686$37,369 ▲15.4%1,9310.1%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$279,646$1,382 ▼-0.5%1,4160.1%Computer and TechnologyJPMJPMorgan Chase & Co.$275,906$3,116 ▲1.1%1,1510.1%FinanceAONAON$264,701$2,155 ▲0.8%7370.1%FinanceCPCanadian Pacific Kansas City$251,920$251,920 ▲New Holding3,4810.1%TransportationULSTSPDR SSgA Ultra Short Term Bond ETF$229,321$40,773 ▼-15.1%5,6750.1%ETFRVTYRevvity$224,2240.0%2,0090.1%MedicalMRKMerck & Co., Inc.$222,736$222,736 ▲New Holding2,2390.1%MedicalAEPAmerican Electric Power$221,536$3,320 ▲1.5%2,4020.1%UtilitiesVVisa$219,016$219,016 ▲New Holding6930.1%Business ServicesALLAllstate$213,8040.0%1,1090.1%FinanceMCDMcDonald's$213,649$17,104 ▲8.7%7370.1%Retail/WholesaleIBMInternational Business Machines$207,080$5,935 ▲3.0%9420.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$0$495,008 ▼-100.0%00.0%ETFSOSouthern$0$421,862 ▼-100.0%00.0%UtilitiesAVGOBroadcom$0$414,173 ▼-100.0%00.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$0$278,235 ▼-100.0%00.0%ETFMDLZMondelez International$0$254,235 ▼-100.0%00.0%Consumer StaplesSBUXStarbucks$0$248,015 ▼-100.0%00.0%Retail/WholesaleCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$0$232,713 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$232,118 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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