Leslie Global Wealth, LLC Top Holdings and 13F Report (2025) About Leslie Global Wealth, LLCInvestment ActivityLeslie Global Wealth, LLC has $187.13 million in total holdings as of June 30, 2025.Leslie Global Wealth, LLC owns shares of 73 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 7.43% of the portfolio was purchased this quarter.About 25.71% of the portfolio was sold this quarter.This quarter, Leslie Global Wealth, LLC has purchased 75 new stocks and bought additional shares in 40 stocks.Leslie Global Wealth, LLC sold shares of 25 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $37,422,537SPDR Portfolio S&P 500 ETF $30,520,423SPDR Portfolio S&P 500 Value ETF $19,692,349SPDR Portfolio Developed World ex-US ETF $10,291,991Invesco QQQ $6,854,679 Largest New Holdings this Quarter 718172109 - Philip Morris International $732,527 Holding64110L106 - Netflix $285,235 Holding369604301 - GE Aerospace $250,440 Holding22160K105 - Costco Wholesale $230,656 Holding75513E101 - RTX $219,906 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 44,920 shares (about $3.27M)iShares S&P 500 Value ETF 12,517 shares (about $2.45M)iShares S&P 500 Growth ETF 9,462 shares (about $1.04M)Philip Morris International 4,022 shares (about $732.53K)NVIDIA 4,414 shares (about $697.37K) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 367,842 shares (about $10.58M)SPDR Portfolio Mortgage Backed Bond ETF 337,417 shares (about $7.46M)SPDR Portfolio Intermediate Term Corporate Bond ETF 76,183 shares (about $2.56M)iShares MSCI USA Quality Factor ETF 13,193 shares (about $2.41M)Realty Income 40,274 shares (about $2.32M) 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$37,422,537$973,980 ▼-2.5%392,59920.0%ETFSPLGSPDR Portfolio S&P 500 ETF$30,520,423$3,265,235 ▲12.0%419,87116.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$19,692,349$610,598 ▲3.2%376,23910.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$10,291,991$288,896 ▲2.9%254,1865.5%ETFQQQInvesco QQQ$6,854,679$1,332,211 ▼-16.3%12,4263.7%FinanceWTVWisdomTree U.S. Value Fund$6,704,381$70,848 ▼-1.0%77,5973.6%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$6,415,049$39,277 ▼-0.6%150,5883.4%ETFQUALiShares MSCI USA Quality Factor ETF$5,937,046$2,411,931 ▼-28.9%32,4753.2%ETFAAPLApple$5,847,550$499,999 ▲9.4%28,5013.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$4,830,782$2,446,072 ▲102.6%24,7202.6%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$4,558,555$345,504 ▲8.2%51,3642.4%ETFPFFVGlobal X Variable Rate Preferred ETF$3,747,499$231,488 ▲6.6%164,3642.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,638,964$2,558,225 ▼-41.3%108,3671.9%ETFIWMiShares Russell 2000 ETF$3,055,586$510,127 ▲20.0%14,1601.6%FinanceSPEMSPDR Portfolio Emerging Markets ETF$2,726,427$160,574 ▲6.3%63,7911.5%ETFIVWiShares S&P 500 Growth ETF$2,044,337$1,041,766 ▲103.9%18,5681.1%ETFNVDANVIDIA$1,910,415$697,368 ▲57.5%12,0921.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,633,595$620,939 ▲61.3%2,6440.9%FinanceXLFFinancial Select Sector SPDR Fund$1,458,606$62,163 ▼-4.1%27,8520.8%ETFMSFTMicrosoft$1,348,976$191,005 ▲16.5%2,7120.7%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$1,317,880$15,845 ▲1.2%12,1430.7%ETFXLIIndustrial Select Sector SPDR Fund$1,309,092$116,098 ▼-8.1%8,8740.7%ETFORCLOracle$1,240,069$100,788 ▼-7.5%5,6720.7%Computer and TechnologyAMZNAmazon.com$1,204,232$9,434 ▲0.8%5,4890.6%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$994,656$33,661 ▲3.5%10,8150.5%ETFMETAMeta Platforms$940,327$6,643 ▲0.7%1,2740.5%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$873,248$294,417 ▲50.9%16,7610.5%ETFSPHYSPDR Portfolio High Yield Bond ETF$769,787$158,556 ▲25.9%32,3440.4%ETFPMPhilip Morris International$732,527$732,527 ▲New Holding4,0220.4%Consumer StaplesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$719,393$11,365 ▼-1.6%13,2290.4%ETFABBVAbbVie$714,266$95,594 ▲15.5%3,8480.4%MedicalAVGOBroadcom$685,817$43,553 ▼-6.0%2,4880.4%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$681,590$10,582,813 ▼-93.9%23,6910.4%ETFBACBank of America$679,373$2,934 ▼-0.4%14,3570.4%FinanceLLYEli Lilly and Company$670,396$396,781 ▲145.0%8600.4%MedicalGSThe Goldman Sachs Group$588,848$5,662 ▲1.0%8320.3%FinanceURIUnited Rentals$513,8190.0%6820.3%ConstructionBRK.BBerkshire Hathaway$495,000$2,429 ▼-0.5%1,0190.3%FinanceSPMBSPDR Portfolio Mortgage Backed Bond ETF$481,714$7,456,920 ▼-93.9%21,7970.3%ETFHONHoneywell International$479,966$9,548 ▲2.0%2,0610.3%Multi-Sector ConglomeratesJMUBJPMorgan Municipal ETF$471,577$52,454 ▼-10.0%9,3050.3%ETFNEENextEra Energy$457,131$5,484 ▲1.2%6,5850.2%UtilitiesABTAbbott Laboratories$420,543$44,203 ▲11.7%3,0920.2%MedicalESEversource Energy$419,447$2,227 ▲0.5%6,5930.2%UtilitiesGOOGAlphabet$406,578$1,951 ▲0.5%2,2920.2%Computer and TechnologyVZVerizon Communications$405,483$7,572 ▲1.9%9,3710.2%Computer and TechnologyTSLATesla$393,581$21,919 ▲5.9%1,2390.2%Auto/Tires/TrucksGOOGLAlphabet$388,587$1,586 ▲0.4%2,2050.2%Computer and TechnologyMAMastercard$377,624$12,363 ▲3.4%6720.2%Business ServicesJPMJPMorgan Chase & Co.$364,707$23,193 ▲6.8%1,2580.2%FinanceNICENice$354,5420.0%2,0990.2%Computer and TechnologyREAVES UTIL INCOME FD$349,7520.0%9,6670.2%COM SH BEN INTULSTSPDR SSgA Ultra Short Term Bond ETF$328,939$41,189 ▲14.3%8,0900.2%ETFWMTWalmart$323,065$6,062 ▲1.9%3,3040.2%Retail/WholesaleSOSouthern$310,936$643 ▲0.2%3,3860.2%UtilitiesTSMTaiwan Semiconductor Manufacturing$310,291$7,701 ▼-2.4%1,3700.2%Computer and TechnologyIBMInternational Business Machines$305,097$14,444 ▼-4.5%1,0350.2%Computer and TechnologyUBERUber Technologies$304,158$37,973 ▲14.3%3,2600.2%Computer and TechnologyXOMExxon Mobil$299,361$12,074 ▼-3.9%2,7770.2%EnergySLYVSPDR S&P 600 Small Cap Value ETF$287,296$19,142 ▼-6.2%3,6020.2%ETFNFLXNetflix$285,235$285,235 ▲New Holding2130.2%Consumer DiscretionaryVVisa$278,359$13,847 ▲5.2%7840.1%Business ServicesAONAON$256,154$8,205 ▼-3.1%7180.1%FinanceJNJJohnson & Johnson$253,107$19,399 ▼-7.1%1,6570.1%MedicalGEGE Aerospace$250,440$250,440 ▲New Holding9730.1%AerospaceMCDMcDonald's$242,793$2,045 ▲0.8%8310.1%Retail/WholesaleORealty Income$231,707$2,320,181 ▼-90.9%4,0220.1%FinanceALLAllstate$231,104$1,610 ▲0.7%1,1480.1%FinanceCOSTCostco Wholesale$230,656$230,656 ▲New Holding2330.1%Retail/WholesaleRTXRTX$219,906$219,906 ▲New Holding1,5060.1%AerospaceAEPAmerican Electric Power$212,500$1,038 ▼-0.5%2,0480.1%UtilitiesRVTYRevvity$212,300$17,990 ▲9.3%2,1950.1%MedicalCVXChevron$211,492$56,274 ▼-21.0%1,4770.1%EnergyIUSBiShares Core Total USD Bond Market ETF$0$11,513,825 ▼-100.0%00.0%ManufacturingDYNFiShares U.S. Equity Factor Rotation Active ETF$0$4,758,391 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$2,495,724 ▼-100.0%00.0%ETFGSYInvesco Ultra Short Duration ETF$0$350,188 ▼-100.0%00.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$0$280,683 ▼-100.0%00.0%ETFMDLZMondelez International$0$221,191 ▼-100.0%00.0%Consumer StaplesUNHUnitedHealth Group$0$205,834 ▼-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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