Leslie Global Wealth, LLC Top Holdings and 13F Report (2025) About Leslie Global Wealth, LLCInvestment ActivityLeslie Global Wealth, LLC has $205.42 million in total holdings as of March 31, 2025.Leslie Global Wealth, LLC owns shares of 75 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 6.20% of the portfolio was purchased this quarter.About 7.76% of the portfolio was sold this quarter.This quarter, Leslie Global Wealth, LLC has purchased 71 new stocks and bought additional shares in 36 stocks.Leslie Global Wealth, LLC sold shares of 28 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $32,374,402SPDR Portfolio S&P 500 ETF $24,656,778SPDR Portfolio S&P 500 Value ETF $18,618,743iShares Core Total USD Bond Market ETF $11,513,825SPDR Portfolio Intermediate Term Treasury ETF $11,190,013 Largest New Holdings this Quarter 11135F101 - Broadcom $443,020 Holding46090A887 - Invesco Ultra Short Duration ETF $350,188 Holding842587107 - Southern $310,699 Holding478160104 - Johnson & Johnson $295,859 Holding78464A474 - SPDR Portfolio Short Term Corporate Bond ETF $280,683 Holding Largest Purchases this Quarter iShares MSCI USA Quality Factor ETF 16,643 shares (about $2.84M)SPDR Portfolio S&P 500 Growth ETF 30,830 shares (about $2.48M)SPDR Portfolio Intermediate Term Corporate Bond ETF 34,910 shares (about $1.16M)SPDR Portfolio S&P 500 ETF 13,884 shares (about $913.01K)SPDR Portfolio S&P 500 Value ETF 12,608 shares (about $643.89K) Largest Sales this Quarter JPMorgan Municipal ETF 127,897 shares (about $6.48M)iShares U.S. Equity Factor Rotation Active ETF 47,663 shares (about $2.32M)SPDR Portfolio S&P 400 Mid Cap ETF 26,053 shares (about $1.33M)NVIDIA 2,923 shares (about $316.79K)SPDR Portfolio Intermediate Term Treasury ETF 8,498 shares (about $242.87K) 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$32,374,402$2,477,807 ▲8.3%402,81715.8%ETFSPLGSPDR Portfolio S&P 500 ETF$24,656,778$913,012 ▲3.8%374,95112.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$18,618,743$643,891 ▲3.6%364,5739.1%ETFIUSBiShares Core Total USD Bond Market ETF$11,513,825$208,604 ▼-1.8%249,8665.6%ManufacturingSPTISPDR Portfolio Intermediate Term Treasury ETF$11,190,013$242,873 ▼-2.1%391,5335.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,995,102$237,465 ▼-2.6%247,0514.4%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$7,920,669$119,621 ▼-1.5%359,2143.9%ETFQUALiShares MSCI USA Quality Factor ETF$7,804,205$2,844,122 ▲57.3%45,6683.8%ETFQQQInvesco QQQ$6,959,242$344,187 ▲5.2%14,8413.4%FinanceWTVWisdomTree U.S. Value Fund$6,443,525$34,922 ▲0.5%78,4173.1%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$6,175,532$410,493 ▲7.1%151,5103.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$6,134,442$1,160,408 ▲23.3%184,5503.0%ETFAAPLApple$5,789,596$61,308 ▲1.1%26,0642.8%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$4,758,391$2,324,048 ▼-32.8%97,5882.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$3,940,093$377,650 ▲10.6%47,4711.9%ETFPFFVGlobal X Variable Rate Preferred ETF$3,648,632$19,993 ▼-0.5%154,2111.8%ETFORealty Income$2,569,611$3,133 ▲0.1%44,2961.3%FinanceXLKTechnology Select Sector SPDR Fund$2,495,724$183,148 ▲7.9%12,0871.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,363,539$15,197 ▲0.6%60,0341.2%ETFIWMiShares Russell 2000 ETF$2,353,184$172,958 ▲7.9%11,7961.1%FinanceIVEiShares S&P 500 Value ETF$2,325,648$45,358 ▼-1.9%12,2031.1%ETFXLFFinancial Select Sector SPDR Fund$1,446,433$135,682 ▼-8.6%29,0390.7%ETFXLIIndustrial Select Sector SPDR Fund$1,266,267$655 ▲0.1%9,6610.6%ETFXLCCommunication Services Select Sector SPDR Fund$1,157,111$101,755 ▼-8.1%11,9970.6%ETFAMZNAmazon.com$1,036,156$117,581 ▼-10.2%5,4460.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$916,840$417,864 ▲83.7%1,6390.4%FinanceIWRiShares Russell Mid-Cap ETF$888,896$48,320 ▲5.7%10,4490.4%ETFMSFTMicrosoft$873,908$174,932 ▼-16.7%2,3280.4%Computer and TechnologyORCLOracle$857,455$5,313 ▼-0.6%6,1330.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$845,310$63,496 ▼-7.0%9,1060.4%ETFNVDANVIDIA$832,142$316,795 ▼-27.6%7,6780.4%Computer and TechnologyMETAMeta Platforms$729,095$2,882 ▼-0.4%1,2650.4%Computer and TechnologyABBVAbbVie$698,330$15,085 ▲2.2%3,3330.3%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$687,757$1,333,393 ▼-66.0%13,4380.3%ETFBACBank of America$601,705$4,423 ▼-0.7%14,4190.3%FinanceSPHYSPDR Portfolio High Yield Bond ETF$601,472$23,888 ▼-3.8%25,6820.3%ETFBRK.BBerkshire Hathaway$545,362$44,204 ▲8.8%1,0240.3%FinanceJMUBJPMorgan Municipal ETF$523,514$6,475,423 ▼-92.5%10,3400.3%ETFXLGInvesco S&P 500 Top 50 ETF$511,282$29,775 ▼-5.5%11,1100.2%ETFNEENextEra Energy$461,210$17,368 ▼-3.6%6,5060.2%UtilitiesGSThe Goldman Sachs Group$450,143$1,639 ▲0.4%8240.2%FinanceAVGOBroadcom$443,020$443,020 ▲New Holding2,6460.2%Computer and TechnologyHONHoneywell International$427,735$2,753 ▲0.6%2,0200.2%Multi-Sector ConglomeratesURIUnited Rentals$427,409$1,880 ▲0.4%6820.2%ConstructionVZVerizon Communications$417,131$12,882 ▲3.2%9,1960.2%Computer and TechnologyESEversource Energy$407,317$186 ▲0.0%6,5580.2%UtilitiesABTAbbott Laboratories$367,043$14,857 ▲4.2%2,7670.2%MedicalGOOGAlphabet$356,361$6,874 ▼-1.9%2,2810.2%Computer and TechnologyMAMastercard$356,278$4,385 ▲1.2%6500.2%Business ServicesGSYInvesco Ultra Short Duration ETF$350,188$350,188 ▲New Holding6,9870.2%ETFXOMExxon Mobil$343,589$33,419 ▲10.8%2,8890.2%EnergyGOOGLAlphabet$339,589$6,186 ▼-1.8%2,1960.2%Computer and TechnologyNICENICE$323,6030.0%2,0990.2%Computer and TechnologyREAVES UTIL INCOME FD$314,5640.0%9,6670.2%COM SH BEN INTCVXChevron$312,832$10,205 ▼-3.2%1,8700.2%EnergySOSouthern$310,699$310,699 ▲New Holding3,3790.2%UtilitiesTSLATesla$303,217$46,130 ▼-13.2%1,1700.1%Auto/Tires/TrucksSLYVSPDR S&P 600 Small Cap Value ETF$301,213$23,520 ▲8.5%3,8420.1%ETFJNJJohnson & Johnson$295,859$295,859 ▲New Holding1,7840.1%MedicalAONAON$295,726$1,596 ▲0.5%7410.1%FinanceLLYEli Lilly and Company$289,894$36,340 ▼-11.1%3510.1%MedicalJPMJPMorgan Chase & Co.$288,963$6,623 ▲2.3%1,1780.1%FinanceULSTSPDR SSgA Ultra Short Term Bond ETF$287,680$56,991 ▲24.7%7,0770.1%ETFWMTWalmart$284,615$7,726 ▲2.8%3,2420.1%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$280,683$280,683 ▲New Holding9,3250.1%ETFIBMInternational Business Machines$269,547$35,310 ▲15.1%1,0840.1%Computer and TechnologyVVisa$261,093$18,224 ▲7.5%7450.1%Business ServicesMCDMcDonald's$257,393$27,176 ▲11.8%8240.1%Retail/WholesaleALLAllstate$236,060$6,419 ▲2.8%1,1400.1%FinanceTSMTaiwan Semiconductor Manufacturing$233,064$1,992 ▼-0.8%1,4040.1%Computer and TechnologyAEPAmerican Electric Power$224,878$37,589 ▼-14.3%2,0580.1%UtilitiesMDLZMondelez International$221,191$221,191 ▲New Holding3,2600.1%Consumer StaplesRVTYRevvity$212,5520.0%2,0090.1%MedicalUBERUber Technologies$207,870$207,870 ▲New Holding2,8530.1%Computer and TechnologyUNHUnitedHealth Group$205,834$205,834 ▲New Holding3930.1%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$0$2,030,191 ▼-100.0%00.0%ManufacturingPFFDGlobal X U.S. Preferred ETF$0$1,292,409 ▼-100.0%00.0%ETFCPCanadian Pacific Kansas City$0$251,920 ▼-100.0%00.0%TransportationMRKMerck & Co., Inc.$0$222,736 ▼-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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