Leslie Global Wealth, LLC Top Holdings and 13F Report (2025)

About Leslie Global Wealth, LLC

Investment Activity

Leslie Global Wealth, LLC has $213.19 million in total holdings as of September 30, 2025.
Leslie Global Wealth, LLC owns shares of 73 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 20.29% of the portfolio was purchased this quarter.
About 15.05% of the portfolio was sold this quarter.
This quarter, Leslie Global Wealth, LLC has purchased 73 new stocks and bought additional shares in 30 stocks.
Leslie Global Wealth, LLC sold shares of 31 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 Growth ETF: $32,766,080
SPDR Portfolio S&P 500 ETF: $27,392,443
Janus Henderson AAA CLO ETF: $26,515,640
SPDR Portfolio S&P 500 Value ETF: $23,125,727
SPDR Portfolio Developed World ex-US ETF: $9,940,930

Largest New Holdings this Quarter

47103U845 - Janus Henderson AAA CLO ETF: $26,515,640 Holding
464285204 - iShares Gold Trust: $6,944,732 Holding
81369Y209 - Health Care Select Sector SPDR Fund: $1,331,996 Holding
02209S103 - Altria Group: $358,772 Holding
13646K108 - Canadian Pacific Kansas City: $257,139 Holding

Largest Purchases this Quarter

Janus Henderson AAA CLO ETF: 522,167 shares (about $26.52M)
iShares Gold Trust: 95,434 shares (about $6.94M)
Realty Income: 39,991 shares (about $2.43M)
SPDR Portfolio S&P 500 Value ETF: 41,721 shares (about $2.31M)
Health Care Select Sector SPDR Fund: 9,571 shares (about $1.33M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF: 79,078 shares (about $8.26M)
SPDR Portfolio S&P 500 ETF: 70,210 shares (about $5.50M)
iShares S&P 500 Value ETF: 14,500 shares (about $2.99M)
iShares S&P 500 Growth ETF: 12,965 shares (about $1.57M)
SPDR Portfolio Developed World ex-US ETF: 21,867 shares (about $935.69K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPYG SPDR Portfolio S&P 500 Growth ETF	$32,766,080	$8,264,442 ▼	-20.1%	313,521	15.4%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$27,392,443	$5,500,251 ▼	-16.7%	349,661	12.8%	ETF
JAAA Janus Henderson AAA CLO ETF	$26,515,640	$26,515,640 ▲	New Holding	522,167	12.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$23,125,727	$2,308,423 ▲	11.1%	417,960	10.8%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$9,940,930	$935,689 ▼	-8.6%	232,319	4.7%	ETF
AAPL Apple	$7,334,363	$77,153 ▲	1.1%	28,804	3.4%	Computer and Technology
IAU iShares Gold Trust	$6,944,732	$6,944,732 ▲	New Holding	95,434	3.3%	Finance
WTV WisdomTree U.S. Value Fund	$6,638,269	$423,834 ▼	-6.0%	72,940	3.1%	Finance
QQQ Invesco QQQ	$6,580,656	$879,542 ▼	-11.8%	10,961	3.1%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$6,154,909	$820,327 ▼	-11.8%	132,878	2.9%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$5,618,518	$774,379 ▲	16.0%	59,575	2.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$5,519,132	$797,256 ▼	-12.6%	28,376	2.6%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$4,006,796	$1,020,739 ▲	34.2%	85,597	1.9%	ETF
PFFV Global X Variable Rate Preferred ETF	$3,654,810	$145,286 ▼	-3.8%	158,080	1.7%	ETF
IWM iShares Russell 2000 ETF	$2,847,627	$578,526 ▼	-16.9%	11,769	1.3%	Finance
O Realty Income	$2,675,550	$2,431,053 ▲	994.3%	44,013	1.3%	Finance
NVDA NVIDIA	$2,264,521	$8,396 ▲	0.4%	12,137	1.1%	Computer and Technology
IVE iShares S&P 500 Value ETF	$2,110,532	$2,994,395 ▼	-58.7%	10,220	1.0%	ETF
ORCL Oracle	$1,604,193	$9,000 ▲	0.6%	5,704	0.8%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$1,594,714	$94,326 ▲	6.3%	29,603	0.7%	ETF
MSFT Microsoft	$1,571,978	$167,298 ▲	11.9%	3,035	0.7%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$1,331,996	$1,331,996 ▲	New Holding	9,571	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$1,327,697	$433,683 ▼	-24.6%	1,993	0.6%	Finance
XLC Communication Services Select Sector SPDR Fund	$1,317,340	$120,027 ▼	-8.4%	11,129	0.6%	ETF
AMZN Amazon.com	$1,209,831	$4,611 ▲	0.4%	5,510	0.6%	Retail/Wholesale
IWR iShares Russell Mid-Cap ETF	$1,021,113	$23,075 ▼	-2.2%	10,576	0.5%	ETF
META Meta Platforms	$944,413	$8,813 ▲	0.9%	1,286	0.4%	Computer and Technology
ABBV AbbVie	$900,922	$9,956 ▲	1.1%	3,891	0.4%	Medical
AVGO Broadcom	$814,218	$6,598 ▼	-0.8%	2,468	0.4%	Computer and Technology
BAC Bank of America	$758,270	$17,592 ▲	2.4%	14,698	0.4%	Finance
IVW iShares S&P 500 Growth ETF	$676,394	$1,565,134 ▼	-69.8%	5,603	0.3%	ETF
PM Philip Morris International	$654,153	$1,784 ▲	0.3%	4,033	0.3%	Consumer Staples
URI United Rentals	$651,078		0.0%	682	0.3%	Construction
LLY Eli Lilly and Company	$650,076	$6,104 ▼	-0.9%	852	0.3%	Medical
XLG Invesco S&P 500 Top 50 ETF	$633,238	$330,855 ▼	-34.3%	11,009	0.3%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$576,619	$197,697 ▼	-25.5%	24,086	0.3%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$571,442	$185,124 ▼	-24.5%	9,992	0.3%	ETF
TSLA Tesla	$566,129	$15,120 ▲	2.7%	1,273	0.3%	Auto/Tires/Trucks
GOOG Alphabet	$554,563	$3,653 ▼	-0.7%	2,277	0.3%	Computer and Technology
GOOGL Alphabet	$548,677	$12,641 ▲	2.4%	2,257	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$514,303	$2,011 ▲	0.4%	1,023	0.2%	Finance
NEE NextEra Energy	$468,491	$28,611 ▼	-5.8%	6,206	0.2%	Utilities
HON Honeywell International	$426,052	$7,789 ▼	-1.8%	2,024	0.2%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$416,821	$2,679 ▲	0.6%	3,112	0.2%	Medical
ES Eversource Energy	$416,027	$52,999 ▼	-11.3%	5,848	0.2%	Utilities
VZ Verizon Communications	$413,693	$1,802 ▲	0.4%	9,412	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$399,334	$2,523 ▲	0.6%	1,266	0.2%	Finance
MA Mastercard	$385,084	$2,844 ▲	0.7%	677	0.2%	Business Services
REAVES UTIL INCOME FD	$383,007		0.0%	9,667	0.2%	COM SH BEN INT
XOM Exxon Mobil	$364,408	$51,301 ▲	16.4%	3,232	0.2%	Energy
TSM Taiwan Semiconductor Manufacturing	$361,401	$21,226 ▼	-5.5%	1,294	0.2%	Computer and Technology
MO Altria Group	$358,772	$358,772 ▲	New Holding	5,431	0.2%	Consumer Staples
WMT Walmart	$349,167	$8,657 ▲	2.5%	3,388	0.2%	Retail/Wholesale
JNJ Johnson & Johnson	$347,663	$40,422 ▲	13.2%	1,875	0.2%	Medical
SO Southern	$321,270	$379 ▲	0.1%	3,390	0.2%	Utilities
MCD McDonald's	$320,908	$68,375 ▲	27.1%	1,056	0.2%	Retail/Wholesale
SLYV SPDR S&P 600 Small Cap Value ETF	$312,757	$6,560 ▼	-2.1%	3,528	0.1%	ETF
NICE Nice	$303,893		0.0%	2,099	0.1%	Computer and Technology
ULST SPDR SSgA Ultra Short Term Bond ETF	$301,635	$27,547 ▼	-8.4%	7,413	0.1%	ETF
IBM International Business Machines	$292,600	$564 ▲	0.2%	1,037	0.1%	Computer and Technology
GE GE Aerospace	$286,681	$6,016 ▼	-2.1%	953	0.1%	Aerospace
RTX RTX	$286,636	$34,637 ▲	13.7%	1,713	0.1%	Aerospace
V Visa	$263,545	$4,097 ▼	-1.5%	772	0.1%	Business Services
CP Canadian Pacific Kansas City	$257,139	$257,139 ▲	New Holding	3,452	0.1%	Transportation
CVX Chevron	$248,619	$19,256 ▲	8.4%	1,601	0.1%	Energy
ALL Allstate	$246,418		0.0%	1,148	0.1%	Finance
NFLX Netflix	$244,580	$10,790 ▼	-4.2%	204	0.1%	Consumer Discretionary
JMUB JPMorgan Municipal ETF	$236,655	$235,387 ▼	-49.9%	4,665	0.1%	ETF
AEP American Electric Power	$230,738	$338 ▲	0.1%	2,051	0.1%	Utilities
PALANTIR TECHNOLOGIES INC	$227,843	$227,843 ▲	New Holding	1,249	0.1%	CL A
MRK Merck & Co., Inc.	$213,434	$213,434 ▲	New Holding	2,543	0.1%	Medical
COST Costco Wholesale	$211,969	$3,703 ▼	-1.7%	229	0.1%	Retail/Wholesale
CMI Cummins	$211,185	$211,185 ▲	New Holding	500	0.1%	Auto/Tires/Trucks
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$0	$3,638,964 ▼	-100.0%	0	0.0%	ETF
XLI Industrial Select Sector SPDR Fund	$0	$1,309,092 ▼	-100.0%	0	0.0%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$0	$681,590 ▼	-100.0%	0	0.0%	ETF
GS The Goldman Sachs Group	$0	$588,848 ▼	-100.0%	0	0.0%	Finance
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$0	$481,714 ▼	-100.0%	0	0.0%	ETF
UBER Uber Technologies	$0	$304,158 ▼	-100.0%	0	0.0%	Computer and Technology
AON AON	$0	$256,154 ▼	-100.0%	0	0.0%	Finance
RVTY Revvity	$0	$212,300 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Leslie Global Wealth, LLC Top Holdings and 13F Report (2025)

About Leslie Global Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Leslie Global Wealth, LLC Top Holdings and 13F Report (2025)

About Leslie Global Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeslie Global Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools