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Leslie Global Wealth, LLC Top Holdings and 13F Report (2026)

About Leslie Global Wealth, LLC

Investment Activity

  • Leslie Global Wealth, LLC has $271.58 million in total holdings as of September 30, 2026.
  • Leslie Global Wealth, LLC owns shares of 90 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 7.91% of the portfolio was purchased this quarter.
  • About 0.99% of the portfolio was sold this quarter.
  • This quarter, Leslie Global Wealth, LLC has purchased 85 new stocks and bought additional shares in 48 stocks.
  • Leslie Global Wealth, LLC sold shares of 30 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$479,406 Holding
714046109 - Revvity
$305,780 Holding
438516205 - HONEYWELL INTL INC
$286,457 Holding
22788C105 - CrowdStrike
$267,133 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF
$242,716 Holding

Largest Purchases this Quarter

WisdomTree U.S. Value Fund
30,242 shares (about $3.10M)
iShares MSCI USA Quality Factor ETF
12,209 shares (about $2.71M)
iShares S&P 500 Value ETF
10,865 shares (about $2.48M)
SPDR Portfolio S&P 500 ETF
23,795 shares (about $2.14M)
iShares Core Total USD Bond Market ETF
31,116 shares (about $1.37M)

Largest Sales this Quarter

Meta Platforms
342 shares (about $248.01K)
SPDR Portfolio S&P 500 Growth ETF
1,629 shares (about $200.50K)
SPDR Portfolio S&P 600 Small Cap ETF
2,749 shares (about $145.31K)
NVIDIA
366 shares (about $83.59K)
Advanced Micro Devices
112 shares (about $68.52K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeslie Global Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$38,610,811$200,497 ▼-0.5%313,70514.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$32,315,754$2,135,839 ▲7.1%360,02411.9%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$30,486,937$5,868 ▲0.0%498,72311.2%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$13,646,496$512,428 ▲3.9%500,2385.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$12,615,714$402,132 ▲3.3%251,2594.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$11,271,388$1,371,904 ▲13.9%255,6454.2%ETF
Apple Inc. stock logo
AAPL
Apple
$9,740,502$62,275 ▼-0.6%29,2493.6%Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$8,975,162$2,713,328 ▲43.3%40,3853.3%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$8,236,048$283,684 ▲3.6%76,9943.0%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$7,392,798$365,732 ▲5.2%229,0212.7%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$7,184,634$286,848 ▲4.2%339,8602.6%ETF
WTV
WisdomTree U.S. Value Fund
$7,159,597$3,097,974 ▲76.3%69,8912.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$7,092,915$102,828 ▲1.5%9,5882.6%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$7,029,156$218,055 ▲3.2%90,0022.6%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$6,135,159$145,313 ▼-2.3%116,0642.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$5,025,430$281,005 ▲5.9%97,0911.9%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,724,939$2,480,262 ▲110.5%20,6981.7%ETF
PFFV
Global X Variable Rate Preferred ETF
$3,826,302$268,845 ▲7.6%175,5991.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,597,564$576,344 ▲19.1%12,9461.3%ETF
J P MORGAN EXCHANGE TRADED F
$3,401,447$420,940 ▲14.1%71,4891.3%MUNICIPAL ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,601,948$83,588 ▼-3.1%11,3931.0%Technology
Realty Income Corporation stock logo
O
Realty Income
$2,404,241$45,883 ▲1.9%44,2770.9%Real Estate
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$2,255,472$51,790 ▼-2.2%22,0800.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,007,146$1,071,644 ▲114.6%14,1090.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,969,111$497,235 ▲33.8%2,5820.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,629,719$20,006 ▲1.2%3,1770.6%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,450,800$272,321 ▲23.1%5,8230.5%Consumer Discretionary
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,307,265$7,469 ▲0.6%12,2510.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,011,288$5,785 ▲0.6%8740.4%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,000,138$12,781 ▼-1.3%9390.4%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$884,974$10,666 ▼-1.2%2,5720.3%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$862,874$40,738 ▼-4.5%2,4570.3%Technology
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$855,491$252,405 ▲41.9%13,4490.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$785,555$5,232 ▲0.7%3,0030.3%Healthcare
Bank of America Corporation stock logo
BAC
Bank of America
$773,396$3,756 ▲0.5%14,2090.3%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$772,630$390,990 ▲102.5%4,0490.3%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$770,072$30,667 ▼-3.8%2,2600.3%Communication Services
Oracle Corporation stock logo
ORCL
Oracle
$768,468$42,151 ▼-5.2%5,5970.3%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$766,206$1,801 ▲0.2%8510.3%Finance
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$723,671$312,239 ▲75.9%32,0350.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$685,295$248,012 ▼-26.6%9450.3%Communication Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$683,385$9,124 ▲1.4%1,4980.3%Technology
United Rentals, Inc. stock logo
URI
United Rentals
$681,5310.0%6810.3%Industrials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$571,384$68,517 ▼-10.7%9340.2%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$540,276$2,988 ▲0.6%1,0850.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$520,938$2,647 ▲0.5%1,9680.2%Healthcare
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$511,176$2,269 ▲0.4%8,1090.2%ETF
EXXONMOBIL HOLDINGS CORP
$479,406$479,406 ▲New Holding2,9460.2%COM SHS
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$461,560$7,877 ▲1.7%6,0940.2%Utilities
Eversource Energy stock logo
ES
Eversource Energy
$445,206$5,774 ▼-1.3%6,9390.2%Utilities
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$437,967$189,139 ▲76.0%8,6950.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$424,455$2,316 ▼-0.5%1,2830.2%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$411,515$19,495 ▼-4.5%8,9710.2%Communication Services
Intel Corporation stock logo
INTC
Intel
$407,459$31,500 ▼-7.2%3,3890.2%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$405,193$11,354 ▲2.9%1,1420.1%Consumer Discretionary
Altria Group, Inc. stock logo
MO
Altria Group
$390,457$13,536 ▲3.6%5,7980.1%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$372,242$1,654 ▲0.4%6750.1%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$362,057$8,693 ▼-2.3%7080.1%Technology
WALMART INC
$358,744$17,251 ▲5.1%3,4520.1%COM
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$354,101$340 ▲0.1%4,1610.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$351,796$872 ▼-0.2%2,4210.1%Healthcare
REAVES UTIL INCOME FD
$332,0610.0%9,6670.1%COM SH BEN INT
Chevron Corporation stock logo
CVX
Chevron
$331,268$10,212 ▲3.2%1,6220.1%Energy
GE Aerospace stock logo
GE
GE Aerospace
$316,662$312 ▲0.1%1,0140.1%Industrials
GE VERNOVA INC
$313,662$3,802 ▲1.2%3300.1%COM
Revvity Inc. stock logo
RVTY
Revvity
$305,780$305,780 ▲New Holding2,0000.1%Healthcare
HONEYWELL AEROSPACE INC
$295,683$1,860 ▼-0.6%1,9080.1%COM
LAM RESEARCH CORP
$295,330$25,295 ▼-7.9%8990.1%COM NEW
Visa Inc. stock logo
V
Visa
$288,550$3,234 ▼-1.1%8030.1%Finance
HONEYWELL INTL INC
$286,457$286,457 ▲New Holding1,3580.1%COM
Cummins Inc. stock logo
CMI
Cummins
$286,180$4,649 ▼-1.6%5540.1%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$269,634$24,852 ▼-8.4%1,2260.1%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$267,133$267,133 ▲New Holding1,0090.1%Technology
Southern Company (The) stock logo
SO
Southern
$266,657$4,144 ▼-1.5%3,2170.1%Utilities
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$260,975$11,635 ▲4.7%11,9330.1%ETF
Western Digital Corporation stock logo
WDC
Western Digital
$258,588$19,087 ▲8.0%5690.1%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$256,052$3,552 ▼-1.4%2,3790.1%Technology
The Allstate Corporation stock logo
ALL
Allstate
$255,805$2,440 ▲1.0%1,1530.1%Finance
ASML Holding N.V. stock logo
ASML
ASML
$255,445$5,435 ▼-2.1%1410.1%Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$242,716$242,716 ▲New Holding1,1670.1%ETF
SK HYNIX INC
$242,526$242,526 ▲New Holding1,3170.1%AMERICAN DEPOSIT
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$241,110$947 ▼-0.4%2,8010.1%Consumer Staples
PALANTIR TECHNOLOGIES INC
$234,935$234,935 ▲New Holding1,2560.1%CL A
SPROTT ASSET MANAGEMENT LP
$233,602$233,602 ▲New Holding12,0600.1%PHYSICAL SILVER
NiCE stock logo
NICE
NiCE
$233,556$233,556 ▲New Holding2,0990.1%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$232,697$2,432 ▼-1.0%2870.1%Industrials
Newmont Corporation stock logo
NEM
Newmont
$226,182$226,182 ▲New Holding1,9610.1%Materials
McDonald's Corporation stock logo
MCD
McDonald's
$215,467$16,859 ▼-7.3%9330.1%Consumer Discretionary
Hubbell Inc stock logo
HUBB
Hubbell
$210,017$4,536 ▲2.2%4630.1%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$203,006$2,731 ▼-1.3%2230.1%Consumer Staples
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$400,316 ▼-100.0%00.0%Energy
RTX Corporation stock logo
RTX
RTX
$0$325,197 ▼-100.0%00.0%Industrials
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$0$284,291 ▼-100.0%00.0%Utilities
KLA Corporation stock logo
KLAC
KLA
$0$272,746 ▼-100.0%00.0%Technology
Aon plc stock logo
AON
AON
$0$239,812 ▼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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