Leslie Global Wealth, LLC Top Holdings and 13F Report (2026) About Leslie Global Wealth, LLCInvestment ActivityLeslie Global Wealth, LLC has $189.76 million in total holdings as of March 31, 2026.Leslie Global Wealth, LLC owns shares of 79 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.62% of the portfolio was purchased this quarter.About 18.82% of the portfolio was sold this quarter.This quarter, Leslie Global Wealth, LLC has purchased 72 new stocks and bought additional shares in 35 stocks.Leslie Global Wealth, LLC sold shares of 30 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $31,482,471SPDR Portfolio S&P 500 Value ETF $27,937,846SPDR Portfolio S&P 500 ETF $26,533,356SPDR Portfolio Developed World ex-US ETF $11,497,044Apple $7,332,247 Largest New Holdings this Quarter 464287408 - iShares S&P 500 Value ETF $2,074,760 Holding36828A101 - GE VERNOVA INC $271,472 Holding025537101 - American Electric Power $270,025 Holding038222105 - Applied Materials $252,925 Holding22160K105 - Costco Wholesale $226,190 Holding Largest Purchases this Quarter iShares S&P 500 Value ETF 9,826 shares (about $2.07M)SPDR S&P 600 Small Cap Value ETF 20,745 shares (about $2.05M)SPDR Portfolio Emerging Markets ETF 19,625 shares (about $920.61K)SPDR Portfolio Developed World ex-US ETF 14,259 shares (about $650.92K)GE VERNOVA INC 311 shares (about $271.47K) Largest Sales this Quarter iShares Gold Trust 15,635 shares (about $1.38M)SPDR Portfolio S&P 500 ETF 17,469 shares (about $1.34M)iShares S&P 500 Growth ETF 7,761 shares (about $877.85K)iShares Russell 2000 ETF 2,163 shares (about $536.42K)SPDR Portfolio S&P 500 Growth ETF 4,541 shares (about $444.61K) 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$31,482,471$444,609 â–¼-1.4%321,54516.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$27,937,846$253,195 â–²0.9%493,77614.7%ETFSPLGSPDR Portfolio S&P 500 ETF$26,533,356$1,337,077 â–¼-4.8%346,66014.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$11,497,044$650,923 â–²6.0%251,8526.1%ETFAAPLApple$7,332,247$17,004 â–¼-0.2%28,8913.9%Computer and TechnologyIAUiShares Gold Trust$6,812,035$1,378,382 â–¼-16.8%77,2693.6%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$6,541,368$1,063 â–¼0.0%135,3763.4%ETFWTVWisdomTree U.S. Value Fund$6,496,299$230,478 â–¼-3.4%68,5773.4%FinanceQQQInvesco QQQ$6,068,471$17,315 â–¼-0.3%10,5143.2%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$5,716,136$280,391 â–¼-4.7%59,1613.0%ETFQUALiShares MSCI USA Quality Factor ETF$5,042,137$297,544 â–¼-5.6%28,1642.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,918,091$920,609 â–²23.0%104,8412.6%ETFPFFVGlobal X Variable Rate Preferred ETF$3,485,958$210,709 â–¼-5.7%159,6991.8%ETFIWMiShares Russell 2000 ETF$2,848,280$536,424 â–¼-15.8%11,4851.5%FinanceORealty Income$2,509,420$176,994 â–¼-6.6%41,0171.3%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$2,334,047$2,049,863 â–²721.3%23,6211.2%ETFIVEiShares S&P 500 Value ETF$2,074,760$2,074,760 â–²New Holding9,8261.1%ETFNVDANVIDIA$1,996,531$97,838 â–²5.2%11,4481.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,253,205$435,077 â–¼-25.8%1,9270.7%FinanceAMZNAmazon.com$1,169,436$4,374 â–²0.4%5,6150.6%Retail/WholesaleMSFTMicrosoft$1,129,019$48,122 â–²4.5%3,0500.6%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,111,047$47,157 â–²4.4%11,4270.6%ETFORCLOracle$849,413$15,299 â–²1.8%5,7740.4%Computer and TechnologyLLYEli Lilly and Company$789,163$3,679 â–¼-0.5%8580.4%MedicalAVGOBroadcom$768,513$35,284 â–²4.8%2,4830.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$765,302$877,846 â–¼-53.4%6,7660.4%ETFMETAMeta Platforms$728,894$17,736 â–²2.5%1,2740.4%Computer and TechnologyGSThe Goldman Sachs Group$718,246$85,445 â–²13.5%8490.4%FinanceBACBank of America$708,045$14,186 â–¼-2.0%14,5240.4%FinanceGOOGLAlphabet$685,255$5,751 â–²0.8%2,3830.4%Computer and TechnologyPMPhilip Morris International$669,462$3,141 â–²0.5%4,0490.4%Consumer StaplesGOOGAlphabet$668,958$4,590 â–¼-0.7%2,3320.4%Computer and TechnologyABBVAbbVie$639,203$98,958 â–¼-13.4%2,9390.3%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$577,158$2,724 â–²0.5%9,7460.3%ETFNEENextEra Energy$562,481$15,047 â–¼-2.6%6,0560.3%UtilitiesSPHYSPDR Portfolio High Yield Bond ETF$547,950$147,732 â–¼-21.2%23,4970.3%ETFXLGInvesco S&P 500 Top 50 ETF$541,518$314,972 â–¼-36.8%9,9270.3%ETFBRK.BBerkshire Hathaway$515,619$17,251 â–²3.5%1,0760.3%FinanceXOMExxonMobil$496,764$6,786 â–²1.4%2,9280.3%EnergyURIUnited Rentals$496,149$6,557 â–¼-1.3%6810.3%ConstructionJNJJohnson & Johnson$480,325$12,711 â–²2.7%1,9650.3%MedicalVZVerizon Communications$470,575$3,464 â–²0.7%9,3740.2%Computer and TechnologyHONHoneywell International$455,903$5,877 â–²1.3%2,0170.2%Multi-Sector ConglomeratesTSMTaiwan Semiconductor Manufacturing$447,108$38,864 â–²9.5%1,3230.2%Computer and TechnologyTSLATesla$410,040$63,941 â–¼-13.5%1,1030.2%Auto/Tires/TrucksWALMART INC$408,260$12,428 â–¼-3.0%3,2850.2%COMESEversource Energy$405,149$84,937 â–¼-17.3%5,8480.2%UtilitiesJPMJPMorgan Chase & Co.$382,702$4,412 â–²1.2%1,3010.2%FinanceREAVES UTIL INCOME FD$379,7200.0%9,6670.2%COM SH BEN INTMOAltria Group$359,580$2,310 â–²0.6%5,4490.2%Consumer StaplesMCDMcDonald's$338,140$7,770 â–²2.4%1,0880.2%Retail/WholesaleRTXRTX$331,981$2,701 â–²0.8%1,7210.2%AerospaceMAMastercard$331,774$2,998 â–¼-0.9%6640.2%Business ServicesSOSouthern$328,844$16,601 â–²5.3%3,4070.2%UtilitiesCVXChevron$328,350$8,276 â–¼-2.5%1,5870.2%EnergyCPCanadian Pacific Kansas City$325,652$2,202 â–²0.7%4,1400.2%TransportationMUMicron Technology$320,610$6,419 â–²2.0%9490.2%Computer and TechnologyMRKMerck & Co., Inc.$289,899$20,570 â–¼-6.6%2,4100.2%MedicalGE VERNOVA INC$271,472$271,472 â–²New Holding3110.1%COMAEPAmerican Electric Power$270,025$270,025 â–²New Holding2,0600.1%UtilitiesCMICummins$269,010$32,281 â–¼-10.7%5000.1%Auto/Tires/TrucksGEGE Aerospace$268,163$284 â–²0.1%9450.1%AerospaceABTAbbott Laboratories$264,273$23,614 â–¼-8.2%2,5740.1%MedicalIBMInternational Business Machines$255,964$4,605 â–²1.8%1,0560.1%Computer and TechnologyAMATApplied Materials$252,925$252,925 â–²New Holding7400.1%Computer and TechnologyALLAllstate$236,782$1,037 â–²0.4%1,1420.1%FinanceAONAON$233,693$323 â–²0.1%7240.1%FinanceNICENiCE$231,4360.0%2,0990.1%Computer and TechnologyVVisa$228,796$4,231 â–²1.9%7570.1%Business ServicesCOSTCostco Wholesale$226,190$226,190 â–²New Holding2270.1%Retail/WholesaleTAT&T$225,020$225,020 â–²New Holding7,7620.1%Computer and TechnologyHUBBHubbell$222,3050.0%4530.1%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$221,476$4,990 â–²2.3%1,1540.1%ETFAMDAdvanced Micro Devices$217,060$11,189 â–²5.4%1,0670.1%Computer and TechnologyNEMNewmont$216,067$216,067 â–²New Holding1,9960.1%Basic MaterialsJPSTJPMorgan Ultra-Short Income ETF$212,815$212,815 â–²New Holding4,2050.1%ETFSHELShell$207,483$207,483 â–²New Holding2,2310.1%EnergyLAM RESEARCH CORP$207,464$207,464 â–²New Holding9710.1%COM NEWCATCaterpillar$204,745$204,745 â–²New Holding2890.1%IndustrialsJAAAJanus Henderson AAA CLO ETF$0$27,565,695 â–¼-100.0%00.0%ETFJMUBJPMorgan Municipal ETF$0$556,743 â–¼-100.0%00.0%ETFUBERUber Technologies$0$265,966 â–¼-100.0%00.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$0$223,432 â–¼-100.0%00.0%CL AShowing 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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