The Analysis of Leslie Global Wealth, LLC's Holdings


Currently, Leslie Global Wealth, LLC holds 72 types of securities in its portfolio with a total value $222.2M. In the most recent quarter, they have increased their positions in SPYV (+71.3K shares, valued at $4.1M), SPYG (+12.6K shares, valued at $1.3M), SPYM (+14.5K shares, valued at $1.2M); decreased their positions in N/A (-417 shares, valued at $256.2K), NVDA (-1.3K shares, valued at $233.1K), N/A (-2.5K shares, valued at $205.4K); initiated new positions in GS (+748 shares, valued at $657.5K), UBER (+3.3K shares, valued at $266.0K), MU (+930 shares, valued at $265.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST326.1K shares4.01%2025-12-312026-02-02history
SPYM SPDR SERIES TRUST364.1K shares4.14%2025-12-312026-02-02history
SPYV SPDR SERIES TRUST489.3K shares17.07%2025-12-312026-02-02history
JAAA JANUS DETROIT STR TR545.0K shares4.37%2025-12-312026-02-02history
SPDW SPDR INDEX SHS FDS237.6K shares2.27%2025-12-312026-02-02history
AAPL APPLE INC29.0K shares0.53%2025-12-312026-02-02history
ISHARES GOLD TR ISHARES GOLD TR92.9K shares-2.65%2025-12-312026-02-02history
WTV WISDOMTREE TR71.0K shares-2.65%2025-12-312026-02-02history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR10.5K shares-3.80%2025-12-312026-02-02history
SPSM SPDR SERIES TRUST135.4K shares1.90%2025-12-312026-02-02history
QUAL ISHARES TR29.8K shares5.11%2025-12-312026-02-02history
SLYG SPDR SERIES TRUST62.1K shares4.18%2025-12-312026-02-02history
SPEM SPDR INDEX SHS FDS85.2K shares-0.45%2025-12-312026-02-02history
PFFV GLOBAL X FDS169.4K shares7.13%2025-12-312026-02-02history
IWM ISHARES TR13.6K shares15.97%2025-12-312026-02-02history
O REALTY INCOME CORP43.9K shares-0.23%2025-12-312026-02-02history
Sponsored
NVDA NVIDIA CORPORATION10.9K shares-10.30%2025-12-312026-02-02history
IVW ISHARES TR14.5K shares159.27%2025-12-312026-02-02history
SPY SPDR S&P 500 ETF TR2.6K shares30.26%2025-12-312026-02-02history
MSFT MICROSOFT CORP2.9K shares-3.79%2025-12-312026-02-02history
AMZN AMAZON COM INC5.6K shares1.52%2025-12-312026-02-02history
ORCL ORACLE CORP5.7K shares-0.60%2025-12-312026-02-02history
IWR ISHARES TR10.9K shares3.46%2025-12-312026-02-02history
XLG INVESCO EXCHANGE TRADED FD T15.7K shares42.62%2025-12-312026-02-02history
Sponsored
LLY ELI LILLY & CO862 shares1.17%2025-12-312026-02-02history
META META PLATFORMS INC1.2K shares-3.34%2025-12-312026-02-02history
BROADCOM INC BROADCOM INC2.4K shares-4.01%2025-12-312026-02-02history
BAC BANK AMERICA CORP14.8K shares0.80%2025-12-312026-02-02history
ABBV ABBVIE INC3.4K shares-12.77%2025-12-312026-02-02history
ALPHABET INC ALPHABET INC2.4K shares4.70%2025-12-312026-02-02history
ALPHABET INC ALPHABET INC2.3K shares3.12%2025-12-312026-02-02history
SPHY SPDR SERIES TRUST29.8K shares23.86%2025-12-312026-02-02history
Sponsored
GS GOLDMAN SACHS GROUP INC748 sharesnew addition2025-12-312026-02-02history
PM PHILIP MORRIS INTL INC4.0K shares-0.07%2025-12-312026-02-02history
TSLA TESLA INC1.3K shares0.16%2025-12-312026-02-02history
SPMD SPDR SERIES TRUST9.7K shares-2.92%2025-12-312026-02-02history
URI UNITED RENTALS INC690 shares1.17%2025-12-312026-02-02history
JMUB J P MORGAN EXCHANGE TRADED F11.0K shares135.91%2025-12-312026-02-02history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares1.66%2025-12-312026-02-02history
NEE NEXTERA ENERGY INC6.2K shares0.19%2025-12-312026-02-02history
Sponsored
ES EVERSOURCE ENERGY7.1K shares20.96%2025-12-312026-02-02history
JPM JPMORGAN CHASE & CO.1.3K shares1.58%2025-12-312026-02-02history
JNJ JOHNSON & JOHNSON1.9K shares2.03%2025-12-312026-02-02history
HON HONEYWELL INTL INC2.0K shares-1.63%2025-12-312026-02-02history
MA MASTERCARD INCORPORATED670 shares-1.03%2025-12-312026-02-02history
VZ VERIZON COMMUNICATIONS INC9.3K shares-1.14%2025-12-312026-02-02history
WMT WALMART INC3.4K shares-0.09%2025-12-312026-02-02history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares-6.65%2025-12-312026-02-02history
Sponsored
UTG REAVES UTIL INCOME FD9.7K shares0.00%2025-12-312026-02-02history
ABT ABBOTT LABS2.8K shares-9.90%2025-12-312026-02-02history
XOM EXXON MOBIL CORP2.9K shares-10.64%2025-12-312026-02-02history
MCD MCDONALDS CORP1.1K shares0.66%2025-12-312026-02-02history
RTX RTX CORPORATION1.7K shares-0.35%2025-12-312026-02-02history
MO ALTRIA GROUP INC5.4K shares-0.31%2025-12-312026-02-02history
IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2025-12-312026-02-02history
CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.1K shares19.12%2025-12-312026-02-02history
Sponsored
GE AEROSPACE GE AEROSPACE944 shares-0.94%2025-12-312026-02-02history
CMI CUMMINS INC560 shares12.00%2025-12-312026-02-02history
SO SOUTHERN CO3.2K shares-4.57%2025-12-312026-02-02history
MERCK & CO INC MERCK & CO INC2.6K shares1.49%2025-12-312026-02-02history
UBER UBER TECHNOLOGIES INC3.3K sharesnew addition2025-12-312026-02-02history
MU MICRON TECHNOLOGY INC930 sharesnew addition2025-12-312026-02-02history
SLYV SPDR SERIES TRUST2.9K shares-18.48%2025-12-312026-02-02history
V VISA INC743 shares-3.76%2025-12-312026-02-02history
Sponsored
AON PLC AON PLC723 sharesnew addition2025-12-312026-02-02history
CVX CHEVRON CORP NEW1.6K shares1.62%2025-12-312026-02-02history
NICE NICE LTD2.1K shares0.00%2025-12-312026-02-02history
ALL ALLSTATE CORP1.1K shares-0.96%2025-12-312026-02-02history
PLTR PALANTIR TECHNOLOGIES INC1.3K shares0.64%2025-12-312026-02-02history
AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-12-312026-02-02history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2025-12-312026-02-02history
HUBBELL INC HUBBELL INC453 sharesnew addition2025-12-312026-02-02history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available