13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001954832
Total reported value
$256.8M
$256.8M
71 檔
34.1%
As reported in its official Q3 2024 Form 13F filing, Leslie Global Wealth, LLC's tracked investment portfolio stood at $256.8M with 71 total positions.
In Q3 2024, Leslie Global Wealth, LLC displayed an active expansion posture, initiating 21 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.91% | -1.98% | +10.97% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.36% | -2.47% | +6.71% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.18% | -2.92% | +3.54% | |
| 4 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.35% | +5.32% | NEW | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.69% | -0.09% | +5.30% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.61% | -1.29% | +4.63% | |
| 7 | O | Realty Income CORP | Stock-Real Estate | 4.07% | -0.27% | +6.97% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 3.77% | +2.83% | NEW | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.54% | -0.78% | +0.81% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.44% | +1.24% | NEW | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.42% | +0.44% | +6.99% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.95% | -0.54% | +25.27% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.67% | -0.22% | +106.91% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.61% | -0.23% | +20.32% | |
| 15 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 2.60% | -0.66% | -4.64% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.49% | -0.49% | -4.75% | |
| 17 | PFFV | Global X Variable Rate Pref | ETF-Other | 2.36% | -0.44% | +6.63% | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.72% | +2.84% | NEW | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.25% | -0.74% | — | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | — | +11.22% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.99% | -0.05% | +104.83% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.10% | +82.46% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.71% | — | +1.49% | |
| 24 | PFFD | Global X US Preferred ETF | ETF-Other | 0.65% | — | +3.96% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.13% | +22.43% | |
| 26 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.62% | -0.12% | +31.34% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.62% | — | +2.42% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.14% | +13.78% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.57% | — | +4.87% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.18% | +20.11% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.11% | +46.94% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.44% | -0.07% | +1.44% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.10% | +8.41% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.34% | -0.06% | +36.53% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | -0.05% | +2.69% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.30% | -0.10% | +152.47% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | -0.06% | — | |
| 38 | URI | United Rentals Inc | Stock-Industrials | 0.27% | +0.04% | +29.25% | |
| 39 | ES | Eversource Energy | Stock-Utilities | 0.25% | -0.01% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.24% | — | +56.57% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.06% | +2.09% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.20% | -0.05% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | -0.02% | — | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.20% | -0.27% | -9.49% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.20% | -0.24% | EXIT | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | -0.05% | — | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.20% | -0.10% | +78.45% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | -0.03% | +31.89% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.10% | +15.24% | |
| 50 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.18% | -0.12% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPEM | State Street Sp Ptf Em ETF | +1.3% | NEW | New buy |
| 2 | IVE | Ishares S&p 500 Value ETF | +1.2% | +106.91% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +104.83% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +25.27% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +82.46% | Add |
| 6 | BAC | Bank Of America CORP | +0.3% | NEW | New buy |
| 7 | O | Realty Income CORP | +0.3% | +6.97% | Add |
| 8 | ES | Eversource Energy | +0.3% | NEW | New buy |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +20.32% | Add |
| 10 | SO | Southern Co/the | +0.2% | NEW | New buy |
| 11 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 13 | NEE | Nextera Energy Inc | +0.2% | +152.47% | Add |
| 14 | NICE | Nice LTD - Spon Adr | +0.2% | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 16 | ORCL | Oracle CORP | +0.2% | +46.94% | Add |
| 17 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 18 | ULST | Ss Ultra Short Tm Bond ETF | +0.1% | NEW | New buy |
| 19 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 20 | AON | Aon plc | +0.1% | NEW | New buy |
| 21 | SBUX | Starbucks CORP | +0.1% | NEW | New buy |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 23 | AEP | American Electric Power | +0.1% | NEW | New buy |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 25 | CORP | Pimco Inv Grade CORP Bd ETF | +0.1% | NEW | New buy |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 27 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 28 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 29 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 30 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +31.34% | Add |
| 31 | URI | United Rentals Inc | +0.1% | +29.25% | Add |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +36.53% | Add |
| 33 | NVDA | Nvidia CORP | 0% | +22.43% | Add |
| 34 | XLK | Ss Technology Select Sector | -0.1% | +11.22% | Add |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.1% | +6.99% | Add |
| 36 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 37 | MRK | Merck & Co. Inc. | -0.2% | EXIT | Sold out |
| 38 | PFFV | Global X Variable Rate Pref | -0.3% | +6.63% | Add |
| 39 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.3% | +6.24% | Add |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.3% | +0.81% | Add |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | +4.63% | Add |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.3% | +5.30% | Add |
| 43 | WTV | Wisdomtree U.s. Value Fund | -0.4% | -4.64% | Trim |
| 44 | JMUB | Jpmorgan Municipal ETF | -0.4% | +4.84% | Add |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.5% | +6.52% | Add |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.6% | +6.71% | Add |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.7% | +10.97% | Add |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.7% | +3.54% | Add |
| 49 | XLE | Ss Energy Select Sector | -0.7% | EXIT | Sold out |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | -0.8% | -19.95% | Trim |
According to official SEC Form 13F filings, Leslie Global Wealth, LLC reported a total U.S. public equity portfolio value of $256.8M across 71 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYM, SPYV) accounted for 34.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPEM
市值: $2.6M
Top Position Liquidated / Trimmed
XLE
前期市值: $1.2M
During Q3 2024, Leslie Global Wealth, LLC's top holdings by market value included SPYG (13.9%)、SPYM (9.4%)、SPYV (9.2%). The largest single position, SPYG, represented 13.9% of total portfolio value.
In Q3 2024, Leslie Global Wealth, LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 24 positions, trimming 2 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.