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CIK: 0001954832
Total reported value
$256.8M
$256.8M
71 檔
38.3%
The Q4 2024 SEC filing reveals that Leslie Global Wealth, LLC held a total portfolio value of $256.8M, covering 71 public equity positions.
Leslie Global Wealth, LLC executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 8 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYM, SPYV) accounted for 38.3% of total reported equity market value during Q4 2024.
| # | 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 | 15.18% | -1.98% | +7.77% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.55% | -2.47% | +26.59% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.35% | -2.92% | -1.52% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.34% | +4.04% | NEW | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.18% | +5.32% | NEW | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.02% | -1.29% | +0.47% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 3.65% | +2.83% | NEW | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.46% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.35% | -0.49% | +34.52% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.22% | +1.24% | NEW | |
| 11 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 3.03% | -0.66% | +16.48% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.00% | -0.54% | -0.98% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.95% | -0.78% | -11.57% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.40% | -0.25% | — | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.28% | +2.84% | NEW | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.80% | +0.44% | -43.18% | |
| 17 | PFFV | Global X Variable Rate Pref | ETF-Other | 1.70% | -0.44% | -23.24% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | — | +1.34% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | -0.23% | -55.07% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.10% | -0.22% | -55.28% | |
| 21 | O | Realty Income CORP | Stock-Real Estate | 1.10% | -0.27% | -66.52% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.06% | -0.74% | -3.98% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.00% | -0.09% | -77.64% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.94% | — | — | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.71% | — | -1.96% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | -0.13% | +0.08% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | -0.18% | -1.54% | |
| 28 | PFFD | Global X US Preferred ETF | ETF-Other | 0.60% | — | +3.05% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.59% | — | +2.49% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.59% | — | +0.97% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.14% | +0.11% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.11% | -0.48% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | -0.05% | -53.95% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | -0.07% | -4.55% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.10% | +0.55% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | -0.06% | +1.18% | |
| 37 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.29% | -0.12% | -49.77% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.27% | -0.06% | -20.09% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | -0.05% | +0.49% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.04% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | -0.10% | -74.55% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | -0.10% | -6.34% | |
| 43 | URI | United Rentals Inc | Stock-Industrials | 0.22% | +0.04% | +0.44% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | -0.05% | +0.61% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | -0.24% | EXIT | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | -0.03% | +1.48% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.06% | +1.29% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | — | +1.96% | |
| 49 | ES | Eversource Energy | Stock-Utilities | 0.17% | -0.01% | -13.24% | |
| 50 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.17% | -0.12% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +5.3% | NEW | New buy |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +3.5% | NEW | New buy |
| 3 | QUAL | Ishares Msci USA Quality Fac | +2.4% | NEW | New buy |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.2% | +26.59% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.3% | +7.77% | Add |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.9% | NEW | New buy |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +34.52% | Add |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | +0.6% | +42.51% | Add |
| 9 | WTV | Wisdomtree U.s. Value Fund | +0.4% | +16.48% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | NEW | New buy |
| 11 | CP | Canadian Pacific Kansas City | +0.1% | NEW | New buy |
| 12 | MRK | Merck & Co. Inc. | +0.1% | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | -1.54% | Trim |
| 15 | AAPL | Apple Inc | +0.1% | -0.98% | Trim |
| 16 | NVDA | Nvidia CORP | 0% | +0.08% | Add |
| 17 | WMT | Walmart Inc | 0% | +21.96% | Add |
| 18 | XLC | Ss Comm Select Sector Spdr | 0% | +0.97% | Add |
| 19 | BAC | Bank Of America CORP | 0% | +1.18% | Add |
| 20 | XLK | Ss Technology Select Sector | — | +1.34% | Add |
| 21 | XOM | Exxon Mobil CORP | -0.1% | -18.45% | Trim |
| 22 | URI | United Rentals Inc | -0.1% | +0.44% | Add |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | -25.74% | Trim |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | -20.09% | Trim |
| 25 | ES | Eversource Energy | -0.1% | -13.24% | Trim |
| 26 | NEE | Nextera Energy Inc | -0.1% | -6.34% | Trim |
| 27 | CORP | Pimco Inv Grade CORP Bd ETF | -0.1% | EXIT | Sold out |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 30 | SBUX | Starbucks CORP | -0.1% | EXIT | Sold out |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.1% | +6.02% | Add |
| 32 | RSP | Invesco S&p 500 Equal Weight | -0.1% | EXIT | Sold out |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.2% | +5.56% | Add |
| 34 | SPEM | State Street Sp Ptf Em ETF | -0.2% | -3.98% | Trim |
| 35 | SO | Southern Co/the | -0.2% | EXIT | Sold out |
| 36 | AVGO | Broadcom Inc | -0.2% | EXIT | Sold out |
| 37 | JMUB | Jpmorgan Municipal ETF | -0.2% | +0.10% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.2% | EXIT | Sold out |
| 39 | SPHY | Ss Spdr P High Yield ETF | -0.3% | -49.77% | Trim |
| 40 | IVW | Ishares S&p 500 Growth ETF | -0.5% | -53.95% | Trim |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.6% | -11.57% | Trim |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.6% | +0.47% | Add |
| 43 | PFFV | Global X Variable Rate Pref | -0.7% | -23.24% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -74.55% | Trim |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.8% | -1.52% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | -1.5% | -55.07% | Trim |
| 47 | IVE | Ishares S&p 500 Value ETF | -1.6% | -55.28% | Trim |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -1.6% | -43.18% | Trim |
| 49 | O | Realty Income CORP | -3% | -66.52% | Trim |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -3.7% | -77.64% | 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 Q4 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.
Top New Position Initiated
IUSB
市值: $11.5M
Top Position Liquidated / Trimmed
IJH
前期市值: $495.0K
During Q4 2024, Leslie Global Wealth, LLC's top holdings by market value included SPYG (15.2%)、SPYM (11.6%)、SPYV (8.3%). The largest single position, SPYG, represented 15.2% of total portfolio value.
In Q4 2024, Leslie Global Wealth, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 19 holdings, and fully liquidating 8 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.
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