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CIK: 0001954832
Total reported value
$256.8M
$256.8M
75 檔
38.3%
As reported in its official Q1 2025 Form 13F filing, Leslie Global Wealth, LLC's tracked investment portfolio stood at $256.8M with 75 total positions.
In Q1 2025, Leslie Global Wealth, LLC displayed an active expansion posture, initiating 8 new positions and adding to 22 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 | 15.76% | -1.98% | +8.29% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.00% | -2.47% | +3.85% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.06% | -2.92% | +3.58% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.61% | +4.04% | NEW | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.45% | +5.32% | NEW | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.38% | -1.29% | -2.57% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 3.86% | +2.83% | NEW | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.80% | -0.25% | +57.34% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.39% | -0.49% | +5.20% | |
| 10 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 3.14% | -0.66% | +0.54% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.01% | -0.78% | +7.12% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.99% | +2.84% | NEW | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.82% | -0.54% | +1.07% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.32% | — | -32.81% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.92% | +0.44% | +10.60% | |
| 16 | PFFV | Global X Variable Rate Pref | ETF-Other | 1.78% | -0.44% | -0.55% | |
| 17 | O | Realty Income CORP | Stock-Real Estate | 1.25% | -0.27% | +0.12% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | — | +7.92% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.15% | -0.74% | +0.65% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.15% | -0.23% | +7.93% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.13% | -0.22% | -1.91% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 0.70% | — | -8.58% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 0.62% | — | +0.05% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.56% | — | -8.08% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.18% | -10.19% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.10% | +83.74% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.43% | -0.07% | +5.75% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.14% | -16.68% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.11% | -0.62% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | -0.05% | -6.99% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.13% | -27.57% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.10% | -0.39% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | -0.05% | +2.21% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.33% | -0.09% | -65.97% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | -0.06% | -0.73% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.29% | -0.12% | -3.82% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.06% | +8.82% | |
| 38 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.25% | +1.24% | NEW | |
| 39 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.25% | -0.06% | -5.50% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | -0.10% | -3.63% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | -0.05% | +0.37% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | -0.02% | — | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | -0.24% | EXIT | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.21% | +0.04% | +0.44% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.20% | -0.10% | +3.19% | |
| 46 | ES | Eversource Energy | Stock-Utilities | 0.20% | -0.01% | +0.05% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | -0.14% | EXIT | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.03% | -1.89% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.17% | -0.04% | +1.25% | |
| 50 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.17% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | +1.4% | +57.34% | Add |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | +0.7% | +23.33% | Add |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.7% | +3.58% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | +8.29% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +3.85% | Add |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | -2.57% | Trim |
| 7 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +83.74% | Add |
| 9 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.2% | -1.49% | Trim |
| 10 | GSY | Invesco Ultra Short Duration | +0.2% | NEW | New buy |
| 11 | SO | Southern Co/the | +0.2% | NEW | New buy |
| 12 | O | Realty Income CORP | +0.2% | +0.12% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 14 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | NEW | New buy |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +10.60% | Add |
| 16 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 17 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +0.54% | Add |
| 18 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 20 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +0.65% | Add |
| 21 | ABBV | Abbvie Inc | +0.1% | +2.21% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.82% | Add |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +7.12% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.20% | Add |
| 25 | ABT | Abbott Laboratories | 0% | +4.22% | Add |
| 26 | XOM | Exxon Mobil CORP | 0% | +10.77% | Add |
| 27 | IBM | Intl Business Machines CORP | 0% | +15.07% | Add |
| 28 | IWM | Ishares Russell 2000 ETF | 0% | +7.93% | Add |
| 29 | VZ | Verizon Communications Inc | 0% | +3.19% | Add |
| 30 | ULST | Ss Ultra Short Tm Bond ETF | 0% | +24.70% | Add |
| 31 | XLK | Ss Technology Select Sector | 0% | +7.92% | Add |
| 32 | XLF | Ss Financial Select Sector | 0% | -8.58% | Trim |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | 0% | -5.50% | Trim |
| 34 | XLC | Ss Comm Select Sector Spdr | 0% | -8.08% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -1.79% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | 0% | -1.89% | Trim |
| 37 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -6.99% | Trim |
| 38 | ORCL | Oracle CORP | -0.1% | -0.62% | Trim |
| 39 | TSLA | Tesla Inc | -0.1% | -13.20% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 41 | MSFT | Microsoft CORP | -0.1% | -16.68% | Trim |
| 42 | AMZN | Amazon.com Inc | -0.1% | -10.19% | Trim |
| 43 | CP | Canadian Pacific Kansas City | -0.1% | EXIT | Sold out |
| 44 | AAPL | Apple Inc | -0.2% | +1.07% | Add |
| 45 | NVDA | Nvidia CORP | -0.3% | -27.57% | Trim |
| 46 | PFFD | Global X US Preferred ETF | -0.6% | EXIT | Sold out |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.7% | -65.97% | Trim |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.9% | EXIT | Sold out |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | -1.1% | -32.81% | Trim |
| 50 | JMUB | Jpmorgan Municipal ETF | -3% | -92.52% | 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 75 disclosed positions in Q1 2025.
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 38.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVGO
市值: $443.0K
Top Position Liquidated / Trimmed
EMXC
前期市值: $2.0M
During Q1 2025, Leslie Global Wealth, LLC's top holdings by market value included SPYG (15.8%)、SPYM (12.0%)、SPYV (9.1%). The largest single position, SPYG, represented 15.8% of total portfolio value.
In Q1 2025, Leslie Global Wealth, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 16 holdings, and fully liquidating 4 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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