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CIK: 0001954832
Total reported value
$256.8M
$256.8M
73 檔
40.8%
During the Q2 2025 filing period, Leslie Global Wealth, LLC (CIK: 0001954832) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $256.8M across 73 reported positions.
Leslie Global Wealth, LLC executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 7 holdings and trimming 14 positions.
| # | 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 | 20.00% | -1.98% | -2.54% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 16.31% | -2.47% | +11.98% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 10.52% | -2.92% | +3.20% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.50% | -1.29% | +2.89% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.66% | -0.49% | -16.27% | |
| 6 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 3.58% | -0.66% | -1.05% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.43% | -0.78% | -0.61% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.17% | -0.25% | -28.89% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.12% | -0.54% | +9.35% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.58% | -0.22% | +102.57% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.44% | +0.44% | +8.20% | |
| 12 | PFFV | Global X Variable Rate Pref | ETF-Other | 2.00% | -0.44% | +6.58% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.94% | +2.84% | NEW | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.63% | -0.23% | +20.04% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.46% | -0.74% | +6.26% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | -0.05% | +103.91% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | -0.13% | +57.49% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | -0.10% | +61.32% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 0.78% | — | -4.09% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.14% | +16.49% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.70% | — | +1.22% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.70% | — | -8.15% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.11% | -7.52% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.18% | +0.79% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | -0.07% | +3.50% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.10% | +0.71% | |
| 27 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.47% | -0.06% | +50.86% | |
| 28 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.41% | -0.12% | +25.94% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | -0.26% | — | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.38% | -0.09% | -1.56% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | -0.05% | +15.45% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.02% | -5.97% | |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.36% | +5.32% | NEW | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | -0.06% | -0.43% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | -0.01% | +145.01% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | -0.05% | +0.97% | |
| 37 | URI | United Rentals Inc | Stock-Industrials | 0.27% | +0.04% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.06% | -0.49% | |
| 39 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.26% | +2.83% | NEW | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.26% | -0.24% | EXIT | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.25% | +1.24% | NEW | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.10% | +1.21% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.22% | -0.14% | EXIT | |
| 44 | ES | Eversource Energy | Stock-Utilities | 0.22% | -0.01% | +0.53% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.03% | +0.48% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | -0.10% | +1.90% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.04% | +5.90% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | — | +0.41% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.04% | +3.38% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.04% | +6.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +4.3% | +11.98% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +4.2% | -2.54% | Trim |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.5% | +3.20% | Add |
| 4 | IVE | Ishares S&p 500 Value ETF | +1.5% | +102.57% | Add |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1.1% | +2.89% | Add |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +103.91% | Add |
| 7 | NVDA | Nvidia CORP | +0.6% | +57.49% | Add |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.5% | +8.20% | Add |
| 9 | IWM | Ishares Russell 2000 ETF | +0.5% | +20.04% | Add |
| 10 | WTV | Wisdomtree U.s. Value Fund | +0.4% | -1.05% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +61.32% | Add |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | -0.61% | Trim |
| 13 | PM | Philip Morris International | +0.4% | NEW | New buy |
| 14 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +6.26% | Add |
| 15 | MSFT | Microsoft CORP | +0.3% | +16.49% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -16.27% | Trim |
| 17 | ORCL | Oracle CORP | +0.2% | -7.52% | Trim |
| 18 | LLY | Eli Lilly & Co | +0.2% | +145.01% | Add |
| 19 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +50.86% | Add |
| 20 | PFFV | Global X Variable Rate Pref | +0.2% | +6.58% | Add |
| 21 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 22 | AVGO | Broadcom Inc | +0.2% | -5.97% | Trim |
| 23 | META | Meta Platforms Inc-class A | +0.2% | +0.71% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.79% | Add |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1.22% | Add |
| 26 | GE | General Electric | +0.1% | NEW | New buy |
| 27 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 28 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 29 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +25.94% | Add |
| 30 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +3.50% | Add |
| 31 | GS | Goldman Sachs Group Inc | +0.1% | +0.97% | Add |
| 32 | BAC | Bank Of America CORP | +0.1% | -0.43% | Trim |
| 33 | UBER | Uber Technologies Inc | +0.1% | +14.27% | Add |
| 34 | TSLA | Tesla Inc | +0.1% | +5.90% | Add |
| 35 | URI | United Rentals Inc | +0.1% | — | Unchanged |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.42% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | +6.79% | Add |
| 38 | CVX | Chevron CORP | 0% | -21.02% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 40 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 41 | SPSB | Ss Spdr P St C CORP ETF | -0.1% | EXIT | Sold out |
| 42 | GSY | Invesco Ultra Short Duration | -0.2% | EXIT | Sold out |
| 43 | QUAL | Ishares Msci USA Quality Fac | -0.6% | -28.89% | Trim |
| 44 | SPIB | Ss Spdr P Int C CORP ETF | -1.1% | -41.28% | Trim |
| 45 | O | Realty Income CORP | -1.1% | -90.92% | Trim |
| 46 | XLK | Ss Technology Select Sector | -1.2% | EXIT | Sold out |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | -2.3% | EXIT | Sold out |
| 48 | SPMB | Ss Spdr P Mort Back Bond ETF | -3.6% | -93.93% | Trim |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | -5.1% | -93.95% | Trim |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -5.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Leslie Global Wealth, LLC reported a total U.S. public equity portfolio value of $256.8M across 73 disclosed positions in Q2 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 40.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
PM
市值: $732.5K
Top Position Liquidated / Trimmed
IUSB
前期市值: $11.5M
During Q2 2025, Leslie Global Wealth, LLC's top holdings by market value included SPYG (20.0%)、SPYM (16.3%)、SPYV (10.5%). The largest single position, SPYG, represented 20.0% of total portfolio value.
In Q2 2025, Leslie Global Wealth, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 14 holdings, and fully liquidating 7 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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