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CIK: 0001954832
Total reported value
$256.8M
$256.8M
73 檔
46.6%
According to the latest 13F quarterly dataset, Leslie Global Wealth, LLC managed an equity portfolio of $256.8M at the end of Q3 2025, spanning 73 distinct U.S. exchange-listed positions.
Leslie Global Wealth, LLC executed strategic sector rebalancing during Q3 2025, establishing 13 new positions while fully exiting 15 holdings and trimming 10 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYM, JAAA) accounted for 46.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
JAAA
市值: $26.5M
Top Position Liquidated / Trimmed
IUSB
前期市值: $11.5M
| # | 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 | 15.37% | -1.98% | -20.14% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.85% | -2.47% | -16.72% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 12.44% | — | — | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 10.85% | -2.92% | +11.09% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.66% | -1.29% | -8.60% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.44% | -0.54% | +1.06% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.26% | -1.03% | — | |
| 8 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 3.11% | -0.66% | -6.00% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.09% | -0.49% | -11.79% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.89% | -0.78% | -11.76% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.64% | +0.44% | +15.99% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.59% | -0.25% | -12.62% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.88% | -0.74% | +34.18% | |
| 14 | PFFV | Global X Variable Rate Pref | ETF-Other | 1.71% | -0.44% | -3.82% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.34% | -0.23% | -16.89% | |
| 16 | O | Realty Income CORP | Stock-Real Estate | 1.25% | -0.27% | +994.31% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.13% | +0.37% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.99% | -0.22% | -58.66% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.11% | +0.56% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.75% | — | +6.29% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.14% | +11.91% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.10% | -24.62% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.62% | — | -8.35% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.18% | +0.38% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | -0.07% | -2.21% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.10% | +0.94% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.05% | +1.12% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | -0.02% | -0.80% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | -0.06% | +2.38% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | -0.05% | -69.82% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.31% | -0.26% | +0.27% | |
| 33 | URI | United Rentals Inc | Stock-Industrials | 0.31% | +0.04% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | -0.01% | -0.93% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.30% | -0.06% | -34.32% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.27% | -0.12% | -25.53% | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.27% | -0.09% | -24.47% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.04% | +2.74% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | -0.03% | -0.65% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | +2.36% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.06% | +0.39% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | -0.10% | -5.76% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.20% | -0.24% | EXIT | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | -0.14% | EXIT | |
| 45 | ES | Eversource Energy | Stock-Utilities | 0.20% | -0.01% | -11.30% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | -0.10% | +0.44% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.04% | +0.64% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | -0.04% | +0.74% | |
| 49 | UTG | Reaves Utility Income Fund | Stock-Other | 0.18% | -0.05% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.10% | +16.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.8% | +11.09% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.9% | -16.72% | Trim |
| 3 | SPEM | State Street Sp Ptf Em ETF | +0.7% | +34.18% | Add |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.7% | +15.99% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | +0.37% | Add |
| 6 | AAPL | Apple Inc | +0.6% | +1.06% | Add |
| 7 | ORCL | Oracle CORP | +0.3% | +0.56% | Trim |
| 8 | MSFT | Microsoft CORP | +0.3% | +11.91% | Add |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | -8.60% | Trim |
| 10 | IWM | Ishares Russell 2000 ETF | +0.2% | -16.89% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -24.62% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | -0.80% | Trim |
| 13 | LLY | Eli Lilly & Co | +0.2% | -0.93% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +2.74% | Add |
| 15 | URI | United Rentals Inc | +0.1% | — | Unchanged |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +0.94% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.36% | Add |
| 18 | JMUB | Jpmorgan Municipal ETF | -0.1% | -49.87% | Trim |
| 19 | IVE | Ishares S&p 500 Value ETF | -0.1% | -58.66% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -11.79% | Trim |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | -20.14% | Trim |
| 22 | QUAL | Ishares Msci USA Quality Fac | -1.2% | -12.62% | Trim |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | EXIT | Sold out |
| 25 | SPTI | Ss Spdr P Int Term Tsy ETF | — | EXIT | Sold out |
| 26 | SPMB | Ss Spdr P Mort Back Bond ETF | — | EXIT | Sold out |
| 27 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | — | EXIT | Sold out |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | — | EXIT | Sold out |
| 30 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 31 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 32 | XLI | Ss Industrial Select Sector | — | EXIT | Sold out |
| 33 | PM | Philip Morris International | — | NEW | New buy |
| 34 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 35 | MO | Altria Group Inc | — | NEW | New buy |
| 36 | GSY | Invesco Ultra Short Duration | — | EXIT | Sold out |
| 37 | AON | Aon plc | — | EXIT | Sold out |
| 38 | GE | General Electric | — | NEW | New buy |
| 39 | RTX | Rtx CORP | — | NEW | New buy |
| 40 | SPSB | Ss Spdr P St C CORP ETF | — | EXIT | Sold out |
| 41 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 42 | NFLX | Netflix Inc | — | NEW | New buy |
| 43 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 44 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 45 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 46 | RVTY | Revvity Inc | — | EXIT | Sold out |
| 47 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 48 | CMI | Cummins Inc | — | NEW | New buy |
| 49 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 50 | UNH | Unitedhealth Group Inc | — | 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 Q3 2025.
During Q3 2025, Leslie Global Wealth, LLC's top holdings by market value included SPYG (15.4%)、SPYM (12.8%)、JAAA (12.4%). The largest single position, SPYG, represented 15.4% of total portfolio value.
In Q3 2025, Leslie Global Wealth, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 11 positions, trimming 10 holdings, and fully liquidating 15 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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