Sponsored

The Analysis of Leslie Global Wealth, LLC's Holdings & P&L

Currently, Leslie Global Wealth, LLC holds 85 types of securities in its portfolio with a total value $256.8M. In the most recent quarter, they have increased their positions in SPTI (+481.5K shares, valued at $13.7M), IUSB (+224.5K shares, valued at $10.4M), SPIB (+217.7K shares, valued at $7.3M); decreased their positions in WTV (-28.9K shares, valued at $5.2M), SPSM (-16.6K shares, valued at $955.2K), N/A (-10.4K shares, valued at $916.7K); initiated new positions in SPTI (+481.5K shares, valued at $13.7M), IUSB (+224.5K shares, valued at $10.4M), SPIB (+217.7K shares, valued at $7.3M).

1M P&L

-1.7M-0.83%

3M P&L

-146.8K-0.07%

HY P&L

+20.5M+10.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A185.4M

84.9%

2Consumer Electronics8.5M

3.9%

3Semiconductors5.3M

2.4%

Top Industries by Stock Count

1N/A27 stocks

39.7%

2Semiconductors5 stocks

7.4%

3Semiconductor Equipment & Materials3 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST315.3K shares-1.93%2026-06-302026-07-21

SPYV SPDR SERIES TRUST498.6K shares0.98%2026-06-302026-07-21

SPDR SERIES TRUST SPDR SERIES TRUST336.2K shares-3.01%2026-06-302026-07-21

SPTI SPDR SERIES TRUST481.5K sharesnew addition2026-06-302026-07-21

SPDW SPDR INDEX SHS FDS243.3K shares-3.42%2026-06-302026-07-21

IUSB ISHARES TR224.5K sharesnew addition2026-06-302026-07-21

SLYG SPDR SERIES TRUST74.3K shares25.66%2026-06-302026-07-21

AAPL APPLE INC29.4K shares1.89%2026-06-302026-07-21

Sponsored

SPIB SPDR SERIES TRUST217.7K sharesnew addition2026-06-302026-07-21

SPMB SPDR SERIES TRUST326.3K sharesnew addition2026-06-302026-07-21

WTV WISDOMTREE TR39.6K shares-42.18%2026-06-302026-07-21

QQQ INVESCO QQQ TR9.4K shares-10.13%2026-06-302026-07-21

SPSM SPDR SERIES TRUST118.8K shares-12.23%2026-06-302026-07-21

IAU ISHARES GOLD TR87.2K shares12.87%2026-06-302026-07-21

QUAL ISHARES TR28.2K shares0.04%2026-06-302026-07-21

SPEM SPDR INDEX SHS FDS91.7K shares-12.57%2026-06-302026-07-21

Sponsored

PFFV GLOBAL X FDS163.3K shares2.23%2026-06-302026-07-21

IWM ISHARES TR10.9K shares-5.34%2026-06-302026-07-21

JMUB J P MORGAN EXCHANGE TRADED F62.6K sharesnew addition2026-06-302026-07-21

O REALTY INCOME CORP43.4K shares5.89%2026-06-302026-07-21

SLYV SPDR SERIES TRUST22.6K shares-4.38%2026-06-302026-07-21

NVDA NVIDIA CORPORATION11.8K shares2.72%2026-06-302026-07-21

IVE ISHARES TR9.8K shares0.07%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.9K shares0.16%2026-06-302026-07-21

Sponsored

IWR ISHARES TR12.2K shares6.60%2026-06-302026-07-21

MSFT MICROSOFT CORP3.1K shares2.89%2026-06-302026-07-21

AMZN AMAZON COM INC4.7K shares-15.76%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC951 shares0.21%2026-06-302026-07-21

LLY ELI LILLY & CO869 shares1.28%2026-06-302026-07-21

BROADCOM INC BROADCOM INC2.6K shares3.62%2026-06-302026-07-21

GOOGL ALPHABET INC2.6K shares9.23%2026-06-302026-07-21

IVW ISHARES TR6.6K shares-2.81%2026-06-302026-07-21

Sponsored

ORACLE CORP ORACLE CORP5.9K shares2.25%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC849 shares0.00%2026-06-302026-07-21

GOOG ALPHABET INC2.4K shares0.77%2026-06-302026-07-21

BAC BANK OF AMER CORP14.1K shares-2.64%2026-06-302026-07-21

URI UNITED RENTALS INC681 shares0.00%2026-06-302026-07-21

ABBVIE INC ABBVIE INC3.0K shares1.50%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC1.3K shares1.02%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares11.72%2026-06-302026-07-21

Sponsored

AMD ADVANCED MICRO DEVICES INC1.0K shares-1.97%2026-06-302026-07-21

XLG INVESCO EXCHANGE TRADED FD T9.5K shares-4.49%2026-06-302026-07-21

SPMD SPDR SERIES TRUST8.1K shares-17.17%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.28%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC6.0K shares-1.09%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC725 shares-2.03%2026-06-302026-07-21

INTC INTEL CORP3.7K sharesnew addition2026-06-302026-07-21

ES EVERSOURCE ENERGY7.0K shares20.19%2026-06-302026-07-21

Sponsored

JNJ JOHNSON & JOHNSON2.0K shares-0.36%2026-06-302026-07-21

TSLA TESLA INC1.1K shares0.63%2026-06-302026-07-21

SPHY SPDR SERIES TRUST18.2K shares-22.49%2026-06-302026-07-21

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-07-21

LRCX LAM RESEARCH CORP976 shares0.51%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.3K shares-0.85%2026-06-302026-07-21

MO ALTRIA GROUP INC5.6K shares2.72%2026-06-302026-07-21

CMI CUMMINS INC563 shares12.60%2026-06-302026-07-21

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP2.9K shares0.00%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC9.4K shares0.23%2026-06-302026-07-21

UTG REAVES UTIL INCOME FD9.7K shares0.00%2026-06-302026-07-21

GEV GE VERNOVA INC326 shares4.82%2026-06-302026-07-21

GE GE AEROSPACE1.0K shares7.20%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS1.3K shares26.80%2026-06-302026-07-21

WMT WALMART INC3.3K shares0.03%2026-06-302026-07-21

CP CANADIAN PACIFIC KANSAS CITY4.2K shares0.41%2026-06-302026-07-21

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED672 shares1.20%2026-06-302026-07-21

WDC WESTERN DIGITAL CORP527 sharesnew addition2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION1.7K shares-0.41%2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO3.3K shares-4.11%2026-06-302026-07-21

MRK MERCK & CO INC2.4K shares0.71%2026-06-302026-07-21

CAT CATERPILLAR INC290 shares0.35%2026-06-302026-07-21

ASML ASML HLDG NV144 sharesnew addition2026-06-302026-07-21

AEP AMERICAN ELEC PWR CO INC2.1K shares0.87%2026-06-302026-07-21

Sponsored

CISCO SYS INC CISCO SYS INC2.4K sharesnew addition2026-06-302026-07-21

VISA INC VISA INC812 shares7.27%2026-06-302026-07-21

KLAC KLA CORP904 sharesnew addition2026-06-302026-07-21

MCD MCDONALDS CORP1.0K shares-7.54%2026-06-302026-07-21

ALL ALLSTATE CORP1.1K shares0.00%2026-06-302026-07-21

CVX CHEVRON CORPORATION1.6K shares-0.95%2026-06-302026-07-21

GOVT ISHARES TR11.4K sharesnew addition2026-06-302026-07-21

JPST J P MORGAN EXCHANGE TRADED F4.9K shares17.48%2026-06-302026-07-21

Sponsored

AON AON PLC723 shares-0.14%2026-06-302026-07-21

HUBB HUBBELL INC453 shares0.00%2026-06-302026-07-21

KO COCA COLA CO2.8K sharesnew addition2026-06-302026-07-21

PM PHILIP MORRIS INTL INC2.0K shares-50.61%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION226 shares-0.44%2026-06-302026-07-21

SPYG

SPDR SERIES TRUST

-1.93%

Shares315.3K

Event2026-06-30

Filed2026-07-21

SPYV

SPDR SERIES TRUST

0.98%

Shares498.6K

Event2026-06-30

Filed2026-07-21

SPDR SERIES TRUST

-3.01%

Shares336.2K

Event2026-06-30

Filed2026-07-21

SPTI

SPDR SERIES TRUST

New

Shares481.5K

Event2026-06-30

Filed2026-07-21

SPDW

SPDR INDEX SHS FDS

-3.42%

Shares243.3K

Event2026-06-30

Filed2026-07-21

IUSB

ISHARES TR

New

Shares224.5K

Event2026-06-30

Filed2026-07-21

SLYG

SPDR SERIES TRUST

25.66%

Shares74.3K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

1.89%

Shares29.4K

Event2026-06-30

Filed2026-07-21

SPIB

SPDR SERIES TRUST

New

Shares217.7K

Event2026-06-30

Filed2026-07-21

SPMB

SPDR SERIES TRUST

New

Shares326.3K

Event2026-06-30

Filed2026-07-21

WTV

WISDOMTREE TR

-42.18%

Shares39.6K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-10.13%

Shares9.4K

Event2026-06-30

Filed2026-07-21

SPSM

SPDR SERIES TRUST

-12.23%

Shares118.8K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

12.87%

Shares87.2K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

0.04%

Shares28.2K

Event2026-06-30

Filed2026-07-21

SPEM

SPDR INDEX SHS FDS

-12.57%

Shares91.7K

Event2026-06-30

Filed2026-07-21

PFFV

GLOBAL X FDS

2.23%

Shares163.3K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

-5.34%

Shares10.9K

Event2026-06-30

Filed2026-07-21

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares62.6K

Event2026-06-30

Filed2026-07-21

REALTY INCOME CORP

5.89%

Shares43.4K

Event2026-06-30

Filed2026-07-21

SLYV

SPDR SERIES TRUST

-4.38%

Shares22.6K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

2.72%

Shares11.8K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

0.07%

Shares9.8K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-21

IWR

ISHARES TR

6.60%

Shares12.2K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

2.89%

Shares3.1K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-15.76%

Shares4.7K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

0.21%

Shares951

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

1.28%

Shares869

Event2026-06-30

Filed2026-07-21

BROADCOM INC

3.62%

Shares2.6K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

9.23%

Shares2.6K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

-2.81%

Shares6.6K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

2.25%

Shares5.9K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

0.00%

Shares849

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

0.77%

Shares2.4K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

-2.64%

Shares14.1K

Event2026-06-30

Filed2026-07-21

URI

UNITED RENTALS INC

0.00%

Shares681

Event2026-06-30

Filed2026-07-21

ABBVIE INC

1.50%

Shares3.0K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

1.02%

Shares1.3K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

11.72%

Shares1.5K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-1.97%

Shares1.0K

Event2026-06-30

Filed2026-07-21

XLG

INVESCO EXCHANGE TRADED FD T

-4.49%

Shares9.5K

Event2026-06-30

Filed2026-07-21

SPMD

SPDR SERIES TRUST

-17.17%

Shares8.1K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

-1.09%

Shares6.0K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

-2.03%

Shares725

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-21

EVERSOURCE ENERGY

20.19%

Shares7.0K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-0.36%

Shares2.0K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

0.63%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SPHY

SPDR SERIES TRUST

-22.49%

Shares18.2K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

0.51%

Shares976

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-0.85%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

2.72%

Shares5.6K

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

12.60%

Shares563

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

0.23%

Shares9.4K

Event2026-06-30

Filed2026-07-21

UTG

REAVES UTIL INCOME FD

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

4.82%

Shares326

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

7.20%

Shares1.0K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

26.80%

Shares1.3K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-21

CANADIAN PACIFIC KANSAS CITY

0.41%

Shares4.2K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

1.20%

Shares672

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP

New

Shares527

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

-0.41%

Shares1.7K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

-4.11%

Shares3.3K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.71%

Shares2.4K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

0.35%

Shares290

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

New

Shares144

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC

0.87%

Shares2.1K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-21

VISA INC

7.27%

Shares812

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares904

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

-7.54%

Shares1.0K

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-0.95%

Shares1.6K

Event2026-06-30

Filed2026-07-21

GOVT

ISHARES TR

New

Shares11.4K

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED F

17.48%

Shares4.9K

Event2026-06-30

Filed2026-07-21

AON

AON PLC

-0.14%

Shares723

Event2026-06-30

Filed2026-07-21

HUBB

HUBBELL INC

0.00%

Shares453

Event2026-06-30

Filed2026-07-21

COCA COLA CO

New

Shares2.8K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

-50.61%

Shares2.0K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-0.44%

Shares226

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available