The Analysis of Leslie Global Wealth, LLC's Holdings


Currently, Leslie Global Wealth, LLC holds 73 types of securities in its portfolio with a total value $213.2M. In the most recent quarter, they have increased their positions in JAAA (+522.2K shares, valued at $26.5M), IAU (+95.4K shares, valued at $6.9M), O (+40.0K shares, valued at $2.4M); decreased their positions in SPYG (-79.1K shares, valued at $8.3M), SPYM (-70.2K shares, valued at $5.5M), IVE (-14.5K shares, valued at $3.0M); initiated new positions in JAAA (+522.2K shares, valued at $26.5M), IAU (+95.4K shares, valued at $6.9M), XLV (+9.6K shares, valued at $1.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST313.5K shares-20.14%2025-09-302025-10-22history
SPYM SPDR SERIES TRUST349.7K shares-16.72%2025-09-302025-10-22history
JAAA JANUS DETROIT STR TR522.2K sharesnew addition2025-09-302025-10-22history
SPYV SPDR SERIES TRUST418.0K shares11.09%2025-09-302025-10-22history
SPDW SPDR INDEX SHS FDS232.3K shares-8.60%2025-09-302025-10-22history
AAPL APPLE INC28.8K shares1.06%2025-09-302025-10-22history
IAU ISHARES GOLD TR95.4K sharesnew addition2025-09-302025-10-22history
WTV WISDOMTREE TR72.9K shares-6.00%2025-09-302025-10-22history
Sponsored
QQQ INVESCO QQQ TR11.0K shares-11.79%2025-09-302025-10-22history
SPSM SPDR SERIES TRUST132.9K shares-11.76%2025-09-302025-10-22history
SLYG SPDR SERIES TRUST59.6K shares15.99%2025-09-302025-10-22history
QUAL ISHARES TR28.4K shares-12.62%2025-09-302025-10-22history
SPEM SPDR INDEX SHS FDS85.6K shares34.18%2025-09-302025-10-22history
PFFV GLOBAL X FDS158.1K shares-3.82%2025-09-302025-10-22history
IWM ISHARES TR11.8K shares-16.89%2025-09-302025-10-22history
O REALTY INCOME CORP44.0K shares994.31%2025-09-302025-10-22history
Sponsored
NVDA NVIDIA CORPORATION12.1K shares0.37%2025-09-302025-10-22history
IVE ISHARES TR10.2K shares-58.66%2025-09-302025-10-22history
ORCL ORACLE CORP5.7K shares0.56%2025-09-302025-10-22history
XLF SELECT SECTOR SPDR TR29.6K shares6.29%2025-09-302025-10-22history
MSFT MICROSOFT CORP3.0K shares11.91%2025-09-302025-10-22history
XLV SELECT SECTOR SPDR TR9.6K sharesnew addition2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR2.0K shares-24.62%2025-09-302025-10-22history
XLC SELECT SECTOR SPDR TR11.1K shares-8.35%2025-09-302025-10-22history
Sponsored
AMZN AMAZON COM INC5.5K shares0.38%2025-09-302025-10-22history
IWR ISHARES TR10.6K shares-2.21%2025-09-302025-10-22history
META META PLATFORMS INC1.3K shares0.94%2025-09-302025-10-22history
ABBV ABBVIE INC3.9K shares1.12%2025-09-302025-10-22history
AVGO BROADCOM INC2.5K shares-0.80%2025-09-302025-10-22history
BAC BANK AMERICA CORP14.7K shares2.38%2025-09-302025-10-22history
IVW ISHARES TR5.6K shares-69.82%2025-09-302025-10-22history
PM PHILIP MORRIS INTL INC4.0K shares0.27%2025-09-302025-10-22history
Sponsored
URI UNITED RENTALS INC682 shares0.00%2025-09-302025-10-22history
LLY ELI LILLY & CO852 shares-0.93%2025-09-302025-10-22history
XLG INVESCO EXCHANGE TRADED FD T11.0K shares-34.32%2025-09-302025-10-22history
SPHY SPDR SERIES TRUST24.1K shares-25.53%2025-09-302025-10-22history
SPMD SPDR SERIES TRUST10.0K shares-24.47%2025-09-302025-10-22history
TSLA TESLA INC1.3K shares2.74%2025-09-302025-10-22history
GOOG ALPHABET INC2.3K shares-0.65%2025-09-302025-10-22history
GOOGL ALPHABET INC2.3K shares2.36%2025-09-302025-10-22history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares0.39%2025-09-302025-10-22history
NEE NEXTERA ENERGY INC6.2K shares-5.76%2025-09-302025-10-22history
HON HONEYWELL INTL INC2.0K shares-1.80%2025-09-302025-10-22history
ABT ABBOTT LABS3.1K shares0.65%2025-09-302025-10-22history
ES EVERSOURCE ENERGY5.8K shares-11.30%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC9.4K shares0.44%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.1.3K shares0.64%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED677 shares0.74%2025-09-302025-10-22history
Sponsored
UTG REAVES UTIL INCOME FD9.7K shares0.00%2025-09-302025-10-22history
XOM EXXON MOBIL CORP3.2K shares16.38%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares-5.55%2025-09-302025-10-22history
MO ALTRIA GROUP INC5.4K sharesnew addition2025-09-302025-10-22history
WMT WALMART INC3.4K shares2.54%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON1.9K shares13.16%2025-09-302025-10-22history
SO SOUTHERN CO3.4K shares0.12%2025-09-302025-10-22history
MCD MCDONALDS CORP1.1K shares27.08%2025-09-302025-10-22history
Sponsored
SLYV SPDR SERIES TRUST3.5K shares-2.05%2025-09-302025-10-22history
NICE NICE LTD2.1K shares0.00%2025-09-302025-10-22history
ULST SSGA ACTIVE ETF TR7.4K shares-8.37%2025-09-302025-10-22history
IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.19%2025-09-302025-10-22history
GE GE AEROSPACE953 shares-2.06%2025-09-302025-10-22history
RTX RTX CORPORATION1.7K shares13.75%2025-09-302025-10-22history
V VISA INC772 shares-1.53%2025-09-302025-10-22history
CP CANADIAN PACIFIC KANSAS CITY3.5K sharesnew addition2025-09-302025-10-22history
Sponsored
CVX CHEVRON CORP NEW1.6K shares8.40%2025-09-302025-10-22history
ALL ALLSTATE CORP1.1K shares0.00%2025-09-302025-10-22history
NFLX NETFLIX INC204 shares-4.23%2025-09-302025-10-22history
JMUB J P MORGAN EXCHANGE TRADED F4.7K shares-49.87%2025-09-302025-10-22history
AEP AMERICAN ELEC PWR CO INC2.1K shares0.15%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-10-22history
MRK MERCK & CO INC2.5K sharesnew addition2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW229 shares-1.72%2025-09-302025-10-22history
Sponsored
CMI CUMMINS INC500 sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available