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

Currently, Leslie Global Wealth, LLC holds 79 types of securities in its portfolio with a total value $189.8M. In the most recent quarter, they have increased their positions in IVE (+9.8K shares, valued at $2.1M), SLYV (+20.7K shares, valued at $2.0M), SPEM (+19.6K shares, valued at $920.6K); decreased their positions in N/A (-15.6K shares, valued at $1.4M), SPYM (-17.5K shares, valued at $1.3M), IVW (-7.8K shares, valued at $877.8K); initiated new positions in IVE (+9.8K shares, valued at $2.1M), GEV (+311 shares, valued at $271.5K), AEP (+2.1K shares, valued at $270.0K).

1M P&L

+8.8M+4.13%

3M P&L

+12.1M+5.79%

HY P&L

+19.9M+9.92%

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/A173.8M

85.2%

2Consumer Electronics7.9M

3.9%

3Semiconductors2.9M

1.4%

Top Industries by Stock Count

1N/A21 stocks

35.0%

2Semiconductors4 stocks

6.7%

3Drug Manufacturers - General3 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST321.5K shares-1.39%2026-03-312026-05-15

SPYV SPDR SERIES TRUST493.8K shares0.91%2026-03-312026-05-15

SPYM SPDR SERIES TRUST346.7K shares-4.80%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS251.9K shares6.00%2026-03-312026-05-15

AAPL APPLE INC28.9K shares-0.23%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR77.3K shares-16.83%2026-03-312026-05-15

SPSM SPDR SERIES TRUST135.4K shares-0.02%2026-03-312026-05-15

WTV WISDOMTREE TR68.6K shares-3.43%2026-03-312026-05-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR10.5K shares-0.28%2026-03-312026-05-15

SLYG SPDR SERIES TRUST59.2K shares-4.68%2026-03-312026-05-15

QUAL ISHARES TR28.2K shares-5.57%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS104.8K shares23.03%2026-03-312026-05-15

PFFV GLOBAL X FDS159.7K shares-5.70%2026-03-312026-05-15

IWM ISHARES TR11.5K shares-15.85%2026-03-312026-05-15

O REALTY INCOME CORP41.0K shares-6.59%2026-03-312026-05-15

SLYV SPDR SERIES TRUST23.6K shares721.31%2026-03-312026-05-15

Sponsored

IVE ISHARES TR9.8K sharesnew addition2026-03-312026-05-15

NVDA NVIDIA CORPORATION11.4K shares5.15%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.9K shares-25.77%2026-03-312026-05-15

AMZN AMAZON COM INC5.6K shares0.38%2026-03-312026-05-15

MSFT MICROSOFT CORP3.0K shares4.45%2026-03-312026-05-15

IWR ISHARES TR11.4K shares4.43%2026-03-312026-05-15

ORCL ORACLE CORP5.8K shares1.83%2026-03-312026-05-15

LLY ELI LILLY & CO858 shares-0.46%2026-03-312026-05-15

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BROADCOM INC BROADCOM INC2.5K shares4.81%2026-03-312026-05-15

IVW ISHARES TR6.8K shares-53.42%2026-03-312026-05-15

META META PLATFORMS INC1.3K shares2.49%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC849 shares13.50%2026-03-312026-05-15

BAC BANK AMERICA CORP14.5K shares-1.96%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.4K shares0.85%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC4.0K shares0.47%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.3K shares-0.68%2026-03-312026-05-15

Sponsored

ABBV ABBVIE INC2.9K shares-13.41%2026-03-312026-05-15

SPMD SPDR SERIES TRUST9.7K shares0.47%2026-03-312026-05-15

NEE NEXTERA ENERGY INC6.1K shares-2.61%2026-03-312026-05-15

SPHY SPDR SERIES TRUST23.5K shares-21.24%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T9.9K shares-36.77%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares3.46%2026-03-312026-05-15

XOM EXXON MOBIL CORP2.9K shares1.39%2026-03-312026-05-15

URI UNITED RENTALS INC681 shares-1.30%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON2.0K shares2.72%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC9.4K shares0.74%2026-03-312026-05-15

HON HONEYWELL INTL INC2.0K shares1.31%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares9.52%2026-03-312026-05-15

TSLA TESLA INC1.1K shares-13.49%2026-03-312026-05-15

WMT WALMART INC3.3K shares-2.95%2026-03-312026-05-15

ES EVERSOURCE ENERGY5.8K shares-17.33%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO1.3K shares1.17%2026-03-312026-05-15

Sponsored

UTG REAVES UTIL INCOME FD9.7K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC5.4K shares0.65%2026-03-312026-05-15

MCD MCDONALDS CORP1.1K shares2.35%2026-03-312026-05-15

RTX RTX CORPORATION1.7K shares0.82%2026-03-312026-05-15

MA MASTERCARD INCORPORATED664 shares-0.90%2026-03-312026-05-15

SO SOUTHERN CO3.4K shares5.32%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.6K shares-2.46%2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.1K shares0.68%2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC949 shares2.04%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC2.4K shares-6.63%2026-03-312026-05-15

GEV GE VERNOVA INC311 sharesnew addition2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC2.1K sharesnew addition2026-03-312026-05-15

CMI CUMMINS INC500 shares-10.71%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE945 shares0.11%2026-03-312026-05-15

ABT ABBOTT LABORATORIES2.6K shares-8.20%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS1.1K shares1.83%2026-03-312026-05-15

Sponsored

AMAT APPLIED MATLS INC740 sharesnew addition2026-03-312026-05-15

ALL ALLSTATE CORP1.1K shares0.44%2026-03-312026-05-15

AON PLC AON PLC724 shares0.14%2026-03-312026-05-15

NICE NICE LTD2.1K shares0.00%2026-03-312026-05-15

V VISA INC757 shares1.88%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION227 sharesnew addition2026-03-312026-05-15

T AT&T INC7.8K sharesnew addition2026-03-312026-05-15

HUBBELL INC HUBBELL INC453 shares0.00%2026-03-312026-05-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares2.30%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC1.1K shares5.43%2026-03-312026-05-15

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F4.2K sharesnew addition2026-03-312026-05-15

SHEL SHELL PLC2.2K sharesnew addition2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP971 sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC289 sharesnew addition2026-03-312026-05-15

SPYG

SPDR SERIES TRUST

-1.39%

Shares321.5K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

0.91%

Shares493.8K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

-4.80%

Shares346.7K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

6.00%

Shares251.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.23%

Shares28.9K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-16.83%

Shares77.3K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

-0.02%

Shares135.4K

Event2026-03-31

Filed2026-05-15

WTV

WISDOMTREE TR

-3.43%

Shares68.6K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-0.28%

Shares10.5K

Event2026-03-31

Filed2026-05-15

SLYG

SPDR SERIES TRUST

-4.68%

Shares59.2K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-5.57%

Shares28.2K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

23.03%

Shares104.8K

Event2026-03-31

Filed2026-05-15

PFFV

GLOBAL X FDS

-5.70%

Shares159.7K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-15.85%

Shares11.5K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

-6.59%

Shares41.0K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

721.31%

Shares23.6K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

New

Shares9.8K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

5.15%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-25.77%

Shares1.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.38%

Shares5.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

4.45%

Shares3.0K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

4.43%

Shares11.4K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

1.83%

Shares5.8K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-0.46%

Shares858

Event2026-03-31

Filed2026-05-15

BROADCOM INC

4.81%

Shares2.5K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-53.42%

Shares6.8K

Event2026-03-31

Filed2026-05-15