Leslie Global Wealth, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Leslie Global Wealth, LLC reported 52 stock positions worth $171.2 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 14.6% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 10.0%) and SS SPDR P S&P 500 Value ETF (SPYV, 9.8%).
- Most Recent 13F
- Q2 2026
- Location
- Itasca, IL
- CIK
- 0001954832
- Portfolio Value
- $171.2M (Q2 2024)
- SEC Filing
- 0001172661-24-002990 ↗ filed Jul 31, 2024
Holdings Value
Holdings 52 stocks · $171.2M
| SPYG SS SPDR P S&P 500 Growth ETF | 14.56% | 311,041 | $24.9M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 9.99% | 267,289 | $17.1M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 9.83% | 345,184 | $16.8M | — |
| SPTI SS SPDR P Int Term TSY ETF | 5.82% | 355,747 | $10.0M | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.03% | 167,741 | $8.6M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.94% | 241,209 | $8.5M | — |
| SPMB SS SPDR P Mort Back Bond ETF | 4.08% | 323,743 | $7.0M | — |
| JMUB JPMorgan Municipal ETF | 3.88% | 131,735 | $6.6M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 3.85% | 158,665 | $6.6M | — |
| O Realty Income Corp. | 3.81% | 123,552 | $6.5M | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 3.54% | 70,600 | $6.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.08% | 11,010 | $5.3M | — |
| WTV Wisdomtree U.S. Value Fund | 2.99% | 70,216 | $5.1M | — |
| PFFV Global X Variable Rate Pref | 2.62% | 189,447 | $4.5M | — |
| AAPL Apple Inc. | 2.56% | 20,788 | $4.4M | — |
| SPIB SS SPDR P Int C Corp. ETF | 2.50% | 131,166 | $4.3M | — |
| IWM iShares Russell 2000 ETF | 2.40% | 20,216 | $4.1M | — |
| IVE iShares S&P 500 Value ETF | 1.43% | 13,445 | $2.4M | — |
| XLK SS Technology Select Sector | 1.31% | 9,937 | $2.2M | — |
| XLF SS Financial Select Sector | 0.77% | 31,921 | $1.3M | — |
| PFFD Global X US Preferred ETF | 0.71% | 61,837 | $1.2M | — |
| XLE SS Energy Select Sector | 0.69% | 12,952 | $1.2M | — |
| XLI SS Industrial Select Sector | 0.65% | 9,198 | $1.1M | — |
| MSFT Microsoft Corp. | 0.64% | 2,453 | $1.1M | — |
| NVDA Nvidia Corp. | 0.62% | 8,652 | $1.1M | — |
| XLC SS Comm Select Sector SPDR | 0.62% | 12,327 | $1.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 1,921 | $1.0M | — |
| AMZN Amazon.com Inc. | 0.58% | 5,128 | $991K | — |
| IVW iShares S&P 500 Growth ETF | 0.56% | 10,379 | $960K | — |
| SPHY SS SPDR P High Yield ETF | 0.55% | 40,472 | $940K | — |
| IWR iShares Russell Mid-Cap ETF | 0.48% | 10,205 | $827K | — |
| ORCL Oracle Corp. | 0.35% | 4,220 | $596K | — |
| META Meta Platforms Inc. Class A | 0.34% | 1,165 | $587K | — |
| ABBV Abbvie Inc. | 0.32% | 3,160 | $542K | — |
| XLG Invesco S&P 500 Top 50 ETF | 0.29% | 10,776 | $493K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.24% | 5,270 | $413K | — |
| HON Honeywell International Inc. | 0.23% | 1,858 | $397K | — |
| GOOGL Alphabet Inc. Class A | 0.22% | 2,064 | $376K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 910 | $370K | — |
| MRK Merck & Co. Inc. | 0.20% | 2,737 | $339K | — |
| URI United Rentals Inc. | 0.20% | 523 | $338K | — |
| XOM Exxon Mobil Corp. | 0.19% | 2,775 | $319K | — |
| GOOG Alphabet Inc. Class C | 0.19% | 1,737 | $319K | — |
| IJH iShares Core S&P Midcap ETF | 0.17% | 5,073 | $297K | — |
| CVX Chevron Corp. | 0.17% | 1,874 | $293K | — |
| MA Mastercard Inc. Class A | 0.16% | 613 | $270K | — |
| UTG Reaves Utility Income Fund | 0.15% | 9,667 | $264K | — |
| ABT Abbott Laboratories | 0.15% | 2,505 | $260K | — |
| TSLA Tesla Inc. | 0.14% | 1,227 | $243K | — |
| RVTY Revvity Inc. | 0.12% | 2,009 | $211K | — |
| VZ Verizon Communications Inc. | 0.12% | 5,039 | $208K | — |
| NEE Nextera Energy Inc. | 0.12% | 2,855 | $202K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $256.8M | SPYG, SPYV, SPYM, SPTI, SPDW |
| Q1 2026 | 79 | $189.8M | SPYG, SPYV, SPYM, SPDW, AAPL |
| Q4 2025 | 72 | $222.2M | SPYG, SPYM, SPYV, JAAA, SPDW |
| Q3 2025 | 73 | $213.2M | SPYG, SPYM, JAAA, SPYV, SPDW |
| Q2 2025 | 73 | $187.1M | SPYG, SPYM, SPYV, SPDW, QQQ |
| Q1 2025 | 75 | $205.4M | SPYG, SPYM, SPYV, IUSB, SPTI |
| Q4 2024 | 71 | $215.4M | SPYG, SPYM, SPYV, IUSB, SPTI |
| Q3 2024 | 71 | $205.8M | SPYG, SPYM, SPYV, SPTI, SPMD |
| Q2 2024 | 52 | $171.2M | SPYG, SPYM, SPYV, SPTI, SPMD |