Leslie Global Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Leslie Global Wealth, LLC reported 71 stock positions worth $215.4 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 15.2% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 11.6%) and SS SPDR P S&P 500 Value ETF (SPYV, 8.4%). Compared with Q3 2024, it opened 8 new positions, sold out of 8, added to 33 and reduced 26. The biggest buy was a new position in Ishr CR Unvrse Usd BD ETF-Ui (IUSB) and the biggest sale SS SPDR P S&P 400 Midcap ETF (SPMD, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- Itasca, IL
- CIK
- 0001954832
- Portfolio Value
- $215.4M (Q4 2024)
- SEC Filing
- 0001172661-25-001075 ↗ filed Feb 14, 2025
Holdings Value
Holdings 71 stocks · $215.4M
| SPYG SS SPDR P S&P 500 Growth ETF | 15.18% | 371,987 | $32.7M | Add +7.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.55% | 361,067 | $24.9M | Add +26.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 8.35% | 351,965 | $18.0M | Reduce -1.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.34% | 254,393 | $11.5M | New |
| SPTI SS SPDR P Int Term TSY ETF | 5.18% | 400,031 | $11.2M | Add +5.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.02% | 253,573 | $8.7M | Add +0.5% |
| SPMB SS SPDR P Mort Back Bond ETF | 3.65% | 364,639 | $7.9M | Add +6.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.46% | 145,251 | $7.4M | New |
| QQQ Invesco QQQ Trust Series 1 | 3.35% | 14,107 | $7.2M | Add +34.5% |
| JMUB JPMorgan Municipal ETF | 3.22% | 138,237 | $6.9M | Add +0.1% |
| WTV Wisdomtree U.S. Value Fund | 3.03% | 77,992 | $6.5M | Add +16.5% |
| AAPL Apple Inc. | 3.00% | 25,788 | $6.5M | Reduce -1.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.95% | 141,439 | $6.4M | Reduce -11.6% |
| QUAL iShares MSCI USA Quality Fac | 2.40% | 29,025 | $5.2M | New |
| SPIB SS SPDR P Int C Corp. ETF | 2.28% | 149,640 | $4.9M | Add +42.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.80% | 42,921 | $3.9M | Reduce -43.2% |
| PFFV Global X Variable Rate Pref | 1.70% | 155,056 | $3.7M | Reduce -23.2% |
| XLK SS Technology Select Sector | 1.21% | 11,200 | $2.6M | Add +1.3% |
| IWM iShares Russell 2000 ETF | 1.12% | 10,929 | $2.4M | Reduce -55.1% |
| IVE iShares S&P 500 Value ETF | 1.10% | 12,441 | $2.4M | Reduce -55.3% |
| O Realty Income Corp. | 1.10% | 44,242 | $2.4M | Reduce -66.5% |
| SPEM State Street SP PTF Em ETF | 1.06% | 59,648 | $2.3M | Reduce -4.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.00% | 39,491 | $2.2M | Reduce -77.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.94% | 36,613 | $2.0M | New |
| XLF SS Financial Select Sector | 0.71% | 31,763 | $1.5M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.66% | 10,601 | $1.4M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.62% | 6,064 | $1.3M | Reduce -1.5% |
| PFFD Global X US Preferred ETF | 0.60% | 66,243 | $1.3M | Add +3.0% |
| XLI SS Industrial Select Sector | 0.59% | 9,656 | $1.3M | Add +2.5% |
| XLC SS Comm Select Sector SPDR | 0.59% | 13,052 | $1.3M | Add +1.0% |
| MSFT Microsoft Corp. | 0.55% | 2,794 | $1.2M | Add +0.1% |
| ORCL Oracle Corp. | 0.48% | 6,171 | $1.0M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 9,790 | $994K | Reduce -54.0% |
| IWR iShares Russell Mid-Cap ETF | 0.41% | 9,881 | $874K | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 0.35% | 1,270 | $744K | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 14,525 | $638K | Add +1.2% |
| SPHY SS SPDR P High Yield ETF | 0.29% | 26,702 | $627K | Reduce -49.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.27% | 11,757 | $587K | Reduce -20.1% |
| ABBV Abbvie Inc. | 0.27% | 3,261 | $579K | Add +0.5% |
| TSLA Tesla Inc. | 0.25% | 1,348 | $544K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 892 | $523K | Reduce -74.5% |
| NEE Nextera Energy Inc. | 0.22% | 6,751 | $484K | Reduce -6.3% |
| URI United Rentals Inc. | 0.22% | 679 | $478K | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.22% | 821 | $470K | Add +0.6% |
| HON Honeywell International Inc. | 0.21% | 2,007 | $453K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.21% | 2,325 | $443K | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 941 | $427K | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 0.20% | 2,236 | $423K | Add +2.0% |
| ES Eversource Energy | 0.17% | 6,555 | $376K | Reduce -13.2% |
| NICE Nice Ltd. - Spon ADR | 0.17% | 2,099 | $356K | No change |
| VZ Verizon Communications Inc. | 0.17% | 8,912 | $356K | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.16% | 642 | $338K | Add +0.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.14% | 3,542 | $309K | Reduce -25.7% |
| UTG Reaves Utility Income Fund | 0.14% | 9,667 | $306K | No change |
| LLY Eli Lilly & Co. | 0.14% | 395 | $305K | Reduce -1.3% |
| ABT Abbott Laboratories | 0.14% | 2,655 | $300K | Add +0.2% |
| WMT Walmart Inc. | 0.13% | 3,154 | $285K | Add +22.0% |
| XOM Exxon Mobil Corp. | 0.13% | 2,608 | $281K | Reduce -18.4% |
| CVX Chevron Corp. | 0.13% | 1,931 | $280K | Add +15.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 1,416 | $280K | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.13% | 1,151 | $276K | Add +1.1% |
| AON Aon PLC Class A | 0.12% | 737 | $265K | Add +0.8% |
| CP Canadian Pacific Kansas City | 0.12% | 3,481 | $252K | New |
| ULST SS Ultra Short TM Bond ETF | 0.11% | 5,675 | $229K | Reduce -15.1% |
| RVTY Revvity Inc. | 0.10% | 2,009 | $224K | No change |
| MRK Merck & Co. Inc. | 0.10% | 2,239 | $223K | New |
| AEP American Electric Power | 0.10% | 2,402 | $222K | Add +1.5% |
| V Visa Inc. Class A | 0.10% | 693 | $219K | New |
| ALL Allstate Corp. | 0.10% | 1,109 | $214K | No change |
| MCD McDonald's Corp. | 0.10% | 737 | $214K | Add +8.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 942 | $207K | Add +3.0% |
Portfolio Sells Q3 2024 → Q4 2024
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -77.6% | 1.00% | −3.69 |
| O Realty Income Corp. | Reduce -66.5% | 1.10% | −2.98 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -43.2% | 1.80% | −1.62 |
| IVE iShares S&P 500 Value ETF | Reduce -55.3% | 1.10% | −1.56 |
| IWM iShares Russell 2000 ETF | Reduce -55.1% | 1.12% | −1.49 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.5% | 8.35% | −0.83 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -74.5% | 0.24% | −0.73 |
| PFFV Global X Variable Rate Pref | Reduce -23.2% | 1.70% | −0.66 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -11.6% | 2.95% | −0.59 |
| IVW iShares S&P 500 Growth ETF | Reduce -54.0% | 0.46% | −0.53 |
| SPHY SS SPDR P High Yield ETF | Reduce -49.8% | 0.29% | −0.33 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.24 |
| SO The Southern Co. | Sold out | 0.00% | −0.20 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.20 |
| SPEM State Street SP PTF Em ETF | Reduce -4.0% | 1.06% | −0.18 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.14 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.12 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.12 |
| CORP PIMCO Inv Grade Corp. BD ETF | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.11 |
| ES Eversource Energy | Reduce -13.2% | 0.17% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -6.3% | 0.22% | −0.07 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -20.1% | 0.27% | −0.07 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -25.7% | 0.14% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -18.4% | 0.13% | −0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -4.5% | 0.41% | −0.04 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.48% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 0.17% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 0.14% | −0.03 |
| ULST SS Ultra Short TM Bond ETF | Reduce -15.1% | 0.11% | −0.03 |
| XLF SS Financial Select Sector | Reduce -2.0% | 0.71% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.5% | 0.13% | +0.01 |
| AAPL Apple Inc. | Reduce -1.0% | 3.00% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 0.62% | +0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 5.34% | +5.34 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 3.46% | +3.46 |
| QUAL iShares MSCI USA Quality Fac | New | 2.40% | +2.40 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +26.6% | 11.55% | +2.20 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.8% | 15.18% | +1.27 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.94% | +0.94 |
| QQQ Invesco QQQ Trust Series 1 | Add +34.5% | 3.35% | +0.86 |
| SPIB SS SPDR P Int C Corp. ETF | Add +42.5% | 2.28% | +0.56 |
| WTV Wisdomtree U.S. Value Fund | Add +16.5% | 3.03% | +0.42 |
| TSLA Tesla Inc. | New | 0.25% | +0.25 |
| CP Canadian Pacific Kansas City | New | 0.12% | +0.12 |
| MRK Merck & Co. Inc. | New | 0.10% | +0.10 |
| V Visa Inc. Class A | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +0.1% | 0.66% | +0.04 |
| WMT Walmart Inc. | Add +22.0% | 0.13% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +0.6% | 0.22% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +2.0% | 0.20% | +0.02 |
| BAC Bank of America Corp. | Add +1.2% | 0.30% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.21% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +1.0% | 0.59% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 0.13% | +0.01 |
| CVX Chevron Corp. | Add +15.4% | 0.13% | +0.01 |
| HON Honeywell International Inc. | Add +0.2% | 0.21% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.16% | +0.00 |
| AON Aon PLC Class A | Add +0.8% | 0.12% | 0.00 |
| MCD McDonald's Corp. | Add +8.7% | 0.10% | −0.00 |
| IBM Intl Business Machines Corp. | Add +3.0% | 0.10% | −0.00 |
| XLK SS Technology Select Sector | Add +1.3% | 1.21% | −0.00 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.35% | −0.01 |
| ABT Abbott Laboratories | Add +0.2% | 0.14% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.3% | 0.20% | −0.01 |
| AEP American Electric Power | Add +1.5% | 0.10% | −0.02 |
| XLI SS Industrial Select Sector | Add +2.5% | 0.59% | −0.03 |
| MSFT Microsoft Corp. | Add +0.1% | 0.55% | −0.04 |
| ABBV Abbvie Inc. | Add +0.5% | 0.27% | −0.04 |
| URI United Rentals Inc. | Add +0.4% | 0.22% | −0.04 |
| PFFD Global X US Preferred ETF | Add +3.0% | 0.60% | −0.05 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +6.0% | 3.65% | −0.12 |
| SPTI SS SPDR P Int Term TSY ETF | Add +5.6% | 5.18% | −0.17 |
| JMUB JPMorgan Municipal ETF | Add +0.1% | 3.22% | −0.22 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.5% | 4.02% | −0.59 |
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 |