Leslie Global Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Leslie Global Wealth, LLC reported 75 stock positions worth $205.4 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 15.8% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 12.0%) and SS SPDR P S&P 500 Value ETF (SPYV, 9.1%). Compared with Q4 2024, it opened 8 new positions, sold out of 4, added to 36 and reduced 28. The biggest buy was iShares MSCI USA Quality Fac (QUAL, shares +57%) and the biggest sale JPMorgan Municipal ETF (JMUB, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- Itasca, IL
- CIK
- 0001954832
- Portfolio Value
- $205.4M (Q1 2025)
- SEC Filing
- 0001172661-25-001809 ↗ filed May 14, 2025
Holdings Value
Holdings 75 stocks · $205.4M
| SPYG SS SPDR P S&P 500 Growth ETF | 15.76% | 402,817 | $32.4M | Add +8.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 12.00% | 374,951 | $24.7M | Add +3.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 9.06% | 364,573 | $18.6M | Add +3.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.61% | 249,866 | $11.5M | Reduce -1.8% |
| SPTI SS SPDR P Int Term TSY ETF | 5.45% | 391,533 | $11.2M | Reduce -2.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.38% | 247,051 | $9.0M | Reduce -2.6% |
| SPMB SS SPDR P Mort Back Bond ETF | 3.86% | 359,214 | $7.9M | Reduce -1.5% |
| QUAL iShares MSCI USA Quality Fac | 3.80% | 45,668 | $7.8M | Add +57.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.39% | 14,841 | $7.0M | Add +5.2% |
| WTV Wisdomtree U.S. Value Fund | 3.14% | 78,417 | $6.4M | Add +0.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.01% | 151,510 | $6.2M | Add +7.1% |
| SPIB SS SPDR P Int C Corp. ETF | 2.99% | 184,550 | $6.1M | Add +23.3% |
| AAPL Apple Inc. | 2.82% | 26,064 | $5.8M | Add +1.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.32% | 97,588 | $4.8M | Reduce -32.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.92% | 47,471 | $3.9M | Add +10.6% |
| PFFV Global X Variable Rate Pref | 1.78% | 154,211 | $3.6M | Reduce -0.5% |
| O Realty Income Corp. | 1.25% | 44,296 | $2.6M | Add +0.1% |
| XLK SS Technology Select Sector | 1.22% | 12,087 | $2.5M | Add +7.9% |
| SPEM State Street SP PTF Em ETF | 1.15% | 60,034 | $2.4M | Add +0.7% |
| IWM iShares Russell 2000 ETF | 1.15% | 11,796 | $2.4M | Add +7.9% |
| IVE iShares S&P 500 Value ETF | 1.13% | 12,203 | $2.3M | Reduce -1.9% |
| XLF SS Financial Select Sector | 0.70% | 29,039 | $1.4M | Reduce -8.6% |
| XLI SS Industrial Select Sector | 0.62% | 9,661 | $1.3M | Add +0.1% |
| XLC SS Comm Select Sector SPDR | 0.56% | 11,997 | $1.2M | Reduce -8.1% |
| AMZN Amazon.com Inc. | 0.50% | 5,446 | $1.0M | Reduce -10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 1,639 | $917K | Add +83.7% |
| IWR iShares Russell Mid-Cap ETF | 0.43% | 10,449 | $889K | Add +5.8% |
| MSFT Microsoft Corp. | 0.43% | 2,328 | $874K | Reduce -16.7% |
| ORCL Oracle Corp. | 0.42% | 6,133 | $857K | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 0.41% | 9,106 | $845K | Reduce -7.0% |
| NVDA Nvidia Corp. | 0.41% | 7,678 | $832K | Reduce -27.6% |
| META Meta Platforms Inc. Class A | 0.35% | 1,265 | $729K | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.34% | 3,333 | $698K | Add +2.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.33% | 13,438 | $688K | Reduce -66.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 14,419 | $602K | Reduce -0.7% |
| SPHY SS SPDR P High Yield ETF | 0.29% | 25,682 | $601K | Reduce -3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,024 | $545K | Add +8.8% |
| JMUB JPMorgan Municipal ETF | 0.25% | 10,340 | $524K | Reduce -92.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.25% | 11,110 | $511K | Reduce -5.5% |
| NEE Nextera Energy Inc. | 0.22% | 6,506 | $461K | Reduce -3.6% |
| GS Goldman Sachs Group Inc. | 0.22% | 824 | $450K | Add +0.4% |
| AVGO Broadcom Inc. | 0.22% | 2,646 | $443K | New |
| HON Honeywell International Inc. | 0.21% | 2,020 | $428K | Add +0.7% |
| URI United Rentals Inc. | 0.21% | 682 | $427K | Add +0.4% |
| VZ Verizon Communications Inc. | 0.20% | 9,196 | $417K | Add +3.2% |
| ES Eversource Energy | 0.20% | 6,558 | $407K | Add +0.1% |
| ABT Abbott Laboratories | 0.18% | 2,767 | $367K | Add +4.2% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,281 | $356K | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.17% | 650 | $356K | Add +1.3% |
| GSY Invesco Ultra Short Duration | 0.17% | 6,987 | $350K | New |
| XOM Exxon Mobil Corp. | 0.17% | 2,889 | $344K | Add +10.8% |
| GOOGL Alphabet Inc. Class A | 0.17% | 2,196 | $340K | Reduce -1.8% |
| NICE Nice Ltd. - Spon ADR | 0.16% | 2,099 | $324K | No change |
| UTG Reaves Utility Income Fund | 0.15% | 9,667 | $315K | No change |
| CVX Chevron Corp. | 0.15% | 1,870 | $313K | Reduce -3.2% |
| SO The Southern Co. | 0.15% | 3,379 | $311K | New |
| TSLA Tesla Inc. | 0.15% | 1,170 | $303K | Reduce -13.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.15% | 3,842 | $301K | Add +8.5% |
| JNJ Johnson & Johnson | 0.14% | 1,784 | $296K | New |
| AON Aon PLC Class A | 0.14% | 741 | $296K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.14% | 351 | $290K | Reduce -11.1% |
| JPM JPMorgan Chase & Co. | 0.14% | 1,178 | $289K | Add +2.4% |
| ULST SS Ultra Short TM Bond ETF | 0.14% | 7,077 | $288K | Add +24.7% |
| WMT Walmart Inc. | 0.14% | 3,242 | $285K | Add +2.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.14% | 9,325 | $281K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,084 | $270K | Add +15.1% |
| V Visa Inc. Class A | 0.13% | 745 | $261K | Add +7.5% |
| MCD McDonald's Corp. | 0.13% | 824 | $257K | Add +11.8% |
| ALL Allstate Corp. | 0.11% | 1,140 | $236K | Add +2.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,404 | $233K | Reduce -0.8% |
| AEP American Electric Power | 0.11% | 2,058 | $225K | Reduce -14.3% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 3,260 | $221K | New |
| RVTY Revvity Inc. | 0.10% | 2,009 | $213K | No change |
| UBER Uber Technologies Inc. | 0.10% | 2,853 | $208K | New |
| UNH Unitedhealth Group Inc. | 0.10% | 393 | $206K | New |
Portfolio Sells Q4 2024 → Q1 2025
| JMUB JPMorgan Municipal ETF | Reduce -92.5% | 0.25% | −2.96 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -32.8% | 2.32% | −1.14 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.94 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -66.0% | 0.33% | −0.67 |
| PFFD Global X US Preferred ETF | Sold out | 0.00% | −0.60 |
| NVDA Nvidia Corp. | Reduce -27.6% | 0.41% | −0.26 |
| MSFT Microsoft Corp. | Reduce -16.7% | 0.43% | −0.12 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -10.2% | 0.50% | −0.11 |
| TSLA Tesla Inc. | Reduce -13.2% | 0.15% | −0.11 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.10 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.42% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.0% | 0.41% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 0.17% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.17% | −0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -5.5% | 0.25% | −0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -8.1% | 0.56% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.8% | 0.11% | −0.02 |
| XLF SS Financial Select Sector | Reduce -8.6% | 0.70% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.7% | 0.29% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -11.1% | 0.14% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -3.6% | 0.22% | −0.00 |
| SPHY SS SPDR P High Yield ETF | Reduce -3.8% | 0.29% | +0.00 |
| AEP American Electric Power | Reduce -14.3% | 0.11% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.35% | +0.01 |
| CVX Chevron Corp. | Reduce -3.2% | 0.15% | +0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -1.9% | 1.13% | +0.03 |
| PFFV Global X Variable Rate Pref | Reduce -0.5% | 1.78% | +0.08 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -1.5% | 3.86% | +0.21 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.8% | 5.61% | +0.27 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -2.1% | 5.45% | +0.27 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.6% | 4.38% | +0.36 |
Portfolio Buys Q4 2024 → Q1 2025
| QUAL iShares MSCI USA Quality Fac | Add +57.3% | 3.80% | +1.40 |
| SPIB SS SPDR P Int C Corp. ETF | Add +23.3% | 2.99% | +0.71 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.6% | 9.06% | +0.71 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +8.3% | 15.76% | +0.58 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.9% | 12.00% | +0.45 |
| AVGO Broadcom Inc. | New | 0.22% | +0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +83.7% | 0.45% | +0.20 |
| GSY Invesco Ultra Short Duration | New | 0.17% | +0.17 |
| O Realty Income Corp. | Add +0.1% | 1.25% | +0.15 |
| SO The Southern Co. | New | 0.15% | +0.15 |
| JNJ Johnson & Johnson | New | 0.14% | +0.14 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.14% | +0.14 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +10.6% | 1.92% | +0.12 |
| WTV Wisdomtree U.S. Value Fund | Add +0.5% | 3.14% | +0.11 |
| MDLZ Mondelez International Inc. Class A | New | 0.11% | +0.11 |
| UBER Uber Technologies Inc. | New | 0.10% | +0.10 |
| UNH Unitedhealth Group Inc. | New | 0.10% | +0.10 |
| SPEM State Street SP PTF Em ETF | Add +0.7% | 1.15% | +0.09 |
| ABBV Abbvie Inc. | Add +2.2% | 0.34% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.8% | 0.27% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +7.1% | 3.01% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.2% | 3.39% | +0.04 |
| ABT Abbott Laboratories | Add +4.2% | 0.18% | +0.04 |
| VZ Verizon Communications Inc. | Add +3.2% | 0.20% | +0.04 |
| XOM Exxon Mobil Corp. | Add +10.8% | 0.17% | +0.04 |
| IBM Intl Business Machines Corp. | Add +15.1% | 0.13% | +0.04 |
| ULST SS Ultra Short TM Bond ETF | Add +24.7% | 0.14% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +5.8% | 0.43% | +0.03 |
| MCD McDonald's Corp. | Add +11.8% | 0.13% | +0.03 |
| XLI SS Industrial Select Sector | Add +0.1% | 0.62% | +0.03 |
| V Visa Inc. Class A | Add +7.5% | 0.13% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +7.9% | 1.15% | +0.02 |
| ES Eversource Energy | Add +0.1% | 0.20% | +0.02 |
| AON Aon PLC Class A | Add +0.5% | 0.14% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.3% | 0.17% | +0.02 |
| ALL Allstate Corp. | Add +2.8% | 0.11% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 0.14% | +0.01 |
| WMT Walmart Inc. | Add +2.8% | 0.14% | +0.01 |
| XLK SS Technology Select Sector | Add +7.9% | 1.22% | +0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +8.5% | 0.15% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.4% | 0.22% | +0.00 |
| HON Honeywell International Inc. | Add +0.7% | 0.21% | −0.00 |
| URI United Rentals Inc. | Add +0.4% | 0.21% | −0.01 |
| AAPL Apple Inc. | Add +1.1% | 2.82% | −0.18 |
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 |