Leslie Global Wealth, LLC
- SEC CIK
- 0001954832
- Latest filing
- Jul 21, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 31, 2024. Long positions only.
- Positions
- 52
- No filing for Q1 2024
- Portfolio value
- $171.2M
- No filing for Q1 2024
Leslie Global Wealth, LLC did not file a 13F for Q1 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 311,041 | $24.9M | 14.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 267,289 | $17.1M | 10.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 345,184 | $16.8M | 9.8% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 355,747 | $9.97M | 5.8% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 167,741 | $8.61M | 5.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 241,209 | $8.46M | 4.9% | – | – | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 323,743 | $6.98M | 4.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 131,735 | $6.64M | 3.9% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 158,665 | $6.59M | 3.8% | – | – | – |
| ORealty Income Corp | REIT | 123,552 | $6.53M | 3.8% | – | – | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 70,600 | $6.06M | 3.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,010 | $5.28M | 3.1% | – | – | – |
| WisdomTree Tr97717W547 | US VALUE FD | 70,216 | $5.13M | 3.0% | – | – | – |
| Global X FDS37954Y376 | RATE PREFERRED | 189,447 | $4.48M | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 20,788 | $4.38M | 2.6% | – | – | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 131,166 | $4.27M | 2.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 20,216 | $4.10M | 2.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 13,445 | $2.45M | 1.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,937 | $2.25M | 1.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 31,921 | $1.31M | 0.8% | – | – | – |
| Global X FDS37954Y657 | US PFD ETF | 61,837 | $1.22M | 0.7% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,952 | $1.18M | 0.7% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,198 | $1.12M | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,453 | $1.10M | 0.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 8,652 | $1.07M | 0.6% | – | – | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 12,327 | $1.06M | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,921 | $1.05M | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,128 | $991.0K | 0.6% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,379 | $960.5K | 0.6% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 40,472 | $940.2K | 0.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 10,205 | $827.4K | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 4,220 | $595.9K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,165 | $587.4K | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,160 | $542.0K | 0.3% | – | – | History |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 10,776 | $493.0K | 0.3% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 5,270 | $412.7K | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 1,858 | $396.8K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,064 | $376.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 910 | $370.2K | 0.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,737 | $338.8K | 0.2% | – | – | History |
| URIUnited Rentals, Inc. | COM | 523 | $338.2K | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 2,775 | $319.5K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,737 | $318.6K | 0.2% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,073 | $296.9K | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 1,874 | $293.1K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 613 | $270.4K | 0.2% | – | – | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 9,667 | $264.1K | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 2,505 | $260.3K | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 1,227 | $242.8K | 0.1% | – | – | History |
| RVTYRevvity, Inc. | COM | 2,009 | $210.7K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 5,039 | $207.8K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 2,855 | $202.2K | 0.1% | – | – | History |