Leslie Global Wealth, LLC
CIK: 0001954832SEC EDGAR →
Portfolio Value
$222.2M
Holdings
72
As of
Q4 2025
New Positions
72
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 326,086 | $34.8M | 15.66% |
| 2 | SPDR SERIES TRUST | 364,129 | $29.2M | 13.14% |
| 3 | SPDR SERIES TRUST | 489,301 | $27.8M | 12.51% |
| 4 | JANUS DETROIT STR TR | 544,992 | $27.6M | 12.40% |
| 5 | SPDR INDEX SHS FDS | 237,593 | $10.6M | 4.75% |
| 6 | APPLE INC | 28,958 | $7.9M | 3.54% |
| 7 | ISHARES GOLD TR | 92,904 | $7.5M | 3.39% |
| 8 | WISDOMTREE TR | 71,010 | $6.6M | 2.98% |
| 9 | INVESCO QQQ TR | 10,544 | $6.5M | 2.91% |
| 10 | SPDR SERIES TRUST | 135,398 | $6.3M | 2.85% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (72)
$34.8M · 326K shares
$29.2M · 364K shares
$27.8M · 489K shares
$27.6M · 545K shares
$10.6M · 238K shares
$7.9M · 29K shares
$7.5M · 93K shares
$6.6M · 71K shares
$6.5M · 11K shares
$6.3M · 135K shares
$5.9M · 30K shares
$5.8M · 62K shares
$4.0M · 85K shares
$3.8M · 169K shares
$3.4M · 14K shares
$2.5M · 44K shares
$2.0M · 11K shares
$1.8M · 15K shares
$1.8M · 3K shares
$1.4M · 3K shares
$1.3M · 6K shares
$1.1M · 6K shares
$1.1M · 11K shares
$930K · 16K shares
$926K · 862 shares
$820K · 1K shares
$819K · 2K shares
$814K · 15K shares
$775K · 3K shares
$739K · 2K shares
$736K · 2K shares
$706K · 30K shares
$657K · 748 shares
$646K · 4K shares
$573K · 1K shares
$561K · 10K shares
$558K · 690 shares
$556K · 11K shares
$522K · 1K shares
$499K · 6K shares
$476K · 7K shares
$414K · 1K shares
$395K · 2K shares
$388K · 2K shares
$382K · 670 shares
$378K · 9K shares
$377K · 3K shares
$367K · 1K shares
$353K · 10K shares
$351K · 3K shares
$347K · 3K shares
$324K · 1K shares
$313K · 2K shares
$312K · 5K shares
$307K · 1K shares
$302K · 4K shares
$290K · 944 shares
$285K · 560 shares
$282K · 3K shares
$271K · 3K shares
$265K · 3K shares
$265K · 930 shares
$261K · 3K shares
$260K · 743 shares
$255K · 723 shares
$247K · 2K shares
$237K · 2K shares
$236K · 1K shares
$223K · 1K shares
$216K · 1K shares
$216K · 1K shares
$201K · 453 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $176.8M | 79.5% |
| Unknown | 6 | $15.7M | 7.0% |
| Technology | 12 | $15.2M | 6.9% |
| Healthcare | 5 | $2.7M | 1.2% |
| Real Estate | 1 | $2.5M | 1.1% |
| Industrials | 7 | $2.3M | 1.1% |
| Communication Services | 3 | $2.3M | 1.0% |
| Consumer Cyclical | 3 | $2.2M | 1.0% |
| Utilities | 3 | $1.3M | 0.6% |
| Consumer Defensive | 2 | $689K | 0.3% |
| Energy | 2 | $594K | 0.3% |