Leslie Global Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Leslie Global Wealth, LLC held in its portfolio 65 assets valued at $222,247,128 (i.e. $222.25M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($105.52M), JANUS DETROIT STR TR ($27.57M), and SPDR INDEX SHS FDS ($10.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 65 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Leslie Global Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1419385 | 105520938 | STATE STREET SPD |
| JANUS DETROIT STR TR | 544992 | 27565695 | HENDRSON AAA CL |
| SPDR INDEX SHS FDS | 237593 | 10551505 | PORTFOLIO DEVLPD |
| APPLE INC | 28958 | 7872522 | COM |
| ISHARES GOLD TR | 92904 | 7541018 | ISHARES NEW |
| WISDOMTREE TR | 71010 | 6625233 | WISDOMTREE US VA |
| INVESCO QQQ TR | 10544 | 6477482 | UNIT SER 1 |
| ISHARES TR | 29826 | 5924040 | MSCI USA QLT FCT |
| SPDR INDEX SHS FDS | 85216 | 3988961 | PORTFOLIO EMG MK |
| GLOBAL X FDS | 169352 | 3763001 | RATE PREFERRED |
| ISHARES TR | 13648 | 3359592 | RUSSELL 2000 ETF |
| REALTY INCOME CORP | 43910 | 2475207 | COM |
| NVIDIA CORPORATION | 10887 | 2030426 | COM |
| ISHARES TR | 14527 | 1790598 | S&P 500 GRWT ETF |
| SPDR S&P 500 ETF TR | 2596 | 1770264 | TR UNIT |
| MICROSOFT CORP | 2920 | 1412170 | COM |
| AMAZON COM INC | 5594 | 1291207 | COM |
| ORACLE CORP | 5670 | 1105140 | COM |
| ISHARES TR | 10942 | 1053386 | RUS MID CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 15701 | 930755 | S&P 500 TOP 50 |
| ELI LILLY & CO | 862 | 926374 | COM |
| META PLATFORMS INC | 1243 | 820492 | CL A |
| BROADCOM INC | 2369 | 819911 | COM |
| BANK AMERICA CORP | 14815 | 814825 | COM |
| ABBVIE INC | 3394 | 775495 | COM |
| ALPHABET INC | 2363 | 739619 | CAP STK CL A |
| ALPHABET INC | 2348 | 736802 | CAP STK CL C |
| GOLDMAN SACHS GROUP INC | 748 | 657492 | COM |
| PHILIP MORRIS INTL INC | 4030 | 646412 | COM |
| TESLA INC | 1275 | 573393 | COM |
| UNITED RENTALS INC | 690 | 558431 | COM |
| J P MORGAN EXCHANGE TRADED F | 11005 | 556743 | MUNICIPAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 1040 | 522756 | CL B NEW |
| NEXTERA ENERGY INC | 6218 | 499181 | COM |
| EVERSOURCE ENERGY | 7074 | 476292 | COM |
| JPMORGAN CHASE & CO. | 1286 | 414375 | COM |
| JOHNSON & JOHNSON | 1913 | 395895 | COM |
| HONEYWELL INTL INC | 1991 | 388424 | COM |
| MASTERCARD INCORPORATED | 670 | 382490 | CL A |
| VERIZON COMMUNICATIONS INC | 9305 | 378993 | COM |
| WALMART INC | 3385 | 377123 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1208 | 367099 | SPONSORED ADS |
| REAVES UTIL INCOME FD | 9667 | 353619 | COM SH BEN INT |
| ABBOTT LABS | 2804 | 351313 | COM |
| EXXON MOBIL CORP | 2888 | 347542 | COM |
| MCDONALDS CORP | 1063 | 324885 | COM |
| RTX CORPORATION | 1707 | 313064 | COM |
| ALTRIA GROUP INC | 5414 | 312171 | COM |
| INTERNATIONAL BUSINESS MACHS | 1037 | 307170 | COM |
| CANADIAN PACIFIC KANSAS CITY | 4112 | 302767 | COM |
| GE AEROSPACE | 944 | 290780 | COM NEW |
| CUMMINS INC | 560 | 285852 | COM |
| SOUTHERN CO | 3235 | 282092 | COM |
| MERCK & CO INC | 2581 | 271676 | COM |
| UBER TECHNOLOGIES INC | 3255 | 265966 | COM |
| MICRON TECHNOLOGY INC | 930 | 265431 | COM |
| VISA INC | 743 | 260578 | COM CL A |
| AON PLC | 723 | 255132 | SHS CL A |
| CHEVRON CORP NEW | 1627 | 247971 | COM |
| NICE LTD | 2099 | 237271 | SPONSORED ADR |
| ALLSTATE CORP | 1137 | 236667 | COM |
| PALANTIR TECHNOLOGIES INC | 1257 | 223432 | CL A |
| ADVANCED MICRO DEVICES INC | 1012 | 216730 | COM |
| INVESCO EXCHANGE TRADED FD T | 1128 | 216080 | S&P500 EQL WGT |
| HUBBELL INC | 453 | 201182 | COM |
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