LG
| |
Leslie Global Wealth, LLC13F | |
| Leslie Global Wealth, LLC | |
| Last update 2025-05-14 | 75 Stocks (8 new) |
| Value $205.00 Mil | Turnover 6 % |
Leslie Global Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 402,817 | 32,374.4 | +8.29% | 15.760 | +1.21% | 0.100 | +25.27% | +11.68% | 39,068.8 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 374,951 | 24,656.8 | +3.85% | 12.000 | +0.44% | 0.040 | +18.80% | +8.87% | 78,088.3 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 364,573 | 18,618.7 | +3.58% | 9.060 | +0.31% | 0.070 | +12.04% | +5.84% | 27,326.2 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 249,866 | 11,513.8 | -1.78% | 5.610 | -0.10% | 0.030 | +1.98% | +3.69% | 32,857.1 | ||
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 391,533 | 11,190.0 | -2.12% | 5.450 | -0.11% | 0.130 | +1.27% | +4.34% | 8,764.6 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 247,051 | 8,995.1 | -2.57% | 4.380 | -0.10% | 0.040 | +14.40% | +23.92% | 27,862.8 | ||
SPMB |
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
| 359,214 | 7,920.7 | -1.49% | 3.860 | -0.05% | 0.130 | +1.72% | +3.37% | 6,184.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 45,668 | 7,804.2 | +57.34% | 3.800 | +1.38% | 0.020 | +14.04% | +5.05% | 53,508.3 | ||
QQQ | INVESCO QQQ Trust | 14,841 | 6,959.2 | +5.20% | 3.390 | +0.17% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
QSY | WISDOMTREE U.S. VALUE FUND | 78,417 | 6,443.5 | +0.54% | 3.140 | +0.02% | - | +14.10% | +5.13% | 0 |
Leslie Global Wealth, LLC's Historical Top Holdings Breakdowns
Leslie Global Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JMUB | JPMorgan Municipal ETF | 2025-03-31 | Reduce Reduce | -2.98% | 49.69 ($50.25) 50.78 | $49.17 | -2.15% | Reduce -92.52% | 10,340 | -127,897 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +1.38% | 168.16 ($179.03) 186.21 | $186.25 | 4.03% | Add 57.34% | 45,668 | 16,643 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Add Add | +1.21% | 80.05 ($87.3) 92.39 | $97.88 | 12.12% | Add 8.29% | 402,817 | 30,830 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Reduce Reduce | -1.14% | 48.08 ($51.4) 53.73 | $55.85 | 8.66% | Reduce -32.81% | 97,588 | -47,663 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | Sold Out Sold Out | -0.94% | 54.25 ($56.1) 57.64 | $64.44 | 14.87% | Sold Out | 0 | -36,613 | |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | Reduce Reduce | -0.66% | 50.21 ($54.51) 57.73 | $56.45 | 3.56% | Reduce -65.97% | 13,438 | -26,053 | |
PFFD | Global X U.S. Preferred ETF | 2025-03-31 | Sold Out Sold Out | -0.60% | 19.04 ($19.63) 20.15 | $19.08 | -2.80% | Sold Out | 0 | -66,243 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.57% | 32.5 ($32.96) 33.3 | $33.48 | 1.58% | Add 23.33% | 184,550 | 34,910 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.44% | 64.88 ($69.16) 72.1 | $74.59 | 7.85% | Add 3.85% | 374,951 | 13,884 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Add Add | +0.31% | 49.78 ($51.86) 53.19 | $53.67 | 3.49% | Add 3.58% | 364,573 | 12,608 |
Leslie Global Wealth, LLC Total Holding History ($B)
Leslie Global Wealth, LLC's Asset Allocation
Leslie Global Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Leslie Global Wealth, LLC's Hypothetical Growth since 2025-03-31
Leslie Global Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Leslie Global Wealth, LLC's Holdings Heat Map
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Leslie Global Wealth, LLC's Holdings Bubble Chart
Leslie Global Wealth, LLC News
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