LG

Leslie Global Wealth, LLC

13F
Leslie Global Wealth, LLC
Last update 2025-05-14 75 Stocks (8 new)
Value $205.00 Mil Turnover 6 %
Countries:
Top Holdings: SPYG(15.76%)SPLG(12.00%)SPYV(9.06%)IUSB(5.61%)SPTI(5.45%)
Summary Stock Picks Current Portfolio
Leslie Global Wealth, LLC Top Holdings of 2025-03-31 View Full List
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
+2.54%
+2.18%
34,593.4
 
SPLG 		SPDR Portfolio S&P 500 ETF
374,951
24,656.8
+3.85%
12.000
+0.44%
0.040
-0.48%
+0.89%
67,319.4
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
364,573
18,618.7
+3.58%
9.060
+0.31%
0.070
-3.75%
-0.55%
25,560.6
 
IUSB 		iShares Core Total USD Bond Market ETF
249,866
11,513.8
-1.78%
5.610
-0.10%
0.030
-0.16%
+2.51%
32,439.9
 
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF
391,533
11,190.0
-2.12%
5.450
-0.11%
0.130
+0.98%
+3.61%
8,835.5
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
247,051
8,995.1
-2.57%
4.380
-0.10%
0.040
+9.28%
+16.64%
26,644.8
 
SPMB 		SPDR Portfolio Mortgage Backed Bond ETF
359,214
7,920.7
-1.49%
3.860
-0.05%
0.130
-0.77%
+2.27%
5,969.3
 
QUAL 		iShares MSCI USA Quality Factor ETF
45,668
7,804.2
+57.34%
3.800
+1.38%
0.020
-2.26%
-0.35%
50,709.3
 
QQQ 		INVESCO QQQ Trust
14,841
6,959.2
+5.20%
3.390
+0.17%
0.000
+2.31%
+1.69%
330,309.7
 
QSY 		WISDOMTREE U.S. VALUE FUND
78,417
6,443.5
+0.54%
3.140
+0.02%
-
-2.68%
-0.69%
0
 

Leslie Global Wealth, LLC's Historical Top Holdings Breakdowns

Leslie Global Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JMUB 		JPMorgan Municipal ETF2025-03-31Reduce
-2.98%
●
49.69 ($50.25) 50.78
$49.45
-1.59%
Reduce -92.52%
10,340
-127,897
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Add
+1.38%
●
168.16 ($179.03) 186.21
$177.06
-1.10%
Add 57.34%
45,668
16,643
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Add
+1.21%
●
80.05 ($87.3) 92.39
$89.69
2.74%
Add 8.29%
402,817
30,830
DYNF 		iShares U.S. Equity Factor Rotation Active ETF2025-03-31Reduce
-1.14%
●
48.08 ($51.4) 53.73
$51.95
1.07%
Reduce -32.81%
97,588
-47,663
EMXC 		iShares MSCI Emerging Markets ex China ETF2025-03-31Sold Out
-0.94%
●
54.25 ($56.1) 57.64
$59.24
5.60%
Sold Out
0
-36,613
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2025-03-31Reduce
-0.66%
●
50.21 ($54.51) 57.73
$52.69
-3.34%
Reduce -65.97%
13,438
-26,053
PFFD 		Global X U.S. Preferred ETF2025-03-31Sold Out
-0.60%
●
19.04 ($19.63) 20.15
$18.71
-4.69%
Sold Out
0
-66,243
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2025-03-31Add
+0.57%
●
32.5 ($32.96) 33.3
$33.26
0.91%
Add 23.33%
184,550
34,910
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Add
+0.44%
●
64.88 ($69.16) 72.1
$69.33
0.25%
Add 3.85%
374,951
13,884
SPYV 		SPDR Portfolio S&P 500 Value ETF2025-03-31Add
+0.31%
●
49.78 ($51.86) 53.19
$50.68
-2.28%
Add 3.58%
364,573
12,608

Leslie Global Wealth, LLC Total Holding History ($B)

To

Leslie Global Wealth, LLC's Asset Allocation

To

Leslie Global Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Leslie Global Wealth, LLC's Holdings Bubble Chart

Leslie Global Wealth, LLC News

  • 1

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