Leslie Global Wealth, LLC Portfolio Holdings

Leslie Global Wealth, LLC

  • $205 Billion
  • Q1 2025

Leslie Global Wealth, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $32.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $24.7B, Spdr Portfolio S&P 500 Value E with a value of $18.6B, Ishares Core Total Usd Bond Ma with a value of $11.5B, and Spdr Ser Tr Spdr Portfolio Int with a value of $11.2B.

Examining the 13F form we can see an decrease of $10B in the current position value, from $215B to 205B.

Leslie Global Wealth, LLC is based out at Itasca, IL

Below you can find more details about Leslie Global Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $205 Billion
ETFs: $177 Billion
Technology: $9.83 Billion
Financial Services: $3.35 Billion
Real Estate: $2.57 Billion
Healthcare: $2.07 Billion
Communication Services: $1.84 Billion
Consumer Cyclical: $1.6 Billion
Utilities: $1.4 Billion
Other: $2.02 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.4 Billion 15.76% of portfolio
402,817
Q1 2025 Added 8.29%
$0
$24.7 Billion 12.0% of portfolio
374,951
Q1 2025 Added 3.85%
$0
$18.6 Billion 9.06% of portfolio
364,573
Q1 2025 Added 3.58%
$0
$11.5 Billion 5.61% of portfolio
249,866
Q1 2025 Reduced 1.78%
$0
$11.2 Billion 5.45% of portfolio
391,533
Q1 2025 Reduced 2.12%
$0
$9 Billion 4.38% of portfolio
247,051
Q1 2025 Reduced 2.57%
$0
$7.92 Billion 3.86% of portfolio
359,214
Q1 2025 Reduced 1.49%
$0
$7.8 Billion 3.8% of portfolio
45,668
Q1 2025 Added 57.34%
$0
$6.96 Billion 3.39% of portfolio
14,841
Q1 2025 Added 5.2%
$0
$6.44 Billion 3.14% of portfolio
78,417
Q1 2025 Added 0.54%
$0
$6.18 Billion 3.01% of portfolio
151,510
Q1 2025 Added 7.12%
$0
$6.13 Billion 2.99% of portfolio
184,550
Q1 2025 Added 23.33%
$3.22T
$5.79 Billion 2.82% of portfolio
26,064
Q1 2025 Added 1.07%
$0
$4.76 Billion 2.32% of portfolio
97,588
Q1 2025 Reduced 32.81%
$0
$3.94 Billion 1.92% of portfolio
47,471
Q1 2025 Added 10.6%
$0
$3.65 Billion 1.78% of portfolio
154,211
Q1 2025 Reduced 0.54%
$0
$2.5 Billion 1.21% of portfolio
12,087
Q1 2025 Added 7.92%
$0
$2.35 Billion 1.15% of portfolio
11,796
Q1 2025 Added 7.93%
$0
$2.36 Billion 1.15% of portfolio
60,034
Q1 2025 Added 0.65%
$0
$2.33 Billion 1.13% of portfolio
12,203
Q1 2025 Reduced 1.91%
$0
$1.45 Billion 0.7% of portfolio
29,039
Q1 2025 Reduced 8.58%
$0
$1.27 Billion 0.62% of portfolio
9,661
Q1 2025 Added 0.05%
$0
$1.16 Billion 0.56% of portfolio
11,997
Q1 2025 Reduced 8.08%
$2.17T
$1.04 Billion 0.5% of portfolio
5,446
Q1 2025 Reduced 10.19%
$0
$917 Million 0.45% of portfolio
1,639
Q1 2025 Added 83.74%
$3.65T
$874 Million 0.43% of portfolio
2,328
Q1 2025 Reduced 16.68%
$0
$889 Million 0.43% of portfolio
10,449
Q1 2025 Added 5.75%
$580B
$857 Million 0.42% of portfolio
6,133
Q1 2025 Reduced 0.62%
$0
$845 Million 0.41% of portfolio
9,106
Q1 2025 Reduced 6.99%
$369B
$832 Million 0.41% of portfolio
7,678
Q1 2025 Reduced 27.57%
$1.59T
$729 Million 0.35% of portfolio
1,265
Q1 2025 Reduced 0.39%
$328B
$698 Million 0.34% of portfolio
3,333
Q1 2025 Added 2.21%
$0
$688 Million 0.33% of portfolio
13,438
Q1 2025 Reduced 65.97%
$0
$601 Million 0.29% of portfolio
25,682
Q1 2025 Reduced 3.82%
$374B
$602 Million 0.29% of portfolio
14,419
Q1 2025 Reduced 0.73%
$642B
$545 Million 0.27% of portfolio
1,024
Q1 2025 Added 8.82%
$0
$511 Million 0.25% of portfolio
11,110
Q1 2025 Reduced 5.5%
$0
$524 Million 0.25% of portfolio
10,340
Q1 2025 Reduced 92.52%
$107B
$443 Million 0.22% of portfolio
2,646
Q1 2025 New
$140B
$461 Million 0.22% of portfolio
6,506
Q1 2025 Reduced 3.63%
$226B
$450 Million 0.22% of portfolio
824
Q1 2025 Added 0.37%
$151B
$428 Million 0.21% of portfolio
2,020
Q1 2025 Added 0.65%
$51.3B
$427 Million 0.21% of portfolio
682
Q1 2025 Added 0.44%
$179B
$417 Million 0.2% of portfolio
9,196
Q1 2025 Added 3.19%
$22.1B
$407 Million 0.2% of portfolio
6,558
Q1 2025 Added 0.05%
$242B
$367 Million 0.18% of portfolio
2,767
Q1 2025 Added 4.22%
$996B
$340 Million 0.17% of portfolio
2,196
Q1 2025 Reduced 1.79%
$1.02T
$356 Million 0.17% of portfolio
2,281
Q1 2025 Reduced 1.89%
$0
$350 Million 0.17% of portfolio
6,987
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $205 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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