Leslie Global Wealth, LLC Reduced Holdings in Q4 2024

Leslie Global Wealth, LLC

  • $215 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-137K
- 77.64%
$54.13 - $59.56 $7.42M - $8.17M
39.5K $2.16B
O
Realty Income Corp

Real Estate
-87.9K
- 66.52%
$51.76 - $64.71 $4.55M - $5.69M
44.2K $2.36B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-32.6K
- 43.18%
$89.9 - $100.66 $2.93M - $3.28M
42.9K $3.88B
IVE
Ishares S&P 500 Value ETF

ETFs
-15.4K
- 55.28%
$189.5 - $206.17 $2.91M - $3.17M
12.4K $2.37B
IWM
Ishares Russell 2000 ETF

ETFs
-13.4K
- 55.07%
$216.13 - $242.4 $2.9M - $3.25M
10.9K $2.41B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.61K
- 74.55%
$567.81 - $607.81 $1.48M - $1.59M
892 $523M
PFFV
Global X Variable Rate Preferr

Technology
-47K
- 23.24%
$23.57 - $24.48 $1.11M - $1.15M
155K $3.65B
IVW
Ishares S&P 500 Growth ETF

ETFs
-11.5K
- 53.95%
$94.43 - $105.47 $1.08M - $1.21M
9.79K $994M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-18.5K
- 11.57%
$44.33 - $49.55 $821K - $917K
141K $6.35B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.43K
- 1.52%
$51.09 - $55.27 $277K - $300K
352K $18B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.47K
- 3.98%
$38.37 - $42.82 $94.8K - $106K
59.6K $2.29B
ES
Eversource Energy

Utilities
-1K
- 13.24%
$55.9 - $67.73 $55.9K - $67.7K
6.56K $376M
NEE
Nextera Energy Inc

Utilities
-457
- 6.34%
$69.77 - $85.43 $31.9K - $39K
6.75K $484M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.96K
- 20.09%
$46.94 - $51.62 $139K - $153K
11.8K $587M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.23K
- 25.74%
$84.34 - $95.14 $104K - $117K
3.54K $309M
XOM
Exxon Mobil Corp

Energy
-590
- 18.45%
$105.51 - $125.37 $62.3K - $74K
2.61K $281M
LLY
Eli Lilly & CO

Healthcare
-5
- 1.25%
$727.2 - $932.06 $3.64K - $4.66K
395 $305M
VZ
Verizon Communications Inc

Communication Services
-80
- 0.89%
$39.6 - $45.21 $3.17K - $3.62K
8.91K $356M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-1.01K
- 15.1%
$40.34 - $40.62 $40.7K - $41K
5.68K $229M
IWR
Ishares Russell Mid Cap ETF

ETFs
-471
- 4.55%
$87.25 - $95.52 $41.1K - $45K
9.88K $874M
ORCL
Oracle Corp

Technology
-30
- 0.48%
$165.41 - $192.43 $4.96K - $5.77K
6.17K $1.03B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-7
- 0.49%
$172.07 - $207.36 $1.2K - $1.45K
1.42K $280M
XLF
Financial Sector Spdr

ETFs
-635
- 1.96%
$44.89 - $51.34 $28.5K - $32.6K
31.8K $1.54B
AMZN
Amazon Com Inc

Consumer Cyclical
-95
- 1.54%
$180.88 - $232.93 $17.2K - $22.1K
6.06K $1.33B
AAPL
Apple Inc.

Technology
-254
- 0.98%
$221.69 - $259.02 $56.3K - $65.8K
25.8K $6.46B
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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