Leslie Global Wealth, LLC Portfolio Holdings

Leslie Global Wealth, LLC

  • $215 Billion
  • Q4 2024

Leslie Global Wealth, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $215 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $32.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $24.9B, Spdr Portfolio S&P 500 Value E with a value of $18B, 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 increase of $9.65B in the current position value, from $206B to 215B.

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 $215 Billion
ETFs: $187 Billion
Technology: $10.9 Billion
Financial Services: $3.15 Billion
Real Estate: $2.36 Billion
Consumer Cyclical: $2.09 Billion
Communication Services: $1.97 Billion
Healthcare: $1.63 Billion
Utilities: $1.08 Billion
Other: $1.78 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $215 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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