Leslie Global Wealth, LLC Reduced Holdings in Q1 2025

Leslie Global Wealth, LLC

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-128K
- 92.52%
$49.69 - $50.76 $6.36M - $6.49M
10.3K $524M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-47.7K
- 32.81%
$48.06 - $53.73 $2.29M - $2.56M
97.6K $4.76B
SPMD
Spdr Portfolio

ETFs
-26.1K
- 65.97%
$50.21 - $57.73 $1.31M - $1.5M
13.4K $688M
NVDA
Nvidia Corp

Technology
-2.92K
- 27.57%
$106.98 - $149.43 $313K - $437K
7.68K $832M
MSFT
Microsoft Corp

Technology
-466
- 16.68%
$375.39 - $447.2 $175K - $208K
2.33K $874M
AMZN
Amazon Com Inc

Consumer Cyclical
-618
- 10.19%
$190.26 - $242.06 $118K - $150K
5.45K $1.04B
TSLA
Tesla, Inc.

Consumer Cyclical
-178
- 13.2%
$222.15 - $428.22 $39.5K - $76.2K
1.17K $303M
ORCL
Oracle Corp

Technology
-38
- 0.62%
$139.81 - $186.47 $5.31K - $7.09K
6.13K $857M
IVW
Ishares S&P 500 Growth ETF

ETFs
-684
- 6.99%
$92.45 - $106.69 $63.2K - $73K
9.11K $845M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.06K
- 8.08%
$94.84 - $105.31 $100K - $111K
12K $1.16B
GOOG
Alphabet Inc.

Communication Services
-44
- 1.89%
$156.06 - $207.71 $6.87K - $9.14K
2.28K $356M
GOOGL
Alphabet Inc.

Communication Services
-40
- 1.79%
$154.33 - $206.19 $6.17K - $8.25K
2.2K $340M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-647
- 5.5%
$45.72 - $51.73 $29.6K - $33.5K
11.1K $511M
IVE
Ishares S&P 500 Value ETF

ETFs
-238
- 1.91%
$185.78 - $198.58 $44.2K - $47.3K
12.2K $2.33B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-12
- 0.85%
$165.25 - $224.62 $1.98K - $2.7K
1.4K $233M
BAC
Bank Of America Corp

Financial Services
-106
- 0.73%
$39.61 - $47.74 $4.2K - $5.06K
14.4K $602M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.02K
- 3.82%
$23.32 - $23.84 $23.8K - $24.3K
25.7K $601M
NEE
Nextera Energy Inc

Utilities
-245
- 3.63%
$66.96 - $76.16 $16.4K - $18.7K
6.51K $461M
LLY
Eli Lilly & CO

Healthcare
-44
- 11.14%
$725.72 - $929.72 $31.9K - $40.9K
351 $290M
META
Meta Platforms, Inc.

Communication Services
-5
- 0.39%
$576.36 - $736.67 $2.88K - $3.68K
1.27K $729M
PFFV
Global X Variable Rate Preferr

Technology
-845
- 0.54%
$23.51 - $24.14 $19.9K - $20.4K
154K $3.65B
AEP
American Electric Power CO Inc

Utilities
-344
- 14.32%
$90.32 - $109.27 $31.1K - $37.6K
2.06K $225M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.53K
- 1.78%
$44.72 - $46.25 $202K - $209K
250K $11.5B
CVX
Chevron Corp

Energy
-61
- 3.16%
$146.71 - $167.97 $8.95K - $10.2K
1.87K $313M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-8.5K
- 2.12%
$27.64 - $28.58 $235K - $243K
392K $11.2B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-5.43K
- 1.49%
$21.23 - $22.14 $115K - $120K
359K $7.92B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.52K
- 2.57%
$33.84 - $37.77 $221K - $246K
247K $9B
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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