Leslie Global Wealth, LLC Portfolio Holdings

Leslie Global Wealth, LLC

  • $206 Billion
  • Q3 2024

Leslie Global Wealth, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $206 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 $28.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3B, Spdr Portfolio S&P 500 Value E with a value of $18.9B, Spdr Ser Tr Spdr Portfolio Int with a value of $11B, and Spdr Portfolio with a value of $9.66B.

Examining the 13F form we can see an increase of $34.6B in the current position value, from $171B to 206B.

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 $206 Billion
ETFs: $170 Billion
Technology: $10.8 Billion
Real Estate: $8.38 Billion
Financial Services: $2.74 Billion
Communication Services: $1.87 Billion
Utilities: $1.79 Billion
Healthcare: $1.79 Billion
Consumer Cyclical: $1.6 Billion
Other: $2.05 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.6B
$8.38 Billion 4.07% of portfolio
132,162
Q3 2024 Added 6.97%
$141B
$609 Million 0.3% of portfolio
7,208
Q3 2024 Added 152.47%
$50.1B
$547 Million 0.27% of portfolio
676
Q3 2024 Added 29.25%
$19.7B
$514 Million 0.25% of portfolio
7,555
Q3 2024 New
$168B
$404 Million 0.2% of portfolio
8,992
Q3 2024 Added 78.45%
$154B
$414 Million 0.2% of portfolio
2,003
Q3 2024 Added 7.8%
$90.2B
$422 Million 0.2% of portfolio
4,678
Q3 2024 New
$193B
$404 Million 0.2% of portfolio
816
Q3 2024 New
$89.4B
$414 Million 0.2% of portfolio
2,401
Q3 2024 New
$11.2B
$365 Million 0.18% of portfolio
2,099
Q3 2024 New
$81.4B
$254 Million 0.12% of portfolio
3,451
Q3 2024 New
$101B
$248 Million 0.12% of portfolio
2,544
Q3 2024 New
$47.7B
$243 Million 0.12% of portfolio
2,366
Q3 2024 New
$74.2B
$253 Million 0.12% of portfolio
731
Q3 2024 New
$15.3B
$257 Million 0.12% of portfolio
2,009
Q2 2024 New
$52.3B
$210 Million 0.1% of portfolio
1,109
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $206 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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