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 Market Cap. of $300 Millions to $2 Billions

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

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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