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Disclosery

13F-HR filed by Leslie Global Wealth, LLC

Leslie Global Wealth, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 71 holding rows worth $215,439,121.

Accession
0001172661-25-001075
Filer
CIK 1954832
Filed
2025-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 71 entries on the cover page, a total value of $215,439,121 stated on the cover page (in dollars after the unit check, H1), rows summing to $215,439,121 with VALUE read as dollars as filed, 13F file number 028-24251. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR Portfolio S&P 500 Growth ETF78464A409SHS371,987$32,697,657dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS361,067$24,891,959dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL351,965$17,999,490dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS254,393$11,498,564dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF400,031$11,152,862dollars as filed
SPDW78463X889COM253,573$8,654,446dollars as filed
SPDR Portfolio Mortgage Backed Bond ETF78464A383SHS364,639$7,857,971dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT145,251$7,444,114dollars as filed
INVESCO QQQ TR46090E103COM14,107$7,211,922dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF138,237$6,932,586dollars as filed
WISDOMTREE U S VALUE ETF97717W547COM77,992$6,518,541dollars as filed
Apple Inc037833100COM25,788$6,457,831dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS141,439$6,353,443dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF29,025$5,168,772dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF149,640$4,902,206dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO42,921$3,877,912dollars as filed
GLOBAL X FDS37954Y376RATE PREFERRED155,056$3,654,887dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS11,200$2,604,122dollars as filed
iShares Russell 2000 ETF464287655SHS10,929$2,414,872dollars as filed
iShares S&P 500 Value ETF464287408SHS12,441$2,374,738dollars as filed
REALTY INCOME CORP COM756109104REIT44,242$2,362,961dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS59,648$2,288,694dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS39,491$2,159,768dollars as filed
ISHARES INC46434G764MSCI EMRG CHN36,613$2,030,191dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS31,763$1,535,106dollars as filed
NVIDIA Corp67066G104COM10,601$1,423,608dollars as filed
Amazon.com, Inc023135106COM6,064$1,330,381dollars as filed
GLOBAL X FDS37954Y657US PFD ETF66,243$1,292,409dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL9,656$1,272,227dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS13,052$1,263,585dollars as filed
Microsoft Corp594918104COM2,794$1,177,671dollars as filed
Oracle Corporation68389X105COM6,171$1,028,335dollars as filed
iShares S&P 500 Growth ETF464287309SHS9,790$993,979dollars as filed
iShares Russell Midcap ETF464287499SHS9,881$873,501dollars as filed
META PLATFORMS INC CL A30303M102COM1,270$743,598dollars as filed
Bank of America Corp060505104COM14,525$638,374dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS26,702$626,696dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF11,757$587,380dollars as filed
AbbVie,Inc.00287Y109COM3,261$579,480dollars as filed
Tesla Motors, Inc88160R101COM1,348$544,376dollars as filed
SPY78462F103SHS892$522,783dollars as filed
NextEra Energy,Inc.65339F101COM6,751$483,979dollars as filed
UNITED RENTALS INC COM911363109Stock679$478,315dollars as filed
Goldman Sachs Group,Inc.38141G104COM821$470,121dollars as filed
Honeywell Technologies438516106COM2,007$453,361dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,325$442,773dollars as filed
Berkshire Hathaway Inc084670702COM941$426,536dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,236$423,275dollars as filed
EVERSOURCE ENERGY COM30040W108Stock6,555$376,454dollars as filed
NICE LTD SPONSORED ADR653656108ADR2,099$356,494dollars as filed
Verizon Communications Inc92343V104COM8,912$356,391dollars as filed
MasterCard, Inc57636Q104COM642$338,058dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS3,542$309,040dollars as filed
REAVES UTIL INCOME FD756158101COM SH BEN INT9,667$306,347dollars as filed
Eli Lilly and Company532457108COM395$304,940dollars as filed
Abbott Laboratories002824100COM2,655$300,307dollars as filed
Walmart Inc.931142103COM3,154$284,964dollars as filed
EXXON MOBIL CORP30231G102COM2,608$280,543dollars as filed
Chevron Corporation166764100COM1,931$279,686dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,416$279,646dollars as filed
JPMorgan Chase & Co46625H100COM1,151$275,906dollars as filed
AON PLC SHS CL AG0403H108Stock737$264,701dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock3,481$251,920dollars as filed
SSGA ACTIVE ETF TR78467V707ST STR UL BD ETF5,675$229,321dollars as filed
REVVITY INC714046109COM2,009$224,224dollars as filed
Merck & Co.,Inc.58933Y105COM2,239$222,736dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock2,402$221,536dollars as filed
Visa Inc92826C839COM693$219,016dollars as filed
ALLSTATE CORP COM020002101Stock1,109$213,804dollars as filed
McDonalds Corporation580135101COM737$213,649dollars as filed
International Business Machines Corporation459200101COM942$207,080dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-001075this filing2025-02-14acceptance time not in the bulk data set