Leslie Global Wealth, LLC Portfolio Holdings
Q3 2025•73 long positions•$213.2M portfolio value
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Holding81 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $32.8M 15.37% | -$8.3M Sold | — 313.5K shares | 392.6K → 313.5K −$8.3M | -20.14% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $27.4M 12.85% | -$5.5M Sold | — 349.7K shares | 419.9K → 349.7K −$5.5M | -16.72% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $26.5M 12.44% | +$26.5M New | — 522.2K shares | 0 → 522.2K +$26.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $23.1M 10.85% | +$2.3M Bought | — 418.0K shares | 376.2K → 418.0K +$2.3M | +11.09% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.9M 4.66% | -$935.7K Sold | — 232.3K shares | 254.2K → 232.3K −$935.7K | -8.6% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $7.3M 3.44% | +$77.2K Bought | 0.0% 28.8K shares | 28.5K → 28.8K +$77.2K | +1.06% | $3.78T Mega Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $6.9M 3.26% | +$6.9M New | — 95.4K shares | 0 → 95.4K +$6.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.6M 3.11% | -$423.8K Sold | — 72.9K shares | 77.6K → 72.9K −$423.8K | -6.0% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.6M 3.09% | -$879.5K Sold | — 11.0K shares | 12.4K → 11.0K −$879.5K | -11.79% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.2M 2.89% | -$820.3K Sold | — 132.9K shares | 150.6K → 132.9K −$820.3K | -11.76% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.6M 2.64% | +$774.4K Bought | — 59.6K shares | 51.4K → 59.6K +$774.4K | +15.99% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.5M 2.59% | -$797.3K Sold | — 28.4K shares | 32.5K → 28.4K −$797.3K | -12.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 1.88% | +$1.0M Bought | — 85.6K shares | 63.8K → 85.6K +$1.0M | +34.18% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.7M 1.71% | -$145.3K Sold | — 158.1K shares | 164.4K → 158.1K −$145.3K | -3.82% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.8M 1.34% | -$578.5K Sold | — 11.8K shares | 14.2K → 11.8K −$578.5K | -16.89% | — — | Q2 2024 Held for 1y 5m | |
REIT - Retail Real Estate | $2.7M 1.25% | +$2.4M Bought | 0.005% 44.0K shares | 4.0K → 44.0K +$2.4M | +994.31% | $55.6B Large Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $2.3M 1.06% | +$8.4K Bought | 0.0% 12.1K shares | 12.1K → 12.1K +$8.4K | +0.37% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.1M 0.99% | -$3.0M Sold | — 10.2K shares | 24.7K → 10.2K −$3.0M | -58.66% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $1.6M 0.752% | +$9.0K Bought | 0.0% 5.7K shares | 5.7K → 5.7K +$9.0K | +0.56% | $801.76B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.6M 0.748% | +$94.3K Bought | — 29.6K shares | 27.9K → 29.6K +$94.3K | +6.29% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $1.6M 0.737% | +$167.3K Bought | 0.0% 3.0K shares | 2.7K → 3.0K +$167.3K | +11.91% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.3M 0.625% | +$1.3M New | — 9.6K shares | 0 → 9.6K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 0.623% | -$433.7K Sold | — 2.0K shares | 2.6K → 2.0K −$433.7K | -24.62% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.3M 0.618% | -$120.0K Sold | — 11.1K shares | 12.1K → 11.1K −$120.0K | -8.35% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $1.2M 0.567% | +$4.6K Bought | 0.0% 5.5K shares | 5.5K → 5.5K +$4.6K | +0.38% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.0M 0.479% | -$23.1K Sold | — 10.6K shares | 10.8K → 10.6K −$23.1K | -2.21% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $944.4K 0.443% | +$8.8K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$8.8K | +0.94% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $900.9K 0.423% | +$10.0K Bought | 0.0% 3.9K shares | 3.8K → 3.9K +$10.0K | +1.12% | $409.03B Mega Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $814.2K 0.382% | -$6.6K Sold | 0.0% 2.5K shares | 2.5K → 2.5K −$6.6K | -0.8% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
Banks - Diversified Financial Services | $758.3K 0.356% | +$17.6K Bought | 0.0% 14.7K shares | 14.4K → 14.7K +$17.6K | +2.38% | $382.12B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $676.4K 0.317% | -$1.6M Sold | — 5.6K shares | 18.6K → 5.6K −$1.6M | -69.82% | — — | Q2 2024 Held for 1y 5m | |
Tobacco Consumer Defensive | $654.2K 0.307% | +$1.8K Bought | 0.0% 4.0K shares | 4.0K → 4.0K +$1.8K | +0.27% | $252.48B Mega Cap | Q2 2025 Held for 5 months | |
Rental & Leasing Services Industrials | $651.1K 0.305% | — | 0.001% 682.0 shares | — | — | $61.4B Large Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $650.1K 0.305% | -$6.1K Sold | 0.0% 852.0 shares | 860.0 → 852.0 −$6.1K | -0.93% | $684.00B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $633.2K 0.297% | -$330.9K Sold | — 11.0K shares | 16.8K → 11.0K −$330.9K | -34.32% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $576.6K 0.27% | -$197.7K Sold | — 24.1K shares | 32.3K → 24.1K −$197.7K | -25.53% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $571.4K 0.268% | -$185.1K Sold | — 10.0K shares | 13.2K → 10.0K −$185.1K | -24.47% | — — | Q2 2024 Held for 1y 5m | |
Auto - Manufacturers Consumer Cyclical | $566.1K 0.266% | +$15.1K Bought | 0.0% 1.3K shares | 1.2K → 1.3K +$15.1K | +2.74% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $554.6K 0.26% | -$3.7K Sold | 0.0% 2.3K shares | 2.3K → 2.3K −$3.7K | -0.65% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $548.7K 0.257% | +$12.6K Bought | 0.0% 2.3K shares | 2.2K → 2.3K +$12.6K | +2.36% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $514.3K 0.241% | +$2.0K Bought | 0.0% 1.0K shares | 1.0K → 1.0K +$2.0K | +0.39% | $1.08T Mega Cap | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $468.5K 0.22% | -$28.6K Sold | 0.0% 6.2K shares | 6.6K → 6.2K −$28.6K | -5.76% | $155.46B Large Cap | Q2 2024 Held for 1y 5m | |
Conglomerates Industrials | $426.1K 0.2% | -$7.8K Sold | 0.0% 2.0K shares | 2.1K → 2.0K −$7.8K | -1.8% | $133.65B Large Cap | Q2 2024 Held for 1y 5m | |
Medical - Devices Healthcare | $416.8K 0.196% | +$2.7K Bought | 0.0% 3.1K shares | 3.1K → 3.1K +$2.7K | +0.65% | $233.12B Mega Cap | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $416.0K 0.195% | -$53.0K Sold | 0.002% 5.8K shares | 6.6K → 5.8K −$53.0K | -11.3% | $26.4B Large Cap | Q3 2024 Held for 1y 2m | |
Telecommunications Services Communication Services | $413.7K 0.194% | +$1.8K Bought | 0.0% 9.4K shares | 9.4K → 9.4K +$1.8K | +0.44% | $185.31B Large Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $399.3K 0.187% | +$2.5K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$2.5K | +0.64% | $867.35B Mega Cap | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $385.1K 0.181% | +$2.8K Bought | 0.0% 677.0 shares | 672.0 → 677.0 +$2.8K | +0.74% | $514.21B Mega Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $383.0K 0.18% | — | — 9.7K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $364.4K 0.171% | +$51.3K Bought | 0.0% 3.2K shares | 2.8K → 3.2K +$51.3K | +16.38% | $480.68B Mega Cap | Q2 2024 Held for 1y 5m |
