Leslie Global Wealth, LLC
Q1 2025 13F Holdings
- Locationitasca, IL
- Num holdings
75
- Value ($000)
$205,416
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001954832
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $32.37M | 16 % | 402,817 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $24.66M | 12 % | 374,951 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $18.62M | 9 % | 364,573 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $11.51M | 6 % | 249,866 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $11.19M | 5 % | 391,533 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $9.00M | 4 % | 247,051 | ||
SPMB SPDR SER TR | PORT MTG BK ETF | 78464A383 | $7.92M | 4 % | 359,214 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $7.80M | 4 % | 45,668 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.96M | 3 % | 14,841 | ||
WTV WISDOMTREE TR | WISDOMTREE US VA | 97717W547 | $6.44M | 3 % | 78,417 |
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