Leslie Global Wealth, LLC
Q2 2025 13F Holdings
- Locationitasca, IL
- Num holdings
73
- Value ($000)
$187,126
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $37.42M | 20 % | 392,599 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $30.52M | 16 % | 419,871 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $19.69M | 11 % | 376,239 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $10.29M | 6 % | 254,186 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.85M | 4 % | 12,426 | ||
WTV WISDOMTREE TR | WISDOMTREE US VA | 97717W547 | $6.70M | 4 % | 77,597 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $6.42M | 3 % | 150,588 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $5.94M | 3 % | 32,475 | ||
AAPL APPLE INC | COM | 037833100 | $5.85M | 3 % | 28,501 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $4.83M | 3 % | 24,720 |
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