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Portfolio (Quarterly) Guide ↗

Leslie Global Wealth, LLC

· CIK 0001954832
13F Portfolio $257M AUM 85 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 20 New 30 Added 27 Reduced 7 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 1,958.0 $497K 0.19% +45.0 +2.4% $253.97 +8.4%
22 MO ALTRIA GROUP INC Consumer Defensive 5,597.0 $403K 0.16% +183.0 +3.4% $71.95 -4.3%
23 CMI CUMMINS INC Industrials 563.0 $402K 0.16% +3.0 +0.5% $713.21 -21.4%
24 XOM EXXON MOBIL CORP Energy 2,928.0 $400K 0.16% +40.0 +1.4% $136.72 +16.6%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 9,396.0 $398K 0.15% +91.0 +1.0% $42.34 +18.4%
26 GE GE AEROSPACE Industrials 1,013.0 $379K 0.15% +69.0 +7.3% $373.73 -9.8%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 1,339.0 $377K 0.15% +302.0 +29.1% $281.21 -16.5%
28 CANADIAN PACIFIC KANSAS CITY 4,157.0 $360K 0.14% +45.0 +1.1% $86.65
29 SO SOUTHERN CO Utilities 3,267.0 $313K 0.12% +32.0 +1.0% $95.71 -7.9%
30 V VISA INC Financial Services 812.0 $279K 0.11% +69.0 +9.3% $343.09 +9.3%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.0%
Financial Services 34.7%
Real Estate 5.0%
Healthcare 4.9%
Industrials 4.5%
Communication Services 3.8%
Utilities 3.8%
Consumer Cyclical 3.5%
Consumer Defensive 2.7%
Energy 1.2%