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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 JAAA JANUS DETROIT STR TR 544,992 $27.6M 12.40% SOLD
2 HON HONEYWELL INTL INC Industrials 1,991 $388K 0.17% SOLD
3 ABT ABBOTT LABS Healthcare 2,804 $351K 0.16% SOLD
4 UBER UBER TECHNOLOGIES INC Technology 3,255 $266K 0.12% SOLD
5 NICE NICE LTD Technology 2,099 $237K 0.11% SOLD
6 PLTR PALANTIR TECHNOLOGIES INC Technology 1,257 $223K 0.10% SOLD
7 RSP INVESCO EXCHANGE TRADED FD T 1,128 $216K 0.10% SOLD
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%