Portfolio (Quarterly)
Guide ↗
Leslie Global Wealth, LLC
· CIK 0001954832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | — | 10,220 | $2.1M | 0.99% | SOLD |
| 2 | XLF | SELECT SECTOR SPDR TR | — | 29,603 | $1.6M | 0.75% | SOLD |
| 3 | XLV | SELECT SECTOR SPDR TR | — | 9,571 | $1.3M | 0.62% | SOLD |
| 4 | XLC | SELECT SECTOR SPDR TR | — | 11,129 | $1.3M | 0.62% | SOLD |
| 5 | ULST | SSGA ACTIVE ETF TR | — | 7,413 | $302K | 0.14% | SOLD |
| 6 | NFLX | NETFLIX INC | Communication Services | 204 | $245K | 0.12% | SOLD |
| 7 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,051 | $231K | 0.11% | SOLD |
| 8 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 229 | $212K | 0.10% | SOLD |
Sector Allocation
Financial Services
38.7%
Technology
30.5%
Healthcare
5.5%
Communication Services
5.4%
Real Estate
5.0%
Consumer Cyclical
4.4%
Industrials
4.1%
Consumer Defensive
2.7%
Utilities
2.5%
Energy
1.2%