Portfolio (Quarterly)
Guide ↗
Leslie Global Wealth, LLC
· CIK 0001954832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | UBER | UBER TECHNOLOGIES INC | Technology | 3,255.0 | $266K | 0.12% | NEW | — | $81.71 | -8.1% |
| 62 | MU | MICRON TECHNOLOGY INC | Technology | 930.0 | $265K | 0.12% | NEW | — | $285.41 | +138.8% |
| 63 | SLYV | SPDR SERIES TRUST | — | 2,876.0 | $262K | 0.12% | -652.0 | -18.5% | $90.97 | +9.8% |
| 64 | V | VISA INC | Financial Services | 743.0 | $261K | 0.12% | -29.0 | -3.8% | $350.71 | -5.2% |
| 65 | AON | AON PLC | Financial Services | 723.0 | $255K | 0.12% | NEW | — | $352.88 | -8.3% |
| 66 | CVX | CHEVRON CORP NEW | Energy | 1,627.0 | $248K | 0.11% | +26.0 | +1.6% | $152.41 | +28.7% |
| 67 | NICE | NICE LTD | Technology | 2,099.0 | $237K | 0.11% | — | — | $113.04 | -18.3% |
| 68 | ALL | ALLSTATE CORP | Financial Services | 1,137.0 | $237K | 0.11% | -11.0 | -1.0% | $208.15 | +7.9% |
| 69 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,257.0 | $223K | 0.10% | +8.0 | +0.6% | $177.75 | -24.0% |
| 70 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,012.0 | $217K | 0.10% | NEW | — | $214.16 | +93.3% |
| 71 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,128.0 | $216K | 0.10% | NEW | — | $191.56 | +5.3% |
| 72 | HUBB | HUBBELL INC | Industrials | 453.0 | $201K | 0.09% | NEW | — | $444.11 | +6.0% |
① 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
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%