Leslie-Global-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "AVGO",
  "NICE",
  "UTG",
  "HON",
  "MCD",
  null,
  "META",
  null,
  "IVW",
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "ORCL",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "VZ",
  null,
  "O",
  "SPDW",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "UBER",
  "TSM",
  null,
  "AON",
  "IWR",
  "AEP",
  "ES",
  "AMZN",
  null,
  "IVE",
  "V",
  "WMT",
  null,
  null,
  "SO",
  "RVTY",
  null,
  null,
  "SPYV",
  "BAC",
  "BRK-B",
  null,
  "CVX",
  null,
  "NEE",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 75
Total Value: 205415974
Accession Number: 0001172661-25-001809
Form Type: 13F-HR
CIK: leslie-global-wealth
Manager Name: Leslie-Global-Wealth

Data Enrichment

72% identified

54 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $205.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

464287408

IVE|464287408

Shares:12.2K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$205.4M)

81369Y605

Shares:29.0K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$205.4M)

81369Y704

Shares:9.7K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$205.4M)

81369Y852

Shares:12.0K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$205.4M)

AMAZON COM INC

AMZN|023135106

Shares:5.4K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$205.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.6K

Value:$916.8K

% of Portfolio:0.4% ($916.8K/$205.4M)

464287499

IWR|464287499

Shares:10.4K

Value:$888.9K

% of Portfolio:0.4% ($888.9K/$205.4M)

MICROSOFT CORP

MSFT|594918104

Shares:2.3K

Value:$873.9K

% of Portfolio:0.4% ($873.9K/$205.4M)

ORACLE CORP

ORCL|68389X105

Shares:6.1K

Value:$857.5K

% of Portfolio:0.4% ($857.5K/$205.4M)

464287309

IVW|464287309

Shares:9.1K

Value:$845.3K

% of Portfolio:0.4% ($845.3K/$205.4M)

NVIDIA CORP

NVDA|67066G104

Shares:7.7K

Value:$832.1K

% of Portfolio:0.4% ($832.1K/$205.4M)

Meta Platforms, Inc.

META|30303M102

Shares:1.3K

Value:$729.1K

% of Portfolio:0.4% ($729.1K/$205.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.3K

Value:$698.3K

% of Portfolio:0.3% ($698.3K/$205.4M)

78464A847

Shares:13.4K

Value:$687.8K

% of Portfolio:0.3% ($687.8K/$205.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:14.4K

Value:$601.7K

% of Portfolio:0.3% ($601.7K/$205.4M)

78468R606

Shares:25.7K

Value:$601.5K

% of Portfolio:0.3% ($601.5K/$205.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.0K

Value:$545.4K

% of Portfolio:0.3% ($545.4K/$205.4M)

46641Q647

Shares:10.3K

Value:$523.5K

% of Portfolio:0.3% ($523.5K/$205.4M)

46137V233

Shares:11.1K

Value:$511.3K

% of Portfolio:0.2% ($511.3K/$205.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.5K

Value:$461.2K

% of Portfolio:0.2% ($461.2K/$205.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVEcusip464287408)	12.2K	QoQ -1.91% (-238) YoY-	All Managers (Combined)	$2.3M	1.1% ($2.3M/$205.4M)	QoQ -2.06% (-$49.1K) YoY-
(cusip81369Y605)✕	29.0K	QoQ -8.57% (-2.7K) YoY-	All Managers (Combined)	$1.4M	0.7% ($1.4M/$205.4M)	QoQ -5.77% (-$88.7K) YoY-
(cusip81369Y704)✕	9.7K	QoQ +0.05% (-5) YoY-	All Managers (Combined)	$1.3M	0.6% ($1.3M/$205.4M)	QoQ -0.46% (-$6.0K) YoY-
(cusip81369Y852)✕	12.0K	QoQ -8.08% (-1.1K) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$205.4M)	QoQ -8.42% (-$106.5K) YoY-
AMAZON COM INC(AMZNcusip023135106)	5.4K	QoQ -10.19% (-618) YoY-	All Managers (Combined)	$1.0M	0.5% ($1.0M/$205.4M)	QoQ -22.11% (-$294.2K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.6K	QoQ +83.74% (+747) YoY-	All Managers (Combined)	$916.8K	0.4% ($916.8K/$205.4M)	QoQ +75.37% (+$394.1K) YoY-
(IWRcusip464287499)	10.4K	QoQ +5.74% (+568) YoY-	All Managers (Combined)	$888.9K	0.4% ($888.9K/$205.4M)	QoQ +1.76% (+$15.4K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	2.3K	QoQ -16.67% (-466) YoY-	All Managers (Combined)	$873.9K	0.4% ($873.9K/$205.4M)	QoQ -25.79% (-$303.8K) YoY-
ORACLE CORP(ORCLcusip68389X105)	6.1K	QoQ -0.61% (-38) YoY-	All Managers (Combined)	$857.5K	0.4% ($857.5K/$205.4M)	QoQ -16.61% (-$170.9K) YoY-
(IVWcusip464287309)	9.1K	QoQ -6.98% (-684) YoY-	All Managers (Combined)	$845.3K	0.4% ($845.3K/$205.4M)	QoQ -14.95% (-$148.7K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	7.7K	QoQ -27.57% (-2.9K) YoY-	All Managers (Combined)	$832.1K	0.4% ($832.1K/$205.4M)	QoQ -41.54% (-$591.5K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.3K	QoQ -0.39% (-5) YoY-	All Managers (Combined)	$729.1K	0.4% ($729.1K/$205.4M)	QoQ -1.95% (-$14.5K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	3.3K	QoQ +2.20% (+72) YoY-	All Managers (Combined)	$698.3K	0.3% ($698.3K/$205.4M)	QoQ +20.50% (+$118.8K) YoY-
(cusip78464A847)✕	13.4K	QoQ -65.97% (-26.1K) YoY-	All Managers (Combined)	$687.8K	0.3% ($687.8K/$205.4M)	QoQ -68.15% (-$1.5M) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	14.4K	QoQ -0.72% (-106) YoY-	All Managers (Combined)	$601.7K	0.3% ($601.7K/$205.4M)	QoQ -5.74% (-$36.7K) YoY-
(cusip78468R606)✕	25.7K	QoQ -3.81% (-1.0K) YoY-	All Managers (Combined)	$601.5K	0.3% ($601.5K/$205.4M)	QoQ -4.02% (-$25.2K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.0K	QoQ +8.82% (+83) YoY-	All Managers (Combined)	$545.4K	0.3% ($545.4K/$205.4M)	QoQ +27.85% (+$118.8K) YoY-
(cusip46641Q647)✕	10.3K	QoQ -92.52% (-127.9K) YoY-	All Managers (Combined)	$523.5K	0.3% ($523.5K/$205.4M)	QoQ -92.44% (-$6.4M) YoY-
(cusip46137V233)✕	11.1K	QoQ -5.50% (-647) YoY-	All Managers (Combined)	$511.3K	0.2% ($511.3K/$205.4M)	QoQ -12.95% (-$76.1K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	6.5K	QoQ -3.62% (-245) YoY-	All Managers (Combined)	$461.2K	0.2% ($461.2K/$205.4M)	QoQ -4.70% (-$22.8K) YoY-