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

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ELI LILLY & Co

LLY|532457108

Shares:351

Value:$289.9K

% of Portfolio:0.1% ($289.9K/$205.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.2K

Value:$289.0K

% of Portfolio:0.1% ($289.0K/$205.4M)

78467V707

Shares:7.1K

Value:$287.7K

% of Portfolio:0.1% ($287.7K/$205.4M)

Walmart Inc.

WMT|931142103

Shares:3.2K

Value:$284.6K

% of Portfolio:0.1% ($284.6K/$205.4M)

78464A474

Shares:9.3K

Value:$280.7K

% of Portfolio:0.1% ($280.7K/$205.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.1K

Value:$269.5K

% of Portfolio:0.1% ($269.5K/$205.4M)

VISA INC.

V|92826C839

Shares:745

Value:$261.1K

% of Portfolio:0.1% ($261.1K/$205.4M)

MCDONALDS CORP

MCD|580135101

Shares:824

Value:$257.4K

% of Portfolio:0.1% ($257.4K/$205.4M)

ALLSTATE CORP

ALL|020002101

Shares:1.1K

Value:$236.1K

% of Portfolio:0.1% ($236.1K/$205.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.4K

Value:$233.1K

% of Portfolio:0.1% ($233.1K/$205.4M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.1K

Value:$224.9K

% of Portfolio:0.1% ($224.9K/$205.4M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.3K

Value:$221.2K

% of Portfolio:0.1% ($221.2K/$205.4M)

REVVITY, INC.

RVTY|714046109

Shares:2.0K

Value:$212.6K

% of Portfolio:0.1% ($212.6K/$205.4M)

Uber Technologies, Inc

UBER|90353T100

Shares:2.9K

Value:$207.9K

% of Portfolio:0.1% ($207.9K/$205.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:393

Value:$205.8K

% of Portfolio:0.1% ($205.8K/$205.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	351	QoQ -11.13% (-44) YoY-	All Managers (Combined)	$289.9K	0.1% ($289.9K/$205.4M)	QoQ -4.93% (-$15.0K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.2K	QoQ +2.34% (+27) YoY-	All Managers (Combined)	$289.0K	0.1% ($289.0K/$205.4M)	QoQ +4.73% (+$13.1K) YoY-
(cusip78467V707)✕	7.1K	QoQ +24.70% (+1.4K) YoY-	All Managers (Combined)	$287.7K	0.1% ($287.7K/$205.4M)	QoQ +25.44% (+$58.4K) YoY-
Walmart Inc.(WMTcusip931142103)	3.2K	QoQ +2.79% (-88) YoY-	All Managers (Combined)	$284.6K	0.1% ($284.6K/$205.4M)	QoQ -0.12% (-$349) YoY-
(cusip78464A474)✕	9.3K	QoQ NEW(+9.3K) YoY-	All Managers (Combined)	$280.7K	0.1% ($280.7K/$205.4M)	QoQ NEW(+$280.7K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.1K	QoQ +15.07% (+142) YoY-	All Managers (Combined)	$269.5K	0.1% ($269.5K/$205.4M)	QoQ +30.16% (+$62.5K) YoY-
VISA INC.(Vcusip92826C839)	745	QoQ +7.50% (+52) YoY-	All Managers (Combined)	$261.1K	0.1% ($261.1K/$205.4M)	QoQ +19.21% (+$42.1K) YoY-
MCDONALDS CORP(MCDcusip580135101)	824	QoQ +11.80% (+87) YoY-	All Managers (Combined)	$257.4K	0.1% ($257.4K/$205.4M)	QoQ +20.47% (+$43.7K) YoY-
ALLSTATE CORP(ALLcusip020002101)	1.1K	QoQ +2.79% (+31) YoY-	All Managers (Combined)	$236.1K	0.1% ($236.1K/$205.4M)	QoQ +10.40% (+$22.3K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.4K	QoQ -0.84% (-12) YoY-	All Managers (Combined)	$233.1K	0.1% ($233.1K/$205.4M)	QoQ -16.65% (-$46.6K) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.1K	QoQ -14.32% (-344) YoY-	All Managers (Combined)	$224.9K	0.1% ($224.9K/$205.4M)	QoQ +1.50% (-$3.3K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$221.2K	0.1% ($221.2K/$205.4M)	QoQ NEW(+$221.2K) YoY-
REVVITY, INC.(RVTYcusip714046109)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$212.6K	0.1% ($212.6K/$205.4M)	QoQ -5.20% (-$11.7K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$207.9K	0.1% ($207.9K/$205.4M)	QoQ NEW(+$207.9K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	393	QoQ NEW(+393) YoY-	All Managers (Combined)	$205.8K	0.1% ($205.8K/$205.4M)	QoQ NEW(+$205.8K) YoY-