Leicht Financial Planning & Wealth Management
Latest statistics and disclosures from Leicht Financial Planning & Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPTI, SPYV, SPDW, SPSM, and represent 60.05% of Leicht Financial Planning & Wealth Management's stock portfolio.
- Added to shares of these 9 stocks: SPSM, SPTI, SPMB, SPIB, SPEM, SPDW, PFFD, BRK.B, XLE.
- Reduced shares in these 10 stocks: SPYG (-$7.1M), SPYV, SPMD, XLK, XLF, QINT, XLI, FLGV, JMBS, EES.
- Sold out of its positions in FLGV, JMBS.
- Leicht Financial Planning & Wealth Management was a net seller of stock by $-2.4M.
- Leicht Financial Planning & Wealth Management has $182M in assets under management (AUM), dropping by 4.63%.
- Central Index Key (CIK): 0001710666
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Leicht Financial Planning & Wealth Management holds 20 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Leicht Financial Planning & Wealth Management
SEC 13F filings are viewable for Leicht Financial Planning & Wealth Management going back to 2017
- Leicht Financial Planning & Wealth Management 2024 Q1 filed April 30, 2024
- Leicht Financial Planning & Wealth Management 2023 Q4 filed Jan. 16, 2024
- Leicht Financial Planning & Wealth Management 2023 Q3 filed Oct. 25, 2023
- Leicht Financial Planning & Wealth Management 2023 Q2 filed July 14, 2023
- Leicht Financial Planning & Wealth Management 2023 Q1 filed May 5, 2023
- Leicht Financial Planning & Wealth Management 2022 Q4 filed Jan. 20, 2023
- Leicht Financial Planning & Wealth Management 2022 Q3 filed Nov. 8, 2022
- Leicht Financial Planning & Wealth Management 2022 Q2 restated filed Oct. 31, 2022
- Leicht Financial Planning & Wealth Management 2022 Q2 filed July 13, 2022
- Leicht Financial Planning & Wealth Management 2022 Q1 filed April 26, 2022
- Leicht Financial Planning & Wealth Management 2021 Q4 filed Feb. 11, 2022
- Leicht Financial Planning & Wealth Management 2021 Q3 filed Oct. 22, 2021
- Leicht Financial Planning & Wealth Management 2021 Q2 filed July 23, 2021
- Leicht Financial Planning & Wealth Management 2021 Q1 restated filed April 20, 2021
- Leicht Financial Planning & Wealth Management 2021 Q1 filed April 19, 2021
- Leicht Financial Planning & Wealth Management 2020 Q4 filed Jan. 22, 2021