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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Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 20 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 20.6 $38M -16% 513k 73.15
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Spdr Ser Tr Portfli Intrmdit (SPTI) 12.4 $23M +11% 802k 28.18
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.6 $18M -4% 350k 50.10
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.8 $16M 450k 35.84
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Spdr Ser Tr Portfolio S&p600 (SPSM) 8.7 $16M +31% 367k 43.04
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 8.6 $16M +7% 725k 21.72
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Spdr Ser Tr Portfolio Intrmd (SPIB) 5.0 $9.2M +8% 282k 32.69
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Select Sector Spdr Tr Technology (XLK) 4.4 $7.9M -4% 38k 208.27
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Select Sector Spdr Tr Sbi Healthcare (XLV) 3.1 $5.6M -2% 38k 147.73
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Spdr Ser Tr Portfolio S&p400 (SPMD) 3.1 $5.6M -7% 104k 53.34
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Select Sector Spdr Tr Energy (XLE) 2.7 $5.0M 53k 94.41
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Select Sector Spdr Tr Financial (XLF) 2.5 $4.6M -7% 109k 42.12
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $4.5M +5% 126k 36.19
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Select Sector Spdr Tr Communication (XLC) 2.5 $4.5M -2% 55k 81.66
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Select Sector Spdr Tr Indl (XLI) 2.1 $3.8M -8% 30k 125.96
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Global X Fds Us Pfd Etf (PFFD) 2.1 $3.8M +2% 188k 20.16
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Apple (AAPL) 0.8 $1.4M 8.1k 171.48
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American Centy Etf Tr Quality Divrsfed (QINT) 0.3 $574k -40% 12k 49.68
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $467k +2% 1.1k 420.52
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Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $220k -43% 4.4k 50.12
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Past Filings by Leicht Financial Planning & Wealth Management

SEC 13F filings are viewable for Leicht Financial Planning & Wealth Management going back to 2017

View all past filings