Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 21 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 18.1 $29M 495k 59.28
Spdr Ser Tr Portfli Intrmdit (SPTI) 12.9 $21M 760k 27.53
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 11.9 $19M 468k 41.26
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.6 $17M 553k 31.01
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 8.9 $14M 691k 20.80
Spdr Ser Tr Portfolio S&p600 (SPSM) 6.4 $10M 281k 36.90
Spdr Ser Tr Portfolio Intrmd (SPIB) 5.2 $8.5M 270k 31.45
Select Sector Spdr Tr Technology (XLK) 4.3 $7.0M 43k 163.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $4.8M 38k 128.74
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.0 $4.8M 110k 43.79
Select Sector Spdr Tr Energy (XLE) 2.6 $4.2M 46k 90.39
Select Sector Spdr Tr Indl (XLI) 2.5 $4.1M 40k 101.38
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $4.0M 120k 33.57
Select Sector Spdr Tr Financial (XLF) 2.4 $3.9M 119k 33.17
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 2.2 $3.5M 321k 10.95
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 2.1 $3.3M 79k 42.01
Apple (AAPL) 0.9 $1.4M 8.1k 171.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $375k 1.1k 350.30
American Centy Etf Tr Quality Divrsfed (QINT) 0.2 $290k 6.7k 42.90
Walt Disney Company (DIS) 0.1 $205k 2.5k 81.05
Stoneco Com Cl A (STNE) 0.1 $160k 15k 10.67