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 SPSM, SPYG, SPYV, XLK, SPDW, and represent 45.13% of Leicht Financial Planning & Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SPYV (+$7.4M), SPMD, SPYG, SPSM, SPDW, XLE, XLK, OMFL, SPEM, XLRE.
  • Started 1 new stock positions in SPMD.
  • Reduced shares in these 10 stocks: , DGRW, TOTL, QQQ, SPLV, SPIB, XLV, SPTI, SPMB, AGGY.
  • Sold out of its positions in QQQ, XLF, DGRW.
  • Leicht Financial Planning & Wealth Management was a net buyer of stock by $62k.
  • Leicht Financial Planning & Wealth Management has $140M in assets under management (AUM), dropping by -5.34%.
  • 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 September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p600 (SPSM) 12.0 $17M +4% 491k 34.06
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 10.3 $14M +10% 287k 50.10
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.0 $11M +194% 323k 34.49
Select Sector Spdr Tr Technology (XLK) 7.7 $11M +2% 90k 118.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.3 $10M +8% 393k 25.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.8 $9.5M -3% 164k 57.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.7 $8.0M -2% 66k 121.11
Wisdomtree Tr Yield Enhancd Us (AGGY) 4.7 $6.5M 155k 42.22
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.5 $6.3M -3% 203k 31.32
Spdr Ser Tr Portfli High Yld (SPHY) 4.5 $6.3M 289k 21.82
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.4 $6.1M 138k 44.11
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 3.8 $5.3M -2% 247k 21.45
Spdr Ser Tr Portfli Intrmdit (SPTI) 3.5 $4.9M -3% 176k 28.13
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.1 $4.4M -41% 109k 40.18

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Select Sector Spdr Tr Energy (XLE) 3.0 $4.2M +10% 59k 72.02
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 3.0 $4.2M +4% 106k 39.06
Spdr Ser Tr Portfolio S&p400 (SPMD) 2.7 $3.8M NEW 100k 38.56
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $3.5M +3% 113k 31.04
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.4 $3.4M +3% 94k 36.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $257k 963.00 266.87

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