Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of June 30, 2024

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 19 positions in its portfolio as reported in the June 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) 22.7 $43M 532k 80.13
Spdr Ser Tr Portfli Intrmdit (SPTI) 12.4 $23M 834k 28.02
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 10.8 $20M 417k 48.74
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 8.6 $16M 751k 21.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.5 $16M 455k 35.08
Spdr Ser Tr Portfolio S&p600 (SPSM) 8.3 $16M 376k 41.53
Spdr Ser Tr Portfolio Intrmd (SPIB) 5.0 $9.5M 291k 32.56
Select Sector Spdr Tr Technology (XLK) 4.6 $8.6M 38k 226.23
Spdr Ser Tr Portfolio S&p400 (SPMD) 2.9 $5.5M 108k 51.30
Select Sector Spdr Tr Energy (XLE) 2.7 $5.0M 55k 91.15
Select Sector Spdr Tr Communication (XLC) 2.5 $4.7M 54k 85.66
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $4.6M 123k 37.67
Select Sector Spdr Tr Financial (XLF) 2.4 $4.6M 112k 41.11
Select Sector Spdr Tr Indl (XLI) 2.4 $4.5M 37k 121.87
Global X Fds Us Pfd Etf (PFFD) 2.1 $3.9M 199k 19.68
Apple (AAPL) 0.9 $1.7M 8.1k 210.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $452k 1.1k 406.80
American Centy Etf Tr Quality Divrsfed (QINT) 0.2 $429k 8.8k 48.51
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $204k 4.3k 47.13