Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of Sept. 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 September 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) 22.3 $44M 534k 82.94
Spdr Ser Tr Portfli Intrmdit (SPTI) 12.1 $24M 828k 29.06
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 11.5 $23M 433k 52.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.9 $18M 469k 37.56
Spdr Ser Tr Portfolio S&p600 (SPSM) 8.6 $17M 377k 45.51
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 8.4 $17M 740k 22.53
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.9 $9.8M 291k 33.71
Select Sector Spdr Tr Technology (XLK) 4.5 $9.0M 40k 225.76
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.0 $6.0M 110k 54.68
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $5.2M 126k 41.28
Select Sector Spdr Tr Indl (XLI) 2.5 $5.0M 37k 135.44
Select Sector Spdr Tr Communication (XLC) 2.5 $5.0M 55k 90.40
Select Sector Spdr Tr Financial (XLF) 2.4 $4.8M 107k 45.32
Global X Fds Us Pfd Etf (PFFD) 2.1 $4.2M 201k 20.78
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $3.8M 25k 154.02
Apple (AAPL) 1.0 $1.9M 8.3k 233.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $521k 1.1k 460.26
American Centy Etf Tr Quality Divrsfed (QINT) 0.2 $457k 8.8k 51.69
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $229k 4.3k 52.75