Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management as of March 31, 2025

Portfolio Holdings for Leicht Financial Planning & Wealth Management

Leicht Financial Planning & Wealth Management holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 22.8 $44M 542k 80.37
Spdr Ser Tr Portfli Intrmdit (SPTI) 13.1 $25M 876k 28.58
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 11.8 $23M 440k 51.07
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.4 $18M 494k 36.41
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 9.1 $17M 787k 22.05
Spdr Ser Tr Portfolio S&p600 (SPSM) 8.2 $16M 385k 40.76
Spdr Ser Tr Portfolio Intrmd (SPIB) 5.3 $10M 304k 33.24
Select Sector Spdr Tr Technology (XLK) 3.9 $7.5M 37k 206.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $4.9M 124k 39.37
Select Sector Spdr Tr Financial (XLF) 2.5 $4.8M 97k 49.81
Select Sector Spdr Tr Indl (XLI) 2.5 $4.7M 36k 131.07
Select Sector Spdr Tr Communication (XLC) 2.4 $4.6M 47k 96.45
Global X Fds Us Pfd Etf (PFFD) 2.1 $4.0M 213k 19.04
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.1 $4.0M 27k 146.01
Apple (AAPL) 0.9 $1.8M 8.1k 222.13
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $1.6M 16k 100.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $605k 1.1k 532.58
Lucid Group 0.3 $484k 200k 2.42