Leicht Financial Planning & Wealth Management, Inc. Top Holdings and 13F Report (2024) → The A.I. story nobody is telling you (Read ASAP) (From TradeSmith) (Ad) About Leicht Financial Planning & Wealth Management, Inc.Investment ActivityLeicht Financial Planning & Wealth Management, Inc. has $174.36 million in total holdings as of December 31, 2023.Leicht Financial Planning & Wealth Management, Inc. owns shares of 22 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 10.01% of the portfolio was purchased this quarter.About 10.82% of the portfolio was sold this quarter.This quarter, Leicht Financial Planning & Wealth Management, Inc. has purchased 21 new stocks and bought additional shares in 6 stocks.Leicht Financial Planning & Wealth Management, Inc. sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $39,738,971SPDR Portfolio Intermediate Term Treasury ETF $20,552,851SPDR Portfolio S&P 500 Value ETF $17,042,338SPDR Portfolio Developed World ex-US ETF $15,180,460SPDR Portfolio Mortgage Backed Bond ETF $14,905,899 Largest New Holdings this Quarter Communication Services Select Sector SPDR Fund $4,084,239 HoldingGlobal X U.S. Preferred ETF $3,560,384 HoldingWisdomTree U.S. SmallCap Earnings Fund $384,062 HoldingFranklin U.S. Treasury Bond ETF $239,550 HoldingJanus Henderson Mortgage-Backed Securities ETF $239,256 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 116,342 shares (about $7.57M)Communication Services Select Sector SPDR Fund 56,210 shares (about $4.08M)Global X U.S. Preferred ETF 183,525 shares (about $3.56M)American Century Quality Diversified International ETF 12,517 shares (about $581.42K)Energy Select Sector SPDR Fund 6,489 shares (about $544.04K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 102,763 shares (about $4.79M)SPDR Portfolio Developed World ex-US ETF 106,765 shares (about $3.63M)SPDR Portfolio Intermediate Term Treasury ETF 40,639 shares (about $1.16M)Industrial Select Sector SPDR Fund 6,757 shares (about $770.24K)Technology Select Sector SPDR Fund 2,467 shares (about $474.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeicht Financial Planning & Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$39,738,971$7,569,210 ▲23.5%610,80522.8%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$20,552,851$1,160,649 ▼-5.3%719,63811.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$17,042,338$4,791,840 ▼-21.9%365,4809.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,180,460$3,631,076 ▼-19.3%446,3538.7%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$14,905,899$340,937 ▼-2.2%675,3928.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$11,757,000$76,725 ▼-0.6%278,7346.7%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$8,527,339$340,415 ▼-3.8%259,7424.9%ETFXLKTechnology Select Sector SPDR Fund$7,722,656$474,847 ▼-5.8%40,1224.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$5,469,552$112,251 ▲2.1%112,2653.1%ETFXLVHealth Care Select Sector SPDR Fund$5,270,268$139,517 ▲2.7%38,6443.0%ETFXLFFinancial Select Sector SPDR Fund$4,438,008$19,251 ▼-0.4%118,0322.5%ETFXLEEnergy Select Sector SPDR Fund$4,406,477$544,040 ▲14.1%52,5582.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,217,961$45,820 ▼-1.1%119,1182.4%ETFXLCCommunication Services Select Sector SPDR Fund$4,084,239$4,084,239 ▲New Holding56,2102.3%ETFXLIIndustrial Select Sector SPDR Fund$3,787,588$770,239 ▼-16.9%33,2272.2%ETFPFFDGlobal X U.S. Preferred ETF$3,560,384$3,560,384 ▲New Holding183,5252.0%ETFAAPLApple$1,557,376$3,273 ▼-0.2%8,0890.9%Computer and TechnologyQINTAmerican Century Quality Diversified International ETF$894,860$581,415 ▲185.5%19,2650.5%ETFBRK.BBerkshire Hathaway$384,836$3,210 ▲0.8%1,0790.2%FinanceEESWisdomTree U.S. SmallCap Earnings Fund$384,062$384,062 ▲New Holding7,7090.2%FinanceFLGVFranklin U.S. Treasury Bond ETF$239,550$239,550 ▲New Holding11,5030.1%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$239,256$239,256 ▲New Holding5,2080.1%ETFPGXInvesco Preferred ETF$0$3,510,457 ▼-100.0%00.0%ETFFEZSPDR EURO STOXX 50 ETF$0$3,333,184 ▼-100.0%00.0%ETFDISWalt Disney$0$204,489 ▼-100.0%00.0%Consumer DiscretionarySTNEStoneCo$0$160,050 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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