S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.74 (+0.57%)
AAPL   180.52 (-0.50%)
MSFT   408.56 (+0.21%)
META   487.77 (+0.77%)
GOOGL   136.84 (+0.34%)
AMZN   174.91 (+1.01%)
TSLA   200.12 (-0.95%)
NVDA   792.82 (+2.08%)
NIO   5.66 (+4.24%)
AMD   187.42 (+6.16%)
BABA   74.20 (-0.52%)
T   17.03 (+0.41%)
F   12.45 (+1.22%)
MU   89.78 (+0.08%)
CGC   3.32 (-1.19%)
GE   156.08 (+0.30%)
DIS   111.40 (+0.54%)
AMC   4.44 (-11.02%)
PFE   26.88 (-0.59%)
PYPL   60.56 (+0.51%)
XOM   104.62 (+0.29%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.74 (+0.57%)
AAPL   180.52 (-0.50%)
MSFT   408.56 (+0.21%)
META   487.77 (+0.77%)
GOOGL   136.84 (+0.34%)
AMZN   174.91 (+1.01%)
TSLA   200.12 (-0.95%)
NVDA   792.82 (+2.08%)
NIO   5.66 (+4.24%)
AMD   187.42 (+6.16%)
BABA   74.20 (-0.52%)
T   17.03 (+0.41%)
F   12.45 (+1.22%)
MU   89.78 (+0.08%)
CGC   3.32 (-1.19%)
GE   156.08 (+0.30%)
DIS   111.40 (+0.54%)
AMC   4.44 (-11.02%)
PFE   26.88 (-0.59%)
PYPL   60.56 (+0.51%)
XOM   104.62 (+0.29%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.74 (+0.57%)
AAPL   180.52 (-0.50%)
MSFT   408.56 (+0.21%)
META   487.77 (+0.77%)
GOOGL   136.84 (+0.34%)
AMZN   174.91 (+1.01%)
TSLA   200.12 (-0.95%)
NVDA   792.82 (+2.08%)
NIO   5.66 (+4.24%)
AMD   187.42 (+6.16%)
BABA   74.20 (-0.52%)
T   17.03 (+0.41%)
F   12.45 (+1.22%)
MU   89.78 (+0.08%)
CGC   3.32 (-1.19%)
GE   156.08 (+0.30%)
DIS   111.40 (+0.54%)
AMC   4.44 (-11.02%)
PFE   26.88 (-0.59%)
PYPL   60.56 (+0.51%)
XOM   104.62 (+0.29%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.74 (+0.57%)
AAPL   180.52 (-0.50%)
MSFT   408.56 (+0.21%)
META   487.77 (+0.77%)
GOOGL   136.84 (+0.34%)
AMZN   174.91 (+1.01%)
TSLA   200.12 (-0.95%)
NVDA   792.82 (+2.08%)
NIO   5.66 (+4.24%)
AMD   187.42 (+6.16%)
BABA   74.20 (-0.52%)
T   17.03 (+0.41%)
F   12.45 (+1.22%)
MU   89.78 (+0.08%)
CGC   3.32 (-1.19%)
GE   156.08 (+0.30%)
DIS   111.40 (+0.54%)
AMC   4.44 (-11.02%)
PFE   26.88 (-0.59%)
PYPL   60.56 (+0.51%)
XOM   104.62 (+0.29%)

Leicht Financial Planning & Wealth Management, Inc. Top Holdings and 13F Report (2024)

About Leicht Financial Planning & Wealth Management, Inc.

Investment Activity

  • Leicht 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 New Holdings this Quarter

Global X U.S. Preferred ETF
$3,560,384 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
116,342 shares (about $7.57M)
Global X U.S. Preferred ETF
183,525 shares (about $3.56M)
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)
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 Time

Map of 500 Largest Holdings ofLeicht Financial Planning & Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$39,738,971$7,569,210 23.5%610,80522.8%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$20,552,851$1,160,649 -5.3%719,63811.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$17,042,338$4,791,840 -21.9%365,4809.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$15,180,460$3,631,076 -19.3%446,3538.7%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$14,905,899$340,937 -2.2%675,3928.5%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$11,757,000$76,725 -0.6%278,7346.7%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$8,527,339$340,415 -3.8%259,7424.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$7,722,656$474,847 -5.8%40,1224.4%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$5,469,552$112,251 2.1%112,2653.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$5,270,268$139,517 2.7%38,6443.0%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$4,438,008$19,251 -0.4%118,0322.5%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,406,477$544,040 14.1%52,5582.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$4,217,961$45,820 -1.1%119,1182.4%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$4,084,239$4,084,239 New Holding56,2102.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$3,787,588$770,239 -16.9%33,2272.2%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$3,560,384$3,560,384 New Holding183,5252.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,557,376$3,273 -0.2%8,0890.9%Computer and Technology
American Century Quality Diversified International ETF stock logo
QINT
American Century Quality Diversified International ETF
$894,860$581,415 185.5%19,2650.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$384,836$3,210 0.8%1,0790.2%Finance
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$384,062$384,062 New Holding7,7090.2%Finance
FLGV
Franklin U.S. Treasury Bond ETF
$239,550$239,550 New Holding11,5030.1%ETF
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$239,256$239,256 New Holding5,2080.1%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$0$3,510,457 -100.0%00.0%ETF
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$0$3,333,184 -100.0%00.0%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$0$204,489 -100.0%00.0%Consumer Discretionary
StoneCo Ltd. stock logo
STNE
StoneCo
$0$160,050 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: