Leicht Financial Planning & Wealth Management, Inc. Top Holdings and 13F Report (2024) → Crypto Pioneer Says: “The last crypto bull market has begun.” (From InvestorPlace) (Ad) About Leicht Financial Planning & Wealth Management, Inc.Investment ActivityLeicht Financial Planning & Wealth Management, Inc. has $182.43 million in total holdings as of March 31, 2024.Leicht Financial Planning & Wealth Management, Inc. owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 5.91% of the portfolio was sold this quarter.This quarter, Leicht Financial Planning & Wealth Management, Inc. has purchased 22 new stocks and bought additional shares in 9 stocks.Leicht Financial Planning & Wealth Management, Inc. sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $37,530,504SPDR Portfolio Intermediate Term Treasury ETF $22,590,947SPDR Portfolio S&P 500 Value ETF $17,534,435SPDR Portfolio Developed World ex-US ETF $16,118,007SPDR Portfolio S&P 600 Small Cap ETF $15,784,873 Largest Purchases this Quarter SPDR Portfolio S&P 600 Small Cap ETF 88,015 shares (about $3.79M)SPDR Portfolio Intermediate Term Treasury ETF 82,028 shares (about $2.31M)SPDR Portfolio Mortgage Backed Bond ETF 50,036 shares (about $1.09M)SPDR Portfolio Intermediate Term Corporate Bond ETF 22,049 shares (about $720.78K)SPDR Portfolio Emerging Markets ETF 6,357 shares (about $230.06K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 97,743 shares (about $7.15M)SPDR Portfolio S&P 500 Value ETF 15,492 shares (about $776.15K)SPDR Portfolio S&P 400 Mid Cap ETF 7,927 shares (about $422.83K)Technology Select Sector SPDR Fund 1,986 shares (about $413.62K)Financial Select Sector SPDR Fund 9,304 shares (about $391.88K) 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$37,530,504$7,149,904 ▼-16.0%513,06220.6%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$22,590,947$2,311,549 ▲11.4%801,66612.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$17,534,435$776,151 ▼-4.2%349,9889.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$16,118,007$120,709 ▲0.8%449,7218.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$15,784,873$3,788,165 ▲31.6%366,7498.7%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$15,756,303$1,086,782 ▲7.4%725,4288.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,211,755$720,782 ▲8.5%281,7915.0%ETFXLKTechnology Select Sector SPDR Fund$7,942,597$413,625 ▼-4.9%38,1364.4%ETFXLVHealth Care Select Sector SPDR Fund$5,568,665$140,195 ▼-2.5%37,6953.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$5,565,388$422,826 ▼-7.1%104,3383.1%ETFXLEEnergy Select Sector SPDR Fund$4,970,880$8,875 ▲0.2%52,6522.7%ETFXLFFinancial Select Sector SPDR Fund$4,579,614$391,884 ▼-7.9%108,7282.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,540,945$230,060 ▲5.3%125,4752.5%ETFXLCCommunication Services Select Sector SPDR Fund$4,484,290$105,832 ▼-2.3%54,9142.5%ETFXLIIndustrial Select Sector SPDR Fund$3,825,046$360,247 ▼-8.6%30,3672.1%ETFPFFDGlobal X U.S. Preferred ETF$3,781,174$81,305 ▲2.2%187,5582.1%ETFAAPLApple$1,387,1010.0%8,0890.8%Computer and TechnologyQINTAmerican Century Quality Diversified International ETF$573,958$383,135 ▼-40.0%11,5530.3%ETFBRK.BBerkshire Hathaway$466,777$13,036 ▲2.9%1,1100.3%FinanceEESWisdomTree U.S. SmallCap Fund$220,027$166,348 ▼-43.1%4,3900.1%FinanceFLGVFranklin U.S. Treasury Bond ETF$0$239,550 ▼-100.0%00.0%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$0$239,256 ▼-100.0%00.0%ETF 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. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.