LF
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Leicht Financial Planning & Wealth Management, Inc.13F | |
Leicht Financial Planning & Wealth Management, Inc | |
Last update 2024-10-17 | 19 Stocks (1 new) |
Value $199.00 Mil | Turnover 3 % |
Portfolio Report |
Leicht Financial Planning & We... Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 533,858 | 44278.190 | +0.44% | 22.290 | +0.10% | 0.150 | +9.33% | +31.00% | 30712.640 | ||
SPTI | SPDR Portfolio Intermediate Term Treasury ETF | 827,843 | 24057.120 | -0.68% | 12.110 | -0.08% | 0.360 | -0.18% | -0.77% | 6665.578 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 433,405 | 22909.800 | +3.98% | 11.530 | +0.44% | 0.090 | +3.63% | +12.74% | 25031.356 | ||
SPDW | SPDR Portfolio Developed World ex-US ETF | 469,025 | 17616.570 | +3.18% | 8.870 | +0.27% | 0.080 | +1.80% | +6.29% | 20927.235 | ||
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 376,562 | 17137.340 | +0.19% | 8.630 | +0.02% | 0.140 | -1.06% | +6.66% | 11841.828 | ||
SPMB | SPDR Portfolio Mortgage Backed Bond ETF | 739,460 | 16660.050 | -1.57% | 8.390 | -0.14% | 0.300 | -0.23% | -0.91% | 5565.915 | ||
SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | 291,099 | 9812.950 | +0.17% | 4.940 | +0.01% | 0.100 | +0.61% | +0.97% | 9514.052 | ||
XLK | Technology Select Sector SPDR ETF | 39,688 | 8959.980 | +3.90% | 4.510 | +0.17% | 0.010 | +8.36% | +21.22% | 72517.232 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 110,113 | 6020.970 | +2.45% | 3.030 | +0.07% | 0.050 | +2.34% | +13.05% | 11676.960 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 126,216 | 5210.200 | +2.28% | 2.620 | +0.06% | 0.050 | +8.16% | +14.60% | 10339.784 |
Leicht Financial Planning & Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Leicht Financial Planning & Wealth Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
XLE | The Energy Select Sector SPDR Fund | 2024-09-30 | Sold Out | -2.65% | 84.35 ($89.4) 93.39 | $87.84 | -1.74% | Sold Out | 0 | -54,601 | |
XLV | Health Care Select Sector SPDR | 2024-09-30 | New Buy | +1.91% | 143.3 ($151.58) 157.24 | $148.40 | -2.10% | New holding | 24,689 | 24,689 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2024-09-30 | Add | +0.44% | 48.51 ($50.89) 52.86 | $52.57 | 3.30% | Add 3.98% | 433,405 | 16,604 | |
SPDW | SPDR Portfolio Developed World ex-US ETF | 2024-09-30 | Add | +0.27% | 33.74 ($36.1) 37.96 | $36.15 | 0.14% | Add 3.18% | 469,025 | 14,453 | |
XLK | Technology Select Sector SPDR ETF | 2024-09-30 | Add | +0.17% | 197.34 ($219.54) 237.68 | $233.32 | 6.28% | Add 3.9% | 39,688 | 1,488 | |
SPMB | SPDR Portfolio Mortgage Backed Bond ETF | 2024-09-30 | Reduce | -0.14% | 21.35 ($22.21) 22.73 | $21.87 | -1.53% | Reduce -1.57% | 739,460 | -11,784 | |
XLF | Financial Select Sector SPDR | 2024-09-30 | Reduce | -0.11% | 40.84 ($43.64) 45.74 | $46.92 | 7.52% | Reduce -4.5% | 106,785 | -5,032 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2024-09-30 | Add | +0.10% | 73.38 ($79.93) 84.1 | $85.23 | 6.63% | Add 0.44% | 533,858 | 2,315 | |
SPTI | SPDR Portfolio Intermediate Term Treasury ETF | 2024-09-30 | Reduce | -0.08% | 27.8 ($28.71) 29.26 | $28.34 | -1.29% | Reduce -0.68% | 827,843 | -5,662 | |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2024-09-30 | Add | +0.07% | 50.29 ($52.88) 54.92 | $55.08 | 4.16% | Add 2.45% | 110,113 | 2,633 |
Leicht Financial Planning & Wealth Management, Inc. Total Holding History ($B)
Leicht Financial Planning & Wealth Management, Inc.'s Asset Allocation
Leicht Financial Planning & Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Leicht Financial Planning & Wealth Management, Inc.'s Hypothetical Growth since 2024-09-30
Leicht Financial Planning & Wealth Management, Inc.'s Yearly Returns
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Leicht Financial Planning & Wealth Management, Inc.'s Holdings Heat Map
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Leicht Financial Planning & Wealth Management, Inc.'s Holdings Bubble Chart
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