LF

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 %
Countries:
Top Holdings: SPYG(22.29%)SPTI(12.11%)SPYV(11.53%)SPDW(8.87%)SPSM(8.63%)
Portfolio Report
Summary Stock Picks Current Portfolio
Leicht Financial Planning & We... Top Holdings of 2024-09-30 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLE 		The Energy Select Sector SPDR Fund2024-09-30Sold Out
-2.65%
●
84.35 ($89.4) 93.39
$87.84
-1.74%
Sold Out
0
-54,601
XLV 		Health Care Select Sector SPDR2024-09-30New 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 ETF2024-09-30Add
+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 ETF2024-09-30Add
+0.27%
●
33.74 ($36.1) 37.96
$36.15
0.14%
Add 3.18%
469,025
14,453
XLK 		Technology Select Sector SPDR ETF2024-09-30Add
+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 ETF2024-09-30Reduce
-0.14%
●
21.35 ($22.21) 22.73
$21.87
-1.53%
Reduce -1.57%
739,460
-11,784
XLF 		Financial Select Sector SPDR2024-09-30Reduce
-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 ETF2024-09-30Add
+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 ETF2024-09-30Reduce
-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 ETF2024-09-30Add
+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)

To

Leicht Financial Planning & Wealth Management, Inc.'s Asset Allocation

To

Leicht Financial Planning & Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Leicht Financial Planning & Wealth Management, Inc.'s Hypothetical Growth since 2024-09-30

Leicht Financial Planning & Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Leicht Financial Planning & Wealth Management, Inc.'s Holdings Heat Map

Size field:

Leicht Financial Planning & Wealth Management, Inc.'s Holdings Bubble Chart

Leicht Financial Planning & Wealth Management, Inc. News

  • 1

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