$119 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 25 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 22 | Q1 2024 | 7.3% |
| SPDR SER TR | 19 | Q2 2024 | 19.1% |
| SELECT SECTOR SPDR TR | 19 | Q2 2024 | 9.8% |
| SPDR SER TR | 19 | Q2 2024 | 8.4% |
| SELECT SECTOR SPDR TR | 18 | Q2 2024 | 3.1% |
| SPDR SER TR | 17 | Q2 2024 | 22.8% |
| SPDR SER TR | 17 | Q2 2024 | 9.2% |
| SPDR SER TR | 16 | Q2 2024 | 13.2% |
| SELECT SECTOR SPDR TR | 16 | Q2 2024 | 4.1% |
| SELECT SECTOR SPDR TR | 16 | Q2 2024 | 5.0% |
View Leicht Financial Planning & Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-08 |
| 13F-HR/A | 2022-10-31 |
View Leicht Financial Planning & Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.