$117 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 30 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 7.3% |
SPDR SER TR | 16 | Q3 2023 | 19.1% |
SELECT SECTOR SPDR TR | 16 | Q3 2023 | 9.8% |
SPDR SER TR | 16 | Q3 2023 | 8.4% |
SELECT SECTOR SPDR TR | 15 | Q3 2023 | 3.1% |
SPDR SER TR | 14 | Q3 2023 | 18.4% |
SPDR SER TR | 14 | Q3 2023 | 9.2% |
SCHWAB STRATEGIC TR | 14 | Q1 2020 | 11.2% |
VANGUARD INDEX FDS | 14 | Q1 2020 | 14.3% |
ISHARES TR | 14 | Q1 2020 | 9.0% |
View Leicht Financial Planning & Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-26 |
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.