$126 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 20 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 700.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGGY | New | WISDOMTREE TRyield enhancd us | $18,837,000 | – | 349,954 | +100.0% | 14.96% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $13,563,000 | – | 359,125 | +100.0% | 10.77% | – |
| SPMB | New | SPDR SER TRportfli mortgage | $11,587,000 | – | 432,596 | +100.0% | 9.20% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $10,468,000 | – | 211,382 | +100.0% | 8.31% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $8,734,000 | – | 247,022 | +100.0% | 6.94% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $6,481,000 | +196.6% | 62,148 | +128.6% | 5.15% | +143.7% |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $5,965,000 | – | 133,084 | +100.0% | 4.74% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $5,603,000 | – | 123,163 | +100.0% | 4.45% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $5,507,000 | – | 110,863 | +100.0% | 4.37% | – |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $4,660,000 | – | 156,849 | +100.0% | 3.70% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $4,001,000 | – | 58,371 | +100.0% | 3.18% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $3,964,000 | – | 39,347 | +100.0% | 3.15% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,899,000 | +30.2% | 96,958 | +6.5% | 2.30% | +6.9% |
| GOEX | New | GLOBAL X FDSglobal x gold ex | $2,304,000 | – | 72,659 | +100.0% | 1.83% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $2,001,000 | – | 8,202 | +100.0% | 1.59% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $217,000 | – | 9,692 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-10
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.