$175 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 20 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $20,785,000 | -7.5% | 355,609 | -14.6% | 11.86% | -12.1% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $20,157,000 | +4.5% | 451,031 | -1.0% | 11.50% | -0.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $17,262,000 | +15.2% | 99,279 | +2.4% | 9.85% | +9.5% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $17,232,000 | +11.8% | 237,787 | +2.1% | 9.83% | +6.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $12,488,000 | +0.4% | 342,314 | +2.3% | 7.12% | -4.6% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $8,675,000 | +50.9% | 222,150 | +43.4% | 4.95% | +43.4% |
| XLC | Buy | SELECT SECTOR SPDR TR | $8,154,000 | +78.8% | 104,966 | +86.3% | 4.65% | +69.9% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $7,772,000 | -4.1% | 150,393 | -2.1% | 4.43% | -8.9% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $7,615,000 | -2.2% | 160,860 | -0.1% | 4.34% | -7.1% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $7,603,000 | -1.6% | 210,318 | +0.1% | 4.34% | -6.5% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $7,484,000 | +12.1% | 294,865 | +13.8% | 4.27% | +6.5% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $7,165,000 | +10.1% | 67,713 | +3.1% | 4.09% | +4.6% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $5,892,000 | -39.6% | 183,848 | -38.6% | 3.36% | -42.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,434,000 | +9.7% | 13,659 | +1.9% | 3.10% | +4.2% |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $5,090,000 | +11.2% | 100,387 | +2.3% | 2.90% | +5.6% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $4,503,000 | +13.2% | 68,371 | +3.3% | 2.57% | +7.6% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $4,194,000 | +15.3% | 46,286 | +1.9% | 2.39% | +9.5% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $4,064,000 | -2.3% | 97,942 | +1.3% | 2.32% | -7.2% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $3,409,000 | -2.4% | 74,715 | -1.6% | 1.94% | -7.3% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $286,000 | +9.2% | 955 | 0.0% | 0.16% | +3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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 | 2024-01-16 |
| 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 |
| 13F-HR | 2022-02-11 |
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.