$168 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 23 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $19,497,000 | -3.3% | 463,431 | +2.7% | 11.61% | +0.9% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $15,892,000 | -7.8% | 240,030 | +0.9% | 9.46% | -3.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $13,322,000 | -22.8% | 83,825 | -15.6% | 7.93% | -19.5% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $12,441,000 | -0.4% | 362,914 | +6.0% | 7.41% | +4.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $8,453,000 | +11.0% | 188,799 | +17.4% | 5.03% | +15.9% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $8,398,000 | -3.2% | 219,158 | -1.3% | 5.00% | +1.0% |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $7,767,000 | – | 115,769 | +100.0% | 4.62% | – |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $7,548,000 | -63.7% | 135,813 | -61.8% | 4.50% | -62.1% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $7,515,000 | -3.3% | 157,060 | +4.4% | 4.48% | +0.9% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $7,320,000 | -3.7% | 214,349 | +1.9% | 4.36% | +0.5% |
| SPHY | New | SPDR SER TRportfli high yld | $7,189,000 | – | 286,432 | +100.0% | 4.28% | – |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $6,914,000 | -3.5% | 67,137 | -0.9% | 4.12% | +0.7% |
| SPMB | Sell | SPDR SER TRportfli mortgage | $6,167,000 | -17.6% | 257,369 | -12.7% | 3.67% | -14.0% |
| XLC | Sell | SELECT SECTOR SPDR TR | $6,044,000 | -25.9% | 87,875 | -16.3% | 3.60% | -22.6% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $5,647,000 | -4.2% | 186,436 | +1.4% | 3.36% | +0.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,142,000 | -5.4% | 14,184 | +3.8% | 3.06% | -1.2% |
| OMFL | Buy | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $4,942,000 | -2.9% | 103,829 | +3.4% | 2.94% | +1.3% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $4,769,000 | – | 34,816 | +100.0% | 2.84% | – |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $4,217,000 | -6.4% | 66,235 | -3.1% | 2.51% | -2.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $4,189,000 | +3.1% | 108,409 | +10.7% | 2.49% | +7.5% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $3,939,000 | -6.1% | 44,690 | -3.4% | 2.35% | -2.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $340,000 | +18.9% | 963 | +0.8% | 0.20% | +23.9% |
| FB | New | META PLATFORMS INCcl a | $278,000 | – | 1,250 | +100.0% | 0.17% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -74,715 | -100.0% | -1.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-26
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.