$162 Million is the total value of Leicht Financial Planning & Wealth Management, Inc.'s 21 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $19,665,802 | +62.9% | 482,952 | +55.6% | 12.11% | +49.6% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $18,936,171 | +8.7% | 501,355 | +6.4% | 11.66% | -0.2% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $18,716,635 | +272.9% | 646,739 | +263.9% | 11.52% | +242.3% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $18,709,895 | +26.6% | 337,968 | +15.8% | 11.52% | +16.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $17,398,013 | +68.8% | 541,657 | +56.0% | 10.71% | +54.9% |
| SPMB | Buy | SPDR SER TRport mtg bk etf | $12,101,347 | +127.8% | 545,597 | +122.9% | 7.45% | +109.2% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $10,212,969 | +57.7% | 314,342 | +54.5% | 6.29% | +44.7% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $7,083,857 | +9.3% | 140,469 | +2.5% | 4.36% | +0.3% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $6,274,175 | – | 62,010 | +100.0% | 3.86% | – |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $5,428,138 | +6.7% | 123,535 | +3.2% | 3.34% | -2.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $4,927,304 | +6.2% | 59,487 | +12.2% | 3.03% | -2.5% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $4,005,498 | +10.0% | 117,360 | +6.2% | 2.47% | +1.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $3,947,336 | +18.8% | 122,778 | +26.4% | 2.43% | +9.0% |
| AAPL | New | APPLE INC | $1,336,679 | – | 8,106 | +100.0% | 0.82% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $324,209 | +9.0% | 1,050 | +9.0% | 0.20% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
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.