Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings

Leicht Financial Planning & Wealth Management, Inc.

  • $188 Million
  • Q2 2024

Leicht Financial Planning & Wealth Management, Inc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $188 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $42.6M, Spdr Ser Tr Spdr Portfolio Int with a value of $23.4M, Spdr Portfolio S&P 500 Value E with a value of $20.3M, Spdr Ser Tr Spdr Portfolio Mor with a value of $16.2M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $15.9M.

Examining the 13F form we can see an increase of $5.33M in the current position value, from $182M to 188M.

Below you can find more details about Leicht Financial Planning & Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $186 Million
Technology: $1.7 Million
Financial Services: $451,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.6 Million 22.69% of portfolio
531,543
Q2 2024 Added 3.6%
$0
$23.4 Million 12.44% of portfolio
833,505
Q2 2024 Added 3.97%
$0
$20.3 Million 10.82% of portfolio
416,801
Q2 2024 Added 19.09%
$0
$16.2 Million 8.63% of portfolio
751,244
Q2 2024 Added 3.56%
$0
$15.9 Million 8.49% of portfolio
454,572
Q2 2024 Added 1.08%
$0
$15.6 Million 8.31% of portfolio
375,843
Q2 2024 Added 2.48%
$0
$9.46 Million 5.04% of portfolio
290,617
Q2 2024 Added 3.13%
$0
$8.64 Million 4.6% of portfolio
38,200
Q2 2024 Added 0.17%
$0
$5.51 Million 2.94% of portfolio
107,480
Q2 2024 Added 3.01%
$0
$4.98 Million 2.65% of portfolio
54,601
Q2 2024 Added 3.7%
$0
$4.65 Million 2.48% of portfolio
123,399
Q2 2024 Reduced 1.65%
$0
$4.66 Million 2.48% of portfolio
54,447
Q2 2024 Reduced 0.85%
$0
$4.6 Million 2.45% of portfolio
111,817
Q2 2024 Added 2.84%
$0
$4.54 Million 2.42% of portfolio
37,212
Q2 2024 Added 22.54%
$0
$3.91 Million 2.08% of portfolio
198,821
Q2 2024 Added 6.01%
$3.5T
$1.7 Million 0.91% of portfolio
8,089
Q4 2023 Reduced 0.21%
$0
$429,000 0.23% of portfolio
8,848
Q2 2024 Reduced 23.41%
$0
$204,000 0.11% of portfolio
4,337
Q2 2024 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $188 Million
  • Prior Value $182 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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