Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings

Leicht Financial Planning & Wealth Management, Inc.

  • $182 Million
  • Q1 2024

Leicht Financial Planning & Wealth Management, Inc. has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $182 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $37.5M, Spdr Ser Tr Spdr Portfolio Int with a value of $22.6M, Spdr Portfolio S&P 500 Value E with a value of $17.5M, Spdr Ser Tr Fds Spdr Portfolio with a value of $16.1M, and Spdr Portfolio S&P 600 Small C with a value of $15.8M.

Examining the 13F form we can see an increase of $8.07M in the current position value, from $174M to 182M.

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

Portfolio value $182 Million
ETFs: $181 Million
Technology: $1.39 Million
Financial Services: $466,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.5 Million 20.57% of portfolio
513,062
Q1 2024 Reduced 16.0%
$0
$22.6 Million 12.38% of portfolio
801,666
Q1 2024 Added 11.4%
$0
$17.5 Million 9.61% of portfolio
349,988
Q1 2024 Reduced 4.24%
$0
$16.1 Million 8.84% of portfolio
449,721
Q1 2024 Added 0.75%
$0
$15.8 Million 8.65% of portfolio
366,749
Q1 2024 Added 31.58%
$0
$15.8 Million 8.64% of portfolio
725,428
Q1 2024 Added 7.41%
$0
$9.21 Million 5.05% of portfolio
281,791
Q1 2024 Added 8.49%
$0
$7.94 Million 4.35% of portfolio
38,136
Q1 2024 Reduced 4.95%
$0
$5.57 Million 3.05% of portfolio
37,695
Q1 2024 Reduced 2.46%
$0
$5.57 Million 3.05% of portfolio
104,338
Q1 2024 Reduced 7.06%
$0
$4.97 Million 2.72% of portfolio
52,652
Q1 2024 Added 0.18%
$0
$4.58 Million 2.51% of portfolio
108,728
Q1 2024 Reduced 7.88%
$0
$4.54 Million 2.49% of portfolio
125,475
Q1 2024 Added 5.34%
$0
$4.48 Million 2.46% of portfolio
54,914
Q1 2024 Reduced 2.31%
$0
$3.83 Million 2.1% of portfolio
30,367
Q1 2024 Reduced 8.61%
$0
$3.78 Million 2.07% of portfolio
187,558
Q1 2024 Added 2.2%
$0
$573,000 0.31% of portfolio
11,553
Q1 2024 Reduced 40.03%
$529B
$466,000 0.26% of portfolio
1,110
Q1 2024 Added 2.87%
$0
$220,000 0.12% of portfolio
4,390
Q1 2024 Reduced 43.05%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $182 Million
  • Prior Value $174 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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