Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings

Leicht Financial Planning & Wealth Management, Inc.

  • $199 Million
  • Q3 2024

Leicht Financial Planning & Wealth Management, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $199 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 $44.3M, Spdr Ser Tr Spdr Portfolio Int with a value of $24.1M, Spdr Portfolio S&P 500 Value E with a value of $22.9M, Spdr Ser Tr Fds Spdr Portfolio with a value of $17.6M, and Spdr Portfolio S&P 600 Small C with a value of $17.1M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $188M to 199M.

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

Portfolio value $199 Million
ETFs: $196 Million
Technology: $1.93 Million
Financial Services: $521,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.3 Million 22.29% of portfolio
533,858
Q3 2024 Added 0.44%
$0
$24.1 Million 12.11% of portfolio
827,843
Q3 2024 Reduced 0.68%
$0
$22.9 Million 11.53% of portfolio
433,405
Q3 2024 Added 3.98%
$0
$17.6 Million 8.87% of portfolio
469,025
Q3 2024 Added 3.18%
$0
$17.1 Million 8.63% of portfolio
376,562
Q3 2024 Added 0.19%
$0
$16.7 Million 8.39% of portfolio
739,460
Q3 2024 Reduced 1.57%
$0
$9.81 Million 4.94% of portfolio
291,099
Q3 2024 Added 0.17%
$0
$8.96 Million 4.51% of portfolio
39,688
Q3 2024 Added 3.9%
$0
$6.02 Million 3.03% of portfolio
110,113
Q3 2024 Added 2.45%
$0
$5.21 Million 2.62% of portfolio
126,216
Q3 2024 Added 2.28%
$0
$5.03 Million 2.53% of portfolio
37,155
Q3 2024 Reduced 0.15%
$0
$4.97 Million 2.5% of portfolio
54,988
Q3 2024 Added 0.99%
$0
$4.84 Million 2.44% of portfolio
106,785
Q3 2024 Reduced 4.5%
$0
$4.17 Million 2.1% of portfolio
200,712
Q3 2024 Added 0.95%
$0
$3.8 Million 1.91% of portfolio
24,689
Q3 2024 New
$3.68T
$1.93 Million 0.97% of portfolio
8,291
Q3 2024 Added 2.5%
$0
$457,000 0.23% of portfolio
8,848
Q2 2024 Reduced 23.41%
$0
$228,000 0.11% of portfolio
4,337
Q2 2024 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $199 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Leicht Financial Planning & Wealth Management, Inc. Portfolio

Follow Leicht Financial Planning & Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email