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
$4.09T
$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
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