Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings

Leicht Financial Planning & Wealth Management, Inc.

  • $191 Million
  • Q1 2025

Leicht Financial Planning & Wealth Management, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $191 Million distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $43.4M, Spdr Ser Tr Spdr Portfolio Int with a value of $25M, Spdr Portfolio S&P 500 Value E with a value of $22.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $18.2M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $17.3M.

Examining the 13F form we can see an decrease of $4.69M in the current position value, from $195M to 191M.

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

Portfolio value $191 Million
ETFs: $188 Million
Technology: $1.79 Million
Financial Services: $595,000
Consumer Cyclical: $484,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$1.79 Million 0.94% of portfolio
8,075
Q1 2025 Reduced 2.44%
$683B
$595,000 0.31% of portfolio
1,135
Q1 2025 Added 0.27%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $191 Million
  • Prior Value $195 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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