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.