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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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