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CIK: 0001710666
Total reported value
$244.1M
$244.1M
19 檔
51.6%
As reported in its official Q3 2024 Form 13F filing, Leicht Financial Planning & Wealth Management, Inc.'s tracked investment portfolio stood at $244.1M with 19 total positions.
In Q3 2024, Leicht Financial Planning & Wealth Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 22.29% | -1.47% | +0.44% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 12.11% | -0.38% | -0.68% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 11.53% | -0.39% | +3.98% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.87% | -0.37% | +3.18% | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 8.63% | -0.82% | +0.19% | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.39% | -3.65% | -1.57% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.94% | -0.21% | +0.17% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.51% | — | +3.90% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.03% | — | +2.45% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.62% | +0.08% | +2.28% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.53% | — | -0.15% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.50% | — | +0.99% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.44% | — | -4.50% | |
| 14 | PFFD | Global X US Preferred ETF | ETF-Other | 2.10% | — | +0.95% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.91% | — | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.03% | +2.50% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.21% | +1.98% | |
| 18 | QINT | American Century Qlty Diver | ETF-Other | 0.23% | — | — | |
| 19 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +1.9% | NEW | New buy |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.7% | +3.98% | Add |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +3.18% | Add |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +0.19% | Add |
| 5 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +2.28% | Add |
| 6 | XLI | Ss Industrial Select Sector | +0.1% | -0.15% | Trim |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +2.45% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +2.50% | Add |
| 9 | XLC | Ss Comm Select Sector Spdr | 0% | +0.99% | Add |
| 10 | PFFD | Global X US Preferred ETF | 0% | +0.95% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.98% | Add |
| 12 | EES | Wisdomtree US Smallcap Fund | 0% | — | Unchanged |
| 13 | QINT | American Century Qlty Diver | — | — | Unchanged |
| 14 | XLF | Ss Financial Select Sector | 0% | -4.50% | Trim |
| 15 | XLK | Ss Technology Select Sector | -0.1% | +3.90% | Add |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | +0.17% | Add |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.2% | -1.57% | Trim |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.3% | -0.68% | Trim |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | +0.44% | Add |
| 20 | XLE | Ss Energy Select Sector | -2.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Leicht Financial Planning & Wealth Management, Inc. reported a total U.S. public equity portfolio value of $244.1M across 19 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPTI, SPYV) accounted for 51.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
XLV
市值: $3.8M
Top Position Liquidated / Trimmed
XLE
前期市值: $5.0M
During Q3 2024, Leicht Financial Planning & Wealth Management, Inc.'s top holdings by market value included SPYG (22.3%)、SPTI (12.1%)、SPYV (11.5%). The largest single position, SPYG, represented 22.3% of total portfolio value.
In Q3 2024, Leicht Financial Planning & Wealth Management, Inc. made 18 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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