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CIK: 0001710666
Total reported value
$244.1M
$244.1M
17 檔
51.1%
The Q4 2024 SEC filing reveals that Leicht Financial Planning & Wealth Management, Inc. held a total portfolio value of $244.1M, covering 17 public equity positions.
In Q4 2024, Leicht Financial Planning & Wealth Management, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 0 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 | 23.59% | -1.47% | -1.76% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 11.88% | -0.38% | +0.62% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 11.31% | -0.39% | -0.27% | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 8.67% | -0.82% | +0.23% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.38% | -0.37% | +2.33% | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.24% | -3.65% | +1.04% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.92% | -0.21% | +0.88% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.65% | — | -1.54% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.05% | — | -1.06% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.67% | — | -1.84% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.61% | — | -1.34% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.48% | — | -1.14% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.46% | +0.08% | -0.64% | |
| 14 | PFFD | Global X US Preferred ETF | ETF-Other | 1.99% | — | -0.47% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.77% | — | +1.86% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.03% | -0.17% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | New buy |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | — | NEW | New buy |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 8 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 10 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 11 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 12 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 13 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
| 14 | PFFD | Global X US Preferred ETF | — | NEW | New buy |
| 15 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 16 | AAPL | Apple Inc | — | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
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 17 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPTI, SPYV) accounted for 51.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPYG
市值: $46.1M
During Q4 2024, Leicht Financial Planning & Wealth Management, Inc.'s top holdings by market value included SPYG (23.6%)、SPTI (11.9%)、SPYV (11.3%). The largest single position, SPYG, represented 23.6% of total portfolio value.
In Q4 2024, Leicht Financial Planning & Wealth Management, Inc. made 17 total portfolio adjustments, initiating 17 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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