- New Purchases: SPTM, SPYG, DGRW, SPLV, XLI, XLV, QQQ, XLF,
- Added Positions: XLK,
- Reduced Positions: MBB, SPIB,
- Sold Out: ELR, EPS, USMV, VGIT, PCY, SPTL, VMBS, VTEB, IGIB, SPTS, SPY, BNDX, IVV, VWOB, NEA, BSCM, STIP, SHYG, RSP, VNQ, HYG, SCHG, LQD, PFF, TIP, VNQI, BSCL, BOND, TLT, BRK.A, VGSH, VTV, IJT, RPG, FLOT, BRK.B, MUB,
For the details of Leicht Financial Planning & Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/leicht+financial+planning+%26+wealth+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Leicht Financial Planning & Wealth Management, Inc.- SPDR Portfolio S&P 1500 Composite Stock Market (SPTM) - 359,125 shares, 17.43% of the total portfolio. New Position
- (MBG) - 432,596 shares, 14.89% of the total portfolio. New Position
- (ITE) - 301,624 shares, 12.86% of the total portfolio. Shares reduced by 49.42%
- SPDR Portfolio Intermediate Term Corporate Bond (SPIB) - 235,183 shares, 11.04% of the total portfolio. Shares reduced by 7.99%
- SPDR Select Sector Fund - Technology (XLK) - 62,148 shares, 8.33% of the total portfolio. Shares added by 128.65%
Leicht Financial Planning & Wealth Management, Inc initiated holding in SPDR Portfolio S&P 1500 Composite Stock Market. The purchase prices were between $29.99 and $39.74, with an estimated average price of $35.68. The stock is now traded at around $38.76. The impact to a portfolio due to this purchase was 17.43%. The holding were 359,125 shares as of .
New Purchase: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)Leicht Financial Planning & Wealth Management, Inc initiated holding in SPDR Series Trust Portfolio S&P 500 Growth. The purchase prices were between $34.16 and $45.45, with an estimated average price of $41.41. The stock is now traded at around $46.97. The impact to a portfolio due to this purchase was 7.67%. The holding were 133,084 shares as of .
New Purchase: WisdomTree U.S. Dividend Growth Fund (DGRW)Leicht Financial Planning & Wealth Management, Inc initiated holding in WisdomTree U.S. Dividend Growth Fund. The purchase prices were between $37.38 and $47.13, with an estimated average price of $43.2. The stock is now traded at around $46.12. The impact to a portfolio due to this purchase was 7.2%. The holding were 123,163 shares as of .
New Purchase: Invesco S&P 500 Low Volatility (SPLV)Leicht Financial Planning & Wealth Management, Inc initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $44.63 and $51.65, with an estimated average price of $49.13. The stock is now traded at around $50.68. The impact to a portfolio due to this purchase was 7.08%. The holding were 110,863 shares as of .
New Purchase: SPDR Select Sector Fund - Industrial (XLI)Leicht Financial Planning & Wealth Management, Inc initiated holding in SPDR Select Sector Fund - Industrial. The purchase prices were between $56.34 and $76.29, with an estimated average price of $64.72. The stock is now traded at around $68.01. The impact to a portfolio due to this purchase was 5.14%. The holding were 58,371 shares as of .
New Purchase: SPDR Select Sector Fund - Health Care (XLV)Leicht Financial Planning & Wealth Management, Inc initiated holding in SPDR Select Sector Fund - Health Care. The purchase prices were between $85.21 and $103.92, with an estimated average price of $98.5. The stock is now traded at around $100.71. The impact to a portfolio due to this purchase was 5.09%. The holding were 39,347 shares as of .
Added: SPDR Select Sector Fund - Technology (XLK)Leicht Financial Planning & Wealth Management, Inc added to a holding in SPDR Select Sector Fund - Technology by 128.65%. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $108.08. The impact to a portfolio due to this purchase was 4.69%. The holding were 62,148 shares as of .
Sold Out: SPDR Russell 1000 ETF (ELR)Leicht Financial Planning & Wealth Management, Inc sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.
Sold Out: WisdomTree U.S. LargeCap Fund (EPS)Leicht Financial Planning & Wealth Management, Inc sold out a holding in WisdomTree U.S. LargeCap Fund. The sale prices were between $26.7 and $35.29, with an estimated average price of $31.5.
Sold Out: iShares Edge MSCI Min Vol USA (USMV)Leicht Financial Planning & Wealth Management, Inc sold out a holding in iShares Edge MSCI Min Vol USA. The sale prices were between $51.94 and $64.01, with an estimated average price of $59.26.
Sold Out: Vanguard Intermediate-Term Government Bond ETF (VGIT)Leicht Financial Planning & Wealth Management, Inc sold out a holding in Vanguard Intermediate-Term Government Bond ETF. The sale prices were between $69.86 and $70.63, with an estimated average price of $70.4.
Sold Out: Invesco Emerging Markets Sovereign Debt (PCY)Leicht Financial Planning & Wealth Management, Inc sold out a holding in Invesco Emerging Markets Sovereign Debt. The sale prices were between $22.75 and $26.8, with an estimated average price of $25.23.
Sold Out: SPDR Portfolio Long Term Treasury (SPTL)Leicht Financial Planning & Wealth Management, Inc sold out a holding in SPDR Portfolio Long Term Treasury. The sale prices were between $44.77 and $48.87, with an estimated average price of $47.13.
Reduced: iShares MBS ETF (MBB)Leicht Financial Planning & Wealth Management, Inc reduced to a holding in iShares MBS ETF by 94.84%. The sale prices were between $109.82 and $111.24, with an estimated average price of $110.72. The stock is now traded at around $110.60. The impact to a portfolio due to this sale was -7.45%. Leicht Financial Planning & Wealth Management, Inc still held 2,889 shares as of .
Here is the complete portfolio of Leicht Financial Planning & Wealth Management, Inc.. Also check out:
1. Leicht Financial Planning & Wealth Management, Inc.'s Undervalued Stocks
2. Leicht Financial Planning & Wealth Management, Inc.'s Top Growth Companies, and
3. Leicht Financial Planning & Wealth Management, Inc.'s High Yield stocks
4. Stocks that Leicht Financial Planning & Wealth Management, Inc. keeps buying