LF
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Leicht Financial Planning & Wealth Management, Inc.13F | |
Leicht Financial Planning & Wealth Management, Inc | |
Last update 2025-04-11 | 18 Stocks (2 new) |
Value $191.00 Mil | Turnover 4 % |
Leicht Financial Planning & We... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 541,484 | 43,519.1 | +3.24% | 22.760 | +0.71% | 0.140 | +22.60% | +9.35% | 37,997.7 | ||
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 876,252 | 25,043.3 | +5.20% | 13.100 | +0.65% | 0.320 | +1.81% | +4.05% | 8,696.0 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 439,954 | 22,468.5 | +1.78% | 11.750 | +0.21% | 0.090 | +11.42% | +4.64% | 27,084.8 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 494,272 | 17,996.5 | +2.98% | 9.410 | +0.27% | 0.080 | +16.16% | +20.35% | 27,027.8 | ||
SPMB |
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
| 787,344 | 17,361.0 | +5.38% | 9.080 | +0.46% | 0.290 | +2.38% | +3.33% | 6,090.8 | ||
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 384,956 | 15,690.8 | +2.00% | 8.210 | +0.16% | 0.140 | +18.76% | -1.33% | 11,652.8 | ||
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 304,095 | 10,108.1 | +3.56% | 5.290 | +0.18% | 0.100 | +3.32% | +4.06% | 10,079.9 | ||
XLK | Technology Select Sector SPDR ETF | 36,492 | 7,534.9 | -6.61% | 3.940 | -0.31% | 0.010 | +29.20% | +10.41% | 80,440.0 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 123,991 | 4,881.5 | -1.13% | 2.550 | -0.03% | 0.050 | +15.81% | +13.01% | 12,282.0 | ||
XLF | Financial Select Sector SPDR | 96,838 | 4,823.5 | -8.08% | 2.520 | -0.21% | 0.010 | +12.15% | +8.69% | 49,640.7 |
Leicht Financial Planning & Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Leicht Financial Planning & Wealth Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | Sold Out Sold Out | -3.05% | 50.21 ($54.51) 57.73 | $55.60 | 2.00% | Sold Out | 0 | -108,945 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +0.83% | 100.34 ($100.51) 100.68 | $100.51 | 0% | New holding | 15,768 | 15,768 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.71% | 80.05 ($87.3) 92.39 | $95.84 | 9.78% | Add 3.24% | 541,484 | 17,005 | |
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 2025-03-31 | Add Add | +0.65% | 27.64 ($28.14) 28.58 | $28.46 | 1.14% | Add 5.2% | 876,252 | 43,289 | |
SPMB |
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
| 2025-03-31 | Add Add | +0.46% | 21.23 ($21.74) 22.14 | $21.86 | 0.55% | Add 5.38% | 787,344 | 40,180 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | Reduce Reduce | -0.33% | 94.84 ($99.87) 105.31 | $106.01 | 6.15% | Reduce -12.49% | 47,236 | -6,740 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -0.31% | 206.38 ($226.74) 242.18 | $255.85 | 12.84% | Reduce -6.61% | 36,492 | -2,583 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Add Add | +0.27% | 33.84 ($36.14) 37.77 | $40.38 | 11.73% | Add 2.98% | 494,272 | 14,319 | |
LCID | Lucid Group Inc | 2025-03-31 | New Buy New Buy | +0.25% | 2.03 ($2.67) 3.48 | $2.29 | -14.23% | New holding | 200,000 | 200,000 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.21% | 47.32 ($50.16) 52.19 | $52.16 | 3.99% | Reduce -8.08% | 96,838 | -8,514 |
Leicht Financial Planning & Wealth Management, Inc. Total Holding History ($B)
Leicht Financial Planning & Wealth Management, Inc.'s Asset Allocation
Leicht Financial Planning & Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Leicht Financial Planning & Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Leicht Financial Planning & Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Leicht Financial Planning & Wealth Management, Inc.'s Holdings Heat Map
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Leicht Financial Planning & Wealth Management, Inc.'s Holdings Bubble Chart
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