LF

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 %
Countries:
Top Holdings: SPYG(22.76%)SPTI(13.10%)SPYV(11.75%)SPDW(9.41%)SPMB(9.08%)
Summary Stock Picks Current Portfolio
Leicht Financial Planning & We... Top Holdings of 2025-03-31 View Full List
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
+27.14%
+10.93%
38,674.1
 
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
+0.63%
+3.98%
8,657.1
 
SPYV
SPDR Portfolio S&P 500 Value ETF
439,954
22,468.5
+1.78%
11.750
+0.21%
0.090
+11.98%
+4.46%
26,895.7
 
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
+12.95%
+20.17%
27,018.4
 
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
+1.02%
+2.99%
6,155.7
 
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
+17.61%
-1.29%
11,771.7
 
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
+2.32%
+4.15%
10,088.1
 
XLK
Technology Select Sector SPDR ETF
36,492
7,534.9
-6.61%
3.940
-0.31%
0.010
+35.59%
+12.66%
82,405.1
 
SPEM
SPDR Portfolio Emerging Markets ETF
123,991
4,881.5
-1.13%
2.550
-0.03%
0.050
+16.93%
+15.01%
12,561.2
 
XLF
Financial Select Sector SPDR
96,838
4,823.5
-8.08%
2.520
-0.21%
0.010
+12.95%
+9.42%
51,197.0
 

Leicht Financial Planning & Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Leicht Financial Planning & Wealth Management, Inc.'s Top Stock Picks View Full List
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
$55.65
2.09%
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
$100.56
0.05%
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
$97.22
11.36%
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
$28.44
1.07%
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
$21.79
0.23%
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
$106.68
6.82%
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
$261.06
15.14%
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
$40.32
11.57%
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
$3.12
16.85%
New holding
200,000
200,000
XLF
Financial Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.21%
●
47.32 ($50.16) 52.19
$52.51
4.69%
Reduce -8.08%
96,838
-8,514

Leicht Financial Planning & Wealth Management, Inc. Total Holding History ($B)

To

Leicht Financial Planning & Wealth Management, Inc.'s Asset Allocation

To

Leicht Financial Planning & Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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 %

Leicht Financial Planning & Wealth Management, Inc.'s Holdings Heat Map

Size field:

Leicht Financial Planning & Wealth Management, Inc.'s Holdings Bubble Chart

Leicht Financial Planning & Wealth Management, Inc. News

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