Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings

Leicht Financial Planning & Wealth Management, Inc.

  • $195 Million
  • Q4 2024

Leicht Financial Planning & Wealth Management, Inc. has filed its 13F form on March 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $195 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $46.1M, Spdr Ser Tr Spdr Portfolio Int with a value of $23.2M, Spdr Portfolio S&P 500 Value E with a value of $22.1M, Spdr Portfolio S&P 600 Small C with a value of $17M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $16.4M.

Examining the 13F form we can see an decrease of $3.17M in the current position value, from $199M to 195M.

Below you can find more details about Leicht Financial Planning & Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $195 Million
ETFs: $193 Million
Technology: $2.07 Million
Financial Services: $513,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.1 Million 23.59% of portfolio
524,479
Q4 2024 Reduced 1.76%
$0
$23.2 Million 11.88% of portfolio
832,963
Q4 2024 Added 0.62%
$0
$22.1 Million 11.31% of portfolio
432,255
Q4 2024 Reduced 0.27%
$0
$17 Million 8.67% of portfolio
377,425
Q4 2024 Added 0.23%
$0
$16.4 Million 8.38% of portfolio
479,953
Q4 2024 Added 2.33%
$0
$16.1 Million 8.24% of portfolio
747,164
Q4 2024 Added 1.04%
$0
$9.62 Million 4.92% of portfolio
293,655
Q4 2024 Added 0.88%
$0
$9.09 Million 4.65% of portfolio
39,075
Q4 2024 Reduced 1.54%
$0
$5.96 Million 3.05% of portfolio
108,945
Q4 2024 Reduced 1.06%
$0
$5.23 Million 2.67% of portfolio
53,976
Q4 2024 Reduced 1.84%
$0
$5.09 Million 2.6% of portfolio
105,352
Q4 2024 Reduced 1.34%
$0
$4.84 Million 2.48% of portfolio
36,730
Q4 2024 Reduced 1.14%
$0
$4.81 Million 2.46% of portfolio
125,412
Q4 2024 Reduced 0.64%
$0
$3.9 Million 1.99% of portfolio
199,765
Q4 2024 Reduced 0.47%
$0
$3.46 Million 1.77% of portfolio
25,148
Q4 2024 Added 1.86%
$3.6T
$2.07 Million 1.06% of portfolio
8,277
Q4 2024 Reduced 0.17%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $195 Million
  • Prior Value $199 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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