Leicht Financial Planning & Wealth Management, Inc. Top Holdings and 13F Report (2024) About Leicht Financial Planning & Wealth Management, Inc.Investment ActivityLeicht Financial Planning & Wealth Management, Inc. has $198.62 million in total holdings as of September 30, 2024.Leicht Financial Planning & Wealth Management, Inc. owns shares of 19 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.12% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Leicht Financial Planning & Wealth Management, Inc. has purchased 19 new stocks and bought additional shares in 12 stocks.Leicht Financial Planning & Wealth Management, Inc. sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $44,278,192SPDR Portfolio Intermediate Term Treasury ETF $24,057,122SPDR Portfolio S&P 500 Value ETF $22,909,797SPDR Portfolio Developed World ex-US ETF $17,616,572SPDR Portfolio S&P 600 Small Cap ETF $17,137,335 Largest New Holdings this Quarter Health Care Select Sector SPDR Fund $3,802,571 Holding Largest Purchases this Quarter Health Care Select Sector SPDR Fund 24,689 shares (about $3.80M)SPDR Portfolio S&P 500 Value ETF 16,604 shares (about $877.69K)SPDR Portfolio Developed World ex-US ETF 14,453 shares (about $542.85K)Technology Select Sector SPDR Fund 1,488 shares (about $335.93K)SPDR Portfolio S&P 500 Growth ETF 2,315 shares (about $192.01K) Largest Sales this Quarter SPDR Portfolio Mortgage Backed Bond ETF 11,784 shares (about $265.49K)Financial Select Sector SPDR Fund 5,032 shares (about $228.05K)SPDR Portfolio Intermediate Term Treasury ETF 5,662 shares (about $164.54K)Industrial Select Sector SPDR Fund 57 shares (about $7.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeicht Financial Planning & Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$44,278,192$192,006 ▲0.4%533,85822.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$24,057,122$164,538 ▼-0.7%827,84312.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$22,909,797$877,688 ▲4.0%433,40511.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$17,616,572$542,854 ▲3.2%469,0258.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$17,137,335$32,722 ▲0.2%376,5628.6%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$16,660,049$265,494 ▼-1.6%739,4608.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,812,953$16,248 ▲0.2%291,0994.9%ETFXLKTechnology Select Sector SPDR Fund$8,959,978$335,931 ▲3.9%39,6884.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$6,020,973$143,972 ▲2.4%110,1133.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,210,204$116,286 ▲2.3%126,2162.6%ETFXLIIndustrial Select Sector SPDR Fund$5,032,279$7,720 ▼-0.2%37,1552.5%ETFXLCCommunication Services Select Sector SPDR Fund$4,970,907$48,906 ▲1.0%54,9882.5%ETFXLFFinancial Select Sector SPDR Fund$4,839,510$228,051 ▼-4.5%106,7852.4%ETFPFFDGlobal X U.S. Preferred ETF$4,170,802$39,295 ▲1.0%200,7122.1%ETFXLVHealth Care Select Sector SPDR Fund$3,802,571$3,802,571 ▲New Holding24,6891.9%ETFAAPLApple$1,931,803$47,066 ▲2.5%8,2911.0%Computer and TechnologyBRK.BBerkshire Hathaway$521,014$10,126 ▲2.0%1,1320.3%FinanceQINTAmerican Century Quality Diversified International ETF$457,3530.0%8,8480.2%ETFEESWisdomTree U.S. SmallCap Fund$228,7770.0%4,3370.1%FinanceXLEEnergy Select Sector SPDR Fund$0$4,976,888 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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