The Analysis of Leicht Financial Planning & Wealth Management, Inc.'s Holdings
Currently, Leicht Financial Planning & Wealth Management, Inc. holds 15 types of securities in its portfolio with a total value $221.8M. In the most recent quarter, they have increased their positions in SGOV (+6.7K shares, valued at $670.5K), XLV (+155 shares, valued at $21.6K); decreased their positions in SPYG (-7.0K shares, valued at $736.8K), SPTI (-9.1K shares, valued at $263.6K), SPMB (-9.2K shares, valued at $205.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST564.9K shares-1.23%2025-09-302025-11-05
SPYV SPDR SERIES TRUST552.6K shares-0.44%2025-09-302025-11-05 SPTI SPDR SERIES TRUST860.7K shares-1.05%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS462.6K shares-0.41%2025-09-302025-11-05 SPMB SPDR SERIES TRUST852.3K shares-1.06%2025-09-302025-11-05 SPSM SPDR SERIES TRUST387.7K shares-0.66%2025-09-302025-11-05 SPIB SPDR SERIES TRUST377.3K shares-1.05%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS238.8K shares-0.58%2025-09-302025-11-05 XLC SELECT SECTOR SPDR TR48.9K shares-0.96%2025-09-302025-11-05 SLYG SPDR SERIES TRUST57.6K shares-0.44%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR97.6K shares-0.20%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR29.9K shares0.52%2025-09-302025-11-05 SGOV ISHARES TR31.6K shares26.73%2025-09-302025-11-05 AAPL APPLE INC8.1K shares0.00%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available