Leicht Financial Planning & Wealth Management, Inc.

Leicht Financial Planning & Wealth Management, Inc. latest Q1_2021 13F filings reported $154,490,000 in market value on this 2021-04-20 report date . The portfolio quarterly return is 0.00%. This fund has 23 securities concentrations of 100% weights.

Leicht Financial Planning & Wealth Management, Inc. largest holding is SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS with weight of 6.74% and $10,426,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-04-202021-03-31Q1_202113F-HR/A23$154,490,0000.00%
2021-04-192021-03-31Q1_202113F-HR23$154,590,0004.77%
2021-01-222020-12-31Q4_202013F-HR21$147,549,0009.56%
2020-10-192020-09-30Q3_202013F-HR20$134,675,0006.94%
2020-07-102020-06-30Q2_202013F-HR20$125,933,00021.75%
2020-04-132020-03-31Q1_202013F-HR53$103,439,000-5.84%
2020-01-172019-12-31Q4_201913F-HR64$109,853,0004.93%
2019-10-172019-09-30Q3_201913F-HR49$104,687,0002.50%
2019-08-022019-06-30Q2_201913F-HR48$102,132,0005.25%
2019-05-022019-03-31Q1_201913F-HR42$97,042,00028.15%
2019-01-282018-12-31Q4_201813F-HR39$75,724,000-10.11%
2018-10-192018-09-30Q3_201813F-HR35$84,238,000-28.20%
2018-07-162018-06-30Q2_201813F-HR30$117,322,0001.41%
2018-04-092018-03-31Q1_201813F-HR25$115,692,000-2.90%
2018-01-122017-12-31Q4_201713F-HR25$119,152,000-0.87%
2017-11-022017-09-30Q3_201713F-HR25$120,196,0003.59%
2017-08-152017-06-30Q2_201713F-HR/A23$116,035,0000.00%
2017-08-142017-06-30Q2_201713F-HR26$109,992,0000.00%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
SPDR SER TRSPTMINCR$21,0490.39%13.62%$24.621.61%854,908
SPDR SER TRSPSMINCR$17,2792.28%11.18%$21.174.55%816,082
SPDR PORTFOLIO S&P 500 GROWTH ETFSPYGINCR$12,8340.08%8.30%$28.221.12%454,836
SELECT SECTOR SPDR TRXLKINCR$10,4260.10%6.74%$66.531.15%156,712
SPDR SER TRSPTIINCR$9,1640.03%5.93%$16.041.12%571,410
SSGA ACTIVE ETF TRTOTLDECR$8,653-0.02%5.60%$24.141.01%358,480
INVESCO EXCH TRD SLF IDX FDOMFLINCR$8,0690.02%5.22%$22.080.83%365,484
SPDR SER TRSPMBDECR$8,006-0.07%5.18%$12.970.89%617,044
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSPIBDECR$7,334-0.01%4.74%$18.121.04%404,772
WISDOMTREE TRAGGYDECR$6,815-0.55%4.41%$25.63-0.06%265,946
SELECT SECTOR SPDR TRXLIINCR$6,3350.09%4.10%$49.310.96%128,478
SELECT SECTOR SPDR TRXLFBUY$5,2360.00%3.39%$17.050.00%307,146
WISDOMTREE TRXSOEINCR$4,9580.09%3.21%$20.351.12%243,610
WISDOMTREE TRDXJBUY$4,5970.00%2.97%$30.660.00%149,912
INVESCO QQQ TRQQQINCR$4,3610.16%2.82%$159.631.28%27,320
SELECT SECTOR SPDR TRXLCINCR$4,0540.19%2.62%$36.681.17%110,532
WISDOMTREE TRDGRWINCR$3,6450.19%2.36%$28.561.23%127,640
SELECT SECTOR SPDR TRXLBBUY$3,4930.00%2.26%$39.370.00%88,724
SELECT SECTOR SPDR TRXLVDECR$3,365-0.47%2.18%$58.220.04%57,802
SELECT SECTOR SPDR TRXLEBUY$3,1880.00%2.06%$24.410.00%130,622
SPDR INDEX SHS FDSGMFINCR$1,0380.21%0.67%$65.701.33%15,800
INVESCO EXCH TRADED FD TR IISPLVDECR$449-0.91%0.29%$28.95-0.82%15,510
BERKSHIRE HATHAWAY INC NEWBRK/BINCR$2420.13%0.16%$127.911.03%1,892
GLOBAL X GOLD EXPLORERS ETFGOEXSOLD$00.00%-100.00%$0.000.00%0
Invesco S&P 500 Quality ETFSPHQSOLD$00.00%-100.00%$0.000.00%0