13F HOLDINGS REPORT
Leicht Financial Planning & Wealth Management, Inc.
Quarter ended Q3 2023 · Filed July 14, 2023 · Accession 0001085146-23-002699
Total Value
$165.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A409 | 499,512 | $30.5M | 18.41% |
| 2 | SPDR SER TR | 78464A672 | 740,969 | $21.0M | 12.66% |
| 3 | SPDR SER TR | 78464A508 | 478,694 | $20.7M | 12.49% |
| 4 | SPDR INDEX SHS FDS | 78463X889 | 524,293 | $17.1M | 10.31% |
| 5 | SPDR SER TR | 78464A383 | 670,996 | $14.7M | 8.88% |
| 6 | SPDR SER TR | 78468R853 | 271,060 | $10.5M | 6.36% |
| 7 | SPDR SER TR | 78464A375 | 268,046 | $8.6M | 5.20% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 42,010 | $7.3M | 4.41% |
| 9 | SELECT SECTOR SPDR TR | 81369Y704 | 60,213 | $6.5M | 3.90% |
| 10 | SPDR SER TR | 78464A847 | 108,269 | $5.0M | 3.00% |
| 11 | SELECT SECTOR SPDR TR | 81369Y209 | 37,133 | $4.9M | 2.98% |
| 12 | SELECT SECTOR SPDR TR | 81369Y605 | 121,045 | $4.1M | 2.46% |
| 13 | SPDR INDEX SHS FDS | 78463X509 | 116,249 | $4.0M | 2.41% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 306,977 | $3.5M | 2.11% |
| 15 | SPDR INDEX SHS FDS | 78463X202 | 74,545 | $3.4M | 2.07% |
| 16 | SPDR SER TR | 78464A805 | 30,226 | $1.6M | 0.99% |
| 17 | APPLE INC | AAPL | 8,106 | $1.6M | 0.95% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,050 | $358,050 | 0.22% |
| 19 | AMERICAN CENTY ETF TR | 025072406 | 6,748 | $298,032 | 0.18% |