13F HOLDINGS REPORT
Leicht Financial Planning & Wealth Management, Inc.
Quarter ended Q4 2023 · Filed October 25, 2023 · Accession 0001085146-23-003893
Total Value
$162.0M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A409 | 494,463 | $29.3M | 18.09% |
| 2 | SPDR SER TR | 78464A672 | 760,277 | $20.9M | 12.92% |
| 3 | SPDR SER TR | 78464A508 | 468,243 | $19.3M | 11.92% |
| 4 | SPDR INDEX SHS FDS | 78463X889 | 553,118 | $17.2M | 10.59% |
| 5 | SPDR SER TR | 78464A383 | 690,840 | $14.4M | 8.87% |
| 6 | SPDR SER TR | 78468R853 | 280,553 | $10.4M | 6.39% |
| 7 | SPDR SER TR | 78464A375 | 270,111 | $8.5M | 5.24% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 42,589 | $7.0M | 4.31% |
| 9 | SELECT SECTOR SPDR TR | 81369Y209 | 37,621 | $4.8M | 2.99% |
| 10 | SPDR SER TR | 78464A847 | 109,961 | $4.8M | 2.97% |
| 11 | SELECT SECTOR SPDR TR | 81369Y506 | 46,069 | $4.2M | 2.57% |
| 12 | SELECT SECTOR SPDR TR | 81369Y704 | 39,984 | $4.1M | 2.50% |
| 13 | SPDR INDEX SHS FDS | 78463X509 | 120,412 | $4.0M | 2.49% |
| 14 | SELECT SECTOR SPDR TR | 81369Y605 | 118,544 | $3.9M | 2.43% |
| 15 | INVESCO EXCH TRADED FD TR II | IVZ | 320,588 | $3.5M | 2.17% |
| 16 | SPDR INDEX SHS FDS | 78463X202 | 79,343 | $3.3M | 2.06% |
| 17 | APPLE INC | AAPL | 8,106 | $1.4M | 0.86% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,070 | $374,821 | 0.23% |
| 19 | AMERICAN CENTY ETF TR | 025072406 | 6,748 | $289,475 | 0.18% |
| 20 | DISNEY WALT CO | 254687106 | 2,523 | $204,489 | 0.13% |
| 21 | STONECO LTD | STNE | 15,000 | $160,050 | 0.10% |