Leicht Financial Planning & Wealth Management, Inc. Q4 2024 Filing
Filed March 14, 2025
Portfolio Value
$195.4B
Holdings
17
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SER TR | 524,479 | $46.1B | 23.59% | |
| 2 | SPTISPDR SER TR | 832,963 | $23.2B | 11.88% | |
| 3 | SPYVSPDR SER TR | 432,255 | $22.1B | 11.31% | |
| 4 | SPSMSPDR SER TR | 377,425 | $17.0B | 8.67% | |
| 5 | SPDWSPDR INDEX SHS FDS | 479,953 | $16.4B | 8.38% | |
| 6 | SPMBSPDR SER TR | 747,164 | $16.1B | 8.24% | |
| 7 | SPIBSPDR SER TR | 293,655 | $9.6B | 4.92% | |
| 8 | XLKSELECT SECTOR SPDR TR | 39,075 | $9.1B | 4.65% | |
| 9 | SPMDSPDR SER TR | 108,945 | $6.0B | 3.05% | |
| 10 | XLCSELECT SECTOR SPDR TR | 53,976 | $5.2B | 2.67% | |
| 11 | XLFSELECT SECTOR SPDR TR | 105,352 | $5.1B | 2.61% | |
| 12 | XLISELECT SECTOR SPDR TR | 36,730 | $4.8B | 2.48% | |
| 13 | SPEMSPDR INDEX SHS FDS | 125,412 | $4.8B | 2.46% | |
| 14 | PFFDGLOBAL X FDS | 199,765 | $3.9B | 1.99% | |
| 15 | XLVSELECT SECTOR SPDR TR | 25,148 | $3.5B | 1.77% | |
| 16 | AAPLAPPLE INC | 8,277 | $2.1B | 1.06% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,132 | $513.1M | 0.26% |