Leicht Financial Planning & Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
18
- Value ($000)
$191,206
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001710666
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $43.52M | 23 % | 541,484 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $25.04M | 13 % | 876,252 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $22.47M | 12 % | 439,954 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $18.00M | 9 % | 494,272 | ||
SPMB SPDR SER TR | PORT MTG BK ETF | 78464A383 | $17.36M | 9 % | 787,344 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $15.69M | 8 % | 384,956 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $10.11M | 5 % | 304,095 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $7.53M | 4 % | 36,492 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $4.88M | 3 % | 123,991 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $4.82M | 3 % | 96,838 |
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