Latest Leicht Financial Planning & Wealth Management, Inc Stock Portfolio
$182Million
Equity Portfolio Value
Last Reported on: 30 Apr, 2024
About Leicht Financial Planning & Wealth Management, Inc and it’s 13F Hedge Fund Stock Holdings
Leicht Financial Planning & Wealth Management, Inc. is a hedge fund based in PARSIPPANY, NJ. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $173.7 Millions. In it's latest 13F Holdings report, Leicht Financial Planning & Wealth Management, Inc. reported an equity portfolio of $182.4 Millions as of 31 Mar, 2024.
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 20.6% of it's portfolio in SPDR SER TR and 12.4% of portfolio in SPDR SER TR.
The fund managers got completely rid off FRANKLIN TEMPLETON ETF TR (BUYZ) and JANUS DETROIT STR TR (JAAA) stocks. They significantly reduced their stock positions in WISDOMTREE TR (AGZD), AMERICAN CENTY ETF TR (AEMB) and SPDR SER TR (BIL). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), SPDR INDEX SHS FDS (CWI) and BERKSHIRE HATHAWAY INC DEL.
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 20.6% of it's portfolio in SPDR SER TR and 12.4% of portfolio in SPDR SER TR.
The fund managers got completely rid off FRANKLIN TEMPLETON ETF TR (BUYZ) and JANUS DETROIT STR TR (JAAA) stocks. They significantly reduced their stock positions in WISDOMTREE TR (AGZD), AMERICAN CENTY ETF TR (AEMB) and SPDR SER TR (BIL). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), SPDR INDEX SHS FDS (CWI) and BERKSHIRE HATHAWAY INC DEL.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| SPDR SER TR | 31.58 |
| SPDR SER TR | 11.4 |
| SPDR SER TR | 8.49 |
| SPDR SER TR | 7.41 |
| SPDR INDEX SHS FDS | 5.34 |
| BERKSHIRE HATHAWAY INC DEL | 2.87 |
| GLOBAL X FDS | 2.2 |
| SPDR INDEX SHS FDS | 0.75 |
Additions to existing portfolio by Leicht Financial Planning & Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| WISDOMTREE TR | -43.05 |
| AMERICAN CENTY ETF TR | -40.03 |
| SPDR SER TR | -16.00 |
| SELECT SECTOR SPDR TR | -8.61 |
| SELECT SECTOR SPDR TR | -7.88 |
| SPDR SER TR | -7.06 |
| SELECT SECTOR SPDR TR | -4.95 |
| SPDR SER TR | -4.24 |
Leicht Financial Planning & Wealth Management, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FRANKLIN TEMPLETON ETF TR | -239,550 |
| JANUS DETROIT STR TR | -239,256 |
Leicht Financial Planning & Wealth Management, Inc got rid off the above stocks
Current Stock Holdings of Leicht Financial Planning & Wealth Management, Inc
Last Reported on: 30 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.76 | 8,089 | 1,387,100 | UNCHANGED | 0.00 | |
| ACTX | GLOBAL X FDS | 2.07 | 187,558 | 3,781,170 | ADDED | 2.2 | |
| AEMB | AMERICAN CENTY ETF TR | 0.32 | 11,553 | 573,958 | REDUCED | -40.03 | |
| AGZD | WISDOMTREE TR | 0.12 | 4,390 | 220,027 | REDUCED | -43.05 | |
| BIL | SPDR SER TR | 20.57 | 513,062 | 37,530,500 | REDUCED | -16.00 | |
| BIL | SPDR SER TR | 12.38 | 801,666 | 22,590,900 | ADDED | 11.4 | |
| BIL | SPDR SER TR | 9.61 | 349,988 | 17,534,400 | REDUCED | -4.24 | |
| BIL | SPDR SER TR | 8.65 | 366,749 | 15,784,900 | ADDED | 31.58 | |
| BIL | SPDR SER TR | 8.64 | 725,428 | 15,756,300 | ADDED | 7.41 | |
| BIL | SPDR SER TR | 5.05 | 281,791 | 9,211,760 | ADDED | 8.49 | |
| BIL | SPDR SER TR | 3.05 | 104,338 | 5,565,390 | REDUCED | -7.06 | |
| BUYZ | FRANKLIN TEMPLETON ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CWI | SPDR INDEX SHS FDS | 8.84 | 449,721 | 16,118,000 | ADDED | 0.75 | |
| CWI | SPDR INDEX SHS FDS | 2.49 | 125,475 | 4,540,940 | ADDED | 5.34 | |
| JAAA | JANUS DETROIT STR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 4.35 | 38,136 | 7,942,600 | REDUCED | -4.95 | |
| XLB | SELECT SECTOR SPDR TR | 3.05 | 37,695 | 5,568,660 | REDUCED | -2.46 | |
| XLB | SELECT SECTOR SPDR TR | 2.72 | 52,652 | 4,970,880 | ADDED | 0.18 | |
| XLB | SELECT SECTOR SPDR TR | 2.51 | 108,728 | 4,579,610 | REDUCED | -7.88 | |
| XLB | SELECT SECTOR SPDR TR | 2.46 | 54,914 | 4,484,290 | REDUCED | -2.31 | |
| XLB | SELECT SECTOR SPDR TR | 2.10 | 30,367 | 3,825,050 | REDUCED | -8.61 | |
| BERKSHIRE HATHAWAY INC DEL | 0.26 | 1,110 | 466,777 | ADDED | 2.87 |