Latest Leicht Financial Planning & Wealth Management, Inc Stock Portfolio
Leicht Financial Planning & Wealth Management, Inc Performance:
2024 Q3: 0.88%YTD: 2.99%2023: 2.84%
Performance for 2024 Q3 is 0.88%, and YTD is 2.99%, and 2023 is 2.84%.
About Leicht Financial Planning & Wealth Management, Inc and 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 $198.6 Millions as of 30 Sep, 2024.
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 22.3% of it's portfolio in SPDR SER TR and 12.1% of portfolio in SPDR SER TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB) and SPDR SER TR (BIL). Leicht Financial Planning & Wealth Management, Inc. opened new stock positions in SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), SELECT SECTOR SPDR TR (XLB) and SPDR INDEX SHS FDS (CWI).
The top stock holdings of Leicht Financial Planning & Wealth Management, Inc. are BIL, BIL, BIL. The fund has invested 22.3% of it's portfolio in SPDR SER TR and 12.1% of portfolio in SPDR SER TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB) and SPDR SER TR (BIL). Leicht Financial Planning & Wealth Management, Inc. opened new stock positions in SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), SELECT SECTOR SPDR TR (XLB) and SPDR INDEX SHS FDS (CWI).
Leicht Financial Planning & Wealth Management, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Leicht Financial Planning & Wealth Management, Inc. made a return of 0.88% in the last quarter. In trailing 12 months, it's portfolio return was 4.64%.
New Buys
| Ticker | $ Bought |
|---|---|
| select sector spdr tr | 3,802,570 |
New stocks bought by Leicht Financial Planning & Wealth Management, Inc
Additions
| Ticker | % Inc. |
|---|---|
| spdr ser tr | 3.98 |
| select sector spdr tr | 3.9 |
| spdr index shs fds | 3.18 |
| apple inc | 2.5 |
| spdr ser tr | 2.45 |
| spdr index shs fds | 2.28 |
| berkshire hathaway inc del | 1.98 |
| select sector spdr tr | 0.99 |
Additions to existing portfolio by Leicht Financial Planning & Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -4.5 |
| spdr ser tr | -1.57 |
| spdr ser tr | -0.68 |
| select sector spdr tr | -0.15 |
Leicht Financial Planning & Wealth Management, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -4,976,890 |
Leicht Financial Planning & Wealth Management, Inc got rid off the above stocks
Sector Distribution
Leicht Financial Planning & Wealth Management, Inc. has about 99% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
Leicht Financial Planning & Wealth Management, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
About 0% of the stocks held by Leicht Financial Planning & Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99 |
Leicht Financial Planning & Wealth Management, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Leicht Financial Planning & Wealth Management, Inc
Leicht Financial Planning & Wealth Management, Inc. has 18 stocks in it's portfolio. About 86.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Leicht Financial Planning & Wealth Management, Inc. last quarter.
Last Reported on: 16 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.97 | 8,291 | 1,931,800 | added | 2.5 | ||
| AEMB | american centy etf tr | 0.23 | 8,848 | 457,353 | unchanged | 0.00 | ||
| AGNG | global x fds | 2.10 | 200,712 | 4,170,800 | added | 0.95 | ||
| AGZD | wisdomtree tr | 0.12 | 4,337 | 228,777 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 22.29 | 533,858 | 44,278,200 | added | 0.44 | ||
| BIL | spdr ser tr | 12.11 | 827,843 | 24,057,100 | reduced | -0.68 | ||
| BIL | spdr ser tr | 11.54 | 433,405 | 22,909,800 | added | 3.98 | ||
| BIL | spdr ser tr | 8.63 | 376,562 | 17,137,300 | added | 0.19 | ||
| BIL | spdr ser tr | 8.39 | 739,460 | 16,660,000 | reduced | -1.57 | ||
| BIL | spdr ser tr | 4.94 | 291,099 | 9,812,950 | added | 0.17 | ||
| BIL | spdr ser tr | 3.03 | 110,113 | 6,020,970 | added | 2.45 | ||
| CWI | spdr index shs fds | 8.87 | 469,025 | 17,616,600 | added | 3.18 | ||
| CWI | spdr index shs fds | 2.62 | 126,216 | 5,210,200 | added | 2.28 | ||
| XLB | select sector spdr tr | 4.51 | 39,688 | 8,959,980 | added | 3.9 | ||
| XLB | select sector spdr tr | 2.53 | 37,155 | 5,032,280 | reduced | -0.15 | ||
| XLB | select sector spdr tr | 2.50 | 54,988 | 4,970,910 | added | 0.99 | ||
| XLB | select sector spdr tr | 2.44 | 106,785 | 4,839,510 | reduced | -4.5 | ||
| XLB | select sector spdr tr | 1.92 | 24,689 | 3,802,570 | new | |||
| XLB | select sector spdr tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| berkshire hathaway inc del | 0.26 | 1,132 | 521,014 | added | 1.98 | |||