Leicht Financial Planning & Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Parsippany, NJ
CIK
0001710666
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 22 174,361 SPYG, SPTI, SPYV, SPDW 13F-HR 1/16/2024 000108514624000247
Q3 2023 21 162,023 SPYG, SPTI, SPYV, SPDW 13F-HR 10/24/2023 000108514623003893
Q2 2023 19 165,545 SPYG, SPTI, SPYV, SPDW 13F-HR 7/13/2023 000108514623002699
Q1 2023 21 162,436 SPYV, SPSM, SPTI, SPYG 13F-HR 5/4/2023 000108514623002065
Q4 2022 27 149,105 SPSM, SPYG, SPYV, XLV 13F-HR 1/19/2023 000108514623000233
Q3 2022 20 139,831 SPSM, SPYG, SPYV, XLK 13F-HR 11/7/2022 000108514622003829
Q2 2022 22 147,712 SPSM, SPYG, XLK, SPLV RESTATEMENT 10/31/2022 000108514622003667
Q1 2022 23 167,930 SPSM, SPYG, XLK, SPDW 13F-HR 4/25/2022 000108514622001551
Q4 2021 20 175,264 SPTM, SPSM, XLK, SPYG 13F-HR 2/11/2022 000108514622000896
Q3 2021 20 166,517 SPTM, SPSM, SPYG, XLK 13F-HR 10/22/2021 000108514621002880
Q2 2021 22 164,645 SPTM, SPSM, XLK, SPTI 13F-HR 7/23/2021 000108514621002077
Q1 2021 23 154,490 SPTM, SPSM, SPYG, XLK RESTATEMENT 4/20/2021 000108514621001250
Q4 2020 21 147,549 AGGY, SPTM, SPHQ, SPYG 13F-HR 1/22/2021 000108514621000219
Q3 2020 20 134,675 AGGY, SPTM, SPHQ, SPYG 13F-HR 10/19/2020 000108514620002564
Q2 2020 20 125,933 AGGY, SPTM, SPMB, TOTL 13F-HR 7/10/2020 000108514620001751
Q1 2020 53 103,439 SPTI, SPIB, SPLG, EPS 13F-HR 4/13/2020 000108514620001100
Q4 2019 64 109,853 VGIT, USMV, VMBS, IGIB 13F-HR 1/17/2020 000108514620000172
Q3 2019 49 104,687 BNDX, PFF, ICVT, USMV 13F-HR 10/17/2019 000108514619002571
Q2 2019 48 102,132 STIP, BNDX, PFF, SHYG 13F-HR 8/2/2019 000108514619002039
Q1 2019 42 97,042 STIP, BSCK, FLOT, BSCJ 13F-HR 5/2/2019 000108514619001314
Q4 2018 39 75,724 BSCJ, BSCK, SLQD, BNDX 13F-HR 1/28/2019 000108514619000232
Q3 2018 35 84,238 BSCJ, BSCK, VLUE, SCHG 13F-HR 10/19/2018 000108514618002353
Q2 2018 30 117,322 BSJI, BSJJ, BSJK, VLUE 13F-HR 7/16/2018 000108514618001698
Q1 2018 25 115,692 CLAYMORE EXCHANGE TRD FD TR, VLUE, RYDEX ETF TRUST, IJT 13F-HR 4/9/2018 000108514618001020
Q4 2017 25 119,152 CLAYMORE EXCHANGE TRD FD TR, VLUE, RYDEX ETF TRUST, VTV 13F-HR 1/12/2018 000108514618000112
Q3 2017 25 120,196 CLAYMORE EXCHANGE TRD FD TR, RYDEX ETF TRUST, VTV, SCHG 13F-HR 11/2/2017 000108514617002188
Q2 2017 23 116,035 CLAYMORE EXCHANGE TRD FD TR, RYDEX ETF TRUST, VTV, SCHG RESTATEMENT 8/15/2017 000108514617001941
Q1 2017 26 109,992 RYDEX ETF TRUST, CLAYMORE EXCHANGE TRD FD TR, VTV, SCHG 13F-HR 8/14/2017 000108514617001867
Q4 2016 30 108,162 RYDEX ETF TRUST, CLAYMORE EXCHANGE TRD FD TR, SCHG, USMV 13F-HR 8/14/2017 000108514617001866
Additional filings from Leicht Financial Planning & Wealth Management, Inc. that have since been restated