Leicht Financial Planning & Wealth Management, Inc. Portfolio Holdings
Q3 2025•15 long positions•$221.8M portfolio value
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Holding15 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $59.0M 26.62% | -$736.8K Sold | — 564.9K shares | 572.0K → 564.9K −$736.8K | -1.23% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $30.6M 13.79% | -$135.6K Sold | — 552.6K shares | 555.1K → 552.6K −$135.6K | -0.44% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $24.9M 11.21% | -$263.6K Sold | — 860.7K shares | 869.8K → 860.7K −$263.6K | -1.05% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $19.8M 8.92% | -$80.8K Sold | — 462.6K shares | 464.5K → 462.6K −$80.8K | -0.41% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $19.1M 8.62% | -$205.7K Sold | — 852.3K shares | 861.5K → 852.3K −$205.7K | -1.06% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $18.0M 8.1% | -$119.7K Sold | — 387.7K shares | 390.3K → 387.7K −$119.7K | -0.66% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $12.8M 5.77% | -$135.1K Sold | — 377.3K shares | 381.3K → 377.3K −$135.1K | -1.05% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.2M 5.04% | -$65.1K Sold | — 238.8K shares | 240.2K → 238.8K −$65.1K | -0.58% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $5.8M 2.61% | -$56.2K Sold | — 48.9K shares | 49.4K → 48.9K −$56.2K | -0.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.4M 2.45% | -$24.0K Sold | — 57.6K shares | 57.8K → 57.6K −$24.0K | -0.44% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.3M 2.37% | -$10.5K Sold | — 97.6K shares | 97.8K → 97.6K −$10.5K | -0.2% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $4.2M 1.88% | +$21.6K Bought | — 29.9K shares | 29.8K → 29.9K +$21.6K | +0.52% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.2M 1.43% | +$670.5K Bought | — 31.6K shares | 24.9K → 31.6K +$670.5K | +26.73% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $2.1M 0.927% | — | 0.0% 8.1K shares | — | — | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
Insurance - Diversified Financial Services | $598.3K 0.27% | — | 0.0% 1.2K shares | — | — | $1.08T Mega Cap | Q4 2020 Held for 4y 11m |
