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  Name: Leicht Financial Planning & Wealth Management Inc.
  City: PARSIPPANY
  State: NJ
  Zip: 07054
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $182,434,000
  Total Value Change : $8,073,000
  Securities Held Change : -2
   
All Securities Held : 20
  New Positions : 0
  Closed Positions : 2
  Increased Positions : 9
  Unchanged Positions : 1
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 1 - $75.01 $37,531,000 513,062 20.57% -2,208,000 -97,743 0.027    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 3 - $49.38 $17,534,000 349,988 9.61% 492,000 -15,492 0.011    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 8 - $210.16 $7,943,000 38,136 4.35% 220,000 -1,986 0.013    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 9 - $143.70 $5,569,000 37,695 3.05% 299,000 -949 0.002    Closed - End Fund - E...
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 10 - $26.89 $5,565,000 104,338 3.05% 95,000 -7,927 0.012    Closed - End Fund - E...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 12 - $41.64 $4,580,000 108,728 2.51% 142,000 -9,304 0.001    Closed - End Fund - E...
   (XLC)1 Year Chart         XLC Communication Services Sele... 14 - $83.26 $4,484,000 54,914 2.46% 400,000 -1,296 0.003    N/A
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 15 - $123.51 $3,825,000 30,367 2.1% 37,000 -2,860 0.002    Closed - End Fund - E...
   (QINT)1 Year Chart         QINT American Century Quality Di... 18 - $0.00 $574,000 11,553 0.31% -321,000 -7,712 0.128    N/A
   (EES)1 Year Chart         EES WisdomTree SmallCap Earnings 20 - $48.93 $220,000 4,390 0.12% -164,000 -3,319 0.036    Closed - End Fund - Debt

      10 Records Found
  1    
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