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| Name: |
Leicht Financial Planning & Wealth Management Inc. |
| City: |
PARSIPPANY |
| State: |
NJ |
| Zip: |
07054 |
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data |
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| Holdings
Found :
21 |
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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 |
SPDR Dow Jones Wilshire Lar... |
1 |
- |
$73.15 |
$37,531,000 |
513,062 |
20.57% |
-2,208,000 |
-97,743 |
0.027 |
Closed - End Fund - E... |
|
|
ITE |
Spdr Brcly Cap Intrmd Trm |
2 |
- |
$27.75 |
$22,591,000 |
801,666 |
12.38% |
2,038,000 |
82,028 |
0.081 |
Closed - End Fund - E... |
|
|
SPYV |
SPDR Dow Jones Wilshire Lar... |
3 |
- |
$48.85 |
$17,534,000 |
349,988 |
9.61% |
492,000 |
-15,492 |
0.011 |
Closed - End Fund - E... |
|
|
GWL |
St Spdr S&P Wld Xus |
4 |
- |
$35.70 |
$16,118,000 |
449,721 |
8.83% |
938,000 |
3,368 |
0.05 |
Closed - End Fund - E... |
|
|
TWOK |
Spdr Russell 2000 |
5 |
- |
$42.15 |
$15,785,000 |
366,749 |
8.65% |
4,028,000 |
88,015 |
0.041 |
N/A |
|
|
MBG |
Spdr Brcly Captl Mrtg Bkd |
6 |
- |
$21.32 |
$15,756,000 |
725,428 |
8.64% |
850,000 |
50,036 |
0.13 |
Gambling/Resorts |
|
|
ITR |
SPDR Series Trust |
7 |
- |
$32.35 |
$9,212,000 |
281,791 |
5.05% |
685,000 |
22,049 |
0.031 |
Closed - End Fund - Debt |
|
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XLK |
SPDR Technology Sector |
8 |
- |
$204.84 |
$7,943,000 |
38,136 |
4.35% |
220,000 |
-1,986 |
0.013 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
9 |
- |
$142.08 |
$5,569,000 |
37,695 |
3.05% |
299,000 |
-949 |
0.002 |
Closed - End Fund - E... |
|
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EMM |
Global X Emerging Markets Etf |
10 |
- |
$27.09 |
$5,565,000 |
104,338 |
3.05% |
95,000 |
-7,927 |
0.012 |
Closed - End Fund - E... |
|
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XLE |
SPDR Energy Sector |
11 |
- |
$93.10 |
$4,971,000 |
52,652 |
2.72% |
565,000 |
94 |
0.002 |
Closed - End Fund - E... |
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XLF |
SPDR Financial Sector |
12 |
- |
$41.36 |
$4,580,000 |
108,728 |
2.51% |
142,000 |
-9,304 |
0.001 |
Closed - End Fund - E... |
|
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XLC |
Communication Services Sele... |
14 |
- |
$81.26 |
$4,484,000 |
54,914 |
2.46% |
400,000 |
-1,296 |
0.003 |
N/A |
|
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XLI |
SPDR Industrial Sector |
15 |
- |
$124.35 |
$3,825,000 |
30,367 |
2.1% |
37,000 |
-2,860 |
0.002 |
Closed - End Fund - E... |
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PFFD |
Global X Us Preferred Etf |
16 |
- |
$0.00 |
$3,781,000 |
187,558 |
2.07% |
221,000 |
4,033 |
0.213 |
N/A |
|
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AAPL |
Apple Inc |
17 |
- |
$182.74 |
$1,387,000 |
8,089 |
0.76% |
-170,000 |
0 |
0 |
Personal Computers |
|
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QINT |
American Century Quality Di... |
18 |
- |
$0.00 |
$574,000 |
11,553 |
0.31% |
-321,000 |
-7,712 |
0.128 |
N/A |
|
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BRK.B |
Berkshire Hathaway B |
19 |
- |
$406.37 |
$467,000 |
1,110 |
0.26% |
82,000 |
31 |
0 |
Property & Casualty I... |
|
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EES |
WisdomTree SmallCap Earnings |
20 |
- |
$48.51 |
$220,000 |
4,390 |
0.12% |
-164,000 |
-3,319 |
0.036 |
Closed - End Fund - Debt |
|
|
FLGV |
Franklin Liberty Us Treasur... |
21 |
Closed |
$0.00 |
$0 |
0 |
0% |
-240,000 |
-11,503 |
0 |
N/A |
|
|
JMBS |
Janus Henderson Mortgagebac... |
22 |
Closed |
$44.15 |
$0 |
0 |
0% |
-239,000 |
-5,208 |
0 |
N/A |
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