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Home > Institutional Investor > Leicht Financial Planning & Wealth Management, Inc. > 13F Holdings

Instuitional Investor - Leicht Financial Planning & Wealth Management, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 610,805 $39,738,971 22.79%
2.
Spdr Series Trust
 719,638 $20,552,851 11.78%
3.
Spdr Series Trust
 365,480 $17,042,338 9.77%
4.
Spdr Index Shs Fds
 446,353 $15,180,460 8.7%
5.
Spdr Series Trust
 675,392 $14,905,899 8.54%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)