Leicht Financial Planning & Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$199M
Signature - Title
Andrew Leicht - President/Chief Compliance Officer
Location
Parsippany, NJ
Summary
This page shows a list of all the recent 13F filings made by Leicht Financial Planning & Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leicht Financial Planning & Wealth Management, Inc. reported 19 stock holdings with total value $199M as of Q3 2024. Top holdings included SPYG, SPTI, SPYV, SPDW, and SPSM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 19 $199M +$6.21M -$5.64M +$563K SPYG, SPTI, SPYV, SPDW, SPSM 13F-HR 10/16/2024, 05:07 PM
Q2 2024 19 $188M +$8.56M -$5.82M +$2.74M SPYG, SPTI, SPYV, SPMB, SPDW 13F-HR 7/19/2024, 05:28 PM
Q1 2024 20 $182M +$8.36M -$10.8M -$2.43M SPYG, SPTI, SPYV, SPDW, SPSM 13F-HR 4/30/2024, 03:13 PM
Q4 2023 22 $174M +$17.5M -$18.9M -$1.41M SPYG, SPTI, SPYV, SPDW, SPMB 13F-HR 1/12/2024, 08:36 PM
Q3 2023 21 $162M +$7.51M -$4.51M +$3M SPYG, SPTI, SPYV, SPDW, SPMB 13F-HR 10/24/2023, 09:30 PM
Q2 2023 19 $166M +$22.2M -$25.1M -$2.96M SPYG, SPTI, SPYV, SPDW, SPMB 13F-HR 7/13/2023, 09:51 PM
Q1 2023 21 $162M +$50.4M -$42.1M +$8.24M SPYV, SPSM, SPTI, SPYG, SPDW 13F-HR 5/4/2023, 09:40 PM
Q4 2022 27 $149M +$14.2M -$14.8M -$554K SPSM, SPYG, SPYV, XLV, SPDW 13F-HR 1/19/2023, 09:08 PM
Q3 2022 20 $140M +$15.2M -$15.1M +$62.1K SPSM, SPYG, SPYV, XLK, SPDW 13F-HR 11/7/2022, 09:15 PM
Q2 2022 22 $148M +$21.1M -$21.7M -$520K SPSM, SPYG, XLK, SPLV, SPDW Restatement 10/28/2022, 05:35 PM
Q1 2022 23 $168M +$23.9M -$20.6M +$3.32M SPSM, SPYG, XLK, SPDW, TOTL 13F-HR 4/25/2022, 05:50 PM
Q4 2021 20 $175M +$9.08M -$7.67M +$1.4M SPTM, SPSM, XLK, SPYG, SPDW 13F-HR 2/11/2022, 04:54 PM
Q3 2021 20 $167M +$19.6M -$18.4M +$1.23M SPTM, SPSM, SPYG, XLK, SPDW 13F-HR 10/22/2021, 07:16 AM
Q2 2021 22 $165M +$23.5M -$21.6M +$1.93M SPTM, SPSM, XLK, SPTI, TOTL 13F-HR 7/23/2021, 01:08 PM
Q1 2021 23 $154M +$36.2M -$32.8M +$3.39M SPTM, SPSM, SPYG, XLK, SPTI Restatement 4/20/2021, 03:23 PM
Q4 2020 21 $148M +$7.29M -$4.73M +$2.57M AGGY, SPTM, SPHQ, SPYG, XLK 13F-HR 1/22/2021, 05:13 PM
Q3 2020 20 $135M +$15.9M -$13.1M +$2.77M AGGY, SPTM, SPHQ, SPYG, SPMB 13F-HR 10/19/2020, 04:49 PM
Q2 2020 20 $126M +$101M -$80.7M +$20.5M AGGY, SPTM, SPMB, TOTL, SPTI 13F-HR 7/10/2020, 04:52 PM
Q1 2020 53 $103M +$73.3M -$72.3M +$1.04M SPTI, SPIB, SPLG, EPS, IHDG 13F-HR 4/13/2020, 05:18 PM
Q4 2019 64 $110M +$45M -$41M +$4.02M VGIT, USMV, VMBS, IGIB, IVV 13F-HR 1/16/2020, 06:31 PM
Q3 2019 49 $105M +$19.9M -$18M +$1.91M BNDX, PFF, ICVT, USMV, VWOB 13F-HR 10/17/2019, 02:42 PM
Q2 2019 48 $102M +$17.6M -$13.6M +$3.99M STIP, BNDX, PFF, SHYG, SLQD 13F-HR 8/2/2019, 04:56 PM
Q1 2019 42 $97M +$37.8M -$19.6M +$18.2M STIP, BSCK, FLOT, BSCJ, SLQD 13F-HR 5/2/2019, 08:48 AM
Q4 2018 39 $75.7M +$15.7M -$18M -$2.3M BSCJ, BSCK, SLQD, BNDX, STIP 13F-HR 1/25/2019, 06:36 PM
Q3 2018 35 $84.2M +$44.1M -$78.9M -$34.8M BSCJ, BSCK, VLUE, SCHG, IBDK 13F-HR 10/19/2018, 12:03 PM
Q2 2018 30 $117M +$93.2M -$92.8M +$480K BSJI, BSJJ, BSJK, VLUE, IBDK 13F-HR 7/16/2018, 01:27 PM
Q1 2018 25 $116M +$11.3M -$11.9M -$616K BSJI, BSJJ, BSJK, BSJL, VLUE 13F-HR 4/9/2018, 02:44 PM
Q4 2017 25 $119M +$10.4M -$13.7M -$3.29M BSJJ, BSJK, BSJL, BSJI, VLUE 13F-HR 1/12/2018, 03:16 PM
Q3 2017 25 $120M +$53.9M -$54.5M -$608K BSJJ, BSJK, BSJL, BSJI, RPG 13F-HR 11/2/2017, 08:35 AM
Q2 2017 23 $116M +$10.6M -$7.72M +$2.89M VTV, RPG, RPV, SCHG, BSJJ Restatement 8/15/2017, 02:17 PM
Q1 2017 26 $110M +$19.9M -$20.1M -$193K RPG, RPV, VTV, SCHG, IJT 13F-HR 8/14/2017, 01:38 PM
Q4 2016 30 $106M $0 $0 RPV, RPG, SCHG, USMV, IJT 13F-HR 8/14/2017, 01:30 PM