News + Filings Holdings
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Leicht Financial Planning & Wealth Management, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR SERIES TRUST
| ITE | Common | 740,969 | 563,229 | 20,962,016,000 | 15,942,638,000 | 12.66 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYG | Common | 499,512 | 207,737 | 30,475,224,000 | 15,690,985,000 | 18.41 | |
Hist
| 06/30/2023 |
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MANDALAY RESORT GROUP
| MBG | Common | 670,996 | 426,224 | 14,701,523,000 | 9,389,971,000 | 8.88 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYV | S&P 500 VALUE | 478,694 | 168,347 | 20,679,571,000 | 8,610,176,000 | 12.49 | |
Hist
| 06/30/2023 |
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GREAT WEST LIFE ASSURANCE CO /CAN/
| GWL | Common | 524,293 | 177,066 | 17,060,497,000 | 6,751,327,000 | 10.31 | |
Hist
| 06/30/2023 |
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SPDR Barclays Intermediate Term Corporate Bond ETF
| ITR | common | 268,046 | 64,553 | 8,606,963,000 | 2,129,781,000 | 5.20 | |
Hist
| 06/30/2023 |
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SSGA FUNDS MANAGEMENT INC
| XLF | Common | 121,045 | 23,880 | 4,080,432,000 | 757,389,000 | 2.46 | |
Hist
| 06/30/2023 |
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SPDR INDEX SHS FDS
| SPEM | Common | 116,249 | 5,769 | 3,996,657,000 | 355,236,000 | 2.41 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,050 | 87 | 358,050,000 | 60,579,000 | 0.22 | |
Hist
| 06/30/2023 |
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