Analyzing Leicht Financial Planning & Wealth Management, Inc.'s Q4 2022 vs. Q1 2023 13F Holdings

In the world of finance, filings such as 13F are essential. 13F is a quarterly report that institutional investment managers who manage portfolios with the value of $100 million or more have to file with the Securities and Exchange Commission (SEC). These reports contain crucial information, such as the investment manager's holdings, the number of shares for each holding, and the value of each holding. In this article, we will analyze the Q4 2022 vs. Q1 2023 13F holdings comparison of the Leicht Financial Planning & Wealth Management, Inc.

Leicht Financial Planning & Wealth Management, Inc. is a reputed investment firm that specializes in wealth management and financial planning. The firm's Q4 2022 vs. Q1 2023 13F holdings comparison report reflects some changes in their holdings. Let's dive into the details.

The table shows that Leicht Financial Planning & Wealth Management, Inc. made significant changes to its holdings. The SPDR series of ETFs dominated their portfolio, with the SPYV and SPSM holdings increasing by 62.9% and 8.7%, respectively. Additionally, the SPTI holding saw a whopping 272.9% increase in value, with the number of shares increasing from 177,740 to 646,739.

Leicht Financial Planning & Wealth Management, Inc. also increased its holdings in the SPDW, SPYG, SPMB, and SPIB ETFs, with changes ranging from 26.6% to 127.8%. These numbers indicate that Leicht Financial Planning & Wealth Management, Inc. is bullish on the equity market.

However, their holdings in the XLK and XLV ETFs saw a significant decrease in value, with changes ranging from -10.9% to -55.7%. Similarly, the holdings for QINT, EES, RPG, and XLK saw a decrease in value ranging from -15.1% to -49.9%. The decrease in the value of these ETF holdings indicates that Leicht Financial Planning & Wealth Management, Inc. is bearish on these particular sectors of the market.

Leicht Financial Planning & Wealth Management, Inc. also started investing in new holdings. The firm invested in the Berkshire Hathaway Inc. Del (BRK-B) holding, with a 9% change in value. It is a sign that Leicht Financial Planning & Wealth Management, Inc. is exploring new investment opportunities.

Furthermore, the Q4 2022 vs. Q1 2023 13F holdings comparison revealed that Leicht Financial Planning & Wealth Management, Inc. increased its investment in AAPL, Apple's stock, with a value of $1,336,000 during Q1 2023. It is worth noting that Apple's stock has been performing well in the last year and is expected to continue on this trajectory.

In conclusion, Leicht Financial Planning & Wealth Management, Inc.'s Q4 2022 vs. Q1 2023 13F holdings comparison showcases that the company has been actively managing its portfolio. The firm made significant investments in the SPDR series of ETFs and started exploring new investment opportunities. However, it reduced its holdings in the XLK and XLV sectors of the market, indicating that it is bearish on those markets. The report suggests that Leicht Financial Planning & Wealth Management, Inc. is continuously scanning the market for new opportunities and adjusting its portfolio accordingly.