Leicht Financial Planning & Wealth Management, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
900 LANIDEX PLAZA PARSIPPANY, NJ 07054
As of the latest 13F report, the guru’s equity portfolio contained 27 stocks valued at a total of $149.00Mil. The top holdings were SPSM(11.68%), SPYG(9.92%), and SPYV(8.09%).
According to GuruFocus data, these were Leicht Financial Planning & Wealth Management, Inc.’s top five trades of the quarter.
SPDR Portfolio Aggregate Bond ETF
The guru established a new position worth 189,663 shares in ARCA:SPAB, giving the stock a 3.2% weight in the equity portfolio. Shares traded for an average price of $24.94 during the quarter.
On 01/20/2023, SPDR Portfolio Aggregate Bond ETF traded for a price of $25.925 per share and a market cap of $6.45Bil. The stock has returned -8.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR DoubleLine Total Return Tactical ETF
The guru sold out of their 108,896-share investment in ARCA:TOTL. Previously, the stock had a 3.13% weight in the equity portfolio. Shares traded for an average price of $39.69 during the quarter.
On 01/20/2023, SPDR DoubleLine Total Return Tactical ETF traded for a price of $41.1894 per share and a market cap of $2.40Bil. The stock has returned -7.74% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Real Estate Select Sector SPDR Fund (The)
The guru sold out of their 94,447-share investment in ARCA:XLRE. Previously, the stock had a 2.43% weight in the equity portfolio. Shares traded for an average price of $36.55 during the quarter.
On 01/20/2023, Real Estate Select Sector SPDR Fund (The) traded for a price of $38.59 per share and a market cap of $5.27Bil. The stock has returned -14.95% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Real Estate Select Sector SPDR Fund (The) has a price-earnings ratio of 26.06 and a price-book ratio of 3.02.
Financial Select Sector SPDR
The guru established a new position worth 97,165 shares in ARCA:XLF, giving the stock a 2.23% weight in the equity portfolio. Shares traded for an average price of $33.64 during the quarter.
On 01/20/2023, Financial Select Sector SPDR traded for a price of $35.03 per share and a market cap of $32.64Bil. The stock has returned -8.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Financial Select Sector SPDR has a price-earnings ratio of 12.67 and a price-book ratio of 1.59.
Technology Select Sector SPDR ETF
Leicht Financial Planning & Wealth Management, Inc. reduced their investment in ARCA:XLK by 26,021 shares. The trade had a 2.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $126.69.
On 01/20/2023, Technology Select Sector SPDR ETF traded for a price of $128.85 per share and a market cap of $38.83Bil. The stock has returned -17.55% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Technology Select Sector SPDR ETF has a price-earnings ratio of 24.14 and a price-book ratio of 7.11.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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