Rezny Wealth Management

Latest statistics and disclosures from Rezny Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, VUG, SCHD, SMH, FLOT, and represent 73.56% of Rezny Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VUG, META, MSFT, AMZN, XLE, SMH, CSCO, AEP, PYPL, LHX.
  • Started 3 new stock positions in META, MSFT, AMZN.
  • Reduced shares in these 9 stocks: IVV, VCSH, FLOT, SCHD, JEPI, XLK, OCSL, VV, XLV.
  • Rezny Wealth Management was a net buyer of stock by $2.8M.
  • Rezny Wealth Management has $346M in assets under management (AUM), dropping by 10.08%.
  • Central Index Key (CIK): 0001535859

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Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 25 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.6 $102M 195k 525.73
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Vanguard Index Fds Growth Etf (VUG) 26.5 $92M +2% 266k 344.20
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Schwab Strategic Tr Us Dividend Eq (Principal) (SCHD) 6.2 $22M -2% 267k 80.63
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Vaneck Etf Trust Semiconductr Etf (Principal) (SMH) 6.0 $21M +2% 92k 224.99
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Ishares Tr Fltg Rate Nt Etf (FLOT) 5.2 $18M -3% 353k 51.06
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Select Sector Spdr Tr Energy (Principal) (XLE) 4.6 $16M +6% 167k 94.41
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Select Sector Spdr Tr Technology (XLK) 4.5 $16M 74k 208.27
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.3 $15M -5% 192k 77.31
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Select Sector Spdr Tr Sbi Healthcare (XLV) 4.2 $15M 99k 147.73
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J P Morgan Exchange Traded F Equity Premium (JEPI) 3.9 $14M 233k 57.86
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Oaktree Specialty Lending Corp (Principal) (OCSL) 1.5 $5.1M 259k 19.66
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L3harris Technologies (LHX) 0.4 $1.3M 6.0k 213.10
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Meta Platforms Cl A (META) 0.4 $1.3M NEW 2.6k 485.58
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American Electric Power Company (AEP) 0.4 $1.3M +6% 15k 86.10
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Microsoft Corporation (MSFT) 0.4 $1.3M NEW 3.0k 420.72
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Amazon (AMZN) 0.4 $1.2M NEW 6.9k 180.38
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Paypal Holdings (Principal) (PYPL) 0.4 $1.2M +3% 18k 66.99
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Cisco Systems (CSCO) 0.3 $1.1M +12% 23k 49.91
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.0M 2.2k 480.70
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $587k 1.1k 523.07
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $572k -14% 2.4k 239.76
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Apple (AAPL) 0.1 $486k 2.8k 171.48
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $260k 2.7k 94.62
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Goldman Sachs (Principal) (GS) 0.1 $256k 613.00 417.69
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $233k 2.5k 94.66
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Past Filings by Rezny Wealth Management

SEC 13F filings are viewable for Rezny Wealth Management going back to 2015

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