JJJ Advisors
Latest statistics and disclosures from Janiczek Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AVDE, AGG, DSTL, DGRW, and represent 40.96% of Janiczek Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DGRW (+$20M), XCEM (+$14M), CALF (+$14M), AVDE (+$12M), JCPB (+$7.4M), NVDA, AAPL, DSTL, VTEB, PR.
- Started 45 new stock positions in NXTG, AWK, REYN, DK, PSTG, EFV, PR, LUMN, WBS, MPW.
- Reduced shares in these 10 stocks: SCHD (-$18M), SCHA (-$16M), VWO (-$14M), EFAV (-$11M), IVV, UCON, AGG, MSFT, GOOG, SCHG.
- Sold out of its positions in AMPE, MJ, BGS, BMRN, CGC, CHPT, COLB, CROX, DOCU, EXLS.
- Janiczek Wealth Management was a net buyer of stock by $11M.
- Janiczek Wealth Management has $477M in assets under management (AUM), dropping by 1.58%.
- Central Index Key (CIK): 0001598561
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Portfolio Holdings for Janiczek Wealth Management
Janiczek Wealth Management holds 1091 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Janiczek Wealth Management has 1091 total positions. Only the first 250 positions are shown.
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- Download the Janiczek Wealth Management June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.4 | $64M | -4% | 117k | 547.23 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 8.4 | $40M | +40% | 642k | 62.26 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 7.4 | $36M | 365k | 97.07 |
|
|
| Etf Ser Solutions Distillate Us (DSTL) | 6.7 | $32M | +7% | 619k | 51.39 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 5.1 | $24M | +437% | 311k | 78.05 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.1 | $20M | -47% | 251k | 78.35 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 3.9 | $18M | 335k | 55.05 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 3.0 | $14M | NEW | 451k | 31.92 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 2.9 | $14M | NEW | 322k | 43.61 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 2.7 | $13M | -5% | 530k | 24.45 |
|
| Apple (AAPL) | 2.2 | $10M | +46% | 49k | 210.62 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 2.1 | $9.9M | +303% | 213k | 46.33 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.8 | $8.5M | -2% | 169k | 50.47 |
|
| Microsoft Corporation (MSFT) | 1.7 | $8.1M | -5% | 18k | 446.95 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.3 | $6.2M | -3% | 113k | 54.70 |
|
| Progressive Corporation (PGR) | 1.3 | $6.1M | 29k | 207.71 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $5.2M | +891% | 42k | 123.54 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $4.5M | +35% | 89k | 50.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.3M | 16k | 267.58 |
|
|
| Global X Fds S&p 500 Catholic (CATH) | 0.8 | $4.0M | 61k | 65.40 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.8 | $3.7M | 56k | 67.15 |
|
|
| Amazon (AMZN) | 0.8 | $3.6M | +2% | 19k | 193.25 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.7 | $3.4M | 74k | 45.58 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $2.7M | +4% | 10k | 259.31 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.5M | -6% | 14k | 182.15 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $2.1M | +2% | 8.4k | 249.62 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.0M | +8% | 18k | 115.12 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.0M | -4% | 4.0k | 504.22 |
|
| Antero Midstream Corp antero midstream (AM) | 0.4 | $2.0M | 133k | 14.74 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $1.9M | 11k | 164.92 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.8M | -6% | 11k | 173.92 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.8M | -89% | 39k | 47.58 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.4 | $1.8M | 50k | 34.96 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.7M | -6% | 3.4k | 500.91 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $1.7M | +2% | 48k | 35.19 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.5M | +3% | 22k | 67.71 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.5M | -16% | 30k | 49.42 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $1.3M | -89% | 19k | 69.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | -25% | 7.0k | 183.42 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.2M | -25% | 12k | 100.90 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.2M | +4% | 1.3k | 905.38 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | -19% | 2.5k | 467.10 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.1M | 6.1k | 182.52 |
|
|
| Visa Com Cl A (V) | 0.2 | $1.1M | -5% | 4.1k | 262.48 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $1.0M | -2% | 5.2k | 201.71 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $960k | +4% | 6.7k | 142.74 |
|
| Qualcomm (QCOM) | 0.2 | $934k | +2% | 4.7k | 199.18 |
|
| Broadcom (AVGO) | 0.2 | $915k | +3% | 570.00 | 1605.60 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $904k | -7% | 15k | 58.64 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $890k | +5% | 19k | 48.13 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $864k | +3% | 1.0k | 850.34 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.2 | $852k | +11% | 22k | 38.61 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $818k | 13k | 63.05 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $811k | 31k | 26.58 |
|
|
| Merck & Co (MRK) | 0.2 | $785k | +7% | 6.3k | 123.98 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $782k | +10% | 128k | 6.10 |
|
| Antero Res (AR) | 0.2 | $781k | 24k | 32.63 |
|
|
| Cisco Systems (CSCO) | 0.2 | $767k | -15% | 16k | 47.51 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $767k | -7% | 1.7k | 441.16 |
|
| Eaton Corp SHS (ETN) | 0.2 | $766k | -4% | 2.4k | 313.55 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.2 | $719k | +3% | 24k | 30.06 |
|
| UnitedHealth (UNH) | 0.1 | $709k | -23% | 1.4k | 509.26 |
|
| Johnson & Johnson (JNJ) | 0.1 | $689k | -11% | 4.7k | 146.16 |
|
| Permian Resources Corp Class A Com (PR) | 0.1 | $679k | NEW | 42k | 16.15 |
|
| Home Depot (HD) | 0.1 | $663k | 1.9k | 344.33 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $646k | +6% | 2.2k | 290.14 |
|
| Dr Reddys Labs Adr (RDY) | 0.1 | $626k | +32% | 8.2k | 76.19 |
|
| EOG Resources (EOG) | 0.1 | $624k | -6% | 5.0k | 125.87 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $623k | -5% | 1.1k | 555.54 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $622k | -4% | 19k | 32.24 |
|
| Chevron Corporation (CVX) | 0.1 | $621k | -6% | 4.0k | 156.42 |
|
| Cigna Corp (CI) | 0.1 | $620k | -7% | 1.9k | 330.57 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $610k | +3% | 2.5k | 242.10 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $589k | -21% | 1.9k | 303.41 |
|
| Netflix (NFLX) | 0.1 | $587k | +14% | 869.00 | 674.88 |
|
| Garmin SHS (GRMN) | 0.1 | $584k | +10% | 3.6k | 162.92 |
|
| Leidos Holdings (LDOS) | 0.1 | $580k | -4% | 4.0k | 145.88 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $572k | +4% | 2.8k | 202.26 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $567k | 15k | 39.16 |
|
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| Gentex Corporation (GNTX) | 0.1 | $555k | -2% | 17k | 33.71 |
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| Stellantis SHS (STLA) | 0.1 | $552k | -2% | 28k | 19.85 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $544k | 2.5k | 218.04 |
|
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| Cadence Design Systems (CDNS) | 0.1 | $513k | -6% | 1.7k | 307.75 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $489k | +16% | 26k | 18.65 |
|
| Avangrid (AGR) | 0.1 | $487k | 14k | 35.60 |
|
|
| SEI Investments Company (SEIC) | 0.1 | $476k | +4% | 7.4k | 64.69 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $469k | -8% | 6.9k | 68.00 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $465k | -7% | 53k | 8.76 |
|
| Intuit (INTU) | 0.1 | $461k | -10% | 702.00 | 657.21 |
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| Medtronic SHS (MDT) | 0.1 | $444k | -16% | 5.6k | 78.83 |
|
| Coca-Cola Company (KO) | 0.1 | $443k | +15% | 6.9k | 63.83 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $430k | 27k | 16.22 |
|
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| Linde SHS (LIN) | 0.1 | $428k | -2% | 976.00 | 438.81 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $423k | +28% | 903.00 | 468.72 |
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| Telefonica Brasil Sa New Adr (VIV) | 0.1 | $417k | -33% | 51k | 8.21 |
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| Hartford Financial Services (HIG) | 0.1 | $412k | -16% | 4.1k | 100.60 |
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| Grand Canyon Education (LOPE) | 0.1 | $403k | -7% | 2.9k | 139.91 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $397k | 4.0k | 100.39 |
|
|
| Verizon Communications (VZ) | 0.1 | $395k | +14% | 9.6k | 41.24 |
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| Intel Corporation (INTC) | 0.1 | $382k | -19% | 12k | 30.97 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $378k | -9% | 1.9k | 194.53 |
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| Fastenal Company (FAST) | 0.1 | $376k | +13% | 6.0k | 62.84 |
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| Diamondback Energy (FANG) | 0.1 | $375k | +2% | 1.9k | 200.19 |
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| Manhattan Associates (MANH) | 0.1 | $372k | 1.5k | 246.68 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $372k | 21k | 17.86 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $371k | 19k | 19.64 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $371k | +209% | 773.00 | 479.31 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $369k | -6% | 361.00 | 1022.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $357k | 954.00 | 374.01 |
|
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| Cgi Cl A Sub Vtg (GIB) | 0.1 | $355k | -21% | 3.6k | 99.81 |
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| Tesla Motors (TSLA) | 0.1 | $346k | +19% | 1.7k | 197.88 |
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| Philip Morris International (PM) | 0.1 | $336k | 3.3k | 102.44 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $336k | 4.3k | 78.33 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $332k | -97% | 7.6k | 43.76 |
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| Wells Fargo & Company (WFC) | 0.1 | $332k | 5.6k | 59.39 |
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| Anthem (ELV) | 0.1 | $328k | +13% | 606.00 | 541.86 |
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| Tim S A Sponsored Adr (TIMB) | 0.1 | $328k | +5% | 23k | 14.33 |
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| T. Rowe Price (TROW) | 0.1 | $325k | +10% | 2.8k | 115.31 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $325k | 11k | 29.80 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $323k | +2% | 727.00 | 444.85 |
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| S&p Global (SPGI) | 0.1 | $323k | -16% | 725.00 | 446.00 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $320k | 4.9k | 65.93 |
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| Applied Materials (AMAT) | 0.1 | $320k | -35% | 1.4k | 235.99 |
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| Abbott Laboratories (ABT) | 0.1 | $314k | -5% | 3.0k | 103.91 |
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| Schneider National CL B (SNDR) | 0.1 | $314k | -9% | 13k | 24.17 |
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| Abbvie (ABBV) | 0.1 | $310k | +2% | 1.8k | 171.52 |
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| Colgate-Palmolive Company (CL) | 0.1 | $307k | +320% | 3.2k | 97.04 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $306k | 4.1k | 74.10 |
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| CRH Ord (CRH) | 0.1 | $304k | -17% | 4.1k | 74.98 |
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| Enbridge (ENB) | 0.1 | $300k | +36% | 8.4k | 35.59 |
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| Evercore Class A (EVR) | 0.1 | $297k | 1.4k | 208.43 |
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| Texas Roadhouse (TXRH) | 0.1 | $296k | +7% | 1.7k | 171.71 |
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| Pepsi (PEP) | 0.1 | $291k | -12% | 1.8k | 164.93 |
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| MGIC Investment (MTG) | 0.1 | $291k | +142% | 14k | 21.55 |
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| Southern Company (SO) | 0.1 | $291k | 3.7k | 77.57 |
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| Bank of America Corporation (BAC) | 0.1 | $289k | +3% | 7.3k | 39.77 |
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| Williams Companies (WMB) | 0.1 | $288k | 6.8k | 42.50 |
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| Te Connectivity SHS (TEL) | 0.1 | $287k | -4% | 1.9k | 150.43 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $286k | +6% | 1.6k | 176.60 |
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| salesforce (CRM) | 0.1 | $284k | -13% | 1.1k | 257.10 |
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| Humana (HUM) | 0.1 | $283k | +156% | 758.00 | 373.81 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $281k | +3% | 28k | 10.03 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $281k | 4.9k | 57.61 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $280k | 1.9k | 145.75 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $278k | +5% | 1.7k | 165.00 |
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| Synopsys (SNPS) | 0.1 | $276k | -4% | 463.00 | 595.06 |
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| Gilead Sciences (GILD) | 0.1 | $269k | -28% | 3.9k | 68.61 |
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| Union Pacific Corporation (UNP) | 0.1 | $260k | +640% | 1.1k | 226.26 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $258k | -19% | 5.3k | 48.52 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $256k | 6.0k | 42.59 |
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| Travelers Companies (TRV) | 0.1 | $254k | 1.2k | 203.34 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $253k | 2.7k | 93.81 |
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| Nextera Energy (NEE) | 0.1 | $253k | -3% | 3.6k | 70.81 |
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| Dolby Laboratories Com Cl A (DLB) | 0.1 | $252k | -31% | 3.2k | 79.23 |
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| Janus Henderson Group Ord Shs (JHG) | 0.1 | $251k | -10% | 7.5k | 33.71 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $250k | 1.5k | 169.24 |
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| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.1 | $249k | -3% | 13k | 18.70 |
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| Amphenol Corp Cl A (APH) | 0.1 | $249k | +124% | 3.7k | 67.38 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $245k | -22% | 4.4k | 55.23 |
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| Gra (GGG) | 0.1 | $242k | -5% | 3.1k | 79.28 |
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| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $242k | -8% | 19k | 13.02 |
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| Msc Indl Direct Cl A (MSM) | 0.1 | $241k | -18% | 3.0k | 79.31 |
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| Analog Devices (ADI) | 0.1 | $241k | -11% | 1.1k | 228.26 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $241k | +3% | 229.00 | 1051.03 |
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| BP Sponsored Adr (BP) | 0.1 | $240k | 6.6k | 36.10 |
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| Automatic Data Processing (ADP) | 0.1 | $239k | +2% | 1.0k | 238.72 |
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| Agree Realty Corporation (ADC) | 0.0 | $238k | +55% | 3.8k | 61.98 |
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| Ecolab (ECL) | 0.0 | $229k | +15% | 960.00 | 238.04 |
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| Oracle Corporation (ORCL) | 0.0 | $228k | +14% | 1.6k | 141.20 |
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| Kroger (KR) | 0.0 | $226k | -3% | 4.5k | 49.93 |
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| ConocoPhillips (COP) | 0.0 | $223k | -5% | 2.0k | 114.38 |
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| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $220k | -7% | 16k | 14.05 |
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| Travelzoo Com New (TZOO) | 0.0 | $219k | 29k | 7.59 |
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| Phillips 66 (PSX) | 0.0 | $216k | 1.5k | 141.15 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $216k | -3% | 10k | 21.19 |
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| Federated Hermes CL B (FHI) | 0.0 | $210k | -5% | 6.4k | 32.88 |
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| General Mills (GIS) | 0.0 | $209k | -12% | 3.3k | 63.26 |
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| Graham Hldgs Com Cl B (GHC) | 0.0 | $207k | -4% | 296.00 | 699.55 |
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| TJX Companies (TJX) | 0.0 | $202k | 1.8k | 110.10 |
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| Amdocs SHS (DOX) | 0.0 | $201k | -23% | 2.5k | 78.99 |
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| Advanced Micro Devices (AMD) | 0.0 | $198k | -18% | 1.2k | 162.21 |
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| Amkor Technology (AMKR) | 0.0 | $198k | +4% | 4.9k | 40.02 |
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| Donaldson Company (DCI) | 0.0 | $195k | +6% | 2.7k | 71.56 |
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| Amgen (AMGN) | 0.0 | $194k | -14% | 620.00 | 312.45 |
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| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $193k | -8% | 25k | 7.58 |
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| Lancaster Colony (LANC) | 0.0 | $192k | +2% | 1.0k | 188.97 |
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| Metropcs Communications (TMUS) | 0.0 | $190k | +2% | 1.1k | 176.18 |
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| Southern Copper Corporation (SCCO) | 0.0 | $189k | +12% | 1.8k | 107.74 |
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| Realty Income (O) | 0.0 | $188k | 3.6k | 52.82 |
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| Lowe's Companies (LOW) | 0.0 | $187k | 846.00 | 220.46 |
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| Servicenow (NOW) | 0.0 | $186k | +5% | 237.00 | 786.67 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $186k | +11% | 1.7k | 106.46 |
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| Altria (MO) | 0.0 | $184k | +5% | 4.0k | 46.49 |
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| Seaboard Corporation (SEB) | 0.0 | $183k | +41% | 58.00 | 3160.74 |
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| Chubb (CB) | 0.0 | $183k | +4% | 718.00 | 255.19 |
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| Pearson Sponsored Adr (PSO) | 0.0 | $183k | -13% | 15k | 12.48 |
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| First Hawaiian (FHB) | 0.0 | $182k | 8.8k | 20.76 |
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| General Motors Company (GM) | 0.0 | $181k | -23% | 3.9k | 46.46 |
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| Shell Spon Ads (SHEL) | 0.0 | $180k | +17% | 2.5k | 72.18 |
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| Honeywell International (HON) | 0.0 | $180k | 843.00 | 213.54 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $180k | 921.00 | 194.87 |
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| McDonald's Corporation (MCD) | 0.0 | $177k | -18% | 693.00 | 254.84 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $176k | 1.8k | 100.23 |
|
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| Canadian Pacific Kansas City (CP) | 0.0 | $175k | -24% | 2.2k | 78.76 |
|
| AFLAC Incorporated (AFL) | 0.0 | $174k | 1.9k | 89.31 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $174k | 3.7k | 47.40 |
|
|
| Unum (UNM) | 0.0 | $170k | -12% | 3.3k | 51.11 |
|
| Haleon Spon Ads (HLN) | 0.0 | $169k | 21k | 8.26 |
|
|
| Credicorp (BAP) | 0.0 | $168k | 1.0k | 161.33 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $168k | -16% | 817.00 | 204.97 |
|
| Zoetis Cl A (ZTS) | 0.0 | $167k | -14% | 963.00 | 173.36 |
|
| Cdw (CDW) | 0.0 | $165k | 738.00 | 223.84 |
|
|
| State Street Corporation (STT) | 0.0 | $165k | -13% | 2.2k | 74.00 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $165k | 2.2k | 73.69 |
|
|
| Columbia Sportswear Company (COLM) | 0.0 | $164k | +534% | 2.1k | 79.08 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $164k | 2.8k | 58.52 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $162k | +2% | 2.4k | 66.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $161k | 295.00 | 544.62 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $160k | +19% | 568.00 | 282.37 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $159k | 2.8k | 57.29 |
|
|
| CNA Financial Corporation (CNA) | 0.0 | $159k | -5% | 3.5k | 46.07 |
|
| Banco Santander Adr (SAN) | 0.0 | $154k | -8% | 33k | 4.63 |
|
| Capital One Financial (COF) | 0.0 | $152k | 1.1k | 138.45 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $151k | 475.00 | 318.55 |
|
|
| Pfizer (PFE) | 0.0 | $150k | -26% | 5.4k | 27.98 |
|
| Tradeweb Mkts Cl A (TW) | 0.0 | $150k | -6% | 1.4k | 106.00 |
|
| Autohome Sp Ads Rp Cl A (ATHM) | 0.0 | $149k | +14% | 5.4k | 27.45 |
|
| Exelixis (EXEL) | 0.0 | $148k | +15% | 6.6k | 22.47 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $147k | -9% | 2.0k | 72.15 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $146k | +71% | 71k | 2.05 |
|
| American Tower Reit (AMT) | 0.0 | $145k | 746.00 | 194.96 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $144k | +27% | 11k | 13.67 |
|
| AutoZone (AZO) | 0.0 | $142k | +17% | 48.00 | 2964.10 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $141k | 1.3k | 110.35 |
|
|
| Posco Holdings Sponsored Adr (PKX) | 0.0 | $140k | -4% | 2.1k | 65.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $140k | +59% | 689.00 | 202.94 |
|
| Consolidated Edison (ED) | 0.0 | $138k | -4% | 1.5k | 89.42 |
|
| Flowers Foods (FLO) | 0.0 | $137k | -2% | 6.2k | 22.20 |
|
| Tenaris S A Sponsored Ads (TS) | 0.0 | $137k | +66% | 4.5k | 30.52 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $134k | -12% | 138.00 | 967.96 |
|
| Verisk Analytics (VRSK) | 0.0 | $131k | -12% | 486.00 | 269.55 |
|
| Public Storage (PSA) | 0.0 | $130k | -7% | 451.00 | 287.65 |
|
| Old Republic International Corporation (ORI) | 0.0 | $128k | 4.1k | 30.90 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $128k | -4% | 1.2k | 107.99 |
|
| Ge Aerospace Com New (GE) | 0.0 | $127k | 798.00 | 158.97 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $127k | -18% | 2.8k | 45.72 |
|
| Snap-on Incorporated (SNA) | 0.0 | $126k | -14% | 482.00 | 261.39 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $126k | 1.6k | 76.70 |
|
|
| Walt Disney Company (DIS) | 0.0 | $126k | 1.3k | 99.25 |
|
|
| Saia (SAIA) | 0.0 | $125k | +19% | 263.00 | 474.29 |
|
Past Filings by Janiczek Wealth Management
SEC 13F filings are viewable for Janiczek Wealth Management going back to 2016
- Janiczek Wealth Management 2024 Q2 filed July 25, 2024
- Janiczek Wealth Management 2024 Q1 filed April 15, 2024
- Janiczek Wealth Management 2023 Q4 filed Jan. 29, 2024
- Janiczek Wealth Management 2023 Q3 filed Oct. 13, 2023
- Janiczek Wealth Management 2023 Q2 filed July 11, 2023
- Janiczek Wealth Management 2023 Q1 filed April 21, 2023
- Janiczek Wealth Management 2022 Q4 filed Jan. 23, 2023
- Janiczek Wealth Management 2022 Q3 filed Oct. 17, 2022
- Janiczek Wealth Management 2022 Q2 filed Aug. 3, 2022
- JJJ Advisors 2022 Q1 filed May 5, 2022
- JJJ Advisors 2021 Q4 filed Feb. 2, 2022
- JJJ Advisors 2021 Q3 restated filed Oct. 25, 2021
- JJJ Advisors 2021 Q3 filed Oct. 19, 2021
- JJJ Advisors 2021 Q2 filed July 28, 2021
- JJJ Advisors 2021 Q1 filed April 28, 2021
- JJJ Advisors 2020 Q4 filed Jan. 26, 2021