JJJ Advisors
Latest statistics and disclosures from Janiczek Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SCHD, AGG, DSTL, AVDE, and represent 42.54% of Janiczek Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AGG, DSTL, DGRW, JCPB, IVV, AVDE, VV, VWO, WMT, NVDA.
- Started 48 new stock positions in DKNG, ALTM, IYW, STN, LAMR, VONG, MELI, JCPB, TRIP, ABG.
- Reduced shares in these 10 stocks: LMT, SCHD, DIS, ENB, COWZ, AAPL, Physicians Realty Trust, CMI, TSLA, LNT.
- Sold out of its positions in AFRM, AA, LNT, FRDM, APA, APP, ACHR, ARGX, ASUR, BRBR.
- Janiczek Wealth Management was a net buyer of stock by $31M.
- Janiczek Wealth Management has $470M in assets under management (AUM), dropping by 13.42%.
- Central Index Key (CIK): 0001598561
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Positions held by JJJ Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Janiczek Wealth Management
Janiczek Wealth Management holds 1091 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Janiczek Wealth Management has 1091 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Janiczek Wealth Management March 31, 2024 positions
- Download the Janiczek Wealth Management March 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 13.7 | $65M | +2% | 123k | 525.73 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 8.2 | $39M | 481k | 80.63 |
|
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Ishares Tr Core Us Aggbd Et (AGG) | 7.7 | $36M | +10% | 371k | 97.94 |
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Etf Ser Solutions Distillate Us (DSTL) | 6.6 | $31M | +11% | 574k | 53.91 |
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American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.2 | $29M | +4% | 458k | 63.74 |
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 4.1 | $19M | +3% | 341k | 57.03 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.8 | $18M | +4% | 366k | 49.24 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $14M | +8% | 334k | 41.77 |
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 3.0 | $14M | 564k | 24.60 |
|
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Ishares Tr Msci Eafe Min Vl (EFAV) | 2.8 | $13M | 183k | 70.88 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.9 | $8.7M | 173k | 50.45 |
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Microsoft Corporation (MSFT) | 1.7 | $8.1M | +5% | 19k | 420.73 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.5 | $6.8M | -3% | 117k | 58.11 |
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Progressive Corporation (PGR) | 1.3 | $6.0M | 29k | 206.82 |
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Apple (AAPL) | 1.2 | $5.8M | -3% | 34k | 171.48 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.9 | $4.4M | +132% | 58k | 76.19 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.2M | 16k | 259.91 |
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Global X Fds S&p 500 Catholic (CATH) | 0.8 | $3.9M | +8% | 61k | 63.64 |
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NVIDIA Corporation (NVDA) | 0.8 | $3.8M | +26% | 4.2k | 903.56 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.8 | $3.7M | +14% | 55k | 67.39 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.7 | $3.5M | +13% | 75k | 46.00 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $3.3M | +16% | 66k | 50.60 |
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Amazon (AMZN) | 0.7 | $3.3M | +9% | 18k | 180.38 |
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Arthur J. Gallagher & Co. (AJG) | 0.5 | $2.5M | 9.9k | 250.04 |
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.5 | $2.5M | NEW | 53k | 46.65 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.2M | +4% | 15k | 150.93 |
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Meta Platforms Cl A (META) | 0.4 | $2.0M | +3% | 4.2k | 485.58 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $2.0M | +182% | 8.2k | 239.76 |
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Exxon Mobil Corporation (XOM) | 0.4 | $1.9M | -2% | 16k | 116.24 |
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Antero Midstream Corp antero midstream (AM) | 0.4 | $1.9M | 133k | 14.06 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.8M | +17% | 37k | 50.17 |
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Procter & Gamble Company (PG) | 0.4 | $1.8M | +3% | 11k | 162.25 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.8M | -4% | 3.7k | 480.68 |
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.4 | $1.8M | +2% | 50k | 35.47 |
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.4 | $1.7M | +13% | 47k | 35.61 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.5M | +3% | 17k | 92.72 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.5M | +12% | 11k | 136.15 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | +2% | 9.4k | 152.26 |
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Lockheed Martin Corporation (LMT) | 0.3 | $1.4M | -22% | 3.1k | 454.87 |
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Wal-Mart Stores (WMT) | 0.3 | $1.3M | +219% | 22k | 60.20 |
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Visa Com Cl A (V) | 0.3 | $1.2M | +7% | 4.3k | 279.09 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.2M | 6.1k | 191.88 |
|
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Sap Se Spon Adr (SAP) | 0.2 | $1.0M | +3% | 5.3k | 195.03 |
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Eli Lilly & Co. (LLY) | 0.2 | $986k | +10% | 1.3k | 777.96 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $977k | 17k | 58.65 |
|
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Cisco Systems (CSCO) | 0.2 | $954k | +13% | 19k | 49.91 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $907k | +8% | 1.9k | 481.57 |
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UnitedHealth (UNH) | 0.2 | $897k | +4% | 1.8k | 494.70 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $852k | +8% | 2.5k | 346.61 |
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Johnson & Johnson (JNJ) | 0.2 | $845k | +9% | 5.3k | 158.19 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $841k | +10% | 18k | 48.21 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $828k | +9% | 6.4k | 128.55 |
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Stellantis SHS (STLA) | 0.2 | $805k | +2% | 28k | 28.30 |
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Eaton Corp SHS (ETN) | 0.2 | $801k | -4% | 2.6k | 312.68 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $787k | +7% | 13k | 61.05 |
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Merck & Co (MRK) | 0.2 | $778k | +9% | 5.9k | 132.14 |
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Chunghwa Telecom Spon Adr New11 (CHT) | 0.2 | $775k | +45% | 20k | 39.14 |
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Qualcomm (QCOM) | 0.2 | $774k | +7% | 4.6k | 169.30 |
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Telefonica Brasil Sa New Adr (VIV) | 0.2 | $763k | +3% | 76k | 10.07 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $756k | +19% | 30k | 25.25 |
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Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $750k | +27% | 20k | 37.23 |
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Home Depot (HD) | 0.2 | $749k | +2% | 2.0k | 383.70 |
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Cigna Corp (CI) | 0.2 | $737k | +2% | 2.0k | 363.19 |
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Broadcom (AVGO) | 0.2 | $730k | +21% | 550.00 | 1326.55 |
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Costco Wholesale Corporation (COST) | 0.2 | $721k | +13% | 983.00 | 732.94 |
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Antero Res (AR) | 0.1 | $694k | 24k | 29.00 |
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EOG Resources (EOG) | 0.1 | $680k | +22% | 5.3k | 127.84 |
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Intel Corporation (INTC) | 0.1 | $673k | 15k | 44.17 |
|
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Chevron Corporation (CVX) | 0.1 | $670k | +3% | 4.2k | 157.74 |
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Wipro Spon Adr 1 Sh (WIT) | 0.1 | $667k | +9% | 116k | 5.75 |
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.1 | $662k | +22% | 23k | 28.68 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $630k | +3% | 15k | 43.35 |
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Gentex Corporation (GNTX) | 0.1 | $611k | +12% | 17k | 36.12 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $607k | +173% | 2.4k | 249.86 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $601k | 1.2k | 504.60 |
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General Dynamics Corporation (GD) | 0.1 | $592k | +4% | 2.1k | 282.49 |
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Medtronic SHS (MDT) | 0.1 | $590k | +131% | 6.8k | 87.21 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $570k | +292% | 2.5k | 228.59 |
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Cadence Design Systems (CDNS) | 0.1 | $558k | +9% | 1.8k | 311.28 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $549k | +8% | 7.5k | 73.29 |
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Leidos Holdings (LDOS) | 0.1 | $547k | +25993% | 4.2k | 131.09 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $541k | +9% | 2.7k | 200.30 |
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Intuit (INTU) | 0.1 | $512k | +10% | 788.00 | 650.00 |
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Avangrid (AGR) | 0.1 | $509k | +68% | 14k | 36.49 |
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Hartford Financial Services (HIG) | 0.1 | $508k | +9% | 4.9k | 103.10 |
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SEI Investments Company (SEIC) | 0.1 | $504k | +17% | 7.0k | 71.90 |
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Cgi Cl A Sub Vtg (GIB) | 0.1 | $500k | +35% | 4.5k | 110.49 |
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Garmin SHS (GRMN) | 0.1 | $483k | +31% | 3.2k | 148.87 |
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United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $465k | 58k | 8.09 |
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Linde SHS (LIN) | 0.1 | $463k | 998.00 | 464.32 |
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Netflix (NFLX) | 0.1 | $460k | +10% | 758.00 | 607.33 |
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Dr Reddys Labs Adr (RDY) | 0.1 | $453k | +39% | 6.2k | 73.35 |
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Applied Materials (AMAT) | 0.1 | $434k | +35% | 2.1k | 206.23 |
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CRH Ord (CRH) | 0.1 | $423k | +3% | 4.9k | 86.27 |
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Grand Canyon Education (LOPE) | 0.1 | $423k | +9% | 3.1k | 136.21 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $417k | 27k | 15.73 |
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Fastenal Company (FAST) | 0.1 | $408k | +51% | 5.3k | 77.14 |
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Gilead Sciences (GILD) | 0.1 | $404k | -9% | 5.5k | 73.25 |
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Infosys Sponsored Adr (INFY) | 0.1 | $402k | +9% | 22k | 17.93 |
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $390k | 19k | 20.65 |
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salesforce (CRM) | 0.1 | $387k | +7% | 1.3k | 301.25 |
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Dolby Laboratories Com Cl A (DLB) | 0.1 | $387k | +13% | 4.6k | 83.77 |
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Raytheon Technologies Corp (RTX) | 0.1 | $386k | +102% | 4.0k | 97.53 |
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Tim S A Sponsored Adr (TIMB) | 0.1 | $386k | +13% | 22k | 17.75 |
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Texas Instruments Incorporated (TXN) | 0.1 | $376k | +10% | 2.2k | 174.21 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $374k | +13% | 385.00 | 970.47 |
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Manhattan Associates (MANH) | 0.1 | $373k | +4% | 1.5k | 250.23 |
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S&p Global (SPGI) | 0.1 | $371k | +7% | 872.00 | 425.45 |
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Coca-Cola Company (KO) | 0.1 | $370k | 6.0k | 61.39 |
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $365k | 21k | 17.56 |
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Abbott Laboratories (ABT) | 0.1 | $364k | -12% | 3.2k | 113.66 |
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Msc Indl Direct Cl A (MSM) | 0.1 | $363k | +52% | 3.7k | 97.04 |
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Diamondback Energy (FANG) | 0.1 | $361k | 1.8k | 198.17 |
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Pepsi (PEP) | 0.1 | $356k | 2.0k | 175.62 |
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Verizon Communications (VZ) | 0.1 | $352k | +17% | 8.4k | 41.96 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $346k | -3% | 4.3k | 79.86 |
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Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $336k | +6% | 20k | 16.58 |
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Old Dominion Freight Line (ODFL) | 0.1 | $334k | +129% | 1.5k | 219.31 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $328k | +669% | 954.00 | 344.20 |
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Schneider National CL B (SNDR) | 0.1 | $325k | +9% | 14k | 22.65 |
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Sanofi Sponsored Adr (SNY) | 0.1 | $322k | +12% | 6.6k | 48.60 |
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $322k | +11% | 27k | 11.84 |
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $322k | 5.7k | 56.40 |
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Abbvie (ABBV) | 0.1 | $321k | -20% | 1.8k | 182.10 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $318k | 4.2k | 75.98 |
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Wells Fargo & Company (WFC) | 0.1 | $318k | 5.5k | 57.96 |
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Rio Tinto Sponsored Adr (RIO) | 0.1 | $317k | -6% | 4.9k | 64.32 |
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T. Rowe Price (TROW) | 0.1 | $312k | +98% | 2.6k | 121.92 |
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P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.1 | $306k | +45% | 14k | 22.26 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $306k | 11k | 27.76 |
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Philip Morris International (PM) | 0.1 | $304k | 3.3k | 92.73 |
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Gra (GGG) | 0.1 | $301k | +25% | 3.2k | 93.46 |
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Amdocs SHS (DOX) | 0.1 | $299k | +13% | 3.3k | 90.44 |
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Travelzoo Com New (TZOO) | 0.1 | $294k | 29k | 10.18 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $293k | +20% | 701.00 | 418.01 |
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Te Connectivity SHS (TEL) | 0.1 | $291k | +17% | 2.0k | 145.24 |
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Travelers Companies (TRV) | 0.1 | $287k | 1.2k | 230.14 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $284k | -5% | 1.9k | 147.73 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $283k | +712% | 4.9k | 58.06 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $283k | +17% | 708.00 | 399.09 |
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Anthem (ELV) | 0.1 | $277k | 534.00 | 518.54 |
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Synopsys (SNPS) | 0.1 | $276k | +9% | 483.00 | 571.50 |
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Evercore Class A (EVR) | 0.1 | $276k | 1.4k | 192.59 |
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Janus Henderson Group Ord Shs (JHG) | 0.1 | $275k | +28% | 8.4k | 32.89 |
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Advanced Micro Devices (AMD) | 0.1 | $270k | +30% | 1.5k | 180.49 |
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Southern Company (SO) | 0.1 | $270k | 3.8k | 71.74 |
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Kroger (KR) | 0.1 | $268k | +17% | 4.7k | 57.13 |
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Bank of America Corporation (BAC) | 0.1 | $266k | 7.0k | 37.92 |
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Williams Companies (WMB) | 0.1 | $264k | 6.8k | 38.97 |
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General Mills (GIS) | 0.1 | $264k | -3% | 3.8k | 69.97 |
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ConocoPhillips (COP) | 0.1 | $263k | 2.1k | 127.28 |
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Check Point Software Tech Lt Ord (CHKP) | 0.1 | $261k | +18% | 1.6k | 164.01 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $258k | 1.5k | 175.27 |
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Canadian Pacific Kansas City (CP) | 0.1 | $258k | +30% | 2.9k | 88.20 |
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Tesla Motors (TSLA) | 0.1 | $257k | -27% | 1.5k | 175.79 |
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Phillips 66 (PSX) | 0.1 | $255k | +3% | 1.6k | 163.37 |
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BP Sponsored Adr (BP) | 0.1 | $250k | 6.6k | 37.68 |
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MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $249k | 6.0k | 41.56 |
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Texas Roadhouse (TXRH) | 0.1 | $248k | +13% | 1.6k | 154.47 |
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Toyota Motor Corp Ads (TM) | 0.1 | $246k | +35% | 978.00 | 251.68 |
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Federated Hermes CL B (FHI) | 0.1 | $246k | +74% | 6.8k | 36.12 |
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Automatic Data Processing (ADP) | 0.1 | $243k | -2% | 971.00 | 249.78 |
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McDonald's Corporation (MCD) | 0.1 | $239k | 846.00 | 281.95 |
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Graham Hldgs Com Cl B (GHC) | 0.1 | $238k | +8% | 310.00 | 767.68 |
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Analog Devices (ADI) | 0.1 | $237k | +2% | 1.2k | 197.79 |
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Nextera Energy (NEE) | 0.1 | $236k | -7% | 3.7k | 63.91 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $234k | NEW | 2.7k | 86.67 |
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General Motors Company (GM) | 0.0 | $230k | +5% | 5.1k | 45.35 |
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Enbridge (ENB) | 0.0 | $224k | -53% | 6.2k | 36.18 |
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Pearson Sponsored Adr (PSO) | 0.0 | $223k | +23% | 17k | 13.16 |
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Lowe's Companies (LOW) | 0.0 | $216k | 846.00 | 254.73 |
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Regeneron Pharmaceuticals (REGN) | 0.0 | $213k | +20% | 221.00 | 962.49 |
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Lancaster Colony (LANC) | 0.0 | $207k | +21% | 996.00 | 207.63 |
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Amgen (AMGN) | 0.0 | $207k | -3% | 727.00 | 284.32 |
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Unum (UNM) | 0.0 | $205k | -7% | 3.8k | 53.66 |
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Pfizer (PFE) | 0.0 | $203k | -25% | 7.3k | 27.75 |
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State Street Corporation (STT) | 0.0 | $201k | 2.6k | 77.35 |
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Northrop Grumman Corporation (NOC) | 0.0 | $198k | 414.00 | 478.66 |
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Realty Income (O) | 0.0 | $192k | +13% | 3.5k | 54.16 |
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Ecolab (ECL) | 0.0 | $192k | 830.00 | 230.95 |
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Donaldson Company (DCI) | 0.0 | $191k | +17% | 2.6k | 74.68 |
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Zoetis Cl A (ZTS) | 0.0 | $190k | 1.1k | 169.21 |
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First Hawaiian (FHB) | 0.0 | $190k | 8.7k | 21.96 |
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Amphenol Corp Cl A (APH) | 0.0 | $190k | 1.6k | 115.36 |
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Cdw (CDW) | 0.0 | $189k | -14% | 738.00 | 255.78 |
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Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $188k | 17k | 11.19 |
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Hewlett Packard Enterprise (HPE) | 0.0 | $188k | +14% | 11k | 17.75 |
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TJX Companies (TJX) | 0.0 | $186k | 1.8k | 101.42 |
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Monster Beverage Corp (MNST) | 0.0 | $185k | +72% | 3.1k | 59.28 |
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Devon Energy Corporation (DVN) | 0.0 | $184k | -11% | 3.7k | 50.18 |
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Prologis (PLD) | 0.0 | $182k | +5% | 1.4k | 130.22 |
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Chubb (CB) | 0.0 | $179k | 690.00 | 259.23 |
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Credicorp (BAP) | 0.0 | $178k | +7% | 1.1k | 169.43 |
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Oracle Corporation (ORCL) | 0.0 | $178k | +3% | 1.4k | 125.61 |
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Bk Nova Cad (BNS) | 0.0 | $177k | 3.4k | 51.78 |
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Danaher Corporation (DHR) | 0.0 | $176k | 705.00 | 249.74 |
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Banco Santander Adr (SAN) | 0.0 | $176k | +24% | 36k | 4.84 |
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Haleon Spon Ads (HLN) | 0.0 | $175k | 21k | 8.49 |
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Posco Holdings Sponsored Adr (PKX) | 0.0 | $175k | 2.2k | 78.49 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $175k | 932.00 | 187.35 |
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Honeywell International (HON) | 0.0 | $173k | 843.00 | 205.25 |
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Servicenow (NOW) | 0.0 | $172k | 225.00 | 762.40 |
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Metropcs Communications (TMUS) | 0.0 | $171k | 1.0k | 163.22 |
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Duke Energy Corp Com New (DUK) | 0.0 | $169k | -29% | 1.8k | 96.71 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $169k | +400% | 2.8k | 60.74 |
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Snap-on Incorporated (SNA) | 0.0 | $168k | +27% | 567.00 | 296.22 |
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Altria (MO) | 0.0 | $168k | +7% | 3.8k | 44.57 |
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AFLAC Incorporated (AFL) | 0.0 | $167k | 1.9k | 85.86 |
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Southern Copper Corporation (SCCO) | 0.0 | $167k | +27% | 1.6k | 106.52 |
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CNA Financial Corporation (CNA) | 0.0 | $166k | +34% | 3.7k | 45.42 |
|
Pioneer Natural Resources (PXD) | 0.0 | $165k | -10% | 627.00 | 262.50 |
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $164k | +4% | 2.3k | 72.36 |
|
Capital One Financial (COF) | 0.0 | $164k | 1.1k | 148.89 |
|
|
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $163k | -7% | 2.4k | 68.84 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $162k | 2.2k | 72.34 |
|
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $162k | 290.00 | 557.25 |
|
|
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $160k | 2.8k | 57.70 |
|
|
Walt Disney Company (DIS) | 0.0 | $157k | -62% | 1.3k | 122.31 |
|
Tradeweb Mkts Cl A (TW) | 0.0 | $157k | +25% | 1.5k | 104.17 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $154k | -15% | 295.00 | 523.46 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $154k | +13% | 1.6k | 97.87 |
|
Amkor Technology (AMKR) | 0.0 | $153k | 4.7k | 32.26 |
|
|
Flowers Foods (FLO) | 0.0 | $151k | +111% | 6.4k | 23.75 |
|
Williams-Sonoma (WSM) | 0.0 | $151k | 475.00 | 317.53 |
|
|
American Tower Reit (AMT) | 0.0 | $149k | 755.00 | 197.59 |
|
|
Deckers Outdoor Corporation (DECK) | 0.0 | $149k | +69% | 158.00 | 941.27 |
|
Consolidated Edison (ED) | 0.0 | $147k | +5% | 1.6k | 90.81 |
|
Icl Group SHS (ICL) | 0.0 | $146k | -21% | 27k | 5.38 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $146k | 1.3k | 114.14 |
|
|
Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $145k | +7% | 28k | 5.19 |
|
Shell Spon Ads (SHEL) | 0.0 | $143k | -14% | 2.1k | 67.04 |
|
Werner Enterprises (WERN) | 0.0 | $142k | -18% | 3.6k | 39.12 |
|
Public Storage (PSA) | 0.0 | $142k | 488.00 | 290.06 |
|
|
Agree Realty Corporation (ADC) | 0.0 | $141k | -5% | 2.5k | 57.20 |
|
General Electric Com New (GE) | 0.0 | $140k | 800.00 | 175.53 |
|
|
Fmc Corp Com New (FMC) | 0.0 | $140k | 2.2k | 63.78 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $140k | +38% | 1.8k | 79.76 |
|
Canadian Natl Ry (CNI) | 0.0 | $140k | +15% | 1.1k | 131.71 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $135k | 1.9k | 72.63 |
|
|
Exelixis (EXEL) | 0.0 | $135k | +319% | 5.7k | 23.73 |
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $134k | +2% | 1.9k | 70.36 |
|
Open Text Corp (OTEX) | 0.0 | $133k | 3.4k | 38.83 |
|
|
Seaboard Corporation (SEB) | 0.0 | $132k | +115% | 41.00 | 3223.93 |
|
Akamai Technologies (AKAM) | 0.0 | $132k | +2% | 1.2k | 108.76 |
|
Verisk Analytics (VRSK) | 0.0 | $132k | 558.00 | 235.73 |
|
|
Corteva (CTVA) | 0.0 | $130k | +27% | 2.3k | 57.67 |
|
Saia (SAIA) | 0.0 | $129k | +3% | 221.00 | 585.00 |
|
AutoZone (AZO) | 0.0 | $129k | 41.00 | 3151.66 |
|
|
Nike CL B (NKE) | 0.0 | $129k | -11% | 1.4k | 93.99 |
|
Old Republic International Corporation (ORI) | 0.0 | $127k | 4.1k | 30.72 |
|
Past Filings by Janiczek Wealth Management
SEC 13F filings are viewable for Janiczek Wealth Management going back to 2016
- 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
- JJJ Advisors 2020 Q3 filed Oct. 19, 2020