JJJ Advisors
Latest statistics and disclosures from Janiczek Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SCHD, AGG, AVDE, DSTL, and represent 43.24% of Janiczek Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL, MSFT, AGG, DSTL, AMZN, JPST, COWZ, GOOG, XOM, WMT.
- Started 95 new stock positions in IQV, IUSG, CMA, MPLX, LH, BLDR, AZO, KLAC, ALB, CAG.
- Reduced shares in these 10 stocks: SCHD, , IVV, , EFAV, VWO, MMM, , GIS, CHT.
- Sold out of its positions in ALK, AFG, Ampio Pharmaceuticals, BRTX, Black Knight, CRH, CABO, DXC, DQ, EPAM.
- Janiczek Wealth Management was a net buyer of stock by $27M.
- Janiczek Wealth Management has $380M in assets under management (AUM), dropping by 4.39%.
- Central Index Key (CIK): 0001598561
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Portfolio Holdings for Janiczek Wealth Management
Janiczek Wealth Management holds 1054 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Janiczek Wealth Management has 1054 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Janiczek Wealth Management Sept. 30, 2023 positions
- Download the Janiczek Wealth Management September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.6 | $52M | 120k | 430.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 9.7 | $37M | 521k | 70.76 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 7.8 | $30M | +4% | 314k | 94.04 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.5 | $25M | 441k | 55.65 |
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| Etf Ser Solutions Distillate Us (DSTL) | 5.6 | $21M | +4% | 480k | 44.64 |
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 4.2 | $16M | 326k | 48.49 |
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| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 3.8 | $15M | 605k | 23.90 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.8 | $15M | 349k | 41.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.5 | $13M | 337k | 39.21 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 3.2 | $12M | 185k | 65.22 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.6 | $9.7M | +10% | 194k | 50.18 |
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| Apple (AAPL) | 1.6 | $6.1M | +72% | 36k | 171.21 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.5 | $5.9M | +14% | 119k | 49.43 |
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| Microsoft Corporation (MSFT) | 1.5 | $5.6M | +71% | 18k | 315.76 |
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| Progressive Corporation (PGR) | 1.1 | $4.0M | +2% | 29k | 139.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $3.4M | 16k | 212.41 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.9 | $3.4M | +2% | 77k | 44.23 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $3.2M | +3% | 67k | 48.10 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.8 | $2.9M | 56k | 52.30 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.7 | $2.7M | +3% | 49k | 55.97 |
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| Arthur J. Gallagher & Co. (AJG) | 0.6 | $2.2M | 9.6k | 227.93 |
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| Amazon (AMZN) | 0.5 | $1.9M | +95% | 15k | 127.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.8M | +21% | 14k | 130.86 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.8M | +40% | 15k | 117.58 |
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| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.4 | $1.6M | 51k | 32.14 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.6M | +21% | 3.9k | 408.96 |
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| Antero Midstream Corp antero midstream (AM) | 0.4 | $1.6M | 133k | 11.98 |
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| Procter & Gamble Company (PG) | 0.4 | $1.6M | +7% | 11k | 145.86 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.4 | $1.4M | +2% | 43k | 31.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | 3.4k | 393.50 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.2M | 17k | 72.72 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | +8% | 28k | 43.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | +94% | 8.6k | 131.85 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.1M | +24% | 2.6k | 434.99 |
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| Meta Platforms Cl A (META) | 0.3 | $1.1M | +19% | 3.7k | 300.21 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.1M | +79% | 6.6k | 159.92 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.0M | +11% | 6.6k | 155.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $968k | 6.1k | 159.48 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $902k | +3% | 19k | 47.89 |
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| Visa Com Cl A (V) | 0.2 | $865k | +30% | 3.8k | 230.02 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $864k | 17k | 51.87 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $862k | +2% | 9.9k | 87.00 |
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| Cisco Systems (CSCO) | 0.2 | $849k | +7% | 16k | 53.76 |
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| UnitedHealth (UNH) | 0.2 | $789k | +44% | 1.6k | 504.19 |
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| Antero Res (AR) | 0.2 | $666k | 26k | 25.38 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $660k | +19% | 15k | 44.34 |
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| Chevron Corporation (CVX) | 0.2 | $650k | +16% | 3.9k | 168.62 |
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| Sap Se Spon Adr (SAP) | 0.2 | $647k | 5.0k | 129.32 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $633k | 2.1k | 307.11 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $632k | +93% | 1.6k | 395.91 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $618k | 26k | 23.94 |
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| EOG Resources (EOG) | 0.2 | $601k | +42% | 4.7k | 126.76 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $598k | +13% | 1.2k | 509.90 |
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| Eaton Corp SHS (ETN) | 0.2 | $576k | +68% | 2.7k | 213.28 |
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| Home Depot (HD) | 0.2 | $571k | +9% | 1.9k | 302.08 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.2 | $570k | +6% | 20k | 28.90 |
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| Merck & Co (MRK) | 0.1 | $568k | +29% | 5.5k | 103.12 |
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| Cigna Corp (CI) | 0.1 | $567k | -2% | 2.0k | 286.07 |
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| Honda Motor Amern Shs (HMC) | 0.1 | $555k | +28% | 17k | 33.64 |
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| Eli Lilly & Co. (LLY) | 0.1 | $536k | +27% | 997.00 | 537.13 |
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| Medtronic SHS (MDT) | 0.1 | $533k | -8% | 6.8k | 78.42 |
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| Telefonica Brasil Sa New Adr (VIV) | 0.1 | $525k | +21% | 61k | 8.55 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $520k | +103% | 5.7k | 90.94 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $519k | +2% | 10k | 49.85 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $504k | +9% | 104k | 4.84 |
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| Tesla Motors (TSLA) | 0.1 | $482k | +35% | 1.9k | 250.22 |
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| Intel Corporation (INTC) | 0.1 | $476k | +28% | 13k | 35.55 |
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| Costco Wholesale Corporation (COST) | 0.1 | $464k | +15% | 821.00 | 565.24 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $461k | NEW | 2.4k | 195.69 |
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| Qualcomm (QCOM) | 0.1 | $453k | +4% | 4.1k | 111.06 |
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| Gentex Corporation (GNTX) | 0.1 | $448k | +16% | 14k | 32.54 |
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| Pfizer (PFE) | 0.1 | $444k | +11% | 13k | 33.17 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $443k | +18% | 6.5k | 67.74 |
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| Stellantis SHS (STLA) | 0.1 | $440k | +4% | 23k | 19.13 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $429k | 2.7k | 159.01 |
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| Gilead Sciences (GILD) | 0.1 | $428k | +9% | 5.7k | 74.94 |
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| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $405k | -12% | 11k | 35.94 |
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| Schneider National CL B (SNDR) | 0.1 | $387k | +3% | 14k | 27.71 |
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| SEI Investments Company (SEIC) | 0.1 | $385k | +29% | 6.4k | 60.23 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $383k | +10% | 54k | 7.06 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $375k | +46% | 5.4k | 69.78 |
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| Coca-Cola Company (KO) | 0.1 | $373k | +38% | 6.6k | 56.20 |
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| ConocoPhillips (COP) | 0.1 | $372k | +7% | 3.1k | 119.80 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $372k | NEW | 27k | 14.03 |
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| Cadence Design Systems (CDNS) | 0.1 | $368k | 1.6k | 234.30 |
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| Linde SHS (LIN) | 0.1 | $368k | +14% | 987.00 | 372.35 |
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| Pepsi (PEP) | 0.1 | $366k | +5% | 2.2k | 169.44 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $363k | 19k | 19.19 |
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| Verizon Communications (VZ) | 0.1 | $358k | +47% | 11k | 32.41 |
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| Intuit (INTU) | 0.1 | $357k | +12% | 699.00 | 510.94 |
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| Broadcom (AVGO) | 0.1 | $336k | +136% | 405.00 | 829.97 |
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| Philip Morris International (PM) | 0.1 | $335k | +16% | 3.6k | 93.60 |
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| Cdw (CDW) | 0.1 | $326k | +26833% | 1.6k | 201.76 |
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| Grand Canyon Education (LOPE) | 0.1 | $324k | 2.8k | 116.88 |
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| Enbridge (ENB) | 0.1 | $319k | +386% | 9.5k | 33.54 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $319k | NEW | 21k | 15.32 |
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| Cgi Cl A Sub Vtg (GIB) | 0.1 | $315k | +4% | 3.2k | 98.49 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $309k | +19% | 18k | 17.11 |
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| Amdocs SHS (DOX) | 0.1 | $304k | +6% | 3.6k | 84.60 |
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| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $302k | +3% | 19k | 16.01 |
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| Abbvie (ABBV) | 0.1 | $296k | +66% | 2.0k | 149.06 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $295k | +53% | 2.0k | 145.02 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $292k | -4% | 11k | 26.22 |
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| Avangrid (AGR) | 0.1 | $289k | +48% | 9.5k | 30.27 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $286k | +5% | 699.00 | 409.14 |
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| S&p Global (SPGI) | 0.1 | $283k | +18% | 773.00 | 365.41 |
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| Diamondback Energy (FANG) | 0.1 | $282k | +3618% | 1.8k | 154.88 |
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| Tim S A Sponsored Adr (TIMB) | 0.1 | $282k | 19k | 14.90 |
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| Manhattan Associates (MANH) | 0.1 | $281k | +5% | 1.4k | 197.66 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $280k | 5.7k | 49.17 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $280k | 2.9k | 96.92 |
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| Walt Disney Company (DIS) | 0.1 | $276k | +273% | 3.4k | 81.05 |
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| Hartford Financial Services (HIG) | 0.1 | $275k | +12% | 3.9k | 70.94 |
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| Us Bancorp Del Com New (USB) | 0.1 | $272k | 8.1k | 33.52 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $272k | 4.2k | 64.46 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $263k | -9% | 4.1k | 63.64 |
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| BP Sponsored Adr (BP) | 0.1 | $259k | 6.7k | 38.72 |
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| salesforce (CRM) | 0.1 | $256k | 1.3k | 202.78 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $255k | 2.0k | 128.74 |
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| Abbott Laboratories (ABT) | 0.1 | $255k | +69% | 2.6k | 96.85 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $255k | +11% | 4.7k | 53.64 |
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| CRH Ord (CRHCF) | 0.1 | $251k | NEW | 4.6k | 54.73 |
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| Dr Reddys Labs Adr (RDY) | 0.1 | $251k | +10% | 3.8k | 66.87 |
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| Automatic Data Processing (ADP) | 0.1 | $251k | +129% | 1.0k | 240.61 |
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| Wells Fargo & Company (WFC) | 0.1 | $241k | +46% | 5.9k | 40.86 |
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| Dolby Laboratories Com Cl A (DLB) | 0.1 | $238k | +7% | 3.0k | 79.26 |
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| General Motors Company (GM) | 0.1 | $235k | +25% | 7.1k | 32.97 |
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| Posco Holdings Sponsored Adr (PKX) | 0.1 | $230k | 2.2k | 102.50 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $230k | +116% | 7.3k | 31.64 |
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| Analog Devices (ADI) | 0.1 | $229k | +11% | 1.3k | 175.09 |
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| Williams Companies (WMB) | 0.1 | $228k | 6.8k | 33.69 |
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| Janus Henderson Group Ord Shs (JHG) | 0.1 | $225k | -8% | 8.7k | 25.82 |
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| Garmin SHS (GRMN) | 0.1 | $224k | +9% | 2.1k | 105.20 |
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| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.1 | $218k | -11% | 9.1k | 24.10 |
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| Applied Materials (AMAT) | 0.1 | $215k | +792% | 1.6k | 138.45 |
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| Netflix (NFLX) | 0.1 | $214k | +51% | 566.00 | 377.60 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $213k | NEW | 6.0k | 35.57 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $210k | 3.0k | 68.92 |
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| Unum (UNM) | 0.1 | $207k | 4.2k | 49.19 |
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| Travelers Companies (TRV) | 0.1 | $204k | +2% | 1.2k | 163.31 |
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| Evercore Class A (EVR) | 0.1 | $203k | 1.5k | 137.88 |
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| Southern Company (SO) | 0.1 | $202k | 3.1k | 64.72 |
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| Zoetis Cl A (ZTS) | 0.1 | $202k | +201% | 1.2k | 173.98 |
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| Kroger (KR) | 0.1 | $199k | +20% | 4.4k | 44.75 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $196k | +83% | 563.00 | 347.74 |
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| Prologis (PLD) | 0.1 | $194k | +11% | 1.7k | 112.21 |
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| Anthem (ELV) | 0.1 | $193k | +21% | 442.00 | 435.42 |
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| Te Connectivity SHS (TEL) | 0.1 | $191k | 1.5k | 123.53 |
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| Synopsys (SNPS) | 0.1 | $191k | 416.00 | 458.97 |
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| Gra (GGG) | 0.0 | $189k | +3% | 2.6k | 72.88 |
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| Pioneer Natural Resources (PXD) | 0.0 | $187k | +67% | 815.00 | 229.55 |
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| Amgen (AMGN) | 0.0 | $187k | +118% | 696.00 | 268.76 |
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| Lowe's Companies (LOW) | 0.0 | $186k | +10% | 895.00 | 207.84 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $186k | +2382% | 422.00 | 440.19 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $182k | +6% | 23k | 8.05 |
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| Phillips 66 (PSX) | 0.0 | $180k | +14% | 1.5k | 120.13 |
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| Bk Nova Cad (BNS) | 0.0 | $175k | -6% | 3.8k | 45.59 |
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| Boeing Company (BA) | 0.0 | $173k | +2% | 902.00 | 191.68 |
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| Devon Energy Corporation (DVN) | 0.0 | $172k | 3.6k | 47.70 |
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| 3M Company (MMM) | 0.0 | $171k | -29% | 1.8k | 93.62 |
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| Fastenal Company (FAST) | 0.0 | $171k | +16% | 3.1k | 54.64 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $171k | 1.2k | 143.80 |
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| Emerson Electric (EMR) | 0.0 | $171k | +45% | 1.8k | 96.57 |
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| Nike CL B (NKE) | 0.0 | $170k | +501% | 1.8k | 95.63 |
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| State Street Corporation (STT) | 0.0 | $169k | -3% | 2.5k | 66.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $169k | 675.00 | 250.29 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $169k | +14% | 1.9k | 86.74 |
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| Bristol Myers Squibb (BMY) | 0.0 | $168k | +63% | 2.9k | 58.04 |
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| Oracle Corporation (ORCL) | 0.0 | $164k | +543% | 1.5k | 105.92 |
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| Haleon Spon Ads (HLN) | 0.0 | $163k | 20k | 8.34 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $163k | +98800% | 3.0k | 54.90 |
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| TJX Companies (TJX) | 0.0 | $162k | +5094% | 1.8k | 88.88 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $159k | -3% | 270.00 | 588.66 |
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| McDonald's Corporation (MCD) | 0.0 | $159k | 602.00 | 263.44 |
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| Consolidated Edison (ED) | 0.0 | $158k | +3% | 1.9k | 85.53 |
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| Iqvia Holdings (IQV) | 0.0 | $158k | NEW | 801.00 | 196.75 |
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| Icl Group SHS (ICL) | 0.0 | $156k | -12% | 28k | 5.55 |
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| Ecolab (ECL) | 0.0 | $155k | 917.00 | 169.44 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $155k | 8.9k | 17.39 |
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| Danaher Corporation (DHR) | 0.0 | $153k | -7% | 615.00 | 248.10 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $151k | 1.7k | 91.37 |
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| American Tower Reit (AMT) | 0.0 | $151k | +368% | 919.00 | 164.45 |
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| Honeywell International (HON) | 0.0 | $151k | +11% | 816.00 | 184.74 |
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| Altria (MO) | 0.0 | $151k | -2% | 3.5k | 43.03 |
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| Graham Hldgs Com Cl B (GHC) | 0.0 | $150k | +38% | 258.00 | 583.00 |
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| AFLAC Incorporated (AFL) | 0.0 | $149k | 1.9k | 76.75 |
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| Werner Enterprises (WERN) | 0.0 | $148k | 3.8k | 38.98 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $148k | +2% | 506.00 | 292.29 |
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| Public Storage (PSA) | 0.0 | $146k | -7% | 554.00 | 263.52 |
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| Metropcs Communications (TMUS) | 0.0 | $144k | +80% | 1.0k | 140.05 |
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| General Mills (GIS) | 0.0 | $143k | -30% | 2.2k | 63.99 |
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| Amphenol Corp Cl A (APH) | 0.0 | $142k | +1643% | 1.7k | 84.00 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $139k | 2.8k | 50.16 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $139k | +25% | 1.0k | 133.28 |
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| Cummins (CMI) | 0.0 | $138k | +358% | 605.00 | 228.46 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $138k | +16% | 2.3k | 60.26 |
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| Chubb (CB) | 0.0 | $138k | +2% | 661.00 | 208.29 |
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| Texas Roadhouse (TXRH) | 0.0 | $137k | +6% | 1.4k | 96.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $137k | 321.00 | 427.77 |
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| Pearson Sponsored Adr (PSO) | 0.0 | $137k | +10% | 13k | 10.54 |
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| Air Products & Chemicals (APD) | 0.0 | $137k | +14% | 483.00 | 283.51 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $135k | +9% | 1.3k | 101.86 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $133k | 290.00 | 458.20 |
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| Verisk Analytics (VRSK) | 0.0 | $132k | +2% | 560.00 | 236.24 |
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| Colgate-Palmolive Company (CL) | 0.0 | $132k | +103% | 1.9k | 71.11 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $132k | +32% | 160.00 | 822.96 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $130k | 932.00 | 139.80 |
|
|
| Lancaster Colony (LANC) | 0.0 | $130k | 789.00 | 165.03 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $129k | +735% | 2.0k | 64.38 |
|
| Humana (HUM) | 0.0 | $127k | -24% | 261.00 | 486.61 |
|
| First Hawaiian (FHB) | 0.0 | $127k | 7.0k | 18.05 |
|
|
| Federated Hermes CL B (FHI) | 0.0 | $126k | +14% | 3.7k | 33.87 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $125k | 1.8k | 69.78 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $125k | NEW | 600.00 | 208.24 |
|
| Aptiv SHS (APTV) | 0.0 | $125k | +3223% | 1.3k | 98.59 |
|
| Smucker J M Com New (SJM) | 0.0 | $124k | -18% | 1.0k | 122.91 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $123k | 1.6k | 75.17 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $123k | 1.9k | 65.78 |
|
|
| Autohome Sp Ads Rp Cl A (ATHM) | 0.0 | $123k | +4% | 4.1k | 30.35 |
|
| Servicenow (NOW) | 0.0 | $123k | +214% | 220.00 | 558.96 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $121k | +2566% | 480.00 | 251.33 |
|
| Akamai Technologies (AKAM) | 0.0 | $118k | 1.1k | 106.54 |
|
|
| Open Text Corp (OTEX) | 0.0 | $117k | -8% | 3.3k | 35.10 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $117k | -7% | 2.3k | 50.49 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $117k | +27% | 1.6k | 71.97 |
|
| Nextera Energy (NEE) | 0.0 | $116k | +23% | 2.0k | 57.29 |
|
| Tko Group Holdings Cl A | 0.0 | $115k | NEW | 1.4k | 84.06 |
|
| Old Republic International Corporation (ORI) | 0.0 | $114k | 4.2k | 26.94 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $114k | +16% | 1.5k | 74.43 |
|
| Snap-on Incorporated (SNA) | 0.0 | $111k | -2% | 436.00 | 255.06 |
|
| Valley National Ban (VLY) | 0.0 | $110k | +23% | 13k | 8.60 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $110k | +39% | 23k | 4.73 |
|
| Amkor Technology (AMKR) | 0.0 | $109k | -2% | 4.8k | 22.60 |
|
| AvalonBay Communities (AVB) | 0.0 | $107k | +11% | 624.00 | 171.78 |
|
| Bce Com New (BCE) | 0.0 | $107k | -25% | 2.8k | 38.23 |
|
| AutoZone (AZO) | 0.0 | $107k | NEW | 42.00 | 2540.00 |
|
| Realty Income (O) | 0.0 | $106k | +62% | 2.1k | 50.01 |
|
| Becton, Dickinson and (BDX) | 0.0 | $105k | +341% | 406.00 | 258.53 |
|
| Paychex (PAYX) | 0.0 | $105k | +62% | 906.00 | 115.33 |
|
| Donaldson Company (DCI) | 0.0 | $103k | +11% | 1.7k | 59.64 |
|
| Banco Santander Adr (SAN) | 0.0 | $103k | +5% | 27k | 3.76 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $102k | -16% | 2.0k | 50.45 |
|
| Capital One Financial (COF) | 0.0 | $102k | 1.1k | 97.05 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $101k | 755.00 | 134.35 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $101k | +23% | 39k | 2.58 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $101k | 1.9k | 53.51 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $101k | +111% | 3.7k | 27.38 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $100k | -12% | 1.1k | 88.26 |
|
| Credicorp (BAP) | 0.0 | $100k | -9% | 778.00 | 127.97 |
|
| Ryder System (R) | 0.0 | $99k | +2475% | 927.00 | 106.95 |
|
Past Filings by Janiczek Wealth Management
SEC 13F filings are viewable for Janiczek Wealth Management going back to 2016
- 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
- JJJ Advisors 2020 Q2 filed July 17, 2020
- JJJ Advisors 2020 Q1 filed April 20, 2020