Rezny Wealth Management

Rezny Wealth Management as of March 31, 2025

Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 30.7 $119M 320k 370.82
Ishares Tr Core S&p500 Etf (IVV) 29.0 $112M 199k 561.90
Vaneck Etf Trust Semiconductr Etf (SMH) 5.1 $20M 93k 211.47
Select Sector Spdr Tr Technology (XLK) 4.8 $19M 90k 206.48
Select Sector Spdr Tr Financial (XLF) 4.5 $17M 349k 49.81
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.0 $15M 268k 57.14
Ishares Tr Fltg Rate Nt Etf (Principal) (FLOT) 3.5 $14M 266k 51.05
Ishares Tr 20 Yr Tr Bd Etf (Principal) (TLT) 2.1 $8.1M 89k 91.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $7.8M 17k 468.92
Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 1.9 $7.5M 79k 95.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $6.2M 79k 78.94
Oaktree Specialty Lending Corp (OCSL) 1.1 $4.4M 283k 15.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.1M 4.0k 532.58
Okta Cl A (OKTA) 0.5 $2.1M 20k 105.22
Apple (AAPL) 0.5 $2.1M 9.3k 222.14
American Electric Power Company (AEP) 0.5 $1.9M 18k 109.27
Meta Platforms Cl A (META) 0.5 $1.9M 3.3k 576.36
Microsoft Corporation (MSFT) 0.5 $1.9M 4.9k 375.43
Amazon (AMZN) 0.5 $1.8M 9.5k 190.26
Stride (LRN) 0.5 $1.8M 14k 126.50
Brinker International (EAT) 0.4 $1.7M 12k 149.05
NVIDIA Corporation (NVDA) 0.4 $1.7M 16k 108.38
Starbucks Corporation (SBUX) 0.4 $1.7M 17k 98.09
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.7M 11k 154.64
L3harris Technologies (LHX) 0.4 $1.6M 7.7k 209.31
Urban Outfitters (URBN) 0.4 $1.5M 28k 52.40
Dxp Enterprises Com New (DXPE) 0.4 $1.4M 18k 82.26
Intapp (INTA) 0.4 $1.4M 24k 58.38
Tesla Motors (TSLA) 0.3 $1.3M 5.0k 259.16
Vanguard World Inf Tech Etf (VGT) 0.3 $1.3M 2.3k 542.28
Paypal Holdings (PYPL) 0.3 $1.3M 19k 65.25
Celestica (CLS) 0.3 $1.2M 16k 78.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 2.2k 513.91
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $928k 23k 40.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $658k 1.2k 559.39
Vanguard Index Fds Large Cap Etf (VV) 0.1 $523k 2.0k 257.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $403k 1.5k 274.84
Ishares Tr Russell 3000 Etf (IWV) 0.1 $207k 650.00 317.64