Janiczek Wealth Management, LLC Purchases in Q2 2024

Janiczek Wealth Management, LLC

  • $475 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
253K
+ 437.8%
$72.31 - $79.02 $18.3M - $20M
311K $24.2M
XCEM
Columbia ETF Tr Ii

ETFs
451K
New
$29.7 - $31.92 $13.4M - $14.4M
451K $14.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
322K
New
$43.12 - $48.83 $13.9M - $15.7M
322K $14M
AVDE
American Centy ETF Tr Avantis

ETFs
185K
+ 40.37%
$61.17 - $65.29 $11.3M - $12.1M
642K $40M
JCPB
J P Morgan Exchange Traded Fd

ETFs
160K
+ 303.19%
$45.27 - $46.67 $7.25M - $7.48M
213K $9.87M
AAPL
Apple Inc.

Technology
15.6K
+ 46.37%
$165.0 - $216.67 $2.58M - $3.38M
49.3K $10.4M
NVDA
Nvidia Corp

Technology
37.6K
+ 891.05%
$118.11 - $1224.4 $4.45M - $46.1M
41.9K $5.17M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.5K
+ 35.84%
$49.55 - $50.44 $1.17M - $1.19M
89.2K $4.47M
DSTL
ETF Ser Solution Distillate Us

ETFs
44.9K
+ 7.81%
$50.71 - $53.66 $2.28M - $2.41M
619K $31.8M
PR
Permian Resources Corporation

Energy
42K
New
$15.04 - $18.08 $632K - $760K
42K $678K
QQQ
Invesco Qqq Trust, Series 1

ETFs
523
+ 209.2%
$414.65 - $485.21 $217K - $254K
773 $370K
CL
Colgate Palmolive CO

Consumer Defensive
2.41K
+ 320.64%
$85.85 - $98.99 $207K - $238K
3.16K $306K
UNP
Union Pacific Corp

Industrials
993
+ 640.65%
$221.38 - $247.4 $220K - $246K
1.15K $259K
AJG
Arthur J. Gallagher & Co.

Financial Services
470
+ 4.74%
$230.52 - $265.19 $108K - $125K
10.4K $2.7M
WMT
Walmart Inc.

Consumer Defensive
728
+ 3.39%
$58.85 - $68.9 $42.8K - $50.2K
22.2K $1.5M
LLY
Eli Lilly & CO

Healthcare
51
+ 4.03%
$724.87 - $909.04 $37K - $46.4K
1.32K $1.19M
AVGO
Broadcom Inc.

Technology
20
+ 3.64%
$1204.71 - $1828.87 $24.1K - $36.6K
570 $915K
HUM
Humana Inc

Healthcare
462
+ 156.08%
$302.09 - $373.65 $140K - $173K
758 $283K
RDY
Dr Reddys Laboratories LTD

Healthcare
2.03K
+ 32.93%
$68.26 - $76.19 $139K - $155K
8.21K $625K
MTG
Mgic Investment Corp

Financial Services
7.94K
+ 142.55%
$19.38 - $21.89 $154K - $174K
13.5K $291K
QCOM
Qualcomm Inc

Technology
119
+ 2.6%
$157.63 - $227.09 $18.8K - $27K
4.69K $934K
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 3.36%
$704.88 - $870.75 $23.3K - $28.7K
1.02K $863K
XOM
Exxon Mobil Corp

Energy
1.38K
+ 8.49%
$108.36 - $122.2 $150K - $169K
17.7K $2.03M
CATH
Global X Fds Global X S&P 500

ETFs
510
+ 0.84%
$60.01 - $66.14 $30.6K - $33.7K
61.2K $4M
COLM
Columbia Sportswear CO

Consumer Cyclical
1.75K
+ 534.56%
$74.21 - $86.98 $130K - $152K
2.08K $164K
NVO
Novo Nordisk A S

Healthcare
290
+ 4.5%
$122.71 - $146.91 $35.6K - $42.6K
6.73K $960K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
202
+ 28.82%
$392.81 - $485.53 $79.3K - $98.1K
903 $423K
NFLX
Netflix Inc

Communication Services
111
+ 14.64%
$550.64 - $686.12 $61.1K - $76.2K
869 $586K
VV
Vanguard Large Cap ETF

ETFs
171
+ 2.08%
$227.27 - $251.65 $38.9K - $43K
8.39K $2.09M
WIT
Wipro LTD

Technology
12.3K
+ 10.57%
$5.12 - $6.1 $62.8K - $74.8K
128K $782K
LOGI
Logitech International S.A.

Technology
1.07K
+ 2187.76%
$77.31 - $102.17 $82.9K - $110K
1.12K $108K
GRMN
Garmin LTD

Technology
344
+ 10.61%
$139.52 - $170.94 $48K - $58.8K
3.59K $584K
GL
Globe Life Inc.

Financial Services
1.24K
+ 3359.46%
$49.17 - $114.13 $61.1K - $142K
1.28K $105K
ADC
Agree Realty Corp

Real Estate
1.38K
+ 55.94%
$54.9 - $61.95 $75.5K - $85.2K
3.83K $237K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1.1K
New
$73.43 - $82.91 $81K - $91.4K
1.1K $90K
TSLA
Tesla, Inc.

Consumer Cyclical
288
+ 19.74%
$142.05 - $197.88 $40.9K - $57K
1.75K $345K
INFY
Infosys LTD

Technology
3.78K
+ 16.86%
$16.51 - $18.63 $62.5K - $70.5K
26.2K $488K
PRU
Prudential Financial Inc

Financial Services
700
+ 301.72%
$107.35 - $121.31 $75.1K - $84.9K
932 $109K
CHT
Chunghwa Telecom CO LTD

Communication Services
2.27K
+ 11.48%
$37.71 - $39.78 $85.7K - $90.4K
22.1K $852K
ENB
Enbridge Inc

Energy
2.25K
+ 36.43%
$32.97 - $37.83 $74.3K - $85.3K
8.44K $300K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
196
New
$377.31 - $399.95 $74K - $78.4K
196 $76K
KO
Coca Cola CO

Consumer Defensive
915
+ 15.2%
$58.06 - $64.15 $53.1K - $58.7K
6.94K $441K
APH
Amphenol Corp

Technology
2.05K
+ 124.54%
$67.16 - $136.4 $138K - $280K
3.7K $248K
TPL
Texas Pacific Land Corp

Energy
60
+ 66.67%
$558.56 - $777.27 $33.5K - $46.6K
150 $110K
PGR
Progressive Corp

Financial Services
153
+ 0.53%
$202.26 - $215.9 $30.9K - $33K
29.3K $6.08M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
829
+ 3.59%
$28.55 - $30.21 $23.7K - $25K
23.9K $718K
GD
General Dynamics Corp

Industrials
132
+ 6.3%
$281.11 - $300.23 $37.1K - $39.6K
2.23K $646K
WPM
Wheaton Precious Metals Corp.

Basic Materials
970
+ 106.24%
$47.79 - $57.82 $46.4K - $56.1K
1.88K $98K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
544
+ 1.82%
$24.67 - $27.2 $13.4K - $14.8K
30.5K $810K
Activity Summary
Buys All Purchases 262 New Holdings 46 Increased Positions 216 Sells All Sells 328 Reductions 326 Sold out 2 Options Calls 0 Puts 0
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