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
DCI
Donaldson CO Inc

Industrials
174
+ 6.81%
$71.09 - $75.56 $12.4K - $13.1K
2.73K $195K
DK
Delek Us Holdings, Inc.

Energy
196
New
$23.64 - $33.39 $4.63K - $6.54K
196 $4K
NTAP
Net App, Inc.

Technology
13
+ 13.54%
$97.91 - $129.03 $1.27K - $1.68K
109 $14K
FISV
Fiserv Inc

Technology
30
+ 49.18%
N/A
91 $11K
UFPI
Ufp Industries Inc

Basic Materials
40
New
$109.28 - $124.0 $4.37K - $4.96K
40 $4K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
355
New
$12.1 - $19.54 $4.3K - $6.94K
355 $4K
OVV
Ovintiv Inc.

Energy
169
+ 23.54%
$45.63 - $55.56 $7.71K - $9.39K
887 $41K
WPC
W. P. Carey Inc.

Real Estate
107
+ 8.47%
$53.32 - $60.11 $5.71K - $6.43K
1.37K $75K
E
Eni Spa

Energy
147
+ 34.03%
$28.94 - $33.75 $4.25K - $4.96K
579 $17K
AEP
American Electric Power CO Inc

Utilities
30
+ 5.67%
$79.51 - $92.67 $2.39K - $2.78K
559 $49K
ATO
Atmos Energy Corp

Utilities
34
+ 5.5%
$111.34 - $120.59 $3.79K - $4.1K
652 $76K
TFSL
Tfs Financial Corp

Financial Services
243
+ 127.89%
$11.71 - $13.42 $2.85K - $3.26K
433 $5K
VO
Vanguard Mid Cap ETF

ETFs
90
+ 3.71%
$234.99 - $248.98 $21.1K - $22.4K
2.52K $609K
SU
Suncor Energy Inc

Energy
42
+ 5.03%
$36.37 - $41.05 $1.53K - $1.72K
877 $33K
SMCI
Super Micro Computer, Inc.

Technology
5
+ 250.0%
$713.65 - $1037.15 $3.57K - $5.19K
7 $5K
BAH
Booz Allen Hamilton Holding Corp

Industrials
11
+ 5.88%
$139.51 - $158.51 $1.53K - $1.74K
198 $30K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
38
+ 88.37%
$79.92 - $84.63 $3.04K - $3.22K
81 $6K
WBS
Webster Financial Corp

Financial Services
79
New
$39.64 - $49.54 $3.13K - $3.91K
79 $3K
CVNA
Carvana Co.

Consumer Cyclical
31
New
$69.16 - $132.88 $2.14K - $4.12K
31 $3K
EFV
Msci Eafe Value ETF

ETFs
59
New
$52.34 - $56.41 $3.09K - $3.33K
59 $3K
ALGM
Allegro Microsystems, Inc.

Technology
60
+ 6.69%
$25.68 - $30.79 $1.54K - $1.85K
957 $27K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23
+ 7.3%
$102.13 - $110.88 $2.35K - $2.55K
338 $36K
PSTG
Pure Storage, Inc.

Technology
36
New
$49.46 - $68.35 $1.78K - $2.46K
36 $2K
CTRA
Coterra Energy Inc.

Energy
84
+ 27.91%
$26.62 - $28.52 $2.24K - $2.4K
385 $10K
MPW
Medical Properties Trust Inc

Real Estate
475
New
$3.99 - $5.85 $1.9K - $2.78K
475 $2K
CNP
Centerpoint Energy Inc

Utilities
4
+ 0.51%
$27.22 - $31.31 $109 - $125
781 $24K
AWK
American Water Works Company, Inc.

Utilities
22
New
$113.82 - $135.5 $2.5K - $2.98K
22 $2K
G
Genpact LTD

Technology
57
+ 11.07%
$30.56 - $34.47 $1.74K - $1.96K
572 $18K
STN
Stantec Inc

Industrials
16
+ 48.48%
$78.68 - $85.35 $1.26K - $1.37K
49 $4K
IQ
I Qiyi, Inc.

Communication Services
648
New
$3.6 - $5.79 $2.33K - $3.75K
648 $2K
ING
Ing Groep Nv

Financial Services
97
+ 5.32%
$15.64 - $18.03 $1.52K - $1.75K
1.92K $32K
MRO
Marathon Oil Corp

Energy
56
+ 12.93%
$25.56 - $29.69 $1.43K - $1.66K
489 $14K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
74
+ 7.41%
$57.14 - $67.42 $4.23K - $4.99K
1.07K $62K
KGC
Kinross Gold Corp

Basic Materials
213
+ 213.0%
$6.16 - $8.32 $1.31K - $1.77K
313 $2K
AFG
American Financial Group Inc

Financial Services
11
+ 550.0%
$123.02 - $135.33 $1.35K - $1.49K
13 $1K
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
New
$471.28 - $533.64 $1.41K - $1.6K
3 $1K
FFIV
F5, Inc.

Technology
57
+ 11.49%
$165.31 - $196.07 $9.42K - $11.2K
553 $95K
AXP
American Express CO

Financial Services
3
+ 3.41%
$217.5 - $243.08 $653 - $729
91 $21K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
30
New
$31.85 - $43.98 $956 - $1.32K
30 $1K
FDX
Fedex Corp

Industrials
3
+ 6.0%
$245.11 - $299.84 $735 - $900
53 $15K
RACE
Ferrari N.V.

Consumer Cyclical
6
+ 9.84%
$401.0 - $431.75 $2.41K - $2.59K
67 $27K
OZK
Bank Ozk

Financial Services
25
New
$37.85 - $49.21 $946 - $1.23K
25 $1K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
80
New
$18.39 - $22.41 $1.47K - $1.79K
80 $1K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.11%
$57.86 - $62.21 $116 - $124
1.89K $114K
FCN
Fti Consulting, Inc

Industrials
3
+ 3.53%
$204.46 - $224.8 $613 - $674
88 $18K
CLNE
Clean Energy Fuels Corp.

Energy
500
+ 862.07%
$2.21 - $3.13 $1.11K - $1.57K
558 $1K
VALE
Vale S.A.

Basic Materials
143
New
$11.1 - $12.99 $1.59K - $1.86K
143 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
54
+ 900.0%
$28.34 - $31.57 $1.53K - $1.7K
60 $1K
Solventum Corp
36
New
N/A
36 $0
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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