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
SPMD
Spdr Portfolio

ETFs
1
+ 1.69%
$49.54 - $53.39 $49.5 - $53.4
60 $3K
AVGE
American Centy ETF Tr Avantis
9
+ 11.69%
N/A
86 $0
BRTX
Bio Restorative Therapies, Inc.

Healthcare
1
New
$1.15 - $2.22 $1.15 - $2.22
1 $0
ALV
Autoliv Inc

Consumer Cyclical
6
New
$106.29 - $129.11 $638 - $775
6 $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 6.19%
$541.52 - $599.02 $3.25K - $3.59K
103 $56K
Tidal Tr Ii
53
+ 64.63%
N/A
135 $0
AMG
Affiliated Managers Group, Inc.

Financial Services
2
+ 15.38%
$148.4 - $169.52 $297 - $339
15 $2K
Virgin Galactic Holdings Inc
11
New
N/A
11 $0
MTN
Vail Resorts Inc

Consumer Cyclical
3
New
$173.94 - $232.25 $522 - $697
3 $0
VTV
Vanguard Value ETF

ETFs
4
+ 1.04%
$154.57 - $163.65 $618 - $655
389 $62K
Sila Realty Trust Inc
787
New
N/A
787 $0
Nuveen Churchill Direct Lend
1.98K
New
N/A
1.98K $0
Net Lease Office Properties
31
+ 52.54%
N/A
90 $0
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 3.03%
$90.17 - $95.04 $90.2 - $95
34 $3K
EVRG
Evergy, Inc.

Utilities
4
+ 2.26%
$49.56 - $55.74 $198 - $223
181 $9K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
30
New
$27.47 - $29.36 $824 - $881
30 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
6
+ 3.05%
$126.54 - $138.72 $759 - $832
203 $27K
Gsk PLC
177
+ 19.56%
N/A
1.08K $0
PLTK
Playtika Holding Corp.

Communication Services
102
New
$6.78 - $9.09 $692 - $927
102 $0
Ge Vernova Inc
196
New
N/A
196 $0
MRCC
Monroe Capital Corp

Financial Services
40
+ 6.63%
$7.03 - $7.89 $281 - $316
643 $4K
SLVP
Ishares Msci Global Silver And

ETFs
0
New
$10.42 - $13.45 $0 - $0
0 $0
EEMV
Ishares Msci Emerging Markets

ETFs
3
New
$55.16 - $58.09 $165 - $174
3 $0
Labcorp Holdings Inc
61
New
N/A
61 $0
Li Cycle Holdings Corp
99
New
N/A
99 $0
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
13
New
$28.49 - $31.34 $370 - $407
13 $0
DDD
3 D Systems Corp

Technology
100
New
$3.07 - $4.39 $307 - $439
100 $0
Grail Inc
46
New
N/A
46 $0
MKC
Mccormick & CO Inc

Consumer Defensive
8
+ 8.89%
$67.67 - $78.27 $541 - $626
98 $6K
EPAM
Epam Systems, Inc.

Technology
4
+ 28.57%
$170.25 - $274.17 $681 - $1.1K
18 $3K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
New
N/A
2 $0
JHX
James Hardie Industries PLC

Basic Materials
56
+ 25.11%
$30.27 - $40.1 $1.7K - $2.25K
279 $8K
CIVI
Civitas Resources, Inc.

Energy
17
+ 5.04%
$64.72 - $78.16 $1.1K - $1.33K
354 $24K
TTE
Total Energies Se

Energy
63
+ 2.66%
$65.76 - $74.56 $4.14K - $4.7K
2.43K $162K
CM
Canadian Imperial Bank Of Commerce

Financial Services
27
+ 3.14%
$46.69 - $50.6 $1.26K - $1.37K
886 $42K
TDY
Teledyne Technologies Inc

Technology
2
+ 6.45%
$362.5 - $424.93 $725 - $850
33 $12K
CPRT
Copart Inc

Consumer Cyclical
120
+ 6.68%
$52.14 - $58.07 $6.26K - $6.97K
1.92K $103K
HII
Huntington Ingalls Industries, Inc.

Industrials
4
+ 5.41%
$238.46 - $287.6 $954 - $1.15K
78 $19K
MANH
Manhattan Associates Inc

Technology
14
+ 0.94%
$206.06 - $251.21 $2.88K - $3.52K
1.51K $371K
CF
Cf Industries Holdings, Inc.

Basic Materials
28
+ 6.38%
$72.95 - $86.18 $2.04K - $2.41K
467 $34K
O
Realty Income Corp

Real Estate
19
+ 0.54%
$50.8 - $55.45 $965 - $1.05K
3.57K $188K
TAP
Molson Coors Beverage CO

Consumer Defensive
49
+ 11.37%
$49.53 - $68.19 $2.43K - $3.34K
480 $24K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3
+ 0.77%
$58.03 - $67.92 $174 - $204
393 $22K
TGT
Target Corp

Consumer Defensive
66
+ 13.89%
$141.16 - $177.82 $9.32K - $11.7K
541 $80K
HRL
Hormel Foods Corp

Consumer Defensive
151
+ 8.22%
$30.22 - $36.77 $4.56K - $5.55K
1.99K $60K
ADP
Automatic Data Processing Inc

Industrials
29
+ 2.99%
$237.3 - $254.02 $6.88K - $7.37K
1K $238K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19
+ 0.68%
$56.43 - $60.79 $1.07K - $1.16K
2.8K $163K
SAIA
Saia Inc

Industrials
42
+ 19.0%
$377.26 - $598.0 $15.8K - $25.1K
263 $124K
IBM
International Business Machines Corp

Technology
4
+ 0.86%
$164.43 - $190.9 $658 - $764
470 $81K
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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