Janiczek Wealth Management, LLC Reduced Holdings in Q2 2024

Janiczek Wealth Management, LLC

  • $475 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-229K
- 47.68%
$75.81 - $80.15 $17.4M - $18.4M
251K $19.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-328K
- 89.5%
$45.24 - $49.04 $14.8M - $16.1M
38.5K $1.82M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-327K
- 97.73%
$40.83 - $44.89 $13.3M - $14.7M
7.59K $331K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-164K
- 89.82%
$67.82 - $72.36 $11.1M - $11.9M
18.6K $1.29M
FNDA
Schwab Fundamental U S Small C

ETFs
-5.83K
- 1.71%
$52.82 - $57.21 $308K - $333K
335K $18.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-33.6K
- 5.96%
$24.14 - $24.61 $811K - $826K
530K $13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.77K
- 1.56%
$95.11 - $97.92 $549K - $565K
365K $35.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.09K
- 4.96%
$497.53 - $549.64 $3.03M - $3.35M
117K $63.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.26K
- 3.63%
$54.04 - $58.09 $230K - $247K
113K $6.16M
VIV
Telefonica Brasil S.A.

Communication Services
-25K
- 33.04%
$8.16 - $10.27 $204K - $257K
50.7K $416K
INTC
Intel Corp

Technology
-2.9K
- 19.04%
$29.85 - $44.52 $86.6K - $129K
12.3K $382K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.21K
- 25.39%
$87.04 - $101.61 $367K - $428K
12.4K $1.25M
ACN
Accenture PLC

Technology
-518
- 21.07%
$281.76 - $339.17 $146K - $176K
1.94K $588K
STLA
Stellantis N.V.

Consumer Cyclical
-660
- 2.32%
$19.77 - $28.24 $13K - $18.6K
27.8K $551K
LMT
Lockheed Martin Corp

Industrials
-594
- 19.16%
$447.57 - $471.51 $266K - $280K
2.51K $1.17M
NOC
Northrop Grumman Corp

Industrials
-402
- 97.1%
$423.42 - $488.06 $170K - $196K
12 $5K
UNH
Unitedhealth Group Inc

Healthcare
-422
- 23.26%
$439.2 - $524.63 $185K - $221K
1.39K $708K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.79K
- 2.19%
$50.22 - $50.48 $190K - $191K
169K $8.53M
CSCO
Cisco Systems, Inc.

Technology
-2.96K
- 15.47%
$45.52 - $50.04 $135K - $148K
16.2K $767K
JNJ
Johnson & Johnson

Healthcare
-625
- 11.71%
$144.38 - $157.78 $90.2K - $98.6K
4.71K $688K
MDT
Medtronic PLC

Healthcare
-1.14K
- 16.8%
$78.71 - $87.02 $89.5K - $98.9K
5.63K $443K
GIB
Cgi Inc

Technology
-965
- 21.34%
$98.05 - $109.92 $94.6K - $106K
3.56K $355K
GOOG
Alphabet Inc.

Communication Services
-2.37K
- 25.29%
$151.94 - $186.86 $360K - $443K
7K $1.28M
MA
Mastercard Inc

Financial Services
-145
- 7.7%
$441.1 - $479.43 $64K - $69.5K
1.74K $767K
DLB
Dolby Laboratories, Inc.

Industrials
-1.44K
- 31.14%
$77.58 - $83.85 $112K - $121K
3.18K $251K
GILD
Gilead Sciences, Inc.

Healthcare
-1.59K
- 28.87%
$63.15 - $72.88 $101K - $116K
3.92K $269K
V
Visa Inc.

Financial Services
-240
- 5.59%
$262.47 - $281.5 $63K - $67.6K
4.06K $1.06M
HMC
Honda Motor CO LTD

Consumer Cyclical
-854
- 4.24%
$31.37 - $37.04 $26.8K - $31.6K
19.3K $622K
MSM
Msc Industrial Direct CO Inc

Industrials
-698
- 18.68%
$75.84 - $95.95 $52.9K - $67K
3.04K $241K
CI
Cigna Corp

Healthcare
-156
- 7.68%
$330.57 - $364.08 $51.6K - $56.8K
1.87K $619K
AMAT
Applied Materials Inc

Technology
-751
- 35.66%
$189.46 - $247.83 $142K - $186K
1.36K $319K
CRM
Salesforce, Inc.

Technology
-180
- 14.0%
$218.01 - $304.74 $39.2K - $54.9K
1.11K $284K
PLD
Prologis, Inc.

Real Estate
-680
- 48.54%
$101.88 - $127.92 $69.3K - $87K
721 $80K
DOX
Amdocs LTD

Technology
-763
- 23.11%
$74.9 - $90.23 $57.1K - $68.8K
2.54K $200K
CVS
Cvs Health Corp

Healthcare
-1.03K
- 58.8%
$53.63 - $79.56 $55.3K - $82.1K
723 $42K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-830
- 16.84%
$95.3 - $104.42 $79.1K - $86.7K
4.1K $412K
FMC
Fmc Corp

Basic Materials
-1.42K
- 64.6%
$54.38 - $67.53 $77.1K - $95.8K
777 $44K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-1.67K
- 8.24%
$13.02 - $17.51 $21.7K - $29.2K
18.6K $241K
HD
Home Depot, Inc.

Consumer Cyclical
-28
- 1.43%
$325.1 - $368.03 $9.1K - $10.3K
1.92K $662K
CTSH
Cognizant Technology Solutions Corp

Technology
-606
- 8.08%
$64.26 - $71.84 $38.9K - $43.5K
6.89K $468K
MNST
Monster Beverage Corp

Consumer Defensive
-1.01K
- 32.48%
$48.03 - $57.74 $48.7K - $58.5K
2.11K $105K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.62K
- 69.02%
$28.38 - $32.36 $74.5K - $84.9K
1.18K $36K
TM
Toyota Motor Corp

Consumer Cyclical
-161
- 16.46%
$193.58 - $246.99 $31.2K - $39.8K
817 $167K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.26K
- 22.1%
$53.37 - $56.94 $67.2K - $71.7K
4.44K $245K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.24K
- 7.45%
$56.22 - $60.47 $69.8K - $75K
15.4K $903K
AMD
Advanced Micro Devices Inc

Technology
-273
- 18.27%
$144.27 - $183.34 $39.4K - $50.1K
1.22K $198K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-849
- 1.13%
$44.66 - $45.99 $37.9K - $39K
74.3K $3.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-952
- 51.18%
$70.55 - $72.66 $67.2K - $69.2K
908 $65K
SNY
Sanofi

Healthcare
-1.31K
- 19.75%
$45.39 - $50.36 $59.4K - $65.9K
5.32K $257K
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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