Reitz Capital Advisors LLC Portfolio Holdings

Reitz Capital Advisors LLC

  • $57.4 Million
  • Q1 2024

Reitz Capital Advisors LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $57.4 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $14.4M, J P Morgan ETF Tr Nasdaq Equit with a value of $11.7M, Vanguard Bd Index Fd Inc Total with a value of $6.43M, Schwab Strategic Tr Us Large C with a value of $5.33M, and J P Morgan Exchange Traded Fd with a value of $4.98M.

Examining the 13F form we can see an increase of $2.19M in the current position value, from $55.2M to 57.4M.

Below you can find more details about Reitz Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $57.4 Million
ETFs: $52.1 Million
Technology: $1.85 Million
Basic Materials: $1.4 Million
Financial Services: $1.31 Million
Energy: $442,000
Communication Services: $274,000
Healthcare: $3,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$722,000 1.26% of portfolio
44,193
Q4 2023 Reduced 7.52%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $57.4 Million
  • Prior Value $55.2 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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