Rezny Wealth Management, Inc. Portfolio Holdings

Rezny Wealth Management, Inc.

  • $381 Million
  • Q1 2025

Rezny Wealth Management, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $381 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $119M, Ishares Core S&P 500 ETF with a value of $112M, Vaneck ETF Tr Semiconductor Et with a value of $19.7M, Technology Sector Spdr with a value of $18.7M, and Financial Sector Spdr with a value of $17.4M.

Examining the 13F form we can see an decrease of $22.4M in the current position value, from $403M to 381M.

Below you can find more details about Rezny Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $381 Million
ETFs: $349 Million
Technology: $10 Million
Consumer Cyclical: $7.99 Million
Communication Services: $3.57 Million
Financial Services: $3.38 Million
Industrials: $3.06 Million
Utilities: $1.92 Million
Consumer Defensive: $1.78 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$119 Million 31.15% of portfolio
319,726
Q1 2025 Reduced 2.38%
$0
$112 Million 29.4% of portfolio
199,127
Q1 2025 Reduced 5.27%
$0
$19.7 Million 5.17% of portfolio
93,098
Q1 2025 Added 1.35%
$0
$18.7 Million 4.91% of portfolio
90,444
Q1 2025 Added 2.08%
$0
$17.4 Million 4.56% of portfolio
348,562
Q1 2025 Added 2,680.04%
$0
$15.3 Million 4.03% of portfolio
268,387
Q1 2025 Added 13.02%
$0
$13.6 Million 3.56% of portfolio
265,465
Q1 2025 Reduced 1.43%
$0
$8.08 Million 2.12% of portfolio
88,782
Q1 2025 Reduced 11.22%
$0
$7.81 Million 2.05% of portfolio
16,660
Q1 2025 Added 7.22%
$0
$7.53 Million 1.98% of portfolio
78,905
Q1 2025 Reduced 24.99%
$0
$6.22 Million 1.63% of portfolio
78,830
Q1 2025 Reduced 1.71%
$631B
$2.12 Million 0.56% of portfolio
3,984
Q1 2025 Added 10.88%
$14B
$2.08 Million 0.55% of portfolio
19,780
Q1 2025 Added 3.3%
$3.35T
$2.07 Million 0.54% of portfolio
9,325
Q1 2025 Added 0.43%
$54B
$1.92 Million 0.51% of portfolio
17,608
Q1 2025 Added 4.08%
$1.62T
$1.91 Million 0.5% of portfolio
3,314
Q1 2025 Added 4.51%
$2.3T
$1.82 Million 0.48% of portfolio
9,543
Q1 2025 Added 7.16%
$5.81B
$1.78 Million 0.47% of portfolio
14,069
Q1 2025 New
$7.28B
$1.71 Million 0.45% of portfolio
11,475
Q1 2025 New
$409B
$1.7 Million 0.45% of portfolio
15,659
Q1 2025 Added 14.42%
$108B
$1.69 Million 0.44% of portfolio
17,251
Q1 2025 Added 10.96%
$1.07T
$1.66 Million 0.44% of portfolio
10,722
Q1 2025 Added 7.62%
$50.2B
$1.61 Million 0.42% of portfolio
7,702
Q1 2025 Added 11.12%
$6.65B
$1.48 Million 0.39% of portfolio
28,313
Q1 2025 New
$1.68B
$1.45 Million 0.38% of portfolio
17,588
Q1 2025 New
$2.74B
$1.41 Million 0.37% of portfolio
24,195
Q1 2025 New
$1T
$1.29 Million 0.34% of portfolio
4,967
Q1 2025 Added 16.57%
$0
$1.26 Million 0.33% of portfolio
2,330
Q1 2025 New
$85.5B
$1.26 Million 0.33% of portfolio
19,240
Q1 2025 New
$0
$1.13 Million 0.3% of portfolio
2,204
Q1 2025 Added 7.36%
$13.6B
$928,000 0.24% of portfolio
23,115
Q1 2025 New
$0
$657,000 0.17% of portfolio
1,176
Q1 2025 Added 17.48%
$0
$523,000 0.14% of portfolio
2,035
Q4 2024 Reduced 14.68%
$0
$403,000 0.11% of portfolio
1,467
Q1 2025 Added 30.98%
$0
$206,000 0.05% of portfolio
650
Q2 2024 New
Celestica Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Oaktree Specialty Lending CO
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.39%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $381 Million
  • Prior Value $403 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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