Rezny Wealth Management, Inc. Portfolio Holdings

Rezny Wealth Management, Inc.

  • $391 Million
  • Q3 2024

Rezny Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $391 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $123M, Ishares Core S&P 500 ETF with a value of $122M, Vaneck ETF Tr Semiconductor Et with a value of $22.2M, Technology Sector Spdr with a value of $19.8M, and Select Sector Spdr Fund Health with a value of $16.7M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $368M to 391M.

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

Portfolio value $391 Million
ETFs: $371 Million
Technology: $6.96 Million
Financial Services: $3.49 Million
Communication Services: $3.41 Million
Consumer Cyclical: $3.1 Million
Utilities: $1.7 Million
Industrials: $1.61 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.2B
$1.7 Million 0.43% of portfolio
16,560
Q3 2024 Added 7.71%
$41.8B
$1.61 Million 0.41% of portfolio
6,767
Q3 2024 Added 7.81%
$106B
$1.46 Million 0.37% of portfolio
14,977
Q3 2024 New
$13B
$1.38 Million 0.35% of portfolio
18,509
Q3 2024 Added 45.09%
$196B
$223,000 0.06% of portfolio
451
Q2 2024 Reduced 26.43%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $391 Million
  • Prior Value $368 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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