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Size ($ in 1000's)
At 03/31/2024: $345,667 At 12/31/2023: $314,004
Rezny Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rezny Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Rezny Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Rezny Wealth Management Inc..
In the Rezny Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Rezny Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Rezny Wealth Management Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (IVV) |
194,562 |
-3,287 |
$102,287 | IVV | 194,562 | -3,287 | $102,287 | VANGUARD INDEX FDS (VUG) |
266,257 |
+5,518 |
$91,646 | VUG | 266,257 | +5,518 | $91,646 | SCHWAB STRATEGIC TR |
267,327 |
-8,186 |
$21,555 | SCHD | 267,327 | -8,186 | $21,555 | VANECK ETF TRUST (SMH) |
92,313 |
+2,550 |
$20,770 | SMH | 92,313 | +2,550 | $20,770 | ISHARES TR (FLOT) |
352,600 |
-13,835 |
$18,004 | FLOT | 352,600 | -13,835 | $18,004 | SELECT SECTOR SPDR TR (XLE) |
166,924 |
+9,492 |
$15,759 | XLE | 166,924 | +9,492 | $15,759 | SELECT SECTOR SPDR TR (XLK) |
74,198 |
-1,005 |
$15,453 | XLK | 74,198 | -1,005 | $15,453 | VANGUARD SCOTTSDALE FDS (VCSH) |
192,025 |
-11,132 |
$14,845 | VCSH | 192,025 | -11,132 | $14,845 | SELECT SECTOR SPDR TR (XLV) |
99,361 |
-155 |
$14,679 | XLV | 99,361 | -155 | $14,679 | J P MORGAN EXCHANGE TRADED F (JEPI) |
233,168 |
-3,764 |
$13,491 | JEPI | 233,168 | -3,764 | $13,491 | OAKTREE SPECIALTY LENDING CO |
258,852 |
-5,171 |
$5,089 | OCSL | 258,852 | -5,171 | $5,089 | L3HARRIS TECHNOLOGIES INC |
5,990 |
+60 |
$1,276 | LHX | 5,990 | +60 | $1,276 | AMERICAN ELEC PWR CO INC |
14,635 |
+947 |
$1,260 | AEP | 14,635 | +947 | $1,260 | META PLATFORMS INC |
2,595 |
+2,595 |
$1,260 | META | 2,595 | +2,595 | $1,260 | MICROSOFT CORP |
2,988 |
+2,988 |
$1,257 | MSFT | 2,988 | +2,988 | $1,257 | AMAZON COM INC |
6,859 |
+6,859 |
$1,237 | AMZN | 6,859 | +6,859 | $1,237 | PAYPAL HLDGS INC |
18,067 |
+625 |
$1,210 | PYPL | 18,067 | +625 | $1,210 | CISCO SYS INC |
23,027 |
+2,584 |
$1,149 | CSCO | 23,027 | +2,584 | $1,149 | VANGUARD INDEX FDS (VOO) |
2,176 |
UNCH |
$1,046 | VOO | 2,176 | UNCH | $1,046 | SPDR S&P 500 ETF TR (SPY) |
1,122 |
UNCH |
$587 | SPY | 1,122 | UNCH | $587 | VANGUARD INDEX FDS (VV) |
2,385 |
-393 |
$572 | VV | 2,385 | -393 | $572 | APPLE INC |
2,832 |
UNCH |
$486 | AAPL | 2,832 | UNCH | $486 | ISHARES TR (TLT) |
2,743 |
UNCH |
$260 | TLT | 2,743 | UNCH | $260 | GOLDMAN SACHS GROUP INC |
613 |
UNCH |
$256 | GS | 613 | UNCH | $256 |
See Full List: All Stocks Held By Rezny Wealth Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Rezny Wealth Management Inc.
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