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 | $256 |
See Full List: All Stocks Held By Rezny Wealth Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Rezny Wealth Management Inc.
Size ($ 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 |