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  Name: Rezny Wealth Management Inc.
  City: Naperville
  State: IL
  Zip: 60564
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $281,028,000
  Total Value Change : $-17,279,000
  Securities Held Change : -2
   
All Securities Held : 19
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 4
  Unchanged Positions : 5
  Decreased Positions : 7

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 24 Closed $78.25 $0 0 0% -20,975,000 -275,513 0    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 23 Closed $443.80 $0 0 0% -236,000 -613 0    Investment Brokerage ...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 22 Closed $93.21 $0 0 0% -13,199,000 -157,432 0    Closed - End Fund - E...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 21 Closed $65.92 $0 0 0% -1,071,000 -17,442 0    N/A
   (OCSL)1 Year Chart         OCSL Oaktree Specialty Lending Corp 20 Closed $19.18 $0 0 0% -5,391,000 -264,023 0    Credit Services

      5 Records Found
  1    
Page 1 of 1
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