Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Rezny Wealth Management Inc.
  City: Naperville
  State: IL
  Zip: 60564
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $519.81 $102,287,000 194,562 36.4% 7,788,000 -3,287 0.003    Closed - End Fund - E...
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 3 - $0.00 $18,004,000 352,600 6.41% -545,000 -13,835 0.032    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 4 - $204.84 $15,453,000 74,198 5.5% 978,000 -1,005 0.025    Closed - End Fund - E...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 5 - $76.92 $14,845,000 192,025 5.28% -873,000 -11,132 0.046    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 6 - $142.08 $14,679,000 99,361 5.22% 1,107,000 -155 0.004    Closed - End Fund - E...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 7 - $0.00 $13,491,000 233,168 4.8% 464,000 -3,764 0.026    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 16 - $237.29 $572,000 2,385 0.2% -34,000 -393 0.002    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results