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CIK: 0001535859
Total reported value
$578.6M
$578.6M
32 檔
54.7%
In Q4 2024, Rezny Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $578.6M, distributed across 32 disclosed stock positions.
In Q4 2024, Rezny Wealth Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 33.01% | -0.79% | +2.11% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 30.39% | -1.78% | -0.72% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.46% | +2.98% | +1.36% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.06% | +1.12% | +1.06% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 3.74% | — | +2.23% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.36% | -0.45% | -3.41% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.35% | -0.84% | +1.81% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.39% | -0.30% | +111.30% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.14% | -0.30% | +65.42% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | -0.41% | +43.82% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.54% | -0.22% | +11.68% | |
| 12 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 1.03% | — | +6.43% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.57% | — | +1.85% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | +3.55% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.02% | +1.20% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.04% | +2.15% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.04% | +0.99% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.02% | +4.89% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.03% | -0.08% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.01% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.05% | +12.70% | |
| 22 | AEP | American Electric Power | Stock-Utilities | 0.38% | — | +2.16% | |
| 23 | OKTA | Okta Inc | Stock-Tech | 0.37% | — | +3.45% | |
| 24 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.36% | -0.17% | +2.42% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | — | +3.81% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.04% | — | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.15% | -0.35% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | -0.01% | — | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | -0.01% | -14.68% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | -75.14% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.06% | +0.03% | — | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +2% | +2.11% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +1.2% | +111.30% | Add |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | +65.42% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +43.82% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | NEW | New buy |
| 6 | XLF | Ss Financial Select Sector | +0.2% | NEW | New buy |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +11.68% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.1% | +1.06% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +3.55% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +1.20% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.15% | Add |
| 12 | AAPL | Apple Inc | 0% | +1.85% | Add |
| 13 | NVDA | Nvidia CORP | 0% | -0.08% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +12.70% | Add |
| 15 | OKTA | Okta Inc | 0% | +3.45% | Add |
| 16 | META | Meta Platforms Inc-class A | 0% | +0.99% | Add |
| 17 | MSFT | Microsoft CORP | — | +4.89% | Add |
| 18 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 19 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 21 | IWV | Ishares Russell 3000 ETF | — | — | Unchanged |
| 22 | SBUX | Starbucks CORP | 0% | +3.81% | Add |
| 23 | VV | Vanguard Large-cap ETF | 0% | -14.68% | Trim |
| 24 | OCSL | Oaktree Specialty Lending Co | 0% | +6.43% | Add |
| 25 | LHX | L3harris Technologies Inc | -0.1% | +2.42% | Add |
| 26 | AEP | American Electric Power | -0.1% | +2.16% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -75.14% | Trim |
| 28 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | +1.81% | Add |
| 29 | SMH | Vaneck Semiconductor ETF | -0.2% | +1.36% | Add |
| 30 | FLOT | Ishares Floating Rate Bond E | -0.2% | -3.41% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.4% | -0.72% | Trim |
| 32 | BAM | Brookfield Asset Mgmt-a | -0.4% | EXIT | Sold out |
| 33 | XLV | Ss Health Care Select Sector | -0.5% | +2.23% | Add |
| 34 | XLE | Ss Energy Select Sector | -0.8% | EXIT | Sold out |
| 35 | SCHD | Schwab US Dvd Equity ETF | -2.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Rezny Wealth Management, Inc. reported a total U.S. public equity portfolio value of $578.6M across 32 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, IVV, SMH) accounted for 54.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $1.7M
Top Position Liquidated / Trimmed
SCHD
前期市值: $10.3M
During Q4 2024, Rezny Wealth Management, Inc.'s top holdings by market value included VUG (33.0%)、IVV (30.4%)、SMH (5.5%). The largest single position, VUG, represented 33.0% of total portfolio value.
In Q4 2024, Rezny Wealth Management, Inc. made 31 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 5 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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