RW
| |
Rezny Wealth Management, Inc.13F | |
| Rezny Wealth Management, Inc. | |
| Last update 2025-07-16 | 37 Stocks (2 new) |
| Value $443.00 Mil | Turnover 3 % |
Rezny Wealth Management, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 323,948 | 142,018.8 | +1.32% | 32.030 | +0.42% | 0.090 | +22.25% | +10.62% | 166,322.5 | ||
IVV | iShares Core S&P 500 ETF | 201,480 | 125,098.9 | +1.18% | 28.210 | +0.33% | 0.020 | +16.63% | +9.15% | 643,458.6 | ||
SMH | VanEck Vectors Semiconductor ETF | 95,120 | 26,527.2 | +2.17% | 5.980 | +0.13% | 0.100 | +37.65% | +18.78% | 27,079.3 | ||
XLK | Technology Select Sector SPDR ETF | 92,000 | 23,297.2 | +1.72% | 5.250 | +0.09% | 0.030 | +27.49% | +12.83% | 83,082.0 | ||
XLF | Financial Select Sector SPDR | 347,711 | 18,209.6 | -0.24% | 4.110 | -0.01% | 0.040 | +10.85% | +11.07% | 52,326.8 | ||
JEPI | JPMorgan Equity Premium Income ETF | 278,617 | 15,839.4 | +3.81% | 3.570 | +0.13% | 0.040 | +7.04% | +3.88% | 41,304.2 | ||
FLOT | iShares Floating Rate Bond ETF | 258,276 | 13,177.2 | -2.71% | 2.970 | -0.10% | 0.150 | +1.58% | +2.77% | 9,029.3 | ||
QQQ | INVESCO QQQ Trust | 22,222 | 12,258.5 | +33.39% | 2.760 | +0.69% | 0.000 | +21.22% | +10.98% | 360,805.1 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 90,479 | 7,984.8 | +1.91% | 1.800 | +0.03% | 0.020 | -1.43% | +0.63% | 47,765.0 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 80,626 | 7,721.6 | +2.18% | 1.740 | +0.04% | 0.020 | +0.64% | +4.21% | 34,796.8 |
Rezny Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Rezny Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.69% | 416.06 ($496.89) 551.64 | $565.88 | 13.88% | Add 33.39% | 22,222 | 5,562 | |
OKTA | Okta Inc | 2025-06-30 | Sold Out Sold Out | -0.54% | 91.24 ($106.77) 127.3 | $95.23 | -10.81% | Sold Out | 0 | -19,780 | |
AEP | American Electric Power Co Inc | 2025-06-30 | Sold Out Sold Out | -0.50% | 98.59 ($104.12) 109.27 | $109.68 | 5.34% | Sold Out | 0 | -17,608 | |
BAM | Brookfield Asset Management Ltd | 2025-06-30 | New Buy New Buy | +0.48% | 42.9 ($53.59) 59.68 | $63.21 | 17.95% | New holding | 38,381 | 38,381 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.42% | 329.49 ($394.63) 438.4 | $453.04 | 14.80% | Add 1.32% | 323,948 | 4,222 | |
OCSL | Oaktree Specialty Lending Corp | 2025-06-30 | Reduce Reduce | -0.38% | 12.94 ($14.12) 15.42 | $14.45 | 2.34% | Reduce -33.66% | 187,957 | -95,376 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.33% | 498.8 ($573.99) 620.9 | $638.86 | 11.30% | Add 1.18% | 201,480 | 2,353 | |
VGT | Vanguard Information Technology ETF | 2025-06-30 | Sold Out Sold Out | -0.33% | 470.37 ($581.07) 663.28 | $687.55 | 18.32% | Sold Out | 0 | -2,330 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-06-30 | Add Add | +0.13% | 179.95 ($231.55) 278.88 | $287.87 | 24.32% | Add 2.17% | 95,120 | 2,022 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Add Add | +0.13% | 51.14 ($55.42) 57.14 | $57.20 | 3.21% | Add 3.81% | 278,617 | 10,230 |
Rezny Wealth Management, Inc. Total Holding History ($B)
Rezny Wealth Management, Inc.'s Asset Allocation
Rezny Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Rezny Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30
Rezny Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Rezny Wealth Management, Inc.'s Holdings Heat Map
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Rezny Wealth Management, Inc.'s Holdings Bubble Chart
Rezny Wealth Management, Inc. News
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