RC

Reitz Capital Advisors LLC

13F
Reitz Capital Advisors LLC
Last update 2024-04-22 22 Stocks (2 new)
Value $56.00 Mil Turnover 4 %
Countries:
Top Holdings: SCHD(24.50%)JEPQ(21.39%)BND(11.72%)SCHG(8.58%)JEPI(7.73%)
Summary Stock Picks Current Portfolio
Reitz Capital Advisors LLC Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
178,805
13,612.4
0%
24.500
0%
-
+7.15%
+1.74%
71,237.6
 
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
216,173
11,885.2
0%
21.390
0%
-
+12.28%
+3.59%
25,490.8
 
BND
Vanguard Total Bond Market ETF
88,532
6,511.5
0%
11.720
0%
-
+0.98%
+3.40%
127,600.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
57,457
4,766.6
0%
8.580
0%
-
+20.79%
+8.07%
45,910.6
 
JEPI
JPMorgan Equity Premium Income ETF
86,027
4,295.3
0%
7.730
0%
-
+6.99%
+3.82%
41,282.5
 
PFF
iShares U.S. Preferred Stock
70,883
2,210.8
0%
3.980
0%
-
+4.91%
+2.42%
14,161.6
 
TLT
iShares 20+ Year Treasury Bond ETF
20,705
2,047.3
0%
3.680
0%
-
-1.58%
+0.48%
47,687.3
 
COWZ
Pacer US Cash Cows 100 ETF
38,885
2,021.6
0%
3.640
0%
-
+10.66%
+1.72%
20,734.0
 
CALF
Pacer US Small Cap Cash Cows 100 ETF
Pacer US Small Cap Cash Cows 100 ETF
28,529
1,402.5
New Holding
2.520
+2.52%
-
+16.28%
-5.48%
4,193.7
 
AAPL
Apple Inc
6,723
1,294.4
0%
2.330
0%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware

Reitz Capital Advisors LLC's Historical Top Holdings Breakdowns

Reitz Capital Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BBN
BlackRock Taxable Municipal Bond Trust
BlackRock Taxable Municipal Bond Trust
2024-03-31
Sold Out
Sold Out
-2.62%
●
16.11 ($16.55) 17.11
$15.80
-4.53%
Sold Out
0
-90,338
CALF
Pacer US Small Cap Cash Cows 100 ETF
Pacer US Small Cap Cash Cows 100 ETF
2024-03-31
New Buy
New Buy
+2.52%
●
45.67 ($47.55) 49.16
$41.44
-12.85%
New holding
28,529
28,529
JPST
JPMorgan Ultra-Short Income ETF
2024-03-31
New Buy
New Buy
+1.52%
●
50.23 ($50.35) 50.49
$50.61
0.52%
New holding
16,769
16,769
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
2024-03-31
Sold Out
Sold Out
-1.43%
●
37.72 ($39.02) 40.71
$43.96
12.66%
Sold Out
0
-20,488
BTI
British American Tobacco PLC
2024-03-31
Sold Out
Sold Out
-0.57%
●
29.36 ($30.09) 31.46
$52.62
74.88%
Sold Out
0
-10,850
KMI
Kinder Morgan Inc
2024-03-31
Sold Out
Sold Out
-0.33%
●
16.57 ($17.47) 18.34
$27.42
56.95%
Sold Out
0
-10,465
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2023-12-31
Add
Add
+13.42%
●
45.1 ($48.27) 50.32
$55.02
13.98%
Add 172.61%
216,173
136,875
JEPI
JPMorgan Equity Premium Income ETF
2023-12-31
Reduce
Reduce
-12.95%
●
51.51 ($53.92) 55.33
$57.17
6.03%
Reduce -59.58%
86,027
-126,788
PFF
iShares U.S. Preferred Stock
2023-12-31
Add
Add
+3.55%
●
28.34 ($29.87) 31.4
$31.13
4.22%
Add 917.7%
70,883
63,918
TLT
iShares 20+ Year Treasury Bond ETF
2023-12-31
Add
Add
+2.74%
●
82.77 ($90.36) 100.51
$85.90
-4.94%
Add 301.96%
20,705
15,554

Reitz Capital Advisors LLC Total Holding History ($B)

To

Reitz Capital Advisors LLC's Asset Allocation

To

Reitz Capital Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Reitz Capital Advisors LLC's Hypothetical Growth since 2024-03-31

Reitz Capital Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Reitz Capital Advisors LLC's Holdings Heat Map

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Reitz Capital Advisors LLC's Holdings Bubble Chart

Reitz Capital Advisors LLC News

  • 1

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