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 | +27.48% | +9.52% | 167,127.0 | ||
IVV | iShares Core S&P 500 ETF | 201,480 | 125,098.9 | +1.18% | 28.210 | +0.33% | 0.020 | +19.67% | +7.80% | 634,518.9 | ||
SMH | VanEck Vectors Semiconductor ETF | 95,120 | 26,527.2 | +2.17% | 5.980 | +0.13% | 0.100 | +50.79% | +19.88% | 27,838.6 | ||
XLK | Technology Select Sector SPDR ETF | 92,000 | 23,297.2 | +1.72% | 5.250 | +0.09% | 0.030 | +35.50% | +12.58% | 82,351.5 | ||
XLF | Financial Select Sector SPDR | 347,711 | 18,209.6 | -0.24% | 4.110 | -0.01% | 0.040 | +13.01% | +9.48% | 51,226.3 | ||
JEPI | JPMorgan Equity Premium Income ETF | 278,617 | 15,839.4 | +3.81% | 3.570 | +0.13% | 0.040 | +8.71% | +3.46% | 41,037.7 | ||
FLOT | iShares Floating Rate Bond ETF | 258,276 | 13,177.2 | -2.71% | 2.970 | -0.10% | 0.150 | +1.71% | +2.68% | 8,981.5 | ||
QQQ | INVESCO QQQ Trust | 22,222 | 12,258.5 | +33.39% | 2.760 | +0.69% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 90,479 | 7,984.8 | +1.91% | 1.800 | +0.03% | 0.020 | -1.53% | -0.28% | 47,103.6 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 80,626 | 7,721.6 | +2.18% | 1.740 | +0.04% | 0.020 | +0.68% | +4.07% | 34,824.0 |
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 | $561.26 | 12.95% | 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 | $95.43 | -10.62% | 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 | $107.40 | 3.15% | 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 | $60.76 | 13.38% | New holding | 38,381 | 38,381 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.42% | 329.49 ($394.63) 438.4 | $448.39 | 13.62% | 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 | $14.26 | 0.99% | 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 | $630.67 | 9.87% | 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 | $685.53 | 17.98% | Sold Out | 0 | -2,330 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-06-30 | Add Add | +0.13% | 179.95 ($231.55) 278.88 | $290.31 | 25.38% | 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 | $56.97 | 2.80% | Add 3.81% | 278,617 | 10,230 |
Rezny Wealth Management, Inc. Total Holding History ($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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