Get Premium to unlock powerful stock data

Rezny Wealth Management, Inc. Buys Vanguard Value ETF, SPDR Biotech ETF, Oaktree Specialty Lending Corp

Author's Avatar
insider
Jul 20, 2021
Article's Main Image
Investment company Rezny Wealth Management, Inc. (Current Portfolio) buys Vanguard Value ETF, SPDR Biotech ETF, Oaktree Specialty Lending Corp, JPMorgan Chase, VanEck Vectors Semiconductor ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Rezny Wealth Management, Inc.. As of 2021Q2, Rezny Wealth Management, Inc. owns 18 stocks with a total value of $286 million. These are the details of the buys and sells.

For the details of Rezny Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/rezny+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Rezny Wealth Management, Inc.
  1. iShares Core S&P 500 ETF (IVV) - 217,030 shares, 32.57% of the total portfolio. Shares added by 2.47%
  2. Vanguard Total Stock Market ETF (VTI) - 279,148 shares, 21.71% of the total portfolio. Shares added by 4.28%
  3. Vanguard Growth ETF (VUG) - 158,757 shares, 15.89% of the total portfolio. Shares added by 2.90%
  4. iShares Core S&P Small-Cap ETF (IJR) - 169,079 shares, 6.67% of the total portfolio. Shares added by 4.98%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 193,547 shares, 5.59% of the total portfolio. Shares added by 1.30%
New Purchase: Vanguard Value ETF (VTV)

Rezny Wealth Management, Inc. initiated holding in Vanguard Value ETF. The purchase prices were between $130.75 and $140.4, with an estimated average price of $136.62. The stock is now traded at around $136.670000. The impact to a portfolio due to this purchase was 0.25%. The holding were 5,287 shares as of 2021-06-30.

New Purchase: SPDR Biotech ETF (XBI)

Rezny Wealth Management, Inc. initiated holding in SPDR Biotech ETF. The purchase prices were between $122.48 and $139.69, with an estimated average price of $131.54. The stock is now traded at around $129.060000. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,009 shares as of 2021-06-30.

New Purchase: VanEck Vectors Semiconductor ETF (SMH)

Rezny Wealth Management, Inc. initiated holding in VanEck Vectors Semiconductor ETF. The purchase prices were between $223.63 and $262.24, with an estimated average price of $246.93. The stock is now traded at around $249.820000. The impact to a portfolio due to this purchase was 0.08%. The holding were 824 shares as of 2021-06-30.

New Purchase: JPMorgan Chase & Co (JPM)

Rezny Wealth Management, Inc. initiated holding in JPMorgan Chase & Co. The purchase prices were between $147.37 and $166.44, with an estimated average price of $157.04. The stock is now traded at around $149.710000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,431 shares as of 2021-06-30.

Added: Oaktree Specialty Lending Corp (OCSL)

Rezny Wealth Management, Inc. added to a holding in Oaktree Specialty Lending Corp by 353.08%. The purchase prices were between $6.2 and $6.85, with an estimated average price of $6.66. The stock is now traded at around $6.720000. The impact to a portfolio due to this purchase was 0.18%. The holding were 100,234 shares as of 2021-06-30.



Here is the complete portfolio of Rezny Wealth Management, Inc.. Also check out:

1. Rezny Wealth Management, Inc.'s Undervalued Stocks
2. Rezny Wealth Management, Inc.'s Top Growth Companies, and
3. Rezny Wealth Management, Inc.'s High Yield stocks
4. Stocks that Rezny Wealth Management, Inc. keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus