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Brian C. Rezny

@Rezny Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$407.218MTotal holdings32
Assets growth rate2.64%Assets growth rate (2-Q avg)4.38%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rezny Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Rezny Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 407.218M in assets, with a quarterly growth rate of 2.64% and a 2-quarter average growth rate of 4.38%. The portfolio is managed by Brian C. Rezny, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 2.11%
33.02%
$134.431M
327,528 shares@ $410.44 avg price
IVVIshares Tr
Recent Activity
Decreased -0.71%
30.39%
$123.745M
210,208 shares@ $588.68 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 1.36%
5.47%
$22.245M
91,858 shares@ $242.18 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.06%
5.06%
$20.601M
88,597 shares@ $232.52 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 2.24%
3.74%
$15.222M
110,649 shares@ $137.58 avg price
FLOTIshares Tr
Recent Activity
Decreased -3.4%
3.37%
$13.702M
269,307 shares@ $50.88 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 1.82%
3.36%
$13.661M
237,466 shares@ $57.54 avg price
IEFIshares Tr
Recent Activity
Increased 111.3%
2.39%
$9.725M
105,190 shares@ $92.46 avg price
TLTIshares Tr
Recent Activity
Increased 65.42%
2.15%
$8.733M
100,004 shares@ $87.33 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 43.82%
1.96%
$7.943M
15,538 shares@ $511.24 avg price