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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
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 11.68%
1.54%
$6.257M
80,202 shares@ $78.01 avg price
OCSLOaktree Specialty Lending Co
Recent Activity
Increased 6.43%
1.03%
$4.187M
274,035 shares@ $15.29 avg price
AAPLApple Inc
Recent Activity
Increased 1.86%
0.58%
$2.325M
9,285 shares@ $250.43 avg price
JPMJp Morgan Inc Com
Recent Activity
Increased 3.56%
0.52%
$2.117M
8,833 shares@ $239.71 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.21%
0.48%
$1.954M
8,905 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.16%
0.47%
$1.886M
9,963 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.99%
0.46%
$1.857M
3,171 shares@ $585.51 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.89%
0.46%
$1.846M
4,379 shares@ $421.54 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.08%
0.46%
$1.838M
13,685 shares@ $134.3 avg price
TSLATesla Inc
Recent Activity
New Position
0.43%
$1.721M
4,261 shares@ $403.84 avg price