StockDriftsStockDriftsTop 50 Janiczek Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.39% | 116.8K | $63.9M | -4.96%(-6.09K) | — | 2024-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 8.38% | 642.4K | $40.0M | +40.37%(+184.75K) | — | 2024-06-30 | |
| AGG | ISHARES TR | 7.43% | 365.3K | $35.5M | -1.56%(-5.77K) | — | 2024-06-30 | |
| DSTL | ETF SER SOLUTIONS | 6.67% | 619.3K | $31.8M | +7.81%(+44.89K) | — | 2024-06-30 | |
| DGRW | WISDOMTREE TR | 5.08% | 310.7K | $24.2M | +437.80%(+252.92K) | — | 2024-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.13% | 251.4K | $19.7M | -47.68%(-229.16K) | — | 2024-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 3.87% | 335.0K | $18.4M | -1.71%(-5.83K) | — | 2024-06-30 | |
| XCEM | COLUMBIA ETF TR II | 3.02% | 450.7K | $14.4M | new | — | 2024-06-30 | |
| CALF | PACER FDS TR | 2.94% | 321.8K | $14.0M | new | — | 2024-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 2.72% | 530.2K | $13.0M | -5.96%(-33.58K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Janiczek Wealth Management, Llc reports $477.13M in US-listed equity holdings across 1,091 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.4%), AVDE (8.4%) and AGG (7.4%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Janiczek Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1598561). View Janiczek Wealth Management, Llc’s 13F filings on SEC