StockDriftsStockDriftsTop 22 Reitz Capital Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 24.5% | 178.8K | $13.6M | +0.00%(+0) | — | 2024-03-31 | |
| JEPQ | J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 21.39% | 216.2K | $11.9M | +0.00%(+0) | — | 2024-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 11.72% | 88.5K | $6.5M | +0.00%(+0) | — | 2024-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 8.58% | 57.5K | $4.8M | +0.00%(+0) | — | 2024-03-31 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 7.73% | 86.0K | $4.3M | +0.00%(+0) | — | 2024-03-31 | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 3.98% | 70.9K | $2.2M | +0.00%(+0) | — | 2024-03-31 | |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 3.68% | 20.7K | $2.0M | +0.00%(+0) | — | 2024-03-31 | |
| COWZ | PACER US CASH COWS 100 ETF | 3.64% | 38.9K | $2.0M | +0.00%(+0) | — | 2024-03-31 | |
| CALF | PACER FDS TR | 2.52% | 28.5K | $1.4M | new | — | 2024-03-31 | |
| AAPL | APPLE INC COM | 2.33% | 6.7K | $1.3M | +0.00%(+0) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Reitz Capital Advisors Llc reports $55.57M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (24.5%), JEPQ (21.4%) and BND (11.7%). Figures reflect the Q1 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 Reitz Capital Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1757260). View Reitz Capital Advisors Llc’s 13F filings on SEC