Reitz Capital Advisors LLC Top Holdings and 13F Report (2024) → Incredible Opportunity to Retire FAST! (From Crypto 101 Media) (Ad) About Reitz Capital Advisors LLCInvestment ActivityReitz Capital Advisors LLC has $55.57 million in total holdings as of March 31, 2024.Reitz Capital Advisors LLC owns shares of 22 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.05% of the portfolio was purchased this quarter.About 4.99% of the portfolio was sold this quarter.This quarter, Reitz Capital Advisors LLC has purchased 24 new stocks and bought additional shares in 0 stocks.Reitz Capital Advisors LLC sold shares of 0 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $13,612,437JPMorgan Nasdaq Equity Premium Income ETF $11,885,177Vanguard Total Bond Market ETF $6,511,529Schwab U.S. Large-Cap Growth ETF $4,766,633JPMorgan Equity Premium Income ETF $4,295,328 Largest New Holdings this Quarter Pacer US Small Cap Cash Cows 100 ETF $1,402,486 HoldingJPMorgan Ultra-Short Income ETF $845,996 Holding Largest Purchases this Quarter Pacer US Small Cap Cash Cows 100 ETF 28,529 shares (about $1.40M)JPMorgan Ultra-Short Income ETF 16,769 shares (about $846.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofReitz Capital Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$13,612,4370.0%178,80524.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$11,885,1770.0%216,17321.4%ETFBNDVanguard Total Bond Market ETF$6,511,5290.0%88,53211.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,766,6330.0%57,4578.6%ETFJEPIJPMorgan Equity Premium Income ETF$4,295,3280.0%86,0277.7%ETFPFFiShares Preferred and Income Securities ETF$2,210,8290.0%70,8834.0%ETFTLTiShares 20+ Year Treasury Bond ETF$2,047,3100.0%20,7053.7%ETFCOWZPacer US Cash Cows 100 ETF$2,021,6310.0%38,8853.6%ETFCALFPacer US Small Cap Cash Cows 100 ETF$1,402,486$1,402,486 ▲New Holding28,5292.5%ETFAAPLApple$1,294,3790.0%6,7232.3%Computer and TechnologyNEMNewmont$1,166,1330.0%28,1742.1%Basic MaterialsJPSTJPMorgan Ultra-Short Income ETF$845,996$845,996 ▲New Holding16,7691.5%ETFFIRST TR ENERGY INCOME & GROWT COM$639,9150.0%44,1931.2%ETFMSFTMicrosoft$623,4740.0%1,6581.1%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$438,1360.0%5,8170.8%ETFBPBP$415,7730.0%11,7450.7%Oils/EnergyDOWDOW$366,9620.0%6,6920.7%Basic MaterialsSCHWCharles Schwab$306,9170.0%4,4610.6%FinanceNLYAnnaly Capital Management$250,1060.0%12,9120.5%FinanceVZVerizon Communications$246,7470.0%6,5450.4%Computer and TechnologyAPOApollo Global Management$218,0650.0%2,3400.4%FinanceZOMZomedica$4,6050.0%23,0000.0%MedicalBBNBlackRock Taxable Municipal Bond Trust$0$1,468,889 ▼-100.0%00.0%Financial ServicesSPYDSPDR Portfolio S&P 500 High Dividend ETF$0$802,925 ▼-100.0%00.0%ETFBTIBritish American Tobacco$0$317,797 ▼-100.0%00.0%Consumer StaplesKMIKinder Morgan$0$184,603 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
