Janiczek Wealth Management, LLC Reduced Holdings in Q2 2024

Janiczek Wealth Management, LLC

  • $475 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-81
- 14.49%
$93.05 - $104.26 $7.54K - $8.45K
478 $46K
DINO
Hf Sinclair Corp

Energy
-104
- 9.93%
$52.06 - $63.71 $5.41K - $6.63K
943 $50K
FTNT
Fortinet, Inc.

Technology
-154
- 34.61%
$57.94 - $71.32 $8.92K - $11K
291 $17K
A
Agilent Technologies, Inc.

Healthcare
-80
- 42.55%
$129.63 - $154.64 $10.4K - $12.4K
108 $14K
AMGN
Amgen Inc

Healthcare
-107
- 14.72%
$262.75 - $319.31 $28.1K - $34.2K
620 $193K
WST
West Pharmaceutical Services Inc

Healthcare
-21
- 21.0%
$314.68 - $395.94 $6.61K - $8.31K
79 $26K
STM
St Microelectronics N.V.

Technology
-184
- 13.24%
$38.6 - $45.24 $7.1K - $8.32K
1.21K $47K
BLK
Black Rock Inc.

Financial Services
-9
- 6.98%
$747.3 - $826.77 $6.73K - $7.44K
120 $94K
BBY
Best Buy CO Inc

Consumer Cyclical
-171
- 40.14%
$69.63 - $93.63 $11.9K - $16K
255 $21K
ENIC
Enel Chile S.A.

Utilities
-3.3K
- 23.03%
$2.72 - $3.22 $8.99K - $10.6K
11K $30K
PSA
Public Storage

Real Estate
-37
- 7.58%
$257.73 - $293.34 $9.54K - $10.9K
451 $129K
AZPN
Aspen Technology, Inc.

Technology
-54
- 53.47%
$188.77 - $221.94 $10.2K - $12K
47 $9K
PLTR
Palantir Technologies Inc.

Technology
-583
- 45.09%
$20.47 - $25.82 $11.9K - $15.1K
710 $17K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-57
- 1.36%
$71.74 - $75.86 $4.09K - $4.32K
4.13K $305K
CRWD
Crowd Strike Holdings, Inc.

Technology
-61
- 34.46%
$282.64 - $390.43 $17.2K - $23.8K
116 $44K
IDXX
Idexx Laboratories Inc

Healthcare
-18
- 64.29%
$468.04 - $548.53 $8.42K - $9.87K
10 $4K
RMD
Resmed Inc

Healthcare
-42
- 8.59%
$173.83 - $220.63 $7.3K - $9.27K
447 $85K
WDAY
Workday, Inc.

Technology
-21
- 16.54%
$207.08 - $272.44 $4.35K - $5.72K
106 $23K
TSCO
Tractor Supply CO

Consumer Cyclical
-47
- 27.98%
$241.97 - $289.98 $11.4K - $13.6K
121 $32K
SNDR
Schneider National, Inc.

Industrials
-1.33K
- 9.3%
$20.65 - $24.16 $27.5K - $32.2K
13K $313K
IBOC
International Bancshares Corp

Financial Services
-209
- 20.53%
$52.18 - $60.72 $10.9K - $12.7K
809 $46K
MDB
Mongo Db, Inc.

Technology
-2
- 2.27%
$218.18 - $383.8 $436 - $768
86 $21K
XEL
Xcel Energy Inc

Utilities
-189
- 30.43%
$52.53 - $56.74 $9.93K - $10.7K
432 $23K
NSC
Norfolk Southern Corp

Industrials
-5
- 2.35%
$209.9 - $253.39 $1.05K - $1.27K
208 $44K
OC
Owens Corning

Industrials
-62
- 49.21%
$160.11 - $181.39 $9.93K - $11.2K
64 $11K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-43
- 0.99%
$76.09 - $82.16 $3.27K - $3.53K
4.29K $335K
WB
Weibo Corp

Communication Services
-1.05K
- 69.57%
$7.63 - $10.04 $8.04K - $10.6K
461 $3K
ITW
Illinois Tool Works Inc

Industrials
-30
- 41.67%
$235.01 - $265.23 $7.05K - $7.96K
42 $9K
BAP
Credicorp LTD

Financial Services
-9
- 0.86%
$155.97 - $176.16 $1.4K - $1.59K
1.04K $167K
SONY
Sony Group Corp

Technology
-105
- 70.95%
$75.37 - $87.23 $7.91K - $9.16K
43 $3K
CME
Cme Group Inc.

Financial Services
-5
- 1.13%
$194.1 - $216.77 $971 - $1.08K
438 $86K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-29
- 11.98%
$183.74 - $229.78 $5.33K - $6.66K
213 $45K
ED
Consolidated Edison Inc

Utilities
-79
- 4.89%
$87.42 - $98.12 $6.91K - $7.75K
1.54K $137K
CPT
Camden Property Trust

Real Estate
-91
- 81.25%
$95.05 - $111.1 $8.65K - $10.1K
21 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
-19
- 13.57%
$106.4 - $152.77 $2.02K - $2.9K
121 $12K
MKTX
Marketaxess Holdings Inc

Financial Services
-42
- 62.69%
$194.05 - $226.5 $8.15K - $9.51K
25 $5K
MAN
Manpower Group Inc.

Industrials
-53
- 8.28%
$69.57 - $78.4 $3.69K - $4.16K
587 $40K
MOS
Mosaic CO

Basic Materials
-195
- 26.28%
$26.9 - $33.31 $5.25K - $6.5K
547 $15K
SHG
Shinhan Financial Group CO LTD

Financial Services
-171
- 5.93%
$29.33 - $36.12 $5.02K - $6.18K
2.72K $94K
NEU
Newmarket Corp

Basic Materials
-2
- 3.57%
$510.52 - $633.52 $1.02K - $1.27K
54 $27K
SYY
Sysco Corp

Consumer Defensive
-100
- 82.64%
$70.69 - $80.57 $7.07K - $8.06K
21 $1K
EQNR
Equinor Asa

Energy
-360
- 21.15%
$26.45 - $29.14 $9.52K - $10.5K
1.34K $38K
TFX
Teleflex Inc

Healthcare
-27
- 17.2%
$198.62 - $223.79 $5.36K - $6.04K
130 $27K
KRC
Kilroy Realty Corp

Real Estate
-144
- 19.86%
$31.17 - $35.87 $4.49K - $5.17K
581 $18K
CNA
Cna Financial Corp

Financial Services
-210
- 5.73%
$42.81 - $46.07 $8.99K - $9.67K
3.45K $159K
EXPD
Expeditors International Of Washington Inc

Industrials
-69
- 20.66%
$111.31 - $127.26 $7.68K - $8.78K
265 $33K
CSGP
Costar Group, Inc.

Real Estate
-58
- 48.74%
$72.73 - $95.69 $4.22K - $5.55K
61 $4K
ES
Eversource Energy

Utilities
-75
- 10.39%
$56.71 - $61.92 $4.25K - $4.64K
647 $36K
CNC
Centene Corp

Healthcare
-6
- 1.27%
$66.3 - $78.43 $398 - $471
466 $30K
Activity Summary
Buys All Purchases 262 New Holdings 46 Increased Positions 216 Sells All Sells 328 Reductions 326 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Janiczek Wealth Management, LLC Portfolio

Follow Janiczek Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Janiczek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janiczek Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email