$92.5 Million is the total value of Reitz Capital Advisors LLC's 39 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BSJM | INVESCO EXCH TRD SLF IDX FD | $571,000 | +0.2% | 23,403 | 0.0% | 0.62% | -4.6% | |
CORP | PIMCO ETF TRinv grd crp bd | $491,000 | +0.2% | 4,469 | 0.0% | 0.53% | -4.5% | |
VOO | VANGUARD INDEX FDS | $249,000 | +8.3% | 842 | 0.0% | 0.27% | +3.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US DIVIDEND EQUITY ETF | 20 | Q3 2023 | 24.6% |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 20 | Q3 2023 | 21.7% |
SCHWAB U.S. MID-CAP ETF | 20 | Q3 2023 | 7.6% |
CALAMOS CONV OPPORTUNITIES & I SH BEN INT | 20 | Q3 2023 | 4.7% |
APPLE INC COM | 20 | Q3 2023 | 4.7% |
BLACKROCK MUNIYLD MICH QLTY | 20 | Q3 2023 | 3.7% |
INVESCO EXCH TRADED FD TR II | 19 | Q2 2023 | 5.3% |
SPDR SER TR | 19 | Q2 2023 | 1.1% |
NEWMONT MNG CORP | 19 | Q3 2023 | 2.1% |
MICROSOFT CORP COM | 18 | Q3 2023 | 4.0% |
View Reitz Capital Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-20 |
View Reitz Capital Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.