• 13F History

Reitz Capital Advisors LLC

13F Filings History

Latest 13F report
Q1 2024 - Apr 22, 2024
Value $
$55.6M
Signature - Title
Mark Reitz - Owner
Location
Freeland, MI
Summary
This page shows a list of all the recent 13F filings made by Reitz Capital Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Reitz Capital Advisors LLC reported 21 stock holdings with total value $55.6M as of Q1 2024. Top holdings included SCHD, JEPQ, BND, SCHG, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 21 $55.6M +$2.25M -$2.77M -$526K SCHD, JEPQ, BND, SCHG, JEPI 13F-HR 4/22/2024, 02:31 PM
Q4 2023 24 $56.1M +$12.3M -$11.2M +$1.12M SCHD, JEPQ, BND, SCHG, JEPI 13F-HR 1/17/2024, 11:34 AM
Q3 2023 49 $52.4M +$20.6M -$44.4M -$23.8M SCHD, JEPI, BND, SCHG, JEPQ 13F-HR 10/16/2023, 11:59 AM
Q2 2023 43 $80.7M +$29.5M -$41.9M -$12.5M JEPQ, JEPI, BND, SCHM, AAPL 13F-HR 7/17/2023, 09:30 AM
Q1 2023 52 $108M +$6.57M -$5.97M +$604K SCHD, JPST, JEPI, SCHG, PGX 13F-HR 4/26/2023, 12:16 PM
Q4 2022 49 $105M +$5.61M -$11.6M -$5.98M SCHD, JPST, JEPI, SCHP, SCHG 13F-HR 1/18/2023, 11:21 AM
Q3 2022 47 $109M +$11.9M -$6.5M +$5.38M SCHD, JPST, SCHP, SCHG, JEPI 13F-HR 10/27/2022, 03:51 PM
Q2 2022 53 $112M +$8.46M -$16.4M -$7.91M SCHD, JPST, SCHP, SCHG, VIG 13F-HR 7/20/2022, 02:52 PM
Q1 2022 78 $138M +$33M -$8.09M +$24.9M SCHD, JPST, SCHG, SCHP, BND 13F-HR 4/14/2022, 04:35 PM
Q4 2021 42 $136M +$18.2M -$10.7M +$7.47M SCHD, SCHG, JPST, LDUR, SCHM 13F-HR 1/20/2022, 12:47 PM
Q3 2021 47 $134M +$11.5M -$18.5M -$7.05M SCHD, SCHG, JPST, BND, LDUR 13F-HR 10/18/2021, 09:37 AM
Q2 2021 49 $142M +$12.3M -$12.6M -$258K SCHD, SCHG, JPST, LDUR, SCHM 13F-HR 7/15/2021, 04:40 PM
Q1 2021 49 $135M +$30.9M -$24.5M +$6.44M SCHD, SCHG, LDUR, SCHM, JPST 13F-HR 4/14/2021, 03:09 PM
Q4 2020 48 $124M +$8.5M -$3.58M +$4.93M SCHG, SCHD, MINT, SCHM, BND 13F-HR 1/19/2021, 09:18 AM
Q3 2020 48 $110M +$34M -$2.63M +$31.4M SCHG, SCHD, MINT, BND, SCHM 13F-HR 10/19/2020, 11:23 AM
Q2 2020 125 $78.7M +$16.5M -$25.9M -$9.41M SCHG, SCHD, MINT, BND, CHI 13F-HR 7/14/2020, 01:28 PM
Q1 2020 35 $76.9M +$7.05M -$5.93M +$1.12M SCHG, SCHD, TOTL, MINT, BSCM 13F-HR 4/22/2020, 02:51 PM
Q4 2019 39 $92M +$4.16M -$3.66M +$500K SCHD, SCHG, TOTL, MINT, SCHM 13F-HR 1/9/2020, 10:26 AM
Q3 2019 37 $88.1M +$16M -$3.37M +$12.7M SCHG, SCHD, TOTL, MINT, SCHM 13F-HR 10/8/2019, 08:52 AM
Q2 2019 43 $88.7M +$4.12M -$3M +$1.13M SCHG, TOTL, SCHD, SDOG, SCHM 13F-HR 7/15/2019, 12:10 PM
Q1 2019 39 $86.4M +$7.88M -$6.25M +$1.63M SCHG, TOTL, SDOG, SCHD, SCHM 13F-HR 4/5/2019, 03:16 PM
Q4 2018 41 $82.7M SCHG, TOTL, SCHD, SDOG, SCHM 13F-HR 1/15/2019, 12:39 PM