Sponsored

The Analysis of REICON WEALTH ADVISORS, LLC's Holdings & P&L

Currently, REICON WEALTH ADVISORS, LLC holds 71 types of securities in its portfolio with a total value $130.3M. In the most recent quarter, they have increased their positions in EQWL (+95.5K shares, valued at $11.0M), CAT (+600 shares, valued at $425.1K), AAPL (+1.4K shares, valued at $358.6K); decreased their positions in SPY (-18.4K shares, valued at $12.0M), N/A (-6.6K shares, valued at $1.3M), VCIT (-12.0K shares, valued at $990.3K); initiated new positions in CAT (+600 shares, valued at $425.1K), AAPL (+1.4K shares, valued at $358.6K), MCD (+1.1K shares, valued at $334.7K).

1M P&L

+1.4M+1.04%

3M P&L

+5.7M+4.50%

HY P&L

+8.4M+6.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A113.1M

96.4%

2Asset Management908.2K

0.8%

3Capital Markets501.9K

0.4%

Top Industries by Stock Count

1N/A53 stocks

80.3%

2Asset Management3 stocks

4.5%

3Capital Markets2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T86.9K shares-17.52%2026-03-312026-05-08

EQWL INVESCO EXCHANGE TRADED FD T346.7K shares38.02%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T42.5K shares-13.44%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS4.6K shares9.57%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS26.2K shares-31.36%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares0.46%2026-03-312026-05-08

AGG ISHARES TR18.2K shares3.10%2026-03-312026-05-08

RSPT INVESCO EXCHANGE TRADED FD T19.6K shares10.04%2026-03-312026-05-08

Sponsored

IVV ISHARES TR1.3K shares6.15%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F15.4K shares-21.14%2026-03-312026-05-08

JPIE J P MORGAN EXCHANGE TRADED F16.7K shares-28.91%2026-03-312026-05-08

BINC BLACKROCK ETF TRUST II14.6K shares-11.75%2026-03-312026-05-08

SDVY FIRST TR EXCHANGE TRADED FD17.1K shares-35.24%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS7.6K shares0.00%2026-03-312026-05-08

IWV ISHARES TR1.5K shares0.00%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS5.8K shares0.00%2026-03-312026-05-08

Sponsored

HD HOME DEPOT INC1.3K shares26.00%2026-03-312026-05-08

CAT CATERPILLAR INC600 sharesnew addition2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F7.4K shares17.56%2026-03-312026-05-08

BXSL BLACKSTONE SECD LENDING FD15.9K shares71.38%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO1.3K shares28.09%2026-03-312026-05-08

MSFT MICROSOFT CORP991 shares124.21%2026-03-312026-05-08

SPHB INVESCO EXCH TRADED FD TR II3.1K shares-15.35%2026-03-312026-05-08

AAPL APPLE INC1.4K sharesnew addition2026-03-312026-05-08

Sponsored

BND VANGUARD BD INDEX FDS4.8K shares0.00%2026-03-312026-05-08

GDEC FIRST TR EXCHNG TRADED FD VI9.2K shares20.86%2026-03-312026-05-08

MCD MCDONALDS CORP1.1K sharesnew addition2026-03-312026-05-08

PKW INVESCO EXCHANGE TRADED FD T2.3K shares45.22%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC354 shares2.91%2026-03-312026-05-08

IGIB ISHARES TR5.5K sharesnew addition2026-03-312026-05-08

ARCC ARES CAPITAL CORP16.1K shares36.05%2026-03-312026-05-08

RSPG INVESCO EXCHANGE TRADED FD T2.4K shares10.47%2026-03-312026-05-08

Sponsored

HYBB ISHARES TR5.7K shares-15.72%2026-03-312026-05-08

MLPA GLOBAL X FDS4.8K sharesnew addition2026-03-312026-05-08

JAAA JANUS DETROIT STR TR5.2K shares-21.57%2026-03-312026-05-08

KO COCA COLA CO3.4K sharesnew addition2026-03-312026-05-08

VXUS VANGUARD STAR FDS3.3K sharesnew addition2026-03-312026-05-08

AMZN AMAZON COM INC1.2K shares22.28%2026-03-312026-05-08

MSDL MORGAN STANLEY DIRECT LENDIN17.3K shares33.77%2026-03-312026-05-08

IGEB ISHARES TR5.4K sharesnew addition2026-03-312026-05-08

Sponsored

TLT ISHARES TR2.5K shares-68.53%2026-03-312026-05-08

PFF ISHARES TR6.9K shares-21.29%2026-03-312026-05-08

MS MORGAN STANLEY1.2K shares-35.26%2026-03-312026-05-08

JQUA J P MORGAN EXCHANGE TRADED F3.0K shares37.58%2026-03-312026-05-08

PCEF INVESCO EXCH TRADED FD TR II9.6K shares-30.19%2026-03-312026-05-08

VTI VANGUARD INDEX FDS500 shares-12.28%2026-03-312026-05-08

GAUG FIRST TR EXCHNG TRADED FD VI4.0K shares0.00%2026-03-312026-05-08

GJUL FIRST TR EXCHNG TRADED FD VI3.7K shares0.00%2026-03-312026-05-08

Sponsored

BIL SPDR SERIES TRUST1.7K shares-68.42%2026-03-312026-05-08

GFEB FIRST TR EXCHNG TRADED FD VI3.7K sharesnew addition2026-03-312026-05-08

IWM ISHARES TR600 shares0.00%2026-03-312026-05-08

GOCT FIRST TR EXCHNG TRADED FD VI3.6K shares54.41%2026-03-312026-05-08

GSEP FIRST TR EXCHNG TRADED FD VI3.5K shares21.47%2026-03-312026-05-08

CLOA BLACKROCK ETF TRUST II2.4K shares14.13%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS2.0K shares0.00%2026-03-312026-05-08

CARY ANGEL OAK FUNDS TRUST4.8K sharesnew addition2026-03-312026-05-08

Sponsored

QUS SPDR SERIES TRUST450 sharesnew addition2026-03-312026-05-08

MBS ANGEL OAK FUNDS TRUST7.5K sharesnew addition2026-03-312026-05-08

FSEP FIRST TR EXCHNG TRADED FD VI970 sharesnew addition2026-03-312026-05-08

JSI JANUS DETROIT STR TR900 sharesnew addition2026-03-312026-05-08

IJH ISHARES TR500 sharesnew addition2026-03-312026-05-08

IJR ISHARES TR236 shares555.56%2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II339 sharesnew addition2026-03-312026-05-08

RSPF INVESCO EXCHANGE TRADED FD T344 shares882.86%2026-03-312026-05-08

Sponsored

IGV ISHARES TR180 sharesnew addition2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T300 shares0.00%2026-03-312026-05-08

VMBS VANGUARD SCOTTSDALE FDS241 shares-33.06%2026-03-312026-05-08

SHY ISHARES TR50 sharesnew addition2026-03-312026-05-08

IEF ISHARES TR43 shares0.00%2026-03-312026-05-08

AGZ ISHARES TR36 sharesnew addition2026-03-312026-05-08

IEI ISHARES TR28 shares0.00%2026-03-312026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-17.52%

Shares86.9K

Event2026-03-31

Filed2026-05-08

EQWL

INVESCO EXCHANGE TRADED FD T

38.02%

Shares346.7K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

-13.44%

Shares42.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

9.57%

Shares4.6K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

-31.36%

Shares26.2K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.46%

Shares4.3K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

3.10%

Shares18.2K

Event2026-03-31

Filed2026-05-08

RSPT

INVESCO EXCHANGE TRADED FD T

10.04%

Shares19.6K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

6.15%

Shares1.3K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

-21.14%

Shares15.4K

Event2026-03-31

Filed2026-05-08

JPIE

J P MORGAN EXCHANGE TRADED F

-28.91%

Shares16.7K

Event2026-03-31

Filed2026-05-08

BINC

BLACKROCK ETF TRUST II

-11.75%

Shares14.6K

Event2026-03-31

Filed2026-05-08

SDVY

FIRST TR EXCHANGE TRADED FD

-35.24%

Shares17.1K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IWV

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

26.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

New

Shares600

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

17.56%

Shares7.4K

Event2026-03-31

Filed2026-05-08

BXSL

BLACKSTONE SECD LENDING FD

71.38%

Shares15.9K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

28.09%

Shares1.3K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

124.21%

Shares991

Event2026-03-31

Filed2026-05-08

SPHB

INVESCO EXCH TRADED FD TR II

-15.35%

Shares3.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-08

GDEC

FIRST TR EXCHNG TRADED FD VI

20.86%

Shares9.2K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

PKW

INVESCO EXCHANGE TRADED FD T

45.22%

Shares2.3K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

2.91%

Shares354

Event2026-03-31

Filed2026-05-08

IGIB

ISHARES TR

New

Shares5.5K

Event2026-03-31

Filed2026-05-08

ARCC

ARES CAPITAL CORP

36.05%

Shares16.1K

Event2026-03-31

Filed2026-05-08

RSPG

INVESCO EXCHANGE TRADED FD T

10.47%

Shares2.4K

Event2026-03-31

Filed2026-05-08

HYBB

ISHARES TR

-15.72%

Shares5.7K

Event2026-03-31

Filed2026-05-08

MLPA

GLOBAL X FDS

New

Shares4.8K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

-21.57%

Shares5.2K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

New

Shares3.4K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

New

Shares3.3K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

22.28%

Shares1.2K

Event2026-03-31

Filed2026-05-08

MSDL

MORGAN STANLEY DIRECT LENDIN

33.77%

Shares17.3K

Event2026-03-31

Filed2026-05-08

IGEB

ISHARES TR

New

Shares5.4K

Event2026-03-31

Filed2026-05-08

TLT

ISHARES TR

-68.53%

Shares2.5K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

-21.29%

Shares6.9K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

-35.26%

Shares1.2K

Event2026-03-31

Filed2026-05-08

JQUA

J P MORGAN EXCHANGE TRADED F

37.58%

Shares3.0K

Event2026-03-31

Filed2026-05-08

PCEF

INVESCO EXCH TRADED FD TR II

-30.19%

Shares9.6K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

-12.28%

Shares500

Event2026-03-31

Filed2026-05-08

GAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-08

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

-68.42%

Shares1.7K

Event2026-03-31

Filed2026-05-08

GFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares3.7K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

0.00%

Shares600

Event2026-03-31

Filed2026-05-08

GOCT

FIRST TR EXCHNG TRADED FD VI

54.41%

Shares3.6K

Event2026-03-31

Filed2026-05-08

GSEP

FIRST TR EXCHNG TRADED FD VI

21.47%

Shares3.5K

Event2026-03-31

Filed2026-05-08

CLOA

BLACKROCK ETF TRUST II

14.13%

Shares2.4K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

CARY

ANGEL OAK FUNDS TRUST

New

Shares4.8K

Event2026-03-31

Filed2026-05-08

QUS

SPDR SERIES TRUST

New

Shares450

Event2026-03-31

Filed2026-05-08

MBS

ANGEL OAK FUNDS TRUST

New

Shares7.5K

Event2026-03-31

Filed2026-05-08

FSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares970

Event2026-03-31

Filed2026-05-08

JSI

JANUS DETROIT STR TR

New

Shares900

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

New

Shares500

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

555.56%

Shares236

Event2026-03-31

Filed2026-05-08

INVESCO EXCH TRADED FD TR II

New

Shares339

Event2026-03-31

Filed2026-05-08

RSPF

INVESCO EXCHANGE TRADED FD T

882.86%

Shares344

Event2026-03-31

Filed2026-05-08

IGV

ISHARES TR

New

Shares180

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.00%

Shares300

Event2026-03-31

Filed2026-05-08

VMBS

VANGUARD SCOTTSDALE FDS

-33.06%

Shares241

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

New

Shares50

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR

0.00%

Shares43

Event2026-03-31

Filed2026-05-08

AGZ

ISHARES TR

New

Shares36

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

0.00%

Shares28

Event2026-03-31

Filed2026-05-08

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T2.3K shares15.00%2026-03-312026-05-08

SPY Call

STATE STR SPDR S&P 500 ETF T

15.00%

Shares2.3K

Event2026-03-31

Filed2026-05-08

Put Option Holdings

No put option holdings data available