Van Weelden Wealth Management, LLC Portfolio Holdings

Van Weelden Wealth Management, LLC

  • $112 Billion
  • Q1 2025

Van Weelden Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $16.3B, Innovator Etfs Trust with a value of $16.3B, Calamos ETF Tr with a value of $16.3B, Calamos ETF Tr with a value of $16.3B, and Spdr Bloomberg 1 3 Month T Bil with a value of $15.2B.

Examining the 13F form we can see an increase of $1.71B in the current position value, from $111B to 112B.

Van Weelden Wealth Management, LLC is based out at West Chester Township, OH

Below you can find more details about Van Weelden Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $27.3 Billion
Consumer Defensive: $2.37 Billion
Financial Services: $1.78 Billion
Technology: $918 Million
Consumer Cyclical: $294 Million
Real Estate: $283 Million
Industrials: $247 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Innovator Etfs Trust
-
$16.3 Billion 14.53% of portfolio
-
Q1 2025 New
Innovator Etfs Trust
-
$16.3 Billion 14.52% of portfolio
-
Q1 2025 New
Calamos ETF Tr
-
$16.3 Billion 14.51% of portfolio
-
Q1 2025 New
Calamos ETF Tr
-
$16.3 Billion 14.49% of portfolio
-
Q1 2025 New
$0
$15.2 Billion 13.55% of portfolio
166,034
Q1 2025 Reduced 5.88%
-
$13.9 Billion 12.41% of portfolio
-
Q1 2025 Reduced 35.05%
$0
$6.12 Billion 5.44% of portfolio
60,761
Q1 2025 Added 18.06%
$0
$5.96 Billion 5.31% of portfolio
53,983
Q1 2025 Added 19.28%
$393B
$2.09 Billion 1.86% of portfolio
12,254
Q1 2025 Added 15.07%
$0
$1.25 Billion 1.11% of portfolio
52,035
Q1 2025 Added 10.0%
$2.68T
$619 Million 0.55% of portfolio
1,650
Q4 2024 New
$0
$313 Million 0.28% of portfolio
27,000
Q1 2025 Added 14.18%
$3.1T
$299 Million 0.27% of portfolio
1,344
Q1 2025 Added 24.79%
$227B
$294 Million 0.26% of portfolio
940
Q1 2025 Added 0.53%
$315B
$285 Million 0.25% of portfolio
3,983
Q4 2024 New
$782M
$283 Million 0.25% of portfolio
35,229
Q1 2025 Reduced 0.98%
$56.2B
$214 Million 0.19% of portfolio
5,065
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $112 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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