Van Weelden Wealth Management, LLC Portfolio Holdings by Sector
Van Weelden Wealth Management, LLC
- $111 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BIL SGOV SHV GBIL 4 stocks |
$31.1 Million
83.72% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
$1.79 Million
4.81% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS PSLV 2 stocks |
$1.18 Million
3.18% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FITB USB 2 stocks |
$1.11 Million
3.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$695,402
1.87% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$271,028
0.73% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$269,705
0.73% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
GNL 1 stocks |
$259,705
0.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$247,951
0.67% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$219,240
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|