Van Weelden Wealth Management, LLC Portfolio Holdings by Sector
Van Weelden Wealth Management, LLC
- $112 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
BIL SGOV SHV 3 stocks |
$27.3 Million
82.25% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
$2.09 Million
6.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS PSLV 2 stocks |
$1.57 Million
4.71% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$619,432
1.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$298,545
0.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$293,759
0.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$285,227
0.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
GNL 1 stocks |
$283,241
0.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$246,636
0.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$213,844
0.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|