Van Weelden Wealth Management, LLC Portfolio Holdings by Sector
Van Weelden Wealth Management, LLC
- $122 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL GBIL SGOV SHV 4 stocks |
$43.2 Million
87.52% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS PSLV 2 stocks |
$1.96 Million
3.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
$1.64 Million
3.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$854,894
1.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$482,272
0.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$265,738
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
GNL 1 stocks |
$259,453
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$246,312
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$244,791
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$208,574
0.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|