Weitzel Financial Services, Inc. Portfolio Holdings by Sector
Weitzel Financial Services, Inc.
- $211 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPTM VEA SCHD BNDX SPAB LMBS AOM MUB 32 stocks |
$197,217
93.41% of portfolio
|
  20  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,945
3.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$3,891
1.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$1,099
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
LNT 1 stocks |
$544
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$496
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
FLXS 1 stocks |
$385
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$248
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$209
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PSLV 1 stocks |
$105
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|