Widmann Financial Services, Inc. Portfolio Holdings
Widmann Financial Services, Inc.
- $129 Million
- Q4 2024
Widmann Financial Services, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $129 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $7.27M, Apple Inc. with a value of $6.95M, Microsoft Corp with a value of $6.74M, Tesla, Inc. with a value of $6.55M, and American Centy ETF Tr Avantis with a value of $5.97M.
Examining the 13F form we can see an decrease of $2.84M in the current position value, from $132M to 129M.
Below you can find more details about Widmann Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$129 Million
ETFs: $45.5 Million
Technology: $19.7 Million
Consumer Cyclical: $13.5 Million
Industrials: $9.45 Million
Consumer Defensive: $9.08 Million
Healthcare: $8.73 Million
Communication Services: $5.19 Million
Financial Services: $4.96 Million
Other: $12.6 Million