Van Weelden Wealth Management, LLC Portfolio Holdings

Van Weelden Wealth Management, LLC

  • $111 Billion
  • Q4 2024

Van Weelden Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc Us Treas 3 Month Bi with a value of $21.4B, Innovator Etfs Trust with a value of $18.5B, Spdr Bloomberg 1 3 Month T Bil with a value of $16.1B, Calamos ETF Tr with a value of $16.1B, and Calamos ETF Tr with a value of $5.73B.

Examining the 13F form we can see an increase of $111B in the current position value.

Van Weelden Wealth Management, LLC is based out at West Chester Township, OH

Below you can find more details about Van Weelden Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $31.1 Billion
Financial Services: $2.29 Billion
Consumer Defensive: $2.03 Billion
Technology: $965 Million
Consumer Cyclical: $271 Million
Real Estate: $260 Million
Industrials: $219 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.7B
$870 Million 0.79% of portfolio
20,566
Q4 2024 New
$69.7B
$242 Million 0.22% of portfolio
5,065
Q4 2024 New
$20.7B
$219 Million 0.2% of portfolio
1,200
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $111 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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