Weitzel Financial Services, Inc. Incresed Positions in Q4 2024

Weitzel Financial Services, Inc.

  • $211 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
894
+ 8.83%
$481.22 - $538.17 $430K - $481K
11K $5.63M
VTI
Vanguard Total Stock Market Et

ETFs
1.14K
+ 5.01%
$280.04 - $302.45 $320K - $346K
24K $6.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
412
+ 84.77%
$567.81 - $607.81 $234K - $250K
898 $526K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
408K
+ 212.54%
$26.93 - $84.95 $11M - $34.7M
600K $16.4M
AOR
Ishares Tr Core Growth Allocat

ETFs
2.44K
+ 22.79%
$57.32 - $59.66 $140K - $145K
13.1K $753K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
28
+ 0.4%
$40.72 - $64.48 $1.14K - $1.81K
7.1K $385K
MUB
Ishares National Muni Bond ETF

ETFs
2.36K
+ 2.65%
$105.78 - $108.7 $249K - $256K
91.3K $9.73M
VBR
Vanguard Small Cap Value ETF

ETFs
295
+ 6.23%
$197.36 - $217.3 $58.2K - $64.1K
5.03K $997K
LNT
Alliant Energy Corp

Utilities
869
+ 10.42%
$56.24 - $63.63 $48.9K - $55.3K
9.21K $544K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
110
+ 8.63%
$198.04 - $221.51 $21.8K - $24.4K
1.38K $291K
VTV
Vanguard Value ETF

ETFs
670
+ 3.79%
$168.32 - $181.87 $113K - $122K
18.4K $3.11M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.29K
+ 6.94%
$25.3 - $26.31 $32.6K - $33.9K
19.8K $507K
AOA
Ishares Tr Core Aggressive All

ETFs
347
+ 10.1%
$76.61 - $79.88 $26.6K - $27.7K
3.78K $289K
SCHO
Schwab Short Term Us Treasury

ETFs
15.6K
+ 100.98%
$24.06 - $48.88 $375K - $762K
31K $746K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.35K
+ 1.34%
$48.48 - $49.47 $163K - $166K
253K $12.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
94
+ 0.28%
$51.09 - $55.27 $4.8K - $5.2K
33.3K $1.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.72K
+ 3.6%
$55.45 - $61.08 $95.3K - $105K
49.5K $2.74M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
134
+ 0.22%
$34.13 - $37.35 $4.57K - $5K
62.4K $2.13M
BNDX
Vanguard Total International B

ETFs
2.23K
+ 0.8%
$48.91 - $50.61 $109K - $113K
279K $13.7M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.16K
+ 1.54%
$43.44 - $45.05 $181K - $187K
274K $11.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.3K
+ 2.36%
$24.94 - $26.14 $306K - $321K
532K $13.3M
VEA
Vanguard Ftse Developed Market

ETFs
18.4K
+ 3.33%
$47.57 - $52.44 $874K - $964K
570K $27.3M
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Weitzel Financial Services, Inc. Portfolio

Follow Weitzel Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weitzel Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Weitzel Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email