Weitzel Financial Services, Inc. Portfolio Holdings

Weitzel Financial Services, Inc.

  • $233 Million
  • Q2 2025

Weitzel Financial Services, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $233 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $50M, Vanguard Ftse Developed Market with a value of $33.7M, Spdr Portfolio Aggregate Bond with a value of $16.9M, Schwab Strategic Tr Us Dividen with a value of $16.2M, and Ishares Tr Core Moderate Alloc with a value of $12.8M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $213M to 233M.

Below you can find more details about Weitzel Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $233 Million
ETFs: $225 Million
Industrials: $4.99 Million
Financial Services: $1.04 Million
Consumer Cyclical: $657,000
Utilities: $563,000
Technology: $467,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$153B
$4.72 Million 2.03% of portfolio
9,289
Q2 2025 Added 1.12%
$68B
$1.04 Million 0.45% of portfolio
22,979
Q4 2024 Reduced 58.23%
$16.3B
$563,000 0.24% of portfolio
9,314
Q2 2025 Added 0.58%
$1.08T
$398,000 0.17% of portfolio
1,256
Q2 2025 Added 2.11%
$145B
$267,000 0.11% of portfolio
748
Q2 2025 New
$189M
$259,000 0.11% of portfolio
7,191
Q2 2025 Added 1.01%
$3.95T
$247,000 0.11% of portfolio
497
Q2 2025 New
$456B
$220,000 0.09% of portfolio
1,395
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $233 Million
  • Prior Value $213 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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