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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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