Weitzel Financial Services, Inc. Portfolio Holdings

Weitzel Financial Services, Inc.

  • $201 Million
  • Q2 2024

Weitzel Financial Services, Inc. has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $201 Million distributed in 42 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 $45.1M, Vanguard Ftse Developed Market with a value of $27M, Schwab Strategic Tr Us Dividen with a value of $14.4M, Vanguard Total International B with a value of $13.6M, and Spdr Portfolio Aggregate Bond with a value of $12.8M.

Examining the 13F form we can see an increase of $1.84M in the current position value, from $199M to 201M.

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

Portfolio value $201 Million
ETFs: $194 Million
Industrials: $3.69 Million
Financial Services: $2.29 Million
Consumer Cyclical: $463,000
Technology: $428,000
Utilities: $360,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$108,000 0.05% of portfolio
10,955
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $201 Million
  • Prior Value $199 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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