Weitzel Financial Services, Inc. Portfolio Holdings
Weitzel Financial Services, Inc.
- $211 Million
- Q4 2024
Weitzel Financial Services, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $211 Million distributed in 41 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 $47.5M, Vanguard Ftse Developed Market with a value of $27.3M, Schwab Strategic Tr Us Dividen with a value of $16.4M, Vanguard Total International B with a value of $13.7M, and Spdr Portfolio Aggregate Bond with a value of $13.3M.
Examining the 13F form we can see an decrease of $2.77M in the current position value, from $214M to 211M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|