Weitzel Financial Services, Inc. Portfolio Holdings

Weitzel Financial Services, Inc.

  • $214 Million
  • Q3 2024

Weitzel Financial Services, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $214 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 $47.3M, Vanguard Ftse Developed Market with a value of $29.1M, Schwab Strategic Tr Us Dividen with a value of $16.2M, Vanguard Total International B with a value of $13.9M, and Spdr Portfolio Aggregate Bond with a value of $13.6M.

Examining the 13F form we can see an increase of $13M in the current position value, from $201M to 214M.

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

Portfolio value $214 Million
ETFs: $206 Million
Industrials: $4.09 Million
Financial Services: $2.52 Million
Consumer Cyclical: $633,000
Utilities: $506,000
Technology: $213,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$309M
$312,000 0.15% of portfolio
7,067
Q3 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $214 Million
  • Prior Value $201 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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