Weitzel Financial Services, Inc. Portfolio Holdings by Sector
Weitzel Financial Services, Inc.
- $199 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPTM VEA SCHD BNDX SPAB LMBS AOM MUB 31 stocks |
$185,951
93.43% of portfolio
|
  16  
|
  12  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,195
2.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$3,800
1.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$2,459
1.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
LNT 1 stocks |
$353
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
FLXS 1 stocks |
$263
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$250
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$233
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$216
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$209
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PSLV 1 stocks |
$90
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|