Weitzel Financial Services, Inc. Portfolio Holdings by Sector
Weitzel Financial Services, Inc.
- $233 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPTM VEA SPAB SCHD AOM BNDX LMBS MUB 37 stocks |
$217,021
93.35% of portfolio
|
  26  
|
  9  
|
  7  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,756
3.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$4,723
2.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$1,039
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
LNT 1 stocks |
$563
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$398
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$267
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
FLXS 1 stocks |
$259
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$247
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$220
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|