Weitzel Financial Services, Inc. Portfolio Holdings by Sector
Weitzel Financial Services, Inc.
- $214 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPTM VEA SCHD BNDX SPAB LMBS AOM MUB 33 stocks |
$199,489
93.26% of portfolio
|
  20  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,462
3.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$3,839
1.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$2,515
1.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
LNT 1 stocks |
$506
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$321
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
FLXS 1 stocks |
$312
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$247
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$213
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|