Weitzel Financial Services, Inc. Portfolio Holdings by Sector
Weitzel Financial Services, Inc.
- $213 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPTM VEA SCHD SPAB LMBS AOM BNDX MUB 31 stocks |
$199,830
93.75% of portfolio
|
  17  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,745
3.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$4,311
2.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$970
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
LNT 1 stocks |
$595
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$318
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
FLXS 1 stocks |
$259
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PSLV 1 stocks |
$127
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|