Widmann Financial Services, Inc. Portfolio Holdings
Widmann Financial Services, Inc.
- $128 Million
- Q1 2025
Widmann Financial Services, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $128 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $8.04M, Apple Inc. with a value of $6.03M, Microsoft Corp with a value of $5.98M, Ishares Russell 1000 Val ETF with a value of $5.76M, and American Centy ETF Tr Avantis with a value of $5.59M.
Examining the 13F form we can see an decrease of $511K in the current position value, from $129M to 128M.
Below you can find more details about Widmann Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
ETFs: $46 Million
Technology: $18.3 Million
Industrials: $10.6 Million
Healthcare: $10.2 Million
Consumer Defensive: $10.1 Million
Consumer Cyclical: $8.48 Million
Energy: $5.98 Million
Communication Services: $5.53 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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