Widmann Financial Services, Inc. Portfolio Holdings
Widmann Financial Services, Inc.
- $142 Million
- Q2 2025
Widmann Financial Services, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $142 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $9.05M, Microsoft Corp with a value of $7.98M, American Centy ETF Tr Avantis with a value of $6.48M, Ishares Russell 1000 Val ETF with a value of $6.15M, and Apple Inc. with a value of $5.83M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $128M to 142M.
Below you can find more details about Widmann Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$142 Million
ETFs: $53.1 Million
Technology: $23.1 Million
Industrials: $12.2 Million
Healthcare: $9.54 Million
Consumer Defensive: $9.41 Million
Consumer Cyclical: $9.15 Million
Financial Services: $5.94 Million
Communication Services: $5.78 Million
Other: $13.7 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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