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CIK: 0001740451
Total reported value
$134.6M
$134.6M
22 檔
57.9%
In Q4 2024, VanWeelden Wealth Management, LLC's U.S. equity holdings reached a combined market value of $134.6M, distributed across 22 disclosed stock positions.
During Q4 2024, VanWeelden Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 19.34% | +9.15% | +53.72% | |
| 2 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 16.75% | — | — | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 14.57% | -0.35% | EXIT | |
| 4 | CPNS | Calamos Nsdq 100 Alt Sept | ETF-Other | 14.50% | — | — | |
| 5 | CPSO | Calamos S&p 500 Alt Prot Oct | ETF-Large Cap & Growth | 5.18% | — | — | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.66% | -0.29% | -22.74% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.50% | -0.12% | -24.67% | |
| 8 | ZSEP | Innovator Edp ETF - 1 Yr Sep | ETF-Other | 4.43% | — | — | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 4.32% | -0.62% | -65.05% | |
| 10 | JUNM | Ft Vest US Eq Max Buf June | ETF-Other | 4.22% | — | — | |
| 11 | NJUL | Innovator Growth 100 Power B | ETF-Other | 2.07% | — | — | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.61% | -0.13% | -7.50% | |
| 13 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.86% | -0.20% | +45.15% | |
| 14 | FITB | Fifth Third Bancorp | Stock-Financials | 0.79% | — | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.03% | -4.24% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | -0.16% | EXIT | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.24% | -0.16% | -57.58% | |
| 18 | GNL | Global Net Lease Inc | Stock-Real Estate | 0.23% | -0.03% | +13.40% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | — | +0.96% | |
| 20 | USB | US Bancorp | Stock-Financials | 0.22% | — | — | |
| 21 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.21% | -0.01% | -6.54% | |
| 22 | CTAS | Cintas CORP | Stock-Industrials | 0.20% | -0.01% | — |
According to official SEC Form 13F filings, VanWeelden Wealth Management, LLC reported a total U.S. public equity portfolio value of $134.6M across 22 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TBIL, APOC, BIL) accounted for 57.9% of total reported equity market value during Q4 2024.
During Q4 2024, VanWeelden Wealth Management, LLC's top holdings by market value included TBIL (19.3%)、APOC (16.8%)、BIL (14.6%). The largest single position, TBIL, represented 19.3% of total portfolio value.
In Q4 2024, VanWeelden Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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