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CIK: 0001740451
Total reported value
$134.6M
$134.6M
18 檔
59.8%
The Q1 2025 SEC filing reveals that VanWeelden Wealth Management, LLC held a total portfolio value of $134.6M, covering 18 public equity positions.
During Q1 2025, 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 | TJAN | Inv E D Prt ETF - 2y T Jan27 | ETF-Other | 14.53% | — | — | |
| 2 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-Other | 14.52% | — | — | |
| 3 | CPNQ | Cal Nasdaq 100 St Alt Pr | ETF-Tech | 14.51% | -3.68% | EXIT | |
| 4 | CPRY | Clmos R 2000 S A P ETF - Jan | ETF-Other | 14.49% | -7.78% | EXIT | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 13.55% | -0.35% | EXIT | |
| 6 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 12.41% | +9.15% | -35.05% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.44% | -0.29% | +18.06% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.31% | -0.12% | +19.28% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.86% | -0.13% | +15.07% | |
| 10 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.11% | -0.20% | +10.00% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | — | |
| 12 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.28% | -0.01% | +14.18% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.27% | -0.16% | +24.79% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.16% | EXIT | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | — | — | |
| 16 | GNL | Global Net Lease Inc | Stock-Real Estate | 0.25% | -0.03% | -0.98% | |
| 17 | CTAS | Cintas CORP | Stock-Industrials | 0.22% | -0.01% | — | |
| 18 | USB | US Bancorp | Stock-Financials | 0.19% | — | — |
According to official SEC Form 13F filings, VanWeelden Wealth Management, LLC reported a total U.S. public equity portfolio value of $134.6M across 18 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TJAN, ZDEK, CPNQ) accounted for 59.8% of total reported equity market value during Q1 2025.
During Q1 2025, VanWeelden Wealth Management, LLC's top holdings by market value included TJAN (14.5%)、ZDEK (14.5%)、CPNQ (14.5%). The largest single position, TJAN, represented 14.5% of total portfolio value.
In Q1 2025, 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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