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CIK: 0001846789
Total reported value
$294.1M
$294.1M
38 檔
39.7%
As reported in its official Q1 2025 Form 13F filing, Weitzel Financial Services, Inc.'s tracked investment portfolio stood at $294.1M with 38 total positions.
In Q1 2025, Weitzel Financial Services, Inc. displayed an active expansion posture, initiating 38 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 20.45% | +0.65% | -1.84% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.09% | -0.18% | +2.91% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.92% | -0.42% | +21.00% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.62% | -0.14% | -1.02% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 5.90% | -0.39% | — | |
| 6 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 5.81% | -0.30% | +2.16% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.62% | -0.34% | -14.48% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 4.62% | -0.28% | — | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.83% | -0.26% | +20.24% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 3.62% | +0.31% | -8.70% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.59% | +0.49% | +50.53% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.11% | +0.30% | +2.40% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.00% | -0.15% | +0.63% | |
| 14 | DE | Deere & Co | Stock-Industrials | 1.97% | -0.01% | +0.02% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | +0.26% | +3.76% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.32% | — | +2.16% | |
| 17 | FMB | First Trust Managed Municipa | ETF-Other | 1.15% | -0.05% | -1.31% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.11% | +0.20% | +3.45% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | -0.07% | +0.44% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.48% | -0.03% | +12.86% | |
| 21 | USB | US Bancorp | Stock-Financials | 0.43% | +0.02% | — | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.34% | -0.01% | -5.83% | |
| 23 | LNT | Alliant Energy CORP | Stock-Utilities | 0.29% | — | +0.58% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | -0.02% | +1.04% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | +5.01% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.24% | -0.01% | -1.74% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | — | — | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.18% | +0.03% | +35.95% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | +0.01% | +2.69% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.01% | — | |
| 31 | FVD | First Trust Value Line Dvd | ETF-Other | 0.16% | -0.01% | +11.97% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | -0.01% | — | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.15% | +0.34% | +24.49% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | — | — | |
| 35 | FLXS | Flexsteel Inds | Stock-Other | 0.12% | +0.03% | +0.34% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | — | — | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.07% | -0.08% | -90.28% | |
| 38 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.06% | — | — |
According to official SEC Form 13F filings, Weitzel Financial Services, Inc. reported a total U.S. public equity portfolio value of $294.1M across 38 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, VEA, SPAB) accounted for 39.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPTM
市值: $42.6M
During Q1 2025, Weitzel Financial Services, Inc.'s top holdings by market value included SPTM (20.4%)、VEA (14.1%)、SPAB (7.9%). The largest single position, SPTM, represented 20.4% of total portfolio value.
In Q1 2025, Weitzel Financial Services, Inc. made 38 total portfolio adjustments, initiating 38 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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