Weil Company, Inc.
Q1 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
104
- Value ($000)
$335,126
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001318011
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
BRTR BLACKROCK ETF TRUST II | ISHARES TOTAL RE | 092528876 | $29.51M | 9 % | 586,067 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $28.26M | 8 % | 306,207 | ||
AAPL APPLE INC | COM | 037833100 | $24.54M | 7 % | 110,462 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.80M | 6 % | 35,395 | ||
PSA PUBLIC STORAGE OPER CO | COM | 74460D109 | $18.63M | 6 % | 62,244 | ||
INTF ISHARES TR | INTL EQTY FACTOR | 46434V274 | $10.92M | 3 % | 354,131 | ||
BKCI BNY MELLON ETF TRUST | CONCENTRATED INT | 09661T834 | $10.43M | 3 % | 218,149 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.31M | 3 % | 20,065 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $9.15M | 3 % | 78,885 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $8.37M | 3 % | 171,632 |
Rows Per Page
10
- 10
- 50
- 100