Weil Company, Inc.

Q1 2025 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    104

  • Value ($000)

    $335,126

  • Date Filed
    04/30/2025
  • Form type
    13F-HR
  • CIK
    0001318011
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRTR
BRTR

BLACKROCK ETF TRUST II

ISHARES TOTAL RE
$29.51M
9 %

586,067

IUSV
IUSV

ISHARES TR

CORE S&P US VLU
$28.26M
8 %

306,207

AAPL
AAPL

APPLE INC

COM
$24.54M
7 %

110,462

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$19.80M
6 %

35,395

PSA
PSA

PUBLIC STORAGE OPER CO

COM
$18.63M
6 %

62,244

INTF
INTF

ISHARES TR

INTL EQTY FACTOR
$10.92M
3 %

354,131

BKCI
BKCI

BNY MELLON ETF TRUST

CONCENTRATED INT
$10.43M
3 %

218,149

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$10.31M
3 %

20,065

VT
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$9.15M
3 %

78,885

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$8.37M
3 %

171,632

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