Weitzel Financial Services, Inc.
Q1 2025 13F Holdings
- Locationdubuque, IA
- Num holdings
38
- Value ($000)
$209,694
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001846789
- 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 |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S P 1500 CMPST ST ETF | PORTFOLI S&P1500 | 78464A805 | $42.63M | 20 % | 652,736 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | VAN FTSE DEV MKT | 921943858 | $29.38M | 14 % | 586,668 | ||
KRE SPDR AGGREGATE BOND ETF | SPDR SER TR | 78464A649 | $16.51M | 8 % | 644,024 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | US DIVDEND EQ | 808524797 | $15.88M | 8 % | 594,173 | ||
LMBS FRST TRT LOW DTN OPNTS ETF IV | FST LOW OPPT EFT | 33739Q200 | $12.30M | 6 % | 252,769 | ||
AOM ISHARES CORE 40 60 MOD ALL ETF | MODERT ALLOC ETF | 464289875 | $12.11M | 6 % | 280,083 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF | TOTAL INT BD ETF | 92203J407 | $11.71M | 6 % | 238,958 | ||
MUB ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | 464288414 | $9.63M | 5 % | 91,332 | ||
VANGUARD CONSUMER STAPLES ETF | CONSUM STP ETF | 92204A207 | $7.99M | 4 % | 36,322 | ||
RDVY FT RISING DIVIDEND ACHIEVERS ETF IV | RISNG DIVD ACHIV | 33738R506 | $7.55M | 4 % | 135,142 |
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