VanWeelden Wealth Management, LLC
Q1 2025 13F Holdings
- Locationwest chester township, OH
- Num holdings
18
- Value ($000)
$112,402
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001740451
- 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 |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUST | EQUITY JAN 20227 | 45784N825 | $16.33M | 15 % | 645,628 | ||
INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N858 | $16.32M | 15 % | 689,069 | ||
CALAMOS ETF TR | NASDAQ 100 STRU | 12811T852 | $16.31M | 15 % | 668,448 | ||
CALAMOS ETF TR | RUSSELL 2000 STR | 12811T126 | $16.28M | 15 % | 663,423 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $15.23M | 14 % | 166,034 | ||
TBIL RBB FD INC | US TREAS 3 MNTH | 74933W452 | $13.95M | 12 % | 278,928 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $6.12M | 5 % | 60,761 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $5.96M | 5 % | 53,983 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $2.09M | 2 % | 12,254 | ||
PHYS/U SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | $1.25M | 1 % | 52,035 |
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