The Analysis of VanWeelden Wealth Management, LLC's Holdings
Currently, VanWeelden Wealth Management, LLC holds 21 types of securities in its portfolio with a total value $127.3M. In the most recent quarter, they have increased their positions in JPST (+186.9K shares, valued at $9.5M), N/A (+265.1K shares, valued at $5.7M), SGOV (+13.5K shares, valued at $1.4M); decreased their positions in BIL (-158.0K shares, valued at $14.4M), CPRY (-25.2K shares, valued at $680.0K), AAPL (-181 shares, valued at $49.2K); initiated new positions in JPST (+186.9K shares, valued at $9.5M), N/A (+265.1K shares, valued at $5.7M), MCD (+655 shares, valued at $200.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CPRY CALAMOS ETF TR635.0K shares-3.82%2025-12-312026-02-02
BFRZ INNOVATOR ETFS TRUST539.2K shares2.13%2025-12-312026-02-02 GBIL GOLDMAN SACHS ETF TR144.4K shares4.88%2025-12-312026-02-02 TBIL RBB FD INC283.6K shares1.16%2025-12-312026-02-02 ZJUN INNOVATOR ETFS TRUST526.1K shares3.11%2025-12-312026-02-02 CPNJ CALAMOS ETF TR520.3K shares2.79%2025-12-312026-02-02 JPST J P MORGAN EXCHANGE TRADED F186.9K sharesnew addition2025-12-312026-02-02 SGOV ISHARES TR85.2K shares18.77%2025-12-312026-02-02 SHV ISHARES TR76.7K shares18.46%2025-12-312026-02-02 CALAMOS ETF TR CALAMOS ETF TR265.1K sharesnew addition2025-12-312026-02-02 PHYS SPROTT ASSET MANAGEMENT LP51.3K shares-0.97%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO10.5K shares-1.71%2025-12-312026-02-02 MSFT MICROSOFT CORP1.6K shares-0.42%2025-12-312026-02-02 PSLV SPROTT ASSET MANAGEMENT LP26.4K shares-2.32%2025-12-312026-02-02 BIL SPDR SERIES TRUST5.4K shares-96.67%2025-12-312026-02-02 AAPL APPLE INC1.7K shares-9.56%2025-12-312026-02-02 KO COCA COLA CO4.0K shares0.65%2025-12-312026-02-02 USB US BANCORP DEL5.1K shares0.00%2025-12-312026-02-02 GNL GLOBAL NET LEASE INC29.3K shares-8.04%2025-12-312026-02-02 CTAS CINTAS CORP1.2K shares0.00%2025-12-312026-02-02 MCD MCDONALDS CORP655 sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available