The Analysis of Weitzel Financial Services, Inc.'s Holdings
Currently, Weitzel Financial Services, Inc. holds 47 types of securities in its portfolio with a total value $258.4M. In the most recent quarter, they have increased their positions in SCHD (+27.5K shares, valued at $763.0K), VEA (+9.8K shares, valued at $622.1K), AOM (+12.5K shares, valued at $597.6K); decreased their positions in MUB (-1.3K shares, valued at $141.1K), FTSM (-2.0K shares, valued at $118.9K), N/A (-1.3K shares, valued at $32.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM ST SRT SPDR PTFL S&P 1500 CMPST ETF671.1K shares0.28%2025-12-312026-02-03
VEA VANGUARD FTSE DEVELOPED MARKETS ETF612.1K shares1.63%2025-12-312026-02-03 SCHD SCHWAB US DIVIDEND EQUITY ETF657.5K shares4.37%2025-12-312026-02-03 SPAB ST SRT SPDR PRTFL AGRGT BD ET ETF IV694.6K shares2.80%2025-12-312026-02-03 AOM ISHARES CORE 40 60 MOD ALL ETF301.3K shares4.32%2025-12-312026-02-03 LMBS FRST TRT LOW DTN OPNTS ETF IV250.1K shares3.05%2025-12-312026-02-03 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF249.9K shares1.59%2025-12-312026-02-03 RDVY FT RISING DIVIDEND ACHIEVERS ETF145.1K shares2.06%2025-12-312026-02-03 MUB ISHARES NATIONAL MUNI BOND ETF92.6K shares-1.40%2025-12-312026-02-03 VTI VANGUARD TOTAL STOCK MARKET ETF28.1K shares6.25%2025-12-312026-02-03 VDC VANGUARD CONSUMER STAPLES ETF37.5K shares1.30%2025-12-312026-02-03 DE DEERE & CO9.3K shares0.03%2025-12-312026-02-03 FLOT ISHARES FLOATING RATE BOND ETF81.7K shares-0.13%2025-12-312026-02-03 VTV VANGUARD VALUE ETF21.3K shares7.84%2025-12-312026-02-03 SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF88.6K shares12.04%2025-12-312026-02-03 EMXC ISHARES MSCI EMERGING MARKETS ETF49.9K shares0.02%2025-12-312026-02-03 FMB FIRST TRUST MANAGED MUNICIPAL ETF37.6K shares1.64%2025-12-312026-02-03 SPYV ST STRT SPDR PRTFL S&P 500 VL ETF IV33.6K shares-1.25%2025-12-312026-02-03 AOR ISHARES CORE 60 40 BAL ALL ETF24.0K shares6.30%2025-12-312026-02-03 QQQM INVESCO NASDAQ 100 ETF5.7K shares36.23%2025-12-312026-02-03 VBR VANGUARD SMALL CAP VALUEETF6.4K shares3.02%2025-12-312026-02-03 USB US BANCORP DEL22.9K shares0.00%2025-12-312026-02-03 FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV19.2K shares-9.34%2025-12-312026-02-03 SPY SPDR S&P 500 ETF1.3K shares6.07%2025-12-312026-02-03 AOA ISHARES CORE 80 20 AGG ALL ETF8.0K shares0.53%2025-12-312026-02-03 SCHO SCHWAB SHORT TERM US TREASURY ETF26.4K shares-4.10%2025-12-312026-02-03 BND VANGUARD TOTAL BOND MARKET ETF8.3K shares14.31%2025-12-312026-02-03 LNT ALLIANT ENERGY CORP9.0K shares-3.89%2025-12-312026-02-03 TSLA TESLA INC1.3K shares0.00%2025-12-312026-02-03 VYM VANGUARD HIGH DIVIDEND YIELD ETF3.3K shares0.00%2025-12-312026-02-03 SLV ISHARES SILVER TRUST ETF7.3K shares0.00%2025-12-312026-02-03 VUG VANGUARD GROWTH ETF968 shares0.00%2025-12-312026-02-03 VB VANGUARD SMALL CAP ETF1.6K shares-2.15%2025-12-312026-02-03 SPEM SPDR INDEX SHARES EMERG MARKT ETF7.8K shares39.10%2025-12-312026-02-03 SHYM ISHS SHORT DU HI YLD MUNI ACT ETF16.3K shares72.19%2025-12-312026-02-03 FVD FIRST TRUST VALUE DIVIDEND INDEX ETF7.6K shares1.19%2025-12-312026-02-03 VIG VANGUARD DIVIDEND APPRECIATION ETF1.6K shares0.51%2025-12-312026-02-03 VO VANGUARD MID CAP ETF1.1K shares-2.68%2025-12-312026-02-03 GLD SPDR GOLD SHARES ETF785 shares2.61%2025-12-312026-02-03 FLXS FLEXSTEEL INDS INC7.2K shares0.00%2025-12-312026-02-03 NVDA NVIDIA CORP1.4K shares3.87%2025-12-312026-02-03 SCHG SCHWAB US LARGE CAP GROWTH ETF7.8K shares2.04%2025-12-312026-02-03 VWO VANGUARD FTSE EMERGING MARKETS ETF4.6K shares0.00%2025-12-312026-02-03 MSFT MICROSOFT CORP497 shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available