WF

Widmann Financial Services, Inc.

13F
Widmann Financial Services, Inc.
Last update 2025-05-15 104 Stocks (7 new)
Value $129.00 Mil Turnover 5 %
Countries:
Top Holdings: IEFA(6.25%)AAPL(4.68%)MSFT(4.64%)IWD(4.47%)AVUV(4.34%)
Summary Stock Picks Current Portfolio
Widmann Financial Services, In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA
iShares Core MSCI EAFE ETF
106,286
8,040.6
+2.78%
6.250
+0.17%
0.010
+10.95%
+20.93%
144,033.5
 
AAPL
Apple Inc
27,130
6,026.4
-2.32%
4.680
-0.12%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
15,924
5,977.6
-0.42%
4.640
-0.02%
0.000
+38.00%
+20.34%
3,755,441.4
Software
IWD
iShares Russell 1000 Value ETF
30,615
5,760.6
+2.72%
4.470
+0.12%
0.010
+12.06%
+7.61%
62,518.2
 
AVUV
Avantis U.S. Small Cap Value ETF
64,095
5,587.2
+3.58%
4.340
+0.15%
0.040
+18.31%
-0.67%
17,010.0
 
IWF
iShares Russell 1000 Growth ETF
12,873
4,648.2
+2.68%
3.610
+0.09%
0.000
+26.89%
+7.95%
112,963.2
 
XOM
Exxon Mobil Corp
33,026
3,927.7
+16.88%
3.050
+0.44%
0.000
+1.14%
+2.74%
467,768.2
Oil & Gas
EEM
iShares MSCI Emerging Markets ETF
87,765
3,835.3
+2.57%
2.980
+0.07%
0.020
+17.32%
+19.34%
18,796.9
 
IBM
International Business Machines Corp
International Business Machines Corp
15,089
3,752.0
+1.98%
2.910
+0.06%
0.000
+17.82%
+29.98%
262,052.7
Software
IWP
iShares Russell Mid-Cap Growth ETF
29,906
3,513.6
+3.05%
2.730
+0.08%
0.020
+23.90%
+10.65%
19,508.8
 

Widmann Financial Services, Inc.'s Historical Top Holdings Breakdowns

Widmann Financial Services, Inc.'s Top Stock Picks View Full List
Ticker
TSLA
XOM
GD
OC
NFE
B
LMT
TGT
IEFA
V
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-3.44%
●
222.15 ($333.26) 428.22
$332.11
-0.35%
Reduce -67.77%
5,228
-10,992
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.44%
●
105.44 ($110.59) 118.93
$108.54
-1.85%
Add 16.88%
33,026
4,769
GD
General Dynamics Corp
2025-03-31
Add
Add
+0.22%
●
241.94 ($259.92) 272.58
$297.60
14.50%
Add 127.35%
1,887
1,057
OC
Owens-Corning Inc
2025-03-31
New Buy
New Buy
+0.20%
●
137.83 ($165.31) 191.19
$143.79
-13.02%
New holding
1,816
1,816
NFE
New Fortress Energy Inc
2025-03-31
Sold Out
Sold Out
-0.20%
●
8.31 ($12.32) 16.3
$4.08
-66.88%
Sold Out
0
-17,500
B
Barrick Mining Corp
2025-03-31
Add
Add
+0.19%
●
15.45 ($17.52) 19.56
$21.74
24.09%
Add 101.48%
25,302
12,744
LMT
Lockheed Martin Corp
2025-03-31
Add
Add
+0.18%
●
423.19 ($460.32) 506.29
$410.74
-10.77%
Add 46.88%
1,598
510
TGT
Target Corp
2025-03-31
New Buy
New Buy
+0.18%
●
103.65 ($124.98) 142.5
$106.54
-14.75%
New holding
2,184
2,184
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.17%
●
69.57 ($74.78) 78.65
$83.49
11.65%
Add 2.78%
106,286
2,874
V
Visa Inc
2025-03-31
New Buy
New Buy
+0.17%
●
306.92 ($338.38) 362.71
$351.86
3.98%
New holding
611
611

Widmann Financial Services, Inc. Total Holding History ($B)

To

Widmann Financial Services, Inc.'s Asset Allocation

To

Widmann Financial Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Widmann Financial Services, Inc.'s Hypothetical Growth since 2025-03-31

Widmann Financial Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Widmann Financial Services, Inc.'s Holdings Heat Map

Size field:

Widmann Financial Services, Inc.'s Holdings Bubble Chart

Widmann Financial Services, Inc. News

  • 1

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