WF

Weitzel Financial Services, Inc.

13F
Weitzel Financial Services, Inc.
Last update 2025-05-15 38 Stocks (0 new)
Value $210.00 Mil Turnover 4 %
Countries:
Top Holdings: SPTM(20.33%)VEA(14.01%)SPAB(7.87%)SCHD(7.57%)LMBS(5.87%)
Summary Stock Picks Current Portfolio
Weitzel 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
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
652,736
42,630.2
-1.84%
20.330
-0.42%
0.470
+25.25%
+6.15%
10,584.8
 
VEA
Vanguard FTSE Developed Markets ETF
586,668
29,380.4
+2.91%
14.010
+0.40%
0.020
+25.61%
+20.47%
157,361.7
 
SPAB
SPDR Portfolio Aggregate Bond ETF
644,024
16,512.8
+21.00%
7.870
+1.37%
0.190
+1.22%
+3.17%
8,701.2
 
SCHD
Schwab US Dividend Equity ETF
594,173
15,882.3
-1.02%
7.570
-0.08%
0.020
+13.29%
+1.76%
71,081.5
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
252,769
12,304.6
0%
5.870
0%
0.250
+1.46%
+2.93%
5,087.5
 
AOM
iShares Core 40/60 Moderate Allocation ETF
iShares Core 40/60 Moderate Allocation ETF
280,083
12,110.8
+2.16%
5.780
+0.12%
0.830
+10.40%
+6.20%
1,517.4
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
238,958
11,709.0
-14.48%
5.580
-0.94%
0.020
+1.06%
+1.51%
65,844.0
 
MUB
iShares National Muni Bond ETF
91,332
9,627.9
0%
4.590
0%
0.020
+2.54%
-0.71%
38,466.8
 
VDC
Vanguard Consumer Staples ETF
36,322
7,989.1
+20.24%
3.810
+0.64%
0.110
+8.01%
+5.27%
7,593.2
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
135,142
7,553.1
-8.70%
3.600
-0.36%
0.060
+23.28%
+8.02%
15,208.9
 

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

Weitzel Financial Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-03-31
Add
Add
+1.37%
●
24.73 ($25.23) 25.62
$25.27
0.18%
Add 21%
644,024
111,754
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+1.20%
●
468.34 ($508.07) 539.52
$552.40
8.73%
Add 50.53%
16,591
5,569
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Reduce
Reduce
-0.94%
●
48.33 ($48.9) 49.5
$49.17
0.54%
Reduce -14.48%
238,958
-40,447
VDC
Vanguard Consumer Staples ETF
2025-03-31
Add
Add
+0.64%
●
206.54 ($216.07) 226.16
$220.05
1.84%
Add 20.24%
36,322
6,114
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
2025-03-31
Reduce
Reduce
-0.60%
●
59.78 ($59.9) 60.03
$59.87
-0.05%
Reduce -90.28%
2,263
-21,030
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Reduce
Reduce
-0.42%
●
67.03 ($71.58) 74.61
$75.30
5.20%
Reduce -1.84%
652,736
-12,258
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.40%
●
47.4 ($50.6) 52.99
$56.89
12.43%
Add 2.91%
586,668
16,572
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
Reduce
Reduce
-0.36%
●
57.22 ($60.78) 63.39
$63.44
4.37%
Reduce -8.7%
135,142
-12,882
AOR
iShares Core 60/40 Balanced Allocation ETF
iShares Core 60/40 Balanced Allocation ETF
2025-03-31
Sold Out
Sold Out
-0.36%
●
56.63 ($58.21) 59.39
$60.99
4.77%
Sold Out
0
-13,137
AOM
iShares Core 40/60 Moderate Allocation ETF
iShares Core 40/60 Moderate Allocation ETF
2025-03-31
Add
Add
+0.12%
●
42.93 ($44.01) 44.71
$45.50
3.39%
Add 2.16%
280,083
5,933

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

To

Weitzel Financial Services, Inc.'s Asset Allocation

To

Weitzel Financial Services, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

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

Weitzel Financial Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Weitzel Financial Services, Inc.'s Holdings Heat Map

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Weitzel Financial Services, Inc.'s Holdings Bubble Chart

Weitzel Financial Services, Inc. News

  • 1

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