The Analysis of VanWeelden Wealth Management, LLC's Holdings
Currently, VanWeelden Wealth Management, LLC holds 19 types of securities in its portfolio with a total value $121.6M. In the most recent quarter, they have increased their positions in BFRZ (+528.0K shares, valued at $14.0M), SHV (+10.7K shares, valued at $1.2M), SGOV (+11.0K shares, valued at $1.1M); decreased their positions in PG (-1.6K shares, valued at $246.8K), BIL (-2.6K shares, valued at $240.5K), CPRY (-3.2K shares, valued at $82.8K); initiated new positions in BFRZ (+528.0K shares, valued at $14.0M), TSLA (+469 shares, valued at $208.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CPRY CALAMOS ETF TR660.2K shares-0.48%2025-09-302025-11-03
BIL SPDR SERIES TRUST163.4K shares-1.58%2025-09-302025-11-03 TBIL RBB FD INC280.4K shares0.52%2025-09-302025-11-03 BFRZ INNOVATOR ETFS TRUST528.0K sharesnew addition2025-09-302025-11-03 GBIL GOLDMAN SACHS ETF TR137.7K shares0.56%2025-09-302025-11-03 ZJUN INNOVATOR ETFS TRUST510.2K shares4.68%2025-09-302025-11-03 CPNJ CALAMOS ETF TR506.1K shares3.90%2025-09-302025-11-03 SGOV ISHARES TR71.7K shares18.05%2025-09-302025-11-03 SHV ISHARES TR64.7K shares19.87%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO10.6K shares-13.11%2025-09-302025-11-03 PHYS SPROTT ASSET MANAGEMENT LP51.8K shares-0.52%2025-09-302025-11-03 MSFT MICROSOFT CORP1.7K shares0.06%2025-09-302025-11-03 AAPL APPLE INC1.9K shares40.92%2025-09-302025-11-03 PSLV SPROTT ASSET MANAGEMENT LP27.0K shares0.00%2025-09-302025-11-03 KO COCA COLA CO4.0K shares0.60%2025-09-302025-11-03 GNL GLOBAL NET LEASE INC31.9K shares-9.41%2025-09-302025-11-03 CTAS CINTAS CORP1.2K shares0.00%2025-09-302025-11-03 USB US BANCORP DEL5.1K shares0.00%2025-09-302025-11-03 TSLA TESLA INC469 sharesnew addition2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available