The Analysis of Weitzel Financial Services, Inc.'s Holdings
Currently, Weitzel Financial Services, Inc. holds 48 types of securities in its portfolio with a total value $246.1M. In the most recent quarter, they have increased their positions in VEA (+10.6K shares, valued at $632.5K), SCHD (+20.5K shares, valued at $546.6K), AOM (+11.2K shares, valued at $529.7K); decreased their positions in FMB (-8.2K shares, valued at $421.3K), EMXC (-878 shares, valued at $60.1K), MUB (-540 shares, valued at $57.8K); initiated new positions in PGX (+14.8K shares, valued at $171.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR PORTFOLIO S P 1500 CMPST ST ETF669.2K shares0.22%2025-09-302025-10-14
VEA VANGUARD FTSE DEVELOPED MARKETS ETF602.3K shares1.79%2025-09-302025-10-14 SPAB SPDR AGGREGATE BOND ETF675.7K shares2.08%2025-09-302025-10-14 SCHD SCHWAB US DIVIDEND EQUITY ETF630.0K shares3.36%2025-09-302025-10-14 AOM ISHARES CORE 40 60 MOD ALL ETF288.8K shares4.04%2025-09-302025-10-14 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF246.0K shares1.66%2025-09-302025-10-14 LMBS FRST TRT LOW DTN OPNTS ETF IV242.7K shares2.59%2025-09-302025-10-14 QQQ INVSC QQQ TRUST SRS 1 ETF17.2K shares1.34%2025-09-302025-10-14 MUB ISHARES NATIONAL MUNI BOND ETF93.9K shares-0.57%2025-09-302025-10-14 RDVY FT RISING DIVIDEND ACHIEVERS ETF142.2K shares1.34%2025-09-302025-10-14 VTI VANGUARD TOTAL STOCK MARKET ETF26.5K shares3.72%2025-09-302025-10-14 VDC VANGUARD CONSUMER STAPLES ETF37.0K shares1.42%2025-09-302025-10-14 FLOT ISHARES FLOATING RATE BOND ETF81.8K shares1.45%2025-09-302025-10-14 DE DEERE & CO9.3K shares0.05%2025-09-302025-10-14 VTV VANGUARD VALUE ETF19.7K shares8.27%2025-09-302025-10-14 EMXC ISHARES MSCI EMERGING MARKETS ETF49.9K shares-1.73%2025-09-302025-10-14 SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF79.1K shares13.12%2025-09-302025-10-14 FMB FIRST TRUST MANAGED MUNICIPAL ETF37.0K shares-18.21%2025-09-302025-10-14 SPYV SPDR S&P 500 VALUE ETF34.1K shares0.35%2025-09-302025-10-14 AOR ISHARES CORE 60 40 BAL ALL ETF22.6K shares25.12%2025-09-302025-10-14 VBR VANGUARD SMALL CAP VALUEETF6.2K shares2.57%2025-09-302025-10-14 FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV21.2K shares1.61%2025-09-302025-10-14 USB US BANCORP DEL22.9K shares-0.30%2025-09-302025-10-14 QQQM INVESCO NASDAQ 100 ETF4.2K shares82.16%2025-09-302025-10-14 SPY SPDR S&P 500 ETF1.2K shares0.00%2025-09-302025-10-14 AOA ISHARES CORE 80 20 AGG ALL ETF8.0K shares20.51%2025-09-302025-10-14 SCHO SCHWAB SHORT TERM US TREASURY ETF27.5K shares-5.37%2025-09-302025-10-14 LNT ALLIANT ENERGY CORP9.4K shares0.56%2025-09-302025-10-14 BND VANGUARD TOTAL BOND MARKET ETF7.3K shares0.76%2025-09-302025-10-14 TSLA TESLA INC1.3K shares0.00%2025-09-302025-10-14 VYM VANGUARD HIGH DIVIDEND YIELD ETF3.3K shares-0.12%2025-09-302025-10-14 VUG VANGUARD GROWTH ETF968 shares0.00%2025-09-302025-10-14 VB VANGUARD SMALL CAP ETF1.7K shares2.76%2025-09-302025-10-14 FVD FIRST TRUST VALUE DIVIDEND INDEX ETF7.6K shares0.00%2025-09-302025-10-14 SLV ISHARES SILVER TRUST ETF7.3K shares0.00%2025-09-302025-10-14 VIG VANGUARD DIVIDEND APPRECIATION ETF1.6K shares15.25%2025-09-302025-10-14 VO VANGUARD MID CAP ETF1.1K shares0.00%2025-09-302025-10-14 FLXS FLEXSTEEL INDS INC7.2K shares0.45%2025-09-302025-10-14 GLD SPDR GOLD SHARES ETF765 shares0.00%2025-09-302025-10-14 ETN EATON CORP PLC F748 shares0.00%2025-09-302025-10-14 SPEM SPDR INDEX SHARES EMERG MARKT ETF5.6K shares0.00%2025-09-302025-10-14 NVDA NVIDIA CORP1.4K shares0.00%2025-09-302025-10-14 MSFT MICROSOFT CORP497 shares0.00%2025-09-302025-10-14 VWO VANGUARD FTSE EMERGING MARKETS ETF4.6K shares0.00%2025-09-302025-10-14 SCHG SCHWAB US LARGE CAP GROWTH ETF7.6K shares10.41%2025-09-302025-10-14 SHYM ISHS SHORT DU HI YLD MUNI ACT ETF9.5K shares0.00%2025-09-302025-10-14 PGX INVESCO PREFERRED ETF14.8K sharesnew addition2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available