Fund HoldingsVanWeelden Wealth Management, LLC

Total Portfolio Value
$110.69M
Total Bought
$110.69M
Total Sold
$0
Net Transaction
+$110.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
RBB FD INC
F/M US TREASURY
0429,435+429,435021,41219.34%+21,412
INNOVATOR ETFS TRUST
EQUI DEF PRO APR
0727,865+727,865018,53516.75%+18,535
SPDR SER TR
ST STR BLO 1 ETF
0176,409+176,409016,12914.57%+16,129
CALAMOS ETF TR
NASD 100 ST SEPT
0632,609+632,609016,05614.50%+16,056
CALAMOS ETF TR
S&P 500 STR OCTO
0225,027+225,02705,7335.18%+5,733
ISHARES TR051,465+51,46505,1634.66%+5,163
ISHARES TR045,257+45,25704,9834.50%+4,983
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
0195,484+195,48404,9034.43%+4,903
GOLDMAN SACHS ETF TR047,868+47,86804,7834.32%+4,783
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
0146,982+146,98204,6664.22%+4,666
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
036,432+36,43202,2872.07%+2,287
PROCTER AND GAMBLE CO(PG)010,649+10,64901,7851.61%+1,785
SPROTT PHYSICAL GOLD TR(PHYS)047,305+47,30509530.86%+953
FIFTH THIRD BANCORP(FITB)020,566+20,56608700.79%+870
MICROSOFT CORP(MSFT)01,650+1,65006950.63%+695
MCDONALDS CORP(MCD)0935+93502710.24%+271
APPLE INC(AAPL)01,077+1,07702700.24%+270
GLOBAL NET LEASE INC(GNL)035,576+35,57602600.23%+260
COCA COLA CO(KO)03,983+3,98302480.22%+248
US BANCORP DEL(USB)05,065+5,06502420.22%+242
SPROTT PHYSICAL SILVER TR(PSLV)023,646+23,64602280.21%+228
CINTAS CORP(CTAS)01,200+1,20002190.20%+219
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