Fund HoldingsWeitzel Financial Services, Inc.

Total Portfolio Value
$200.41M
Total Bought
$73.63M
Total Sold
$69.54M
Net Transaction
+$4.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR PORTFOLIO S P 1500 CMPST ST ETF
ST STR PR SP1500
0680,448+680,448045,18922.55%+45,189
VANGUARD TOTAL INTERNATLBND ETF IV
TOTAL INT BD ETF
0279,732+279,732013,5456.76%+13,545
FT RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
0148,846+148,84608,1314.06%+8,131
FIRST TRUST MANAGED MUNICIPAL ETF
MANAGD MUN ETF
047,614+47,61402,4281.21%+2,428
VANGUARD TOTAL STOCK MARKET ETF19,99221,614+1,6225,1755,7942.89%+618
ISHARES CORE MODERATE ALLOCATIN ETF254,336263,461+9,12510,81711,3055.64%+488
INVSC QQQ TRUST SRS 1 ETF IV8,9519,202+2513,9714,4352.21%+463
VANGUARD GROWTH ETF0911+91103430.17%+343
SPDR S&P 500 ETF(SPY)0486+48602650.13%+265
ISHARES CORE AGGRESSIVE ALLOCATI ETF03,374+3,37402520.13%+252
ISHARES NATIONAL MUNI BOND ETF83,51286,533+3,0218,9419,1844.58%+243
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
01,095+1,09502170.11%+217
NVIDIA CORP(NVDA)01,675+1,67502080.10%+208
ISHARES MSCI EMERGING MARKETS ETF
MSCI EMRG CHN
45,40746,326+9192,6042,7431.37%+139
ISHARES CORE GROWTH ALLOCATION ETF6,9728,620+1,6483864850.24%+99
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
81,24983,017+1,7684,1294,2222.11%+93
VANGUARD VALUE ETF16,13316,903+7702,6162,7001.35%+84
SPDR AGGREGATE BOND ETF
ST STR AGGRE ETF
502,183508,498+6,31512,56812,6416.31%+74
TESLA INC(TSLA)1,2301,23002112580.13%+47
SCHWAB SHORT TERM US TREASURY ETF14,94915,611+6627177480.37%+31
SPROTT PHYSICAL SILVER E(PSLV)10,95510,9550921100.05%+18
MICROSOFT CORP(MSFT)49749702112270.11%+16
ALLIANT ENERGY CORP(LNT)7,0167,075+593493590.18%+10
VANGUARD DIVIDEND APPRECIATION ETF1,1161,119+32032040.10%+1
VANGUARD CONSUMER STAPLES ETF
CONSUM STP ETF
32,55732,712+1556,6006,6003.29%0
EATON CORP PLC F(ETN)74874802342340.12%0
HEMP INC400,0000-400,00000-0
VANGUARD MID CAP ETF1,1191,11902782690.13%-9
FIRST TRUST VALUE DIVIDEND INDEX ETF
SHS
6,9546,95402912820.14%-9
VANGUARD HIGH DIVIDEND YIELD ETF3,3173,290-273993890.19%-10
FIRST TRUST ENHANCED SHORT MTRTY ETF
FIRST TR ENH NEW
28,00727,804-2031,6701,6570.83%-12
VANGUARD SMALL CAP ETF1,6721,67203793620.18%-17
VANGUARD TOTAL BOND MARKET ETF6,4686,219-2494654440.22%-21
FLEXSTEEL INDUSTRIES7,0657,092+272642330.12%-31
VANGUARD SMALL CAP VALUEETF4,4954,560+658558230.41%-32
SPDR NUVEEN BLMG HG YL MP BND ETF
ST NUVE HIGH ETF
19,52218,145-1,3774984610.23%-37
SPDR S&P 500 VALUE ETF
ST STR P500VAL
33,48233,578+961,6671,6290.81%-38
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
ST STR PO EX ETF
62,17261,120-1,0522,2142,1461.07%-68
SCHWAB US DIVIDEND EQUITY ETF180,995184,835+3,84014,49814,3087.14%-190
FRST TRT LOW DRTN OPPRNTS ETF
FST LOW OPPT EFT
256,075252,255-3,82012,30212,0966.04%-206
SPDR S&P 500 ETF(SPY)3980-3982080-208
ISHRS CORE AGR ALLO2,8640-2,8642090-209
APPLE INC(AAPL)1,4580-1,4582480-248
US BANCORP DEL(USB)55,01655,01602,4242,1591.08%-265
VANGUARD FTSE DEVELOPED MARKETS ETF546,990545,499-1,49127,28126,98013.46%-301
DEERE & CO(DE)9,2539,262+93,7593,3441.67%-415
FIRST TRUST MANAGED MUNICIPAL ETF IV
MANAGD MUN ETF
48,7420-48,7422,4970-2,497
FT RISING DIVIDEND ACHIEVERS ETF IV
RISNG DIVD ACHIV
148,5620-148,5628,3090-8,309
VANGUARD TOTAL INTERNATLBND ETF IV
TOTAL INT BD ETF
279,5910-279,59113,6620-13,662
SPDR PORTFOLIO S P 1500 CMPST ST ETF
ST STR PR SP1500
684,3660-684,36643,7540-43,754
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