Fund HoldingsWeitzel Financial Services, Inc.

Total Portfolio Value
$236.23M
Total Bought
$128.86M
Total Sold
$102.68M
Net Transaction
+$26.18M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR PORTFOLIO S P 1500 CMPST ST ETF
ST STR PR SP1500
0667,792+667,792051,51721.81%+51,517
SPDR AGGREGATE BOND ETF
ST STR AGGRE ETF
0661,917+661,917016,9177.16%+16,917
SCHWAB US DIVIDEND EQUITY ETF0609,545+609,545016,3146.91%+16,314
ISHARES CORE 40 60 MOD ALL ETF0277,568+277,568012,8435.44%+12,843
FT RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
0140,311+140,31108,9773.80%+8,977
VANGUARD FTSE DEVELOPED MARKETS ETF586,668591,661+4,99329,38034,21914.49%+4,838
ISHARES MSCI EMERGING MARKETS ETF
MSCI EMRG CHN
050,767+50,76703,2541.38%+3,254
INVESCO QQQ ETF16,59117,006+4157,4789,7924.15%+2,314
FIRST TRUST MANAGED MUNICIPAL ETF
MANAGD MUN ETF
045,289+45,28902,2570.96%+2,257
VANGUARD TOTAL STOCK MARKET ETF24,54225,522+9806,4887,9973.39%+1,509
VANGUARD SMALL CAP VALUEETF06,059+6,05901,1990.51%+1,199
ISHARES CORE 60 40 BAL ALL ETF018,078+18,07801,1230.48%+1,123
DEERE & CO(DE)9,1869,289+1034,1104,7021.99%+591
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
ST STR PO EX ETF
64,55169,944+5,3932,3132,8731.22%+560
ISHARES CORE 80 20 AGG ALL ETF06,620+6,62005590.24%+559
SPDR NUVEEN ICE HG YD MUN BD ETF018,104+18,10404400.19%+440
EATON CORP PLC F(ETN)0748+74802690.11%+269
MICROSOFT CORP(MSFT)0497+49702620.11%+262
NVIDIA CORP(NVDA)01,395+1,39502560.11%+256
SPDR S&P 500 ETF(SPY)9431,187+2445067570.32%+251
ISHARES SILVER TRUST ETF(SLV)07,261+7,26102490.11%+249
SPDR INDEX SHARES EMERG MARKT ETF
ST PORT MARK ETF
05,614+5,61402460.10%+246
SPDR GOLD SHARES ETF(GLD)0765+76502360.10%+236
VANGUARD TOTAL INTERNATIONAL BND ETF
TOTAL INT BD ETF
238,958241,947+2,98911,70911,9445.06%+235
VANGUARD FTSE EMERGING MARKETS ETF04,568+4,56802310.10%+231
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
1,7232,315+5923205490.23%+229
SCHWAB US LARGE CAP GROWTH ETF06,887+6,88702100.09%+210
ISHS SHORT DU HI YLD MUNI ACT ETF09,470+9,47002090.09%+209
ISHARES NATIONAL MUNI BOND ETF91,33294,419+3,0879,6289,8344.16%+207
SPDR S&P 500 VALUE ETF
ST STR P500VAL
33,40633,949+5431,6421,8070.77%+166
US BANCORP DEL(USB)22,97922,97908911,0240.43%+133
VANGUARD CONSUMER STAPLES ETF
CONSUM STP ETF
36,32236,499+1777,9898,1113.43%+121
TESLA INC(TSLA)1,2301,256+263294330.18%+104
VANGUARD GROWTH ETF1,032968-643674460.19%+79
VANGUARD VALUE ETF19,04318,221-8223,1773,2351.37%+58
VANGUARD SMALL CAP ETF1,6321,63203443920.17%+47
VANGUARD DIVIDEND APPRECIATION ETF1,2671,357+902382810.12%+43
VANGUARD MID CAP ETF1,1191,11902793170.13%+38
VANGUARD HIGH DIVIDEND YIELD ETF3,3363,309-274144470.19%+33
FIRST TRUST VALUE DIVIDEND INDEX ETF
SHS
7,5497,555+63323430.15%+11
ALLIANT ENERGY CORP(LNT)9,2609,314+546016070.26%+6
FLEXSTEEL INDS INC7,1197,191+722432480.10%+4
MEDICAL MARIJUANA INC060,000+60,000000.00%0
VANGUARD TOTAL BOND MARKET ETF7,3057,250-555395330.23%-6
SCHWAB SHORT TERM US TREASURY ETF29,21829,046-1727127060.30%-6
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
81,99880,667-1,3314,1684,1101.74%-58
FIRST TRST ENHNCD SHRT MRTY ETF IV
FIRST TR ENH NEW
2,26320,893+18,6301,3561,2520.53%-103
SPROTT PHYSICAL SILVER E(PSLV)10,9550-10,9551190-119
ISHARES CORE 80 20 AGG ALL ETF5,1430-5,1433830-383
SPDR NUVEEN BLMG HG YL MP BND ETF
ST NUVE HIGH ETF
19,4910-19,4914950-495
FRST TRT LOW DTN OPNTS ETF IV
FST LOW OPPT EFT
252,769236,607-16,16212,30511,7024.95%-603
VANGUARD SMALL CAP VALUEETF5,6790-5,6791,0050-1,005
FIRST TRUST MANAGED MUNICIPAL ETF
MANAGD MUN ETF
47,2890-47,2892,4020-2,402
ISHARES MSCI EMERGING MARKETS ETF
MSCI EMRG CHN
50,5570-50,5572,7440-2,744
FT RISING DIVIDEND ACHIEVERS ETF IV
RISNG DIVD ACHIV
135,1420-135,1427,5530-7,553
ISHARES CORE 40 60 MOD ALL ETF280,0830-280,08312,1110-12,111
SCHWAB US DIVIDEND EQUITY ETF594,1730-594,17315,8820-15,882
SPDR AGGREGATE BOND ETF
ST STR AGGRE ETF
644,0240-644,02416,5130-16,513
SPDR PORTFOLIO S P 1500 CMPST ST ETF
ST STR PR SP1500
652,7360-652,73642,6300-42,630
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