Weitzel Financial Services
Latest statistics and disclosures from Weitzel Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, VEA, BNDX, LMBS, SCHD, and represent 55.89% of Weitzel Financial Services's stock portfolio.
- Added to shares of these 10 stocks: VTI, AOM, SPAB, VIG, SCHD, RDVY, BND, VBR, AOR, EMXC.
- Started 1 new stock position in VIG.
- Reduced shares in these 10 stocks: SPTM, LMBS, FTSM, FLOT, FMB, FTCS, DE, SCHO, BNDX, VDC.
- Weitzel Financial Services was a net seller of stock by $-500k.
- Weitzel Financial Services has $186M in assets under management (AUM), dropping by 8.86%.
- Central Index Key (CIK): 0001846789
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Weitzel Financial Services holds 39 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Weitzel Financial Services
SEC 13F filings are viewable for Weitzel Financial Services going back to 2020
- Weitzel Financial Services 2023 Q4 filed Feb. 14, 2024
- Weitzel Financial Services 2023 Q3 filed Nov. 9, 2023
- Weitzel Financial Services 2023 Q2 filed July 7, 2023
- Weitzel Financial Services 2023 Q1 filed April 5, 2023
- Weitzel Financial Services 2022 Q4 filed Feb. 10, 2023
- Weitzel Financial Services 2022 Q3 filed Oct. 21, 2022
- Weitzel Financial Services 2022 Q2 filed July 11, 2022
- Weitzel Financial Services 2022 Q1 filed April 7, 2022
- Weitzel Financial Services 2021 Q4 filed Jan. 13, 2022
- Weitzel Financial Services 2021 Q3 filed Oct. 7, 2021
- Weitzel Financial Services 2021 Q2 filed July 27, 2021
- Weitzel Financial Services 2021 Q1 filed May 14, 2021
- Weitzel Financial Services 2020 Q4 filed Feb. 22, 2021