$154 Billion is the total value of Weitzel Financial Services, Inc.'s 28 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTCS | New | FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETFcap strength etf | $398,474,000 | – | 5,282 | +100.0% | 0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SERIES TRUST PRTFLO S&P500 VL ETF | 12 | Q3 2023 | 24.7% |
| VANGUARD MSCI EAFE ETF | 12 | Q3 2023 | 15.7% |
| SPDR S&P 500 VALUE ETF | 12 | Q3 2023 | 24.5% |
| FRST TRT LOW DTN OPNTS ETF IV | 12 | Q3 2023 | 10.7% |
| SPDR SERIES TRUST PORTFOLIO AGRGTE ETF | 12 | Q3 2023 | 18.2% |
| VANGUARD TOTAL INTERNATLBND ETF IV | 12 | Q3 2023 | 8.8% |
| ISHARES TRUST S&P NATIONAL AMT-FREE MUNI ETF | 12 | Q3 2023 | 5.1% |
| ISHRS CORE MOD ALLO | 12 | Q3 2023 | 5.1% |
| SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 12 | Q3 2023 | 2.8% |
| DEERE & CO COM | 12 | Q3 2023 | 2.5% |
View Weitzel Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-01-13 |
View Weitzel Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.