Michels Family Financial, LLC Top Holdings and 13F Report (2025) About Michels Family Financial, LLCInvestment ActivityMichels Family Financial, LLC has $109.24 million in total holdings as of December 31, 2024.Michels Family Financial, LLC owns shares of 121 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $6,275,159Schwab US Dividend Equity ETF $6,036,997iShares Core S&P 500 ETF $3,884,739Exxon Mobil $3,234,338Vanguard Russell 1000 Growth ETF $2,825,593 Sector AllocationMap of 500 Largest Holdings ofMichels Family Financial, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$6,275,15910,7075.7%FinanceSCHDSchwab US Dividend Equity ETF$6,036,997220,9745.5%ETFIVViShares Core S&P 500 ETF$3,884,7396,5993.6%ETFXOMExxon Mobil$3,234,33830,0673.0%Oils/EnergyVONGVanguard Russell 1000 Growth ETF$2,825,59327,3532.6%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,662,919113,4612.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,630,53927,1472.4%FinanceICSHiShares Ultra Short-Term Bond Active ETF$2,519,53349,9612.3%ETFBNDVanguard Total Bond Market ETF$2,517,31135,0062.3%ETFVOOVanguard S&P 500 ETF$2,269,3194,2122.1%ETFQQQInvesco QQQ$2,176,0214,2562.0%FinancePSEPInnovator U.S. Equity Power Buffer ETF - September$1,889,14948,3341.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,877,29467,3591.7%ETFVOEVanguard Mid-Cap Value ETF$1,855,06111,4671.7%ETFCVXChevron$1,579,96210,9081.4%Oils/EnergyVTVVanguard Value ETF$1,534,9299,0661.4%ETFMETAMeta Platforms$1,508,5272,5761.4%Computer and TechnologyDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$1,491,43841,4521.4%FinanceVBRVanguard Small-Cap Value ETF$1,321,8896,6701.2%ETFVBKVanguard Small-Cap Growth ETF$1,313,7244,6911.2%ETFNEARiShares Short Duration Bond Active ETF$1,289,30925,5311.2%ETFAAPLApple$1,209,9074,8321.1%Computer and TechnologyVUGVanguard Growth ETF$1,198,0622,9191.1%ETFEFAiShares MSCI EAFE ETF$1,158,37615,3201.1%FinanceVOTVanguard Mid-Cap Growth ETF$1,112,9854,3861.0%ETFIVEiShares S&P 500 Value ETF$1,085,1555,6851.0%ETFSCHXSchwab US Large-Cap ETF$1,068,61746,1011.0%ETFCCitigroup$1,007,33714,3110.9%FinanceEWXSPDR S&P Emerging Markets SmallCap ETF$992,80916,9390.9%ETFMSFTMicrosoft$990,9042,3510.9%Computer and TechnologyMOAltria Group$982,79118,7950.9%Consumer StaplesAMZNAmazon.com$962,5084,3870.9%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$949,8799,5420.9%ETFTPRTapestry$948,32614,5160.9%Retail/WholesaleCSCOCisco Systems$935,93915,8100.9%Computer and TechnologyTSLATesla$932,4672,3090.9%Auto/Tires/TrucksWSMWilliams-Sonoma$843,5334,5550.8%Retail/WholesaleGOOGLAlphabet$824,5844,3560.8%Computer and TechnologyVVisa$765,8612,4230.7%Business ServicesSPGSimon Property Group$764,4464,4390.7%FinanceVODVodafone Group Public$742,73887,4840.7%Computer and TechnologyIWDiShares Russell 1000 Value ETF$728,2153,9340.7%ETFJWNNordstrom$724,14929,9850.7%Retail/WholesaleESABESAB$723,1036,0290.7%Industrial ProductsEQTEQT$721,13615,6390.7%Oils/EnergyBRK.BBerkshire Hathaway$713,0091,5730.7%FinanceFIFiserv$700,4823,4100.6%Business ServicesVONEVanguard Russell 1000$700,1592,6250.6%ETFVZVerizon Communications$689,62317,2450.6%Computer and TechnologyNOWServiceNow$681,6576430.6%Computer and TechnologyBTIBritish American Tobacco$665,08018,3120.6%Consumer StaplesERICTelefonaktiebolaget LM Ericsson (publ)$662,66982,2170.6%Computer and TechnologyZIONZions Bancorporation, National Association$650,61611,9930.6%FinanceIXUSiShares Core MSCI Total International Stock ETF$648,0079,7980.6%ManufacturingVTWVVanguard Russell 2000 Value ETF$647,1864,4750.6%ETFCMCSAComcast$645,15817,1900.6%Consumer DiscretionaryIMCGiShares Morningstar Mid-Cap Growth ETF$644,6008,5340.6%ETFPHParker-Hannifin$633,0939950.6%Industrial ProductsVTWGVanguard Russell 2000 Growth ETF$614,7712,9260.6%ETFBXPBoston Properties$608,3848,1820.6%FinanceENBEnbridge$607,51314,3180.6%Oils/EnergyFFord Motor$602,68560,8770.6%Auto/Tires/TrucksAMPAmeriprise Financial$598,9001,1250.5%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$587,4169,9330.5%ManufacturingDGROiShares Core Dividend Growth ETF$585,6379,5470.5%ETFMDTMedtronic$564,3527,0650.5%MedicalUNITUniti Group$558,495101,5450.5%FinanceIYWiShares U.S. Technology ETF$551,2663,4560.5%ManufacturingORCLOracle$537,5843,2260.5%Computer and TechnologyKOCoca-Cola$533,5238,5690.5%Consumer StaplesWMTWalmart$533,2485,9020.5%Retail/WholesaleFISFidelity National Information Services$531,2516,5770.5%Business ServicesSCHWCharles Schwab$525,4817,1000.5%FinanceWUWestern Union$505,41747,6810.5%Business ServicesVWOVanguard FTSE Emerging Markets ETF$503,46911,4320.5%ETFETEnergy Transfer$502,25125,6380.5%Oils/EnergyWBDWarner Bros. Discovery$496,56846,9790.5%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$494,31510,3370.5%ETFWFRDWeatherford International$484,8636,7690.4%Oils/EnergyEQWLInvesco S&P 100 Equal Weight ETF$479,4424,6880.4%ETFDGTSPDR Global Dow ETF$478,5773,6250.4%ETFNVDANVIDIA$465,9173,4690.4%Computer and TechnologyCVSCVS Health$453,89010,1110.4%MedicalBUDAnheuser-Busch InBev SA/NV$430,1978,5920.4%Consumer StaplesVXFVanguard Extended Market ETF$428,0542,2530.4%ETFEFViShares MSCI EAFE Value ETF$423,9498,0800.4%ETFABBVAbbVie$420,0502,3640.4%MedicalGPNGlobal Payments$415,7533,7100.4%Business ServicesSCHASchwab US Small-Cap ETF$412,41515,9480.4%ETFIDViShares International Select Dividend ETF$399,33414,5850.4%ETFUNHUnitedHealth Group$397,5677860.4%MedicalBUFRFT Vest Laddered Buffer ETF$395,50112,9800.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$394,1497,5570.4%ManufacturingSBLKStar Bulk Carriers$385,48425,7850.4%TransportationGSKGSK$377,10411,1500.3%MedicalSTLAStellantis$375,46228,7710.3%Auto/Tires/TrucksDVNDevon Energy$360,27511,0070.3%Oils/EnergyPGProcter & Gamble$359,3582,1440.3%Consumer StaplesIWLiShares Russell Top 200 ETF$352,3932,4350.3%ETFASCArdmore Shipping$349,99328,8060.3%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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