Vanweelden Wealth Management, LLC Top Holdings and 13F Report (2025) About Vanweelden Wealth Management, LLCInvestment ActivityVanweelden Wealth Management, LLC has $112.40 million in total holdings as of March 31, 2025.Vanweelden Wealth Management, LLC owns shares of 18 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 60.17% of the portfolio was purchased this quarter.About 59.00% of the portfolio was sold this quarter.This quarter, Vanweelden Wealth Management, LLC has purchased 22 new stocks and bought additional shares in 7 stocks.Vanweelden Wealth Management, LLC sold shares of 3 stocks and completely divested from 8 stocks this quarter.Largest Holdings INNOVATOR ETFS TRUST $16,334,905INNOVATOR ETFS TRUST $16,317,154CALAMOS ETF TR $16,313,340CALAMOS ETF TR $16,282,789SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $15,230,289 Largest New Holdings this Quarter 45784N825 - INNOVATOR ETFS TRUST $16,334,905 Holding45784N858 - INNOVATOR ETFS TRUST $16,317,154 Holding12811T852 - CALAMOS ETF TR $16,313,340 Holding12811T126 - CALAMOS ETF TR $16,282,789 Holding Largest Purchases this Quarter INNOVATOR ETFS TRUST 645,628 shares (about $16.33M)INNOVATOR ETFS TRUST 689,069 shares (about $16.32M)CALAMOS ETF TR 668,448 shares (about $16.31M)CALAMOS ETF TR 663,423 shares (about $16.28M)iShares Short Treasury Bond ETF 8,726 shares (about $963.87K) Largest Sales this Quarter US Treasury 3 Month Bill ETF 150,507 shares (about $7.53M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 10,375 shares (about $951.70K)Global Net Lease 347 shares (about $2.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVanweelden Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINNOVATOR ETFS TRUST$16,334,905$16,334,905 ▲New Holding645,62814.5%EQUITY JAN 20227INNOVATOR ETFS TRUST$16,317,154$16,317,154 ▲New Holding689,06914.5%EQUITY DEFINED PCALAMOS ETF TR$16,313,340$16,313,340 ▲New Holding668,44814.5%NASDAQ 100 STRUCALAMOS ETF TR$16,282,789$16,282,789 ▲New Holding663,42314.5%RUSSELL 2000 STRBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$15,230,289$951,698 ▼-5.9%166,03413.5%ETFTBILUS Treasury 3 Month Bill ETF$13,949,189$7,526,855 ▼-35.0%278,92812.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$6,116,810$935,828 ▲18.1%60,7615.4%ETFSHViShares Short Treasury Bond ETF$5,962,962$963,874 ▲19.3%53,9835.3%ETFPGProcter & Gamble$2,088,392$273,533 ▲15.1%12,2541.9%Consumer StaplesSPROTT PHYSICAL GOLD TR$1,251,962$113,804 ▲10.0%52,0351.1%UNITMSFTMicrosoft$619,4320.0%1,6500.6%Computer and TechnologySPROTT PHYSICAL SILVER TR$313,200$38,906 ▲14.2%27,0000.3%TR UNITAAPLApple$298,545$59,309 ▲24.8%1,3440.3%Computer and TechnologyMCDMcDonald's$293,759$1,563 ▲0.5%9400.3%Retail/WholesaleKOCoca-Cola$285,2270.0%3,9830.3%Consumer StaplesGNLGlobal Net Lease$283,241$2,790 ▼-1.0%35,2290.3%FinanceCTASCintas$246,6360.0%1,2000.2%Business ServicesUSBU.S. Bancorp$213,8440.0%5,0650.2%FinanceINNOVATOR ETFS TRUST$0$18,535,155 ▼-100.0%00.0%EQUITY DEFINED PCALAMOS ETF TR$0$16,055,616 ▼-100.0%00.0%NASDAQ 100 STRUCCALAMOS ETF TR$0$5,732,564 ▼-100.0%00.0%S&P 500 STRUCTURINNOVATOR ETFS TRUST$0$4,902,739 ▼-100.0%00.0%EQUITY DEFINED PGBILGoldman Sachs Access Treasury 0-1 Year ETF$0$4,782,971 ▼-100.0%00.0%ETFFIRST TR EXCHNG TRADED FD VI$0$4,666,443 ▼-100.0%00.0%VEST US EQUITY MNJULInnovator Growth-100 Power Buffer ETF - July$0$2,287,201 ▼-100.0%00.0%ETFFITBFifth Third Bancorp$0$869,530 ▼-100.0%00.0%FinanceShowing 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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