Weitzel Financial Services, Inc. Top Holdings and 13F Report (2025) About Weitzel Financial Services, Inc.Investment ActivityWeitzel Financial Services, Inc. has $212.15 million in total holdings as of December 31, 2024.Weitzel Financial Services, Inc. owns shares of 41 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.18% of the portfolio was purchased this quarter.About 1.32% of the portfolio was sold this quarter.This quarter, Weitzel Financial Services, Inc. has purchased 41 new stocks and bought additional shares in 23 stocks.Weitzel Financial Services, Inc. sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $47,843,096Vanguard FTSE Developed Markets ETF $27,344,673Schwab US Dividend Equity ETF $16,499,010Vanguard Total International Bond ETF $13,732,333SPDR Portfolio Aggregate Bond ETF $13,333,382 Largest New Holdings this Quarter SPROTT PHYSICAL SILVER E $107,413 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 408,224 shares (about $11.22M)Vanguard FTSE Developed Markets ETF 18,382 shares (about $881.69K)Invesco QQQ 894 shares (about $460.79K)Schwab Short-Term U.S. Treasury ETF 15,589 shares (about $376.42K)Vanguard Total Stock Market ETF 1,143 shares (about $333.77K) Largest Sales this Quarter U.S. Bancorp 32,037 shares (about $1.54M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 10,360 shares (about $745.35K)First Trust Enhanced Short Maturity ETF 2,031 shares (about $121.43K)Vanguard Consumer Staples ETF 306 shares (about $64.99K)iShares Floating Rate Bond ETF 813 shares (about $41.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWeitzel Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$47,843,096$745,352 ▼-1.5%664,99422.6%ETFVEAVanguard FTSE Developed Markets ETF$27,344,673$881,693 ▲3.3%570,09612.9%ETFSCHDSchwab US Dividend Equity ETF$16,499,010$11,220,045 ▲212.5%600,2917.8%ETFBNDXVanguard Total International Bond ETF$13,732,333$109,601 ▲0.8%279,4056.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$13,333,382$307,715 ▲2.4%532,2706.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$12,304,604$163,270 ▲1.3%252,7695.8%ManufacturingAOMiShares Core Moderate Allocation ETF$11,933,749$181,041 ▲1.5%274,1505.6%ETFMUBiShares National Muni Bond ETF$9,746,693$251,426 ▲2.6%91,3324.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$8,838,838$23,825 ▼-0.3%148,0244.2%ManufacturingVTIVanguard Total Stock Market ETF$6,998,417$333,772 ▲5.0%23,9663.3%ETFVDCVanguard Consumer Staples ETF$6,416,084$64,993 ▼-1.0%30,2083.0%ETFQQQInvesco QQQ$5,681,010$460,790 ▲8.8%11,0222.7%FinanceFLOTiShares Floating Rate Bond ETF$4,145,936$41,366 ▼-1.0%81,4832.0%ETFDEDeere & Company$3,929,989$7,275 ▼-0.2%9,1841.9%Industrial ProductsVTVVanguard Value ETF$3,129,671$114,253 ▲3.8%18,3531.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,765,333$96,058 ▲3.6%49,4871.3%ManufacturingFMBFirst Trust Managed Municipal ETF$2,448,319$13,591 ▼-0.6%47,9171.2%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$2,136,785$4,589 ▲0.2%62,3971.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,709,730$4,832 ▲0.3%33,2600.8%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,392,690$121,434 ▼-8.0%23,2930.7%ManufacturingUSBU.S. Bancorp$1,105,956$1,541,908 ▼-58.2%22,9790.5%FinanceVBRVanguard Small-Cap Value ETF$1,006,400$59,000 ▲6.2%5,0320.5%ETFAORiShares Core Growth Allocation ETF$755,556$140,218 ▲22.8%13,1370.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$749,166$376,418 ▲101.0%31,0260.4%ETFLNTAlliant Energy$545,258$51,464 ▲10.4%9,2070.3%UtilitiesSPYSPDR S&P 500 ETF Trust$529,852$243,095 ▲84.8%8980.2%FinanceBNDVanguard Total Bond Market ETF$520,857$42,792 ▲9.0%7,2300.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$507,926$32,979 ▲6.9%19,8370.2%ETFTSLATesla$476,0100.0%1,2300.2%Auto/Tires/TrucksVYMVanguard High Dividend Yield ETF$429,027$4,887 ▼-1.1%3,3360.2%ETFVUGVanguard Growth ETF$415,7070.0%1,0050.2%ETFVBVanguard Small-Cap ETF$396,184$8,982 ▼-2.2%1,6320.2%ETFFLXSFlexsteel Industries$386,465$1,525 ▲0.4%7,0950.2%Consumer DiscretionaryVOVanguard Mid-Cap ETF$297,5260.0%1,1190.1%ETFFVDFirst Trust Value Line Dividend Index Fund$295,501$9,292 ▼-3.0%6,7420.1%ETFQQQMInvesco NASDAQ 100 ETF$293,682$23,342 ▲8.6%1,3840.1%ETFAOAiShares Core Aggressive Allocation ETF$290,797$26,674 ▲10.1%3,7830.1%ETFETNEaton$252,2430.0%7480.1%Industrial ProductsVIGVanguard Dividend Appreciation ETF$249,668$9,262 ▼-3.6%1,2670.1%ETFMSFTMicrosoft$211,3540.0%4970.1%Computer and TechnologySPROTT PHYSICAL SILVER E$107,413$107,413 ▲New Holding10,9550.1%TR UNITVWOVanguard FTSE Emerging Markets ETF$0$205,625 ▼-100.0%00.0%ETFShowing 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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