Weitzel Financial Services, Inc.
CIK Number: 0001846789
209.69M
Market Value
40
# of Holdings
13 months
Avg. Holding Period
31.71%
Win Rate
10.73%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR Portfolio ... | 73.20 | +0.33% | 664.99K | -1.53% | 47.84M | 53.99 | 22.55% |
| 2 | VEA | Vanguard Develo... | 56.86 | +0.78% | 570.1K | +3.33% | 27.34M | 50.02 | 12.89% |
| 3 | SCHD | Schwab U.S. Div... | 27.00 | +0.52% | 600.29K | +212.54% | 16.5M | 24.29 | 7.78% |
| 4 | BNDX | Vanguard Total ... | 49.48 | +0.23% | 279.4K | +0.80% | 13.73M | 54.2 | 6.47% |
| 5 | SPAB | SPDR Portfolio ... | 25.36 | +0.40% | 532.27K | +2.36% | 13.33M | 25.93 | 6.28% |
| 6 | LMBS | First Trust Low... | 49.13 | +0.22% | 252.77K | +1.34% | 12.3M | 49.88 | 5.80% |
| 7 | AOM | iShares Core Mo... | 45.38 | +0.42% | 274.15K | +1.54% | 11.93M | 40.97 | 5.63% |
| 8 | MUB | iShares Nationa... | 104.10 | +0.45% | 91.33K | +2.65% | 9.75M | 113.89 | 4.59% |
| 9 | RDVY | First Trust Ris... | 61.38 | +0.18% | 148.02K | -0.27% | 8.84M | 46.63 | 4.17% |
| 10 | VTI | Vanguard Total ... | 296.95 | +0.28% | 23.97K | +5.01% | 7M | 230.98 | 3.30% |
| 11 | VDC | Vanguard Consum... | 221.22 | +0.44% | 30.21K | -1% | 6.42M | 190.47 | 3.02% |
| 12 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 11.02K | +8.83% | 5.68M | 405.23 | 2.68% |
| 13 | FLOT | iShares Floatin... | 50.88 | +0.04% | 81.48K | -0.99% | 4.15M | 50.42 | 1.95% |
| 14 | DE | Deere & Company | 516.87 | -0.76% | 9.18K | -0.18% | 3.93M | 335.53 | 1.85% |
| 15 | VTV | Vanguard Value ... | 174.72 | +0.57% | 18.35K | +3.79% | 3.13M | 142.82 | 1.48% |
| 16 | EMXC | iShares MSCI Em... | 62.20 | +0.09% | 49.49K | +3.60% | 2.77M | 52.65 | 1.30% |
| 17 | FMB | First Trust Man... | 49.82 | +0.26% | 47.92K | -0.55% | 2.45M | 55.72 | 1.15% |
| 18 | SPDW | SPDR Portfolio ... | 40.73 | +0.77% | 62.4K | +0.22% | 2.14M | 36.52 | 1.01% |
| 19 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 33.26K | +0.28% | 1.71M | 39.6 | 0.81% |
| 20 | FTSM | First Trust Enh... | 59.90 | +0.04% | 23.29K | -8.02% | 1.39M | 59.4 | 0.66% |
| 21 | USB | U.S. Bancorp | 44.13 | -0.15% | 22.98K | -58.23% | 1.11M | 35.94 | 0.52% |
| 22 | VBR | Vanguard Small ... | 192.40 | -0.08% | 5.03K | +6.23% | 1.01M | 158.87 | 0.47% |
| 23 | AOR | iShares Core Gr... | 60.59 | +0.24% | 13.14K | +22.79% | 755.56K | 54.28 | 0.36% |
| 24 | SCHO | Schwab Short-Te... | 24.26 | +0.04% | 31.03K | +100.98% | 749.17K | 25.48 | 0.35% |
| 25 | LNT | Alliant Energy ... | 61.50 | +0.61% | 9.21K | +10.42% | 545.26K | 54.8 | 0.26% |
| 26 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 898 | +84.77% | 529.85K | 553.76 | 0.25% |
| 27 | BND | Vanguard Total ... | 72.97 | +0.38% | 7.23K | +8.95% | 520.86K | 80.53 | 0.25% |
| 28 | HYMB | SPDR Nuveen Blo... | 24.70 | +0.28% | 19.84K | +6.94% | 507.93K | 29.35 | 0.24% |
| 29 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 1.23K | 0.00% | 476.01K | 207.46 | 0.22% |
| 30 | VYM | Vanguard High D... | 131.86 | +0.45% | 3.34K | -1.13% | 429.03K | 105.47 | 0.20% |
| 31 | VUG | Vanguard Growth... | 423.76 | +0.11% | 1K | 0.00% | 415.71K | 377.38 | 0.20% |
| 32 | VB | Vanguard Small ... | 233.32 | -0.21% | 1.63K | -2.22% | 396.18K | 225.13 | 0.19% |
| 33 | FLXS | Flexsteel Indus... | 30.91 | -2.28% | 7.09K | +0.40% | 386.46K | 38.73 | 0.18% |
| 34 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 1.12K | 0.00% | 297.53K | 237.25 | 0.14% |
| 35 | FVD | First Trust Val... | 45.05 | +0.41% | 6.74K | -3.05% | 295.5K | 41.43 | 0.14% |
| 36 | QQQM | Invesco NASDAQ ... | 219.63 | +0.19% | 1.38K | +8.63% | 293.68K | 199.62 | 0.14% |
| 37 | AOA | iShares Core Ag... | 81.84 | +0.29% | 3.78K | +10.10% | 290.8K | 73.81 | 0.14% |
| 38 | ETN | Eaton Corporati... | 329.93 | +1.30% | 748 | 0.00% | 252.24K | 312.03 | 0.12% |
| 39 | VIG | Vanguard Divide... | 202.54 | +0.63% | 1.27K | -3.58% | 249.67K | 174.53 | 0.12% |
| 40 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 497 | 0.00% | 211.35K | 291.69 | 0.10% |