VanWeelden Wealth Management

VanWeelden Wealth Management as of Dec. 31, 2024

Portfolio Holdings for VanWeelden Wealth Management

VanWeelden Wealth Management holds 22 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
RBB Us Treas 3 Mnth (TBIL) 19.3 $21M 429k 49.86
Innovator Etfs Trust Equity Defined P (APOC) 16.7 $19M 728k 25.47
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 14.6 $16M 176k 91.43
Calamos Etf Tr Nasdaq 100 Struc (CPNS) 14.5 $16M 633k 25.38
Calamos Etf Tr S&p 500 Structur (CPSO) 5.2 $5.7M 225k 25.48
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.7 $5.2M 52k 100.32
Ishares Tr Short Treas Bd (SHV) 4.5 $5.0M 45k 110.11
Innovator Etfs Trust Equity Defined P (ZSEP) 4.4 $4.9M 196k 25.08
Goldman Sachs Etf Tr Acces Treasury (GBIL) 4.3 $4.8M 48k 99.92
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM) 4.2 $4.7M 147k 31.75
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 2.1 $2.3M 36k 62.78
Procter & Gamble Company (PG) 1.6 $1.8M 11k 167.65
Sprott Physical Gold Tr Unit (PHYS) 0.9 $953k 47k 20.14
Fifth Third Ban (FITB) 0.8 $870k 21k 42.28
Microsoft Corporation (MSFT) 0.6 $695k 1.7k 421.46
McDonald's Corporation (MCD) 0.2 $271k 935.00 289.87
Apple (AAPL) 0.2 $270k 1.1k 250.42
Global Net Lease Com New (GNL) 0.2 $260k 36k 7.30
Coca-Cola Company (KO) 0.2 $248k 4.0k 62.25
Us Bancorp Del Com New (USB) 0.2 $242k 5.1k 47.83
Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $228k 24k 9.65
Cintas Corporation (CTAS) 0.2 $219k 1.2k 182.70