VanWeelden Wealth Management as of March 31, 2025
Portfolio Holdings for VanWeelden Wealth Management
VanWeelden Wealth Management holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Innovator Etfs Trust Equity Jan 20227 (TJAN) | 14.5 | $16M | 646k | 25.30 | |
| Innovator Etfs Trust Equity Defined P (ZDEK) | 14.5 | $16M | 689k | 23.68 | |
| Calamos Etf Tr Nasdaq 100 Stru (CPNQ) | 14.5 | $16M | 668k | 24.40 | |
| Calamos Etf Tr Russell 2000 Str (CPRY) | 14.5 | $16M | 663k | 24.54 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 13.5 | $15M | 166k | 91.73 | |
| RBB Us Treas 3 Mnth (TBIL) | 12.4 | $14M | 279k | 50.01 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.4 | $6.1M | 61k | 100.67 | |
| Ishares Tr Short Treas Bd (SHV) | 5.3 | $6.0M | 54k | 110.46 | |
| Procter & Gamble Company (PG) | 1.9 | $2.1M | 12k | 170.43 | |
| Sprott Physical Gold Tr Unit (PHYS) | 1.1 | $1.3M | 52k | 24.06 | |
| Microsoft Corporation (MSFT) | 0.6 | $619k | 1.7k | 375.41 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.3 | $313k | 27k | 11.60 | |
| Apple (AAPL) | 0.3 | $299k | 1.3k | 222.13 | |
| McDonald's Corporation (MCD) | 0.3 | $294k | 940.00 | 312.51 | |
| Coca-Cola Company (KO) | 0.3 | $285k | 4.0k | 71.61 | |
| Global Net Lease Com New (GNL) | 0.3 | $283k | 35k | 8.04 | |
| Cintas Corporation (CTAS) | 0.2 | $247k | 1.2k | 205.53 | |
| Us Bancorp Del Com New (USB) | 0.2 | $214k | 5.1k | 42.22 |
