VanWeelden Wealth Management, LLC
Q4 2024 13F Holdings
- Locationwest chester township, OH
- Num holdings
22
- Value ($000)
$110,691
- Date Filed02/10/2025
- Form type13F-HR
- CIK0001740451
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TBIL RBB FD INC | US TREAS 3 MNTH | 74933W452 | $21.41M | 19 % | 429,435 | ||
INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N882 | $18.54M | 17 % | 727,865 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $16.13M | 15 % | 176,409 | ||
CALAMOS ETF TR | NASDAQ 100 STRUC | 12811T860 | $16.06M | 15 % | 632,609 | ||
CALAMOS ETF TR | S&P 500 STRUCTUR | 12811T829 | $5.73M | 5 % | 225,027 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $5.16M | 5 % | 51,465 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $4.98M | 5 % | 45,257 | ||
INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N106 | $4.90M | 4 % | 195,484 | ||
GBIL GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | $4.78M | 4 % | 47,868 | ||
JUNM FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U588 | $4.67M | 4 % | 146,982 |
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