Valtinson Bruner Financial Planning LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    new brighton, MN
  • CIK
    0001761450
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

145

$286.37M
EDV, XTWY, FIRST TR EXCHNG TRADED FD VI, KRE
13F-HR
Feb 10, 2025
000176145025000001

137

$286.93M
EDV, XTWY, KRE, FIRST TR EXCHNG TRADED FD VI
13F-HR
Nov 5, 2024
000176145024000004

126

$252.07M
UTWY, UTHY, KRE, SPYV
13F-HR
Aug 5, 2024
000176145024000003

121

$234.71M
SPDR SER TR, KRE, SPYV, BMAY
13F-HR
Apr 29, 2024
000176145024000002

112

$194.62M
SPDR SER TR, BMAY, FFEB, KRE
13F-HR
Feb 6, 2024
000176145024000001

111

$182.79M
BMAY, FFEB, KRE, SPYV
13F-HR
Oct 24, 2023
000176145023000005

110

$185.57M
BMAY, FFEB, KRE, SPYV
13F-HR
Jul 24, 2023
000176145023000004

111

$175.14M
BMAY, SPDW, FFEB, SPYV
13F-HR
May 5, 2023
000176145023000003

115

$172.97M
BMAY, SPYV, FFEB, SPDW
13F-HR
Jan 19, 2023
000176145023000002

102

$162.06M
BMAY, SPDR SER TR, FFEB, SPDW
13F-HR
Nov 9, 2022
000176145022000006

97

$164.13M
BMAY, SPDR SER TR, PNOV, FFEB
13F-HR
Aug 8, 2022
000176145022000005

94

$174.65M
BJUN, SPDR SER TR, PNOV, KRE
13F-HR
Apr 15, 2022
000176145022000004

96

$182.57M
BJUN, SPDR SER TR, PNOV, KRE
13F-HR
Jan 18, 2022
000176145022000003

94

$182.17M
BJUN, KRE, BFEB, KRE
13F-HR
Oct 21, 2021
000176145021000007

85

$175.05M
BJUN, KRE, BFEB, FFEB
13F-HR
Jul 28, 2021
000176145021000006

83

$169.83M
KRE, PSEP, FNOV, BFEB
13F-HR
Apr 16, 2021
000176145021000005

75

$159.43M
KRE, PSEP, PAUG, FNOV
13F-HR
Jan 8, 2021
000176145021000004

71

$142.69M
KRE, DFEB, PSEP, PAUG
13F-HR
Nov 3, 2020
000176145020000006

74

$140.72M
KRE, PNOV, DFEB, PAUG
13F-HR
Aug 10, 2020
000176145020000005

71

$123.96M
PNOV, KRE, DFEB, PAUG
13F-HR
May 5, 2020
000176145020000004

74

$139.31M
PNOV, KRE, KRE, PAUG
13F-HR
Jan 7, 2020
000176145020000003

67

$122.77M
KRE, PAPR, PAUG, IJUL
13F-HR
Oct 17, 2019
000176145019000005

49

$118.23M
KRE, KRE, PAPR, PJAN
13F-HR
Jul 17, 2019
000176145019000004

44

$114.54M
KRE, KRE, PJAN, UJAN
13F-HR
Apr 22, 2019
000176145019000003

39

$95.67M
KRE, USFR, KRE, MDT
13F-HR
Jan 29, 2019
000176145019000001