VanWeelden Wealth Management, LLC Portfolio Holdings
Q3 2025•16 long positions•$76.8M portfolio value
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Holding16 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.0M 19.51% | -$240.5K Sold | — 163.4K shares | 166.0K → 163.4K −$240.5K | -1.58% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $14.0M 18.25% | +$72.6K Bought | — 280.4K shares | 278.9K → 280.4K +$72.6K | +0.52% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $13.8M 17.97% | +$13.8M Bought | — 137.7K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $13.5M 17.55% | +$506.0K Bought | — 506.1K shares | 487.1K → 506.1K +$506.0K | +3.9% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.2M 9.4% | +$1.1M Bought | — 71.7K shares | 60.8K → 71.7K +$1.1M | +18.05% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.1M 9.31% | +$1.2M Bought | — 64.7K shares | 54.0K → 64.7K +$1.2M | +19.87% | — — | Q3 2025 Held for 2 months | |
Household & Personal Products Consumer Defensive | $1.6M 2.13% | -$246.8K Sold | 0.0% 10.6K shares | 12.3K → 10.6K −$246.8K | -13.11% | $359.62B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.5M 2.0% | -$8.0K Sold | — 51.8K shares | 52.0K → 51.8K −$8.0K | -0.52% | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $854.9K 1.11% | +$517.8 Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$517.8 | +0.06% | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $482.3K 0.628% | +$140.0K Bought | 0.0% 1.9K shares | 1.3K → 1.9K +$140.0K | +40.92% | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $423.9K 0.552% | — | — 27.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $265.7K 0.346% | +$1.6K Bought | 0.0% 4.0K shares | 4.0K → 4.0K +$1.6K | +0.6% | $285.42B Mega Cap | Q3 2025 Held for 2 months | |
REIT - Diversified Real Estate | $259.5K 0.338% | -$27.0K Sold | 0.014% 31.9K shares | 35.2K → 31.9K −$27.0K | -9.41% | $1.8B Small Cap | Q3 2025 Held for 2 months | |
Specialty Business Services Industrials | $246.3K 0.321% | — | 0.0% 1.2K shares | — | — | $82.7B Large Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $244.8K 0.319% | — | 0.0% 5.1K shares | — | — | $75.2B Large Cap | Q3 2025 Held for 2 months | |
Auto - Manufacturers Consumer Cyclical | $208.6K 0.271% | +$208.6K New | 0.0% 469.0 shares | 0 → 469.0 +$208.6K | New | $1.48T Mega Cap | Q3 2025 Held for 2 months |
