Portfolio (Quarterly)
Guide ↗
VanWeelden Wealth Management, LLC
· CIK 0001740451| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CPRY | CALAMOS ETF TR | — | 635,045 | $17.1M | 13.46% | SOLD |
| 2 | BFRZ | INNOVATOR ETFS TRUST | — | 539,182 | $14.5M | 11.37% | SOLD |
| 3 | — | INNOVATOR ETFS TRUST | — | 526,129 | $14.1M | 11.09% | SOLD |
| 4 | CPNJ | CALAMOS ETF TR | — | 520,255 | $14.0M | 11.03% | SOLD |
| 5 | — | J P MORGAN EXCHANGE TRADED F | — | 186,852 | $9.5M | 7.42% | SOLD |
| 6 | — | CALAMOS ETF TR | — | 265,101 | $5.7M | 4.48% | SOLD |
| 7 | BIL | SPDR SERIES TRUST | — | 5,438 | $497K | 0.39% | SOLD |
| 8 | USB | US BANCORP DEL | Financial Services | 5,065 | $270K | 0.21% | SOLD |
| 9 | MCD | MCDONALDS CORP | Consumer Cyclical | 655 | $200K | 0.16% | SOLD |
Sector Allocation
Financial Services
43.7%
Consumer Defensive
29.5%
Technology
15.2%
Real Estate
4.4%
Communication Services
3.7%
Industrials
3.5%