Filer Name: VANWEELDEN WEALTH MANAGEMENT, LLC
CIK: 1740451
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 22
Portfolio Value: $0.11B

Vanweelden Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
TBIL US US TREASURY 3 MONTH BILL ETF 429,435 $21M 19.34% - -
45784N882 - INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO APR/OCT 727,865 $19M 16.75% - -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 176,409 $16M 14.57% - -
CPNS US CALAMOS NSDQ 100 ALT SEPT 632,609 $16M 14.50% - -
12811T829 - CALAMOS ETF TR 225,027 $6M 5.18% - -
SGOV US ISHARES 0-3 MONTH TREASURY B 51,465 $5M 4.66% - -
SHV US ISHARES SHORT TREASURY BOND 45,257 $5M 4.50% - -
ZSEP US INNOVATOR EDP ETF - 1 YR SEP 195,484 $5M 4.43% - -
GBIL US GOLDMAN SACHS ACCESS TREASUR 47,868 $5M 4.32% - -
JUNM US FT VEST US EQ MAX BUF JUNE 146,982 $5M 4.22% - -
NJUL US INNOVATOR GROWTH 100 POWER B 36,432 $2M 2.07% - -
PG US PROCTER & GAMBLE CO/THE 10,649 $2M 1.61% - -
PHYS US SPROTT PHYSICAL GOLD TRUST 47,305 $1M 0.86% - -
FITB US FIFTH THIRD BANCORP 20,566 $1M 0.79% - -
MSFT US MICROSOFT CORP 1,650 $1M 0.63% - -
AAPL US APPLE INC 1,077 $0M 0.24% - -
MCD US MCDONALD'S CORP 935 $0M 0.24% - -
GNL US GLOBAL NET LEASE INC 35,576 $0M 0.23% - -
KO US COCA-COLA CO/THE 3,983 $0M 0.22% - -
USB US US BANCORP 5,065 $0M 0.22% - -
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