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Home > Institutional Investor > Widmann Financial Services, Inc. > 13F Holdings

Instuitional Investor - Widmann Financial Services, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 118,732 $11,467,120 6.15%
2.
American Centy Etf Tr
 79,100 $9,868,570 5.29%
3.
Ishares Trust
 IEF 34,728 $8,419,179 4.52%
4.
Apple Inc.
 AAPL 28,220 $8,165,848 4.38%
5.
Ishares Trust
 IEF 58,788 $7,299,756 3.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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