Valtinson Bruner Financial Planning LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$295.8M

Holdings

145

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
GWXSPDR INDEX SHS FDS
$299K
LCTUBLACKROCK ETF TRUST
$296K
USFRWISDOMTREE TR
$295K
KJANINNOVATOR ETFS TRUST
$295K
USVNRBB FD INC
$294K
UTWYRBB FD INC
$289K
VVVANGUARD INDEX FDS
$286K
TRPTC ENERGY CORP
$284K
MINNTRUST FOR PROFESSIONAL MANAG
$281K
SCHBSCHWAB STRATEGIC TR
$277K
USXFISHARES TR
$264K
XLESELECT SECTOR SPDR TR
$257K
LMTLOCKHEED MARTIN CORP
$250K
UTENRBB FD INC
$243K
FJANFIRST TR EXCHNG TRADED FD VI
$243K
BIZDVANECK ETF TRUST
$243K
SYKSTRYKER CORPORATION
$242K
BSJTINVESCO EXCH TRD SLF IDX FD
$242K
BACBANK AMERICA CORP
$237K
BSEPINNOVATOR ETFS TRUST
$234K
PNOVINNOVATOR ETFS TRUST
$234K
METAMETA PLATFORMS INC
$232K
UTWORBB FD INC
$230K
IWFISHARES TR
$230K
TRVTRAVELERS COMPANIES INC
$228K
SRLNSSGA ACTIVE ETF TR
$226K
IVWISHARES TR
$226K
DSIISHARES TR
$225K
EEMISHARES TR
$223K
IVVISHARES TR
$223K
AQLTISHARES TR
$222K
HWKNHAWKINS INC
$222K
LNTALLIANT ENERGY CORP
$218K
NJANINNOVATOR ETFS TRUST
$217K
CATCATERPILLAR INC
$216K
SBUXSTARBUCKS CORP
$216K
UJANINNOVATOR ETFS TRUST
$215K
SPABSPDR SER TR
$211K
SCHMSCHWAB STRATEGIC TR
$209K
ENBENBRIDGE INC
$208K
BPBP PLC
$202K
SLVISHARES SILVER TR
$201K
FISRSSGA ACTIVE TR
$200K
YYY*AMPLIFY ETF TR
$160K
OXLCLOXFORD LANE CAP CORP
$55K
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