Wetzel Investment Advisors, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $17.2M, Vanguard Star Fd Vanguard Tota with a value of $15.3M, Vanguard Index Fds S&P 500 ETF with a value of $13M, Jpmorgan Chase & CO with a value of $10.7M, and Eli Lilly & CO with a value of $7.44M.
Examining the 13F form we can see an increase of $1.81M in the current position value, from $194M to 196M.
Wetzel Investment Advisors, Inc. is based out at Indianapolis, IN
Below you can find more details about Wetzel Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$196 Million
ETFs: $138 Million
Financial Services: $19.4 Million
Technology: $10 Million
Healthcare: $9.43 Million
Industrials: $3.41 Million
Energy: $3.25 Million
Communication Services: $2.73 Million
Consumer Cyclical: $2.5 Million
Other: $3.59 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
