Wetzel Investment Advisors, Inc. Portfolio Holdings

Wetzel Investment Advisors, Inc.

  • $194 Million
  • Q3 2024

Wetzel Investment Advisors, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $194 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $16.7M, Ishares Russell 1000 Gr ETF with a value of $15.9M, Vanguard Index Fds S&P 500 ETF with a value of $12.6M, Jpmorgan Chase & CO with a value of $9.49M, and Eli Lilly & CO with a value of $8.47M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $174M to 194M.

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 $194 Million
ETFs: $137 Million
Financial Services: $17.3 Million
Healthcare: $11.8 Million
Technology: $9.29 Million
Energy: $3.5 Million
Industrials: $3.49 Million
Communication Services: $2.51 Million
Consumer Cyclical: $2.38 Million
Other: $3.64 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $194 Million
  • Prior Value $174 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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