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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$651B
$9.49 Million 4.89% of portfolio
45,011
Q3 2024 Reduced 2.29%
$788B
$8.47 Million 4.37% of portfolio
9,556
Q3 2024 Added 1.11%
$3.62T
$3.4 Million 1.75% of portfolio
14,595
Q3 2024 Added 5.04%
$124B
$2.08 Million 1.07% of portfolio
33,266
Q3 2024 Added 45.26%
$3.03T
$2.08 Million 1.07% of portfolio
4,841
Q3 2024 Reduced 0.21%
$222B
$1.44 Million 0.74% of portfolio
17,867
Q3 2024 Added 0.31%
$72.5B
$1.33 Million 0.68% of portfolio
8,157
Q3 2024 Reduced 0.02%
$45.6B
$1.23 Million 0.63% of portfolio
10,137
Q3 2024 Reduced 9.73%
$1.03T
$1.06 Million 0.54% of portfolio
6,364
Q3 2024 Added 2.4%
$132B
$1.02 Million 0.52% of portfolio
3,073
Q3 2024 Added 1.45%
$487B
$935,000 0.48% of portfolio
7,979
Q3 2024 Added 10.73%
$331B
$882,000 0.45% of portfolio
7,268
Q3 2024 Added 1,659.81%
$143B
$812,000 0.42% of portfolio
3,298
Q3 2024 Added 4.01%
$18.8B
$742,000 0.38% of portfolio
27,885
Q3 2024 Reduced 0.34%
$418B
$731,000 0.38% of portfolio
4,515
Q3 2024 Added 4.47%
$68.8B
$699,000 0.36% of portfolio
4,057
Q3 2024 Added 984.76%
$403B
$665,000 0.34% of portfolio
1,643
Q3 2024 Added 5.19%
$75B
$658,000 0.34% of portfolio
1,465
Q3 2024 Reduced 0.07%
$177B
$645,000 0.33% of portfolio
14,373
Q3 2024 Added 6.84%
$50.4B
$638,000 0.33% of portfolio
3,370
Q3 2024 Reduced 3.82%
$1.9T
$626,000 0.32% of portfolio
3,362
Q3 2024 Added 19.81%
$31.9B
$615,000 0.32% of portfolio
5,029
Q3 2024 Reduced 9.04%
$85.8B
$593,000 0.31% of portfolio
1,528
Q3 2024 Reduced 5.15%
$259B
$552,000 0.28% of portfolio
4,863
Q3 2024 Added 7.11%
$117B
$537,000 0.28% of portfolio
1,865
Q3 2024 Added 2.36%
$81B
$516,000 0.27% of portfolio
2,342
Q3 2024 Added 37.44%
$1.27T
$441,000 0.23% of portfolio
772
Q2 2024 Reduced 0.52%
$120B
$442,000 0.23% of portfolio
1,599
Q3 2024 Added 7.46%
$291B
$419,000 0.22% of portfolio
1,532
Q3 2024 Added 14.93%
$18.6B
$412,000 0.21% of portfolio
14,030
Q3 2024 Added 4.68%
$528B
$384,000 0.2% of portfolio
657
Q3 2024 Added 30.88%
$282B
$387,000 0.2% of portfolio
5,393
Q3 2024 Added 2.72%
$183B
$375,000 0.19% of portfolio
2,211
Q4 2023 New
$192B
$372,000 0.19% of portfolio
8,907
Q3 2024 Reduced 0.59%
$12.8B
$367,000 0.19% of portfolio
6,190
Q1 2024 Reduced 17.36%
$225B
$342,000 0.18% of portfolio
6,442
Q3 2024 Reduced 14.4%
$35.1B
$352,000 0.18% of portfolio
3,000
Q1 2024 Reduced 4.97%
$20.4B
$348,000 0.18% of portfolio
3,370
Q3 2024 Added 12.3%
$68.9B
$343,000 0.18% of portfolio
1,155
Q3 2024 Added 4.62%
$88.6B
$333,000 0.17% of portfolio
1,608
Q3 2024 Added 15.02%
$119B
$310,000 0.16% of portfolio
3,444
Q3 2024 Added 9.3%
$87B
$306,000 0.16% of portfolio
1,909
Q3 2024 Added 16.47%
$159B
$309,000 0.16% of portfolio
10,697
Q3 2024 Reduced 11.65%
$291B
$298,000 0.15% of portfolio
2,024
Q3 2024 Added 0.05%
$474B
$287,000 0.15% of portfolio
1,045
Q3 2024 Reduced 6.53%
$52B
$288,000 0.15% of portfolio
3,714
Q3 2024 Added 12.55%
$19.6B
$268,000 0.14% of portfolio
1,635
Q3 2024 Added 8.28%
$4.71B
$244,000 0.13% of portfolio
5,100
Q4 2023 New
$131B
$261,000 0.13% of portfolio
2,222
Q3 2024 Reduced 0.31%

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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