Wetzel Investment Advisors, Inc. Portfolio Holdings

Wetzel Investment Advisors, Inc.

  • $176 Million
  • Q1 2024

Wetzel Investment Advisors, Inc. has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $176 Million distributed in 1119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $14.2M, Vanguard Index Fds S&P 500 ETF with a value of $10.2M, Jpmorgan Chase & CO with a value of $9.26M, Eli Lilly & CO with a value of $7.28M, and Ishares Russell 1000 Gr ETF with a value of $7.11M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $163M to 176M.

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 $176 Million
ETFs: $109 Million
Financial Services: $18.4 Million
Healthcare: $12.9 Million
Technology: $9.76 Million
Energy: $5.9 Million
Industrials: $5.76 Million
Consumer Cyclical: $3.52 Million
Communication Services: $3.07 Million
Other: $5.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.2 Million 8.05% of portfolio
144,897
Q1 2024 Added 0.8%
$0
$10.2 Million 5.77% of portfolio
21,167
Q1 2024 Added 2.87%
$601B
$9.26 Million 5.25% of portfolio
46,227
Q1 2024 Reduced 1.68%
$869B
$7.28 Million 4.13% of portfolio
9,363
Q1 2024 Reduced 2.33%
$0
$7.11 Million 4.03% of portfolio
21,097
Q1 2024 Added 3.0%
$0
$5.24 Million 2.97% of portfolio
29,912
Q1 2024 Added 2.82%
$0
$4.48 Million 2.54% of portfolio
116,412
Q1 2024 Added 2.75%
$0
$4.03 Million 2.29% of portfolio
47,056
Q1 2024 Added 4.1%
$0
$3.77 Million 2.14% of portfolio
47,277
Q1 2024 Added 2.56%
$0
$3.66 Million 2.08% of portfolio
130,547
Q1 2024 Added 0.88%
$0
$3.62 Million 2.05% of portfolio
6,912
Q1 2024 Reduced 2.58%
$0
$3.56 Million 2.02% of portfolio
58,655
Q1 2024 Added 403.43%
$0
$3.45 Million 1.96% of portfolio
21,211
Q1 2024 Added 5.08%
$0
$3.29 Million 1.87% of portfolio
63,762
Q1 2024 Added 3.1%
$0
$2.89 Million 1.64% of portfolio
47,878
Q1 2024 Added 6.91%
$0
$2.75 Million 1.56% of portfolio
55,899
Q1 2024 Added 5.83%
$3.64T
$2.42 Million 1.37% of portfolio
14,105
Q1 2024 Reduced 2.72%
$0
$2.38 Million 1.35% of portfolio
32,028
Q1 2024 Reduced 0.14%
$0
$2.35 Million 1.33% of portfolio
12,870
Q1 2024 Reduced 1.72%
$0
$2.18 Million 1.24% of portfolio
19,742
Q1 2024 Added 8.32%
$3.49T
$2.04 Million 1.16% of portfolio
4,843
Q1 2024 Reduced 1.5%
$0
$1.9 Million 1.08% of portfolio
59,085
Q1 2024 Added 1.21%
$0
$1.79 Million 1.02% of portfolio
21,460
Q1 2024 Reduced 8.99%
$85.1B
$1.64 Million 0.93% of portfolio
8,159
Q1 2024 Reduced 3.66%
$124B
$1.46 Million 0.83% of portfolio
23,141
Q1 2024 Added 25.63%
$0
$1.44 Million 0.82% of portfolio
41,185
Q1 2024 Reduced 0.65%
$0
$1.42 Million 0.81% of portfolio
14,335
Q1 2024 Reduced 3.93%
$43.5B
$1.31 Million 0.75% of portfolio
11,200
Q4 2023 New
$0
$1.3 Million 0.74% of portfolio
7,262
Q1 2024 Reduced 0.52%
$0
$1.13 Million 0.64% of portfolio
13,275
Q1 2024 Reduced 1.96%
$190B
$1.07 Million 0.61% of portfolio
17,811
Q1 2024 Added 200.61%
$0
$1.04 Million 0.59% of portfolio
28,404
Q1 2024 Added 3.22%
$1.14T
$1.02 Million 0.58% of portfolio
6,791
Q1 2024 Reduced 3.8%
$126B
$973,000 0.55% of portfolio
3,115
Q1 2024 Reduced 2.29%
$0
$929,000 0.53% of portfolio
2,094
Q1 2024 Reduced 4.21%
$0
$932,000 0.53% of portfolio
7,106
Q1 2024 Reduced 0.63%
$0
$833,000 0.47% of portfolio
16,472
Q1 2024 Reduced 1.06%
$472B
$837,000 0.47% of portfolio
7,206
Q1 2024 Added 31.83%
$0
$806,000 0.46% of portfolio
19,106
Q1 2024 Reduced 3.15%
$19.1B
$790,000 0.45% of portfolio
27,885
Q1 2024 Added 16.75%
$138B
$799,000 0.45% of portfolio
3,250
Q1 2024 Added 26.95%
$0
$727,000 0.41% of portfolio
12,527
Q1 2024 Added 130.83%
$0
$716,000 0.41% of portfolio
19,213
Q1 2024 Added 3.66%
$383B
$683,000 0.39% of portfolio
4,322
Q1 2024 Added 9.67%
$25.7B
$645,000 0.37% of portfolio
5,029
Q1 2024 Reduced 16.59%
$0
$660,000 0.37% of portfolio
5,462
Q1 2024 Added 5.61%
$343B
$626,000 0.36% of portfolio
1,633
Q1 2024 Added 1.43%
$0
$630,000 0.36% of portfolio
5,468
Q1 2024 Added 5.07%
$320B
$638,000 0.36% of portfolio
4,836
Q1 2024 Added 11.45%

Summary

  • Portfolio
  • No. of Stocks 1,119
  • Current Value $176 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 103 stocks
  • Additional Purchases 213 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 173 stocks
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