Wetzel Investment Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Million distributed in 122 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 $16M, Ishares Russell 1000 Gr ETF with a value of $15.8M, Vanguard Index Fds S&P 500 ETF with a value of $12.7M, Jpmorgan Chase & CO with a value of $10.9M, and Eli Lilly & CO with a value of $7.98M.
Examining the 13F form we can see an decrease of $3.46M in the current position value, from $196M to 192M.
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
$192 Million
ETFs: $137 Million
Financial Services: $19.2 Million
Healthcare: $10.4 Million
Technology: $8.24 Million
Industrials: $3.42 Million
Energy: $3.39 Million
Consumer Defensive: $2.3 Million
Communication Services: $2.23 Million
Other: $3.62 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
