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.
Stock Holdings Table
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