Wetzel Investment Advisors, Inc. Portfolio Holdings

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024

Wetzel Investment Advisors, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $17.2M, Vanguard Star Fd Vanguard Tota with a value of $15.3M, Vanguard Index Fds S&P 500 ETF with a value of $13M, Jpmorgan Chase & CO with a value of $10.7M, and Eli Lilly & CO with a value of $7.44M.

Examining the 13F form we can see an increase of $1.81M in the current position value, from $194M to 196M.

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 $196 Million
ETFs: $138 Million
Financial Services: $19.4 Million
Technology: $10 Million
Healthcare: $9.43 Million
Industrials: $3.41 Million
Energy: $3.25 Million
Communication Services: $2.73 Million
Consumer Cyclical: $2.5 Million
Other: $3.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.2 Million 8.8% of portfolio
42,874
Q4 2024 Added 1.48%
$0
$15.3 Million 7.81% of portfolio
259,348
Q4 2024 Added 0.35%
$0
$13 Million 6.67% of portfolio
24,218
Q4 2024 Added 1.59%
$780B
$10.7 Million 5.49% of portfolio
44,840
Q4 2024 Reduced 0.38%
$728B
$7.44 Million 3.8% of portfolio
9,639
Q4 2024 Added 0.87%
$0
$6.53 Million 3.33% of portfolio
97,385
Q4 2024 Added 0.68%
$0
$6.01 Million 3.07% of portfolio
35,503
Q4 2024 Added 11.39%
$0
$5.81 Million 2.97% of portfolio
177,272
Q4 2024 Added 5.23%
$0
$5.3 Million 2.71% of portfolio
27,895
Q4 2024 Reduced 2.19%
$0
$5.15 Million 2.63% of portfolio
96,030
Q4 2024 Added 8.87%
$0
$4.87 Million 2.49% of portfolio
42,306
Q4 2024 Added 4.74%
$0
$4.36 Million 2.23% of portfolio
108,324
Q4 2024 Reduced 2.94%
$0
$4.09 Million 2.09% of portfolio
34,820
Q4 2024 Added 1.52%
$0
$4.02 Million 2.05% of portfolio
47,256
Q4 2024 Added 0.52%
$0
$3.89 Million 1.99% of portfolio
6,636
Q4 2024 Reduced 1.41%
$0
$3.81 Million 1.94% of portfolio
43,311
Q4 2024 Reduced 2.33%
$3.59T
$3.65 Million 1.87% of portfolio
14,595
Q3 2024 Added 5.04%
$0
$3.61 Million 1.85% of portfolio
57,974
Q4 2024 Reduced 0.52%
$0
$3.28 Million 1.67% of portfolio
89,073
Q4 2024 Added 9.19%
$0
$2.37 Million 1.21% of portfolio
53,809
Q4 2024 Reduced 1.41%
$159B
$2.31 Million 1.18% of portfolio
32,766
Q4 2024 Reduced 1.5%
$0
$2.19 Million 1.12% of portfolio
12,050
Q4 2024 Reduced 1.57%
$0
$2.19 Million 1.12% of portfolio
31,157
Q4 2024 Reduced 0.81%
$3.33T
$2.03 Million 1.04% of portfolio
4,821
Q4 2024 Reduced 0.41%
$0
$1.74 Million 0.89% of portfolio
19,588
Q4 2024 Reduced 2.25%
$0
$1.74 Million 0.89% of portfolio
6,592
Q4 2024 Added 31.55%
$255B
$1.59 Million 0.81% of portfolio
17,637
Q4 2024 Reduced 1.29%
$0
$1.51 Million 0.77% of portfolio
47,877
Q4 2024 Reduced 14.54%
$0
$1.5 Million 0.77% of portfolio
39,280
Q4 2024 Reduced 1.06%
$0
$1.37 Million 0.7% of portfolio
13,124
Q4 2024 Reduced 6.08%
$0
$1.33 Million 0.68% of portfolio
7,167
Q4 2024 Reduced 1.2%
$43.5B
$1.2 Million 0.61% of portfolio
10,137
Q3 2024 Reduced 9.73%
$1.18T
$1.17 Million 0.6% of portfolio
6,174
Q4 2024 Reduced 2.99%
$76.9B
$1.15 Million 0.59% of portfolio
8,244
Q4 2024 Added 1.07%
$0
$1.08 Million 0.55% of portfolio
22,832
Q4 2024 Added 6.28%
$147B
$1.03 Million 0.53% of portfolio
3,101
Q4 2024 Added 0.91%
$0
$967,000 0.49% of portfolio
19,290
Q4 2024 Reduced 1.95%
$367B
$947,000 0.48% of portfolio
7,057
Q4 2024 Reduced 2.9%
$97.3B
$905,000 0.46% of portfolio
3,906
Q4 2024 Reduced 3.72%
$0
$873,000 0.45% of portfolio
1,709
Q4 2024 Reduced 5.11%
$0
$846,000 0.43% of portfolio
6,408
Q4 2024 Reduced 4.19%
$459B
$819,000 0.42% of portfolio
7,618
Q4 2024 Reduced 4.52%
$132B
$815,000 0.42% of portfolio
8,219
Q4 2024 New
$36.9B
$781,000 0.4% of portfolio
5,029
Q3 2024 Reduced 9.04%
$2.4T
$774,000 0.4% of portfolio
3,530
Q4 2024 Added 5.0%
$0
$773,000 0.39% of portfolio
17,715
Q4 2024 Reduced 0.57%
$153B
$749,000 0.38% of portfolio
3,287
Q4 2024 Reduced 0.33%
$0
$748,000 0.38% of portfolio
18,379
Q4 2024 Reduced 1.44%
$0
$747,000 0.38% of portfolio
13,227
Q3 2024 Added 10.9%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $196 Million
  • Prior Value $194 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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