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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.7 Million 8.63% of portfolio
258,435
Q3 2024 Added 428.45%
$0
$15.9 Million 8.18% of portfolio
42,250
Q3 2024 Added 99.55%
$0
$12.6 Million 6.49% of portfolio
23,839
Q3 2024 Added 13.02%
$729B
$9.49 Million 4.89% of portfolio
45,011
Q3 2024 Reduced 2.29%
$711B
$8.47 Million 4.37% of portfolio
9,556
Q3 2024 Added 1.11%
$0
$6.51 Million 3.36% of portfolio
96,725
Q3 2024 Added 10,954.29%
$0
$5.68 Million 2.93% of portfolio
168,457
Q3 2024 Added 4,870.7%
$0
$5.56 Million 2.87% of portfolio
31,873
Q3 2024 Added 49.91%
$0
$5.19 Million 2.68% of portfolio
28,521
Q3 2024 Reduced 4.78%
$0
$4.72 Million 2.44% of portfolio
40,391
Q3 2024 Added 109.08%
$0
$4.73 Million 2.44% of portfolio
88,205
Q3 2024 Added 37.15%
$0
$4.68 Million 2.41% of portfolio
111,602
Q3 2024 Reduced 4.29%
$0
$4.11 Million 2.12% of portfolio
34,299
Q3 2024 New
$0
$4.03 Million 2.08% of portfolio
44,345
Q3 2024 Reduced 5.86%
$0
$3.93 Million 2.03% of portfolio
47,013
Q3 2024 Reduced 0.7%
$0
$3.86 Million 1.99% of portfolio
6,731
Q3 2024 Reduced 4.31%
$3.69T
$3.4 Million 1.75% of portfolio
14,595
Q3 2024 Added 5.04%
$0
$3.38 Million 1.74% of portfolio
37,272
Q3 2024 New
$0
$3.07 Million 1.58% of portfolio
81,576
Q3 2024 Added 178.56%
$0
$2.54 Million 1.31% of portfolio
54,579
Q3 2024 Reduced 2.52%
$0
$2.45 Million 1.26% of portfolio
31,410
Q3 2024 Reduced 1.95%
$0
$2.23 Million 1.15% of portfolio
12,242
Q3 2024 Reduced 5.28%
$135B
$2.08 Million 1.07% of portfolio
33,266
Q3 2024 Added 45.26%
$3.11T
$2.08 Million 1.07% of portfolio
4,841
Q3 2024 Reduced 0.21%
$0
$1.86 Million 0.96% of portfolio
56,021
Q3 2024 Reduced 5.53%
$0
$1.83 Million 0.94% of portfolio
20,038
Q3 2024 Reduced 13.59%
$0
$1.48 Million 0.76% of portfolio
39,702
Q3 2024 Reduced 3.87%
$0
$1.46 Million 0.75% of portfolio
13,974
Q3 2024 Reduced 3.71%
$245B
$1.44 Million 0.74% of portfolio
17,867
Q3 2024 Added 0.31%
$0
$1.38 Million 0.71% of portfolio
7,254
Q3 2024 Reduced 0.34%
$0
$1.32 Million 0.68% of portfolio
5,011
Q3 2024 Added 2,309.13%
$79B
$1.33 Million 0.68% of portfolio
8,157
Q3 2024 Reduced 0.02%
$47.6B
$1.23 Million 0.63% of portfolio
10,137
Q3 2024 Reduced 9.73%
$1T
$1.06 Million 0.54% of portfolio
6,364
Q3 2024 Added 2.4%
$0
$1.05 Million 0.54% of portfolio
21,482
Q3 2024 Reduced 58.24%
$0
$1.01 Million 0.52% of portfolio
19,674
Q3 2024 Added 19.44%
$150B
$1.02 Million 0.52% of portfolio
3,073
Q3 2024 Added 1.45%
$0
$949,000 0.49% of portfolio
6,688
Q3 2024 Reduced 5.95%
$508B
$935,000 0.48% of portfolio
7,979
Q3 2024 Added 10.73%
$354B
$882,000 0.45% of portfolio
7,268
Q3 2024 Added 1,659.81%
$0
$879,000 0.45% of portfolio
1,801
Q3 2024 Reduced 17.91%
$0
$810,000 0.42% of portfolio
17,817
Q3 2024 Reduced 6.75%
$149B
$812,000 0.42% of portfolio
3,298
Q3 2024 Added 4.01%
$0
$764,000 0.39% of portfolio
13,227
Q3 2024 Added 10.9%
$19.3B
$742,000 0.38% of portfolio
27,885
Q3 2024 Reduced 0.34%
$0
$745,000 0.38% of portfolio
18,648
Q3 2024 Reduced 2.94%
$406B
$731,000 0.38% of portfolio
4,515
Q3 2024 Added 4.47%
$0
$693,000 0.36% of portfolio
5,524
Q3 2024 Added 1.77%
$66.5B
$699,000 0.36% of portfolio
4,057
Q3 2024 Added 984.76%

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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