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 Market Cap. of $10 Billions to $200 Billions