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 Market Cap. of $10 Billions to $200 Billions
