Wetzel Investment Advisors, Inc. Portfolio Holdings
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
Wetzel Investment Advisors, Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $174 Million distributed in 952 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 $14.1M, Vanguard Index Fds S&P 500 ETF with a value of $10.5M, Jpmorgan Chase & CO with a value of $9.32M, Eli Lilly & CO with a value of $8.56M, and Ishares Russell 1000 Gr ETF with a value of $7.72M.
Examining the 13F form we can see an decrease of $2.5M in the current position value, from $176M to 174M.
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 Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 952
- Current Value $174 Million
- Prior Value $176 Million
- Filing
- Period Q2 2024
- Filing Date August 07, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 63 stocks
- Additional Purchases 63 stocks
- Sold out of 0 stocks
- Reduced holdings in 183 stocks