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.

Portfolio value $174 Million
ETFs: $109 Million
Financial Services: $17.8 Million
Healthcare: $13.3 Million
Technology: $9.34 Million
Energy: $5.47 Million
Industrials: $4.98 Million
Communication Services: $3.04 Million
Consumer Cyclical: $2.87 Million
Other: $5.58 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$877M
$155,000 0.09% of portfolio
12,500
Q1 2024 Added 31.58%
$1.51B
$82,000 0.05% of portfolio
2,400
Q1 2024 Added 71.43%
$1.51B
$64,000 0.04% of portfolio
1,300
Q4 2023 New
$1.58B
$53,000 0.03% of portfolio
2,000
Q4 2023 New
$802M
$47,000 0.03% of portfolio
4,000
Q4 2023 New
$394M
$40,000 0.02% of portfolio
5,000
Q1 2024 Added 66.67%
$1.71B
$35,000 0.02% of portfolio
1,000
Q1 2024 New
$1.9B
$22,000 0.01% of portfolio
4,061
Q4 2023 New
$1.42B
$13,000 0.01% of portfolio
200
Q4 2023 New
$961M
$9,000 0.01% of portfolio
400
Q4 2023 New
$435M
$22,000 0.01% of portfolio
62
Q4 2023 New
$526M
$11,000 0.01% of portfolio
500
Q4 2023 New
$349M
$18,000 0.01% of portfolio
96
Q4 2023 New
$1.91B
$0 0.0% of portfolio
1
Q4 2023 New
$477M
$5,000 0.0% of portfolio
1,000
Q4 2023 New
$667M
$1,000 0.0% of portfolio
47
Q4 2023 New
$896M
$6,000 0.0% of portfolio
285
Q4 2023 New
$635M
$2,000 0.0% of portfolio
100
Q4 2023 New
$379M
$4,000 0.0% of portfolio
700
Q4 2023 New
$1.59B
$0 0.0% of portfolio
18
Q1 2024 Reduced 93.28%
$800M
$6,000 0.0% of portfolio
1,200
Q4 2023 New
$1.2B
$5,000 0.0% of portfolio
1,000
Q1 2024 Added 233.33%
$1.11B
$4,000 0.0% of portfolio
221
Q2 2024 New
$865M
$0 0.0% of portfolio
22
Q4 2023 New
$1.08B
$0 0.0% of portfolio
8
Q4 2023 New
$1.47B
$0 0.0% of portfolio
3
Q4 2023 New
$749M
$3,000 0.0% of portfolio
500
Q4 2023 New
$715M
$5,000 0.0% of portfolio
200
Q4 2023 New
$897M
$3,000 0.0% of portfolio
27
Q4 2023 New
$809M
$0 0.0% of portfolio
200
Q4 2023 New
$1.49B
$2,000 0.0% of portfolio
70
Q4 2023 New
$1.87B
$2,000 0.0% of portfolio
165
Q4 2023 New
$1.53B
$5,000 0.0% of portfolio
276
Q4 2023 New
$1.14B
$3,000 0.0% of portfolio
50
Q2 2024 New
$445M
$0 0.0% of portfolio
1
Q4 2023 New
$885M
$0 0.0% of portfolio
6
Q4 2023 New
$768M
$0 0.0% of portfolio
11
Q2 2024 New
$1.5B
$1,000 0.0% of portfolio
70
Q4 2023 New
$1.25B
$4,000 0.0% of portfolio
68
Q4 2023 New
$756M
$0 0.0% of portfolio
5
Q4 2023 New
$372M
$0 0.0% of portfolio
1
Q4 2023 New
$1.1B
$3,000 0.0% of portfolio
253
Q4 2023 New
$595M
$0 0.0% of portfolio
21
Q4 2023 New
$1.19B
$0 0.0% of portfolio
8
Q4 2023 New
$433M
$1,000 0.0% of portfolio
54
Q4 2023 New
$1.91B
$0 0.0% of portfolio
7
Q4 2023 New
$474M
$5,000 0.0% of portfolio
500
Q4 2023 New
$538M
$5,000 0.0% of portfolio
252
Q4 2023 New
$1.2B
$0 0.0% of portfolio
400
Q4 2023 New

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
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email