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.