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Heidi Hargis

@Wetzel Investment Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$198.917MTotal holdings121
Assets growth rate13.75%Assets growth rate (2-Q avg)8.36%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Wetzel Investment Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Wetzel Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 198.917M in assets, with a quarterly growth rate of 13.75% and a 2-quarter average growth rate of 8.36%. The portfolio is managed by Heidi Hargis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.28%
4.78%
$9.491M
45,011 shares@ $210.86 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -4.77%
2.62%
$5.204M
28,521 shares@ $182.48 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -4.28%
2.36%
$4.682M
111,602 shares@ $41.96 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -5.85%
2.03%
$4.027M
44,345 shares@ $90.81 avg price
ICVTIshares Tr
Recent Activity
Decreased -0.7%
1.98%
$3.934M
47,013 shares@ $83.68 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.3%
1.95%
$3.874M
6,731 shares@ $575.53 avg price
IJHIshares Tr
Recent Activity
Decreased -0.62%
1.83%
$3.632M
58,276 shares@ $62.33 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -2.52%
1.29%
$2.547M
54,579 shares@ $46.67 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.95%
1.24%
$2.452M
31,410 shares@ $78.06 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -5.27%
1.23%
$2.435M
12,242 shares@ $198.9 avg price