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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
VTVanguard Intl Equity Index F
Recent Activity
New Position
2.07%
$4.106M
34,299 shares@ $119.7 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
1.7%
$3.378M
37,272 shares@ $90.64 avg price
SFLRInnovator Etfs Trust
Recent Activity
New Position
1.68%
$3.324M
104,375 shares@ $31.85 avg price
SRLNSsga Active Etf Tr
Recent Activity
New Position
0.14%
$273,444
6,548 shares@ $41.76 avg price
SMMDIshares Tr
Recent Activity
New Position
0.14%
$268,346
3,962 shares@ $67.73 avg price