Heidi Hargis

@Wetzel Investment Advisors, Inc.

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$198.917M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IDVIshares Tr Intl Sel Div Etf Recent Activity Exited	0%	$3.666M 130,730 shares@ $28.04 avg price	Exited
QGROAmerican Century U.s. Quality Growth Etf Recent Activity Exited	0%	$1.136M 13,378 shares@ $84.94 avg price	Exited
RSPInvesco S&p 500 Equal Weight Etf Recent Activity Exited	0%	$484,229 2,859 shares@ $169.38 avg price	Exited
BNDXVanguard Total International Bond Etf Recent Activity Exited	0%	$442,464 8,995 shares@ $49.19 avg price	Exited
INTCIntel Corporation Recent Activity Exited	0%	$342,824 7,778 shares@ $44.08 avg price	Exited
XLFSpdr Financial Select Sector Fund Recent Activity Exited	0%	$306,381 7,274 shares@ $42.13 avg price	Exited
EXEChesapeake Energy Corporation Recent Activity Exited	0%	$276,705 3,115 shares@ $88.83 avg price	Exited
CVSCvs Health Corporation Recent Activity Exited	0%	$259,778 3,257 shares@ $79.76 avg price	Exited
WBSWebster Finl Corporation Recent Activity Exited	0%	$238,619 4,700 shares@ $50.77 avg price	Exited
PSXPhillips 66 Recent Activity Exited	0%	$222,796 1,364 shares@ $163.35 avg price	Exited