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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
VXUSVanguard Star Fds
Recent Activity
Increased 428.46%
8.42%
$16.731M
258,435 shares@ $64.74 avg price
IWFIshares Tr
Recent Activity
Increased 99.55%
7.98%
$15.86M
42,250 shares@ $375.39 avg price
VOOVanguard Index Fds
Recent Activity
Increased 13.03%
6.35%
$12.618M
23,839 shares@ $529.31 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.12%
4.26%
$8.466M
9,556 shares@ $885.97 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 10954.29%
3.28%
$6.507M
96,725 shares@ $67.27 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 4870.7%
2.86%
$5.679M
168,457 shares@ $33.71 avg price
VTVVanguard Index Fds
Recent Activity
Increased 49.92%
2.8%
$5.564M
31,873 shares@ $174.57 avg price
IEMGIshares Inc
Recent Activity
Increased 37.15%
2.55%
$5.064M
88,205 shares@ $57.41 avg price
IJRIshares Tr
Recent Activity
Increased 109.09%
2.38%
$4.724M
40,391 shares@ $116.97 avg price
AAPLApple Inc
Recent Activity
Increased 5.04%
1.71%
$3.401M
14,595 shares@ $233.0 avg price