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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
ARKKArk Etf Trust Innovation Etf
Recent Activity
Exited
0%
$209,129
4,850 shares@ $43.12 avg price
HALHalliburton Company
Recent Activity
Exited
0%
$202,540
5,138 shares@ $39.43 avg price
MTRNMaterion Corporation
Recent Activity
Exited
0%
$197,625
1,500 shares@ $131.75 avg price
DOWDow Incorporated
Recent Activity
Exited
0%
$192,212
3,318 shares@ $57.94 avg price
DINOHf Sinclair Corporation
Recent Activity
Exited
0%
$185,940
3,080 shares@ $60.38 avg price
DISDisney Walt Company
Recent Activity
Exited
0%
$179,979
1,471 shares@ $122.36 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Exited
0%
$174,385
2,401 shares@ $72.64 avg price
HYMBSpdr Nuveen Bloomberg High Yield Municip
Recent Activity
Exited
0%
$172,200
6,703 shares@ $25.69 avg price
RSGRepublic Svcs Incorporated
Recent Activity
Exited
0%
$171,722
897 shares@ $191.45 avg price
HEFAIshares Tr Hdg Msci Eafe
Recent Activity
Exited
0%
$170,249
4,881 shares@ $34.88 avg price