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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
USHYIshares Tr
Recent Activity
Increased 178.56%
1.55%
$3.071M
81,576 shares@ $37.65 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
MSFTMicrosoft Corp
Recent Activity
Decreased -0.2%
1.05%
$2.083M
4,841 shares@ $430.31 avg price
CCitigroup Inc
Recent Activity
Increased 45.27%
1.05%
$2.082M
33,266 shares@ $62.61 avg price
PFFIshares Tr
Recent Activity
Decreased -5.52%
0.94%
$1.862M
56,021 shares@ $33.24 avg price
USMVIshares Tr
Recent Activity
Decreased -13.59%
0.92%
$1.83M
20,038 shares@ $91.32 avg price
DMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.86%
0.75%
$1.482M
39,702 shares@ $37.35 avg price
FEXFirst Tr Lrge Cp Core Alpha
Recent Activity
Decreased -3.71%
0.74%
$1.456M
13,974 shares@ $104.17 avg price