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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
QQQInvesco Qqq Tr
Recent Activity
Decreased -17.91%
0.45%
$879,014
1,801 shares@ $488.07 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -6.74%
0.41%
$810,495
17,817 shares@ $45.49 avg price
DMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.94%
0.38%
$745,361
18,648 shares@ $39.98 avg price
MROMarathon Oil Corp
Recent Activity
Decreased -0.33%
0.38%
$742,578
27,885 shares@ $26.64 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -3.62%
0.34%
$673,947
5,257 shares@ $128.2 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -0.06%
0.34%
$660,148
1,465 shares@ $450.62 avg price
ALLAllstate Corp
Recent Activity
Decreased -3.82%
0.33%
$642,271
3,370 shares@ $190.59 avg price
RJFRaymond James Finl Inc
Recent Activity
Decreased -9.04%
0.31%
$615,851
5,029 shares@ $122.46 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -7.51%
0.31%
$611,344
5,413 shares@ $112.94 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -5.15%
0.3%
$595,263
1,528 shares@ $389.58 avg price