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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
VLUEIshares Tr Msci Usa Value
Recent Activity
Exited
0%
$169,722
1,567 shares@ $108.32 avg price
TAt&t Incorporated
Recent Activity
Exited
0%
$168,397
9,568 shares@ $17.61 avg price
PCARPaccar Incorporated
Recent Activity
Exited
0%
$168,367
1,359 shares@ $123.9 avg price
EWEdwards Lifesciences Corporation
Recent Activity
Exited
0%
$166,752
1,745 shares@ $95.56 avg price
HAHawaiian Holdings Incorporated
Recent Activity
Exited
0%
$166,625
12,500 shares@ $13.33 avg price
LRGEClearbridge Large Cap Growth Esg Etf
Recent Activity
Exited
0%
$162,626
2,424 shares@ $67.09 avg price
FANGDiamondback Energy Incorporated
Recent Activity
Exited
0%
$158,734
801 shares@ $198.17 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Exited
0%
$158,730
2,600 shares@ $61.05 avg price
BACBank America Corporation
Recent Activity
Exited
0%
$158,619
4,183 shares@ $37.92 avg price
SMMVIshares Tr Msci Usa Smcp Mn
Recent Activity
Exited
0%
$151,822
4,054 shares@ $37.45 avg price