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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
COWZPacer Fds Tr
Recent Activity
Increased 10.9%
0.39%
$768,196
13,227 shares@ $58.08 avg price
JNJJohnson & Johnson
Recent Activity
Increased 4.47%
0.37%
$731,701
4,515 shares@ $162.07 avg price
AVGOBroadcom Inc
Recent Activity
Increased 984.76%
0.36%
$699,774
4,057 shares@ $172.49 avg price
ITOTIshares Tr
Recent Activity
Increased 1.77%
0.35%
$693,925
5,524 shares@ $125.63 avg price
FITBFifth Third Bancorp
Recent Activity
Increased 3.3%
0.35%
$682,243
15,789 shares@ $43.22 avg price
HDHome Depot Inc
Recent Activity
Increased 5.19%
0.34%
$665,897
1,643 shares@ $405.3 avg price
IYWIshares Tr
Recent Activity
Increased 3.32%
0.34%
$661,821
4,365 shares@ $151.62 avg price
VZVerizon Communications Inc
Recent Activity
Increased 6.84%
0.33%
$645,469
14,373 shares@ $44.91 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 19.82%
0.32%
$626,441
3,362 shares@ $186.33 avg price
MRKMerck & Co Inc
Recent Activity
Increased 7.12%
0.28%
$555,987
4,863 shares@ $114.34 avg price