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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
WMTWalmart Inc
Recent Activity
Increased 0.32%
0.73%
$1.443M
17,867 shares@ $80.75 avg price
IWDIshares Tr
Recent Activity
Decreased -0.34%
0.7%
$1.377M
7,254 shares@ $189.8 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -0.02%
0.67%
$1.329M
8,157 shares@ $162.91 avg price
VOVanguard Index Fds
Recent Activity
Increased 2309.14%
0.67%
$1.322M
5,011 shares@ $263.85 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -9.73%
0.62%
$1.228M
10,137 shares@ $121.11 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.4%
0.54%
$1.055M
6,364 shares@ $165.86 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Decreased -58.24%
0.53%
$1.045M
21,482 shares@ $48.66 avg price
ETNEaton Corp Plc
Recent Activity
Increased 1.46%
0.52%
$1.019M
3,073 shares@ $331.44 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 19.44%
0.51%
$1.006M
19,674 shares@ $51.13 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -5.94%
0.48%
$949,964
6,688 shares@ $142.05 avg price