Wetzel Investment Advisors, Inc.
CIK Number: 0002009211
198.92M
Market Value
111
# of Holdings
3 months
Avg. Holding Period
46.43%
Win Rate
12.62%
Peformance 3-Years
Main Sectors:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Vanguard Star F... | 58.83 | -0.17% | 258.44K | +428.45% | 16.73M | 63.49 | 8.41% | |
2 | Ishares Tr | 400.72 | -0.21% | 42.25K | +99.55% | 15.86M | 339.8 | 7.97% | |
3 | Vanguard Index ... | 537.55 | -0.23% | 23.84K | +13.02% | 12.62M | 448.34 | 6.34% | |
4 | Jpmorgan Chase ... | 239.98 | +0.11% | 45.01K | -2.29% | 9.49M | 170.1 | 4.77% | |
5 | Eli Lilly & Co | 777.77 | +0.75% | 9.56K | +1.11% | 8.47M | 589.3 | 4.26% |
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