Wetzel Investment Advisors, Inc.
CIK Number: 0002009211
201.22M
Market Value
119
# of Holdings
4 months
Avg. Holding Period
40.00%
Win Rate
13.03%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IWF | iShares Russell... | 367.55 | +1.01% | 42.87K | +1.48% | 17.22M | 340.7 | 8.56% |
| 2 | VXUS | Vanguard Total ... | 62.47 | +0.30% | 259.35K | +0.35% | 15.28M | 63.48 | 7.60% |
| 3 | VOO | Vanguard 500 In... | 519.78 | +0.77% | 24.22K | +1.59% | 13.05M | 449.75 | 6.48% |
| 4 | JPM | JPMorgan Chase ... | 246.09 | +1.00% | 44.84K | -0.38% | 10.75M | 170.1 | 5.34% |
| 5 | LLY | Eli Lilly and C... | 819.02 | +1.71% | 9.64K | +0.87% | 7.44M | 590.87 | 3.70% |
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