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Home > Institutional Investor > Wetzel Investment Advisors, Inc. > Profile

Instuitional Investor - Wetzel Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Wetzel Investment Advisors, Inc.
Portfolio Value $162,833
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 143,744 $14,267 8.76%
2.
Vanguard Index Funds S&P 500 Etf Shs New
 20,577 $8,988 5.51%
3.
Jpmorgan Chase & Co
 JPM 47,015 $7,997 4.91%
4.
Ishares Trust
 IEF 20,483 $6,210 3.81%
5.
Eli Lilly & Co
 LLY 9,586 $5,588 3.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)