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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 $288,651,987
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 38,096 $26,164,710 9.06%
2.
Blue Buffalo Pet Products Inc.
 BUFF 631,184 $24,365,400 8.44%
3.
Ishares Trust
 IEF 183,929 $22,838,432 7.91%
4.
Vanguard Index Fds - VALUE ETF
 70,122 $15,281,681 5.29%
5.
Eli Lilly & Co
 LLY 11,256 $13,500,742 4.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.