| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 3 | Q2 2024 | 8.8% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 3 | Q2 2024 | 5.8% |
| JPMORGAN CHASE & COMPANY | 3 | Q2 2024 | 5.3% |
| ISHARES TR RUS 1000 GRW ETF | 3 | Q2 2024 | 4.1% |
| ELI LILLY & COMPANY | 3 | Q2 2024 | 4.3% |
| VANGUARD EXTENDED MARKET ETF | 3 | Q2 2024 | 3.0% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 3 | Q2 2024 | 2.6% |
| FIRST TRUST CAPITAL STRENGTH ETF | 3 | Q2 2024 | 2.3% |
| ISHARES TR CONV BD ETF | 3 | Q2 2024 | 2.2% |
| ISHARES TR INTL SEL DIV ETF | 3 | Q2 2024 | 2.2% |
View WETZEL INVESTMENT ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-31 |
View WETZEL INVESTMENT ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.