StockDriftsStockDriftsTop 50 Wetzel Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 9.4% | 55.5K | $23.6M | +1.87%(+1.02K) | $345.20(-63.99%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 6.9% | 489.4K | $17.3M | +12.13%(+52.95K) | $32.85(+15.44%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.85% | 87.8K | $17.2M | +11.28%(+8.90K) | $168.26(+23.84%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.46% | 27.2K | $16.3M | +6.22%(+1.59K) | $445.84(+53.06%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.03% | 164.0K | $12.6M | -4.24%(-7.27K) | $61.30(+38.80%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.65% | 39.7K | $11.7M | -0.47%(-188) | $157.56(+90.56%) | 2026-03-31 | |
| BRTR | BLACKROCK ETF TRUST II | 4.48% | 224.6K | $11.3M | +6.80%(+14.31K) | $50.42(-0.69%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 4.12% | 11.3K | $10.4M | +3.78%(+410) | $621.39(+63.46%) | 2026-03-31 | |
| GOVT | ISHARES TR | 2.13% | 234.2K | $5.4M | +6.55%(+14.39K) | $22.97(-1.15%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.98% | 71.2K | $5.0M | +1.16%(+818) | $51.56(+59.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.13% | +44.78% |
| Top 20 Holdings Unweighted | +13.37% | +45.71% |
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