Long-term investor
Wetzel Investment Advisors, Inc. @wetzelinvestmentadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009211).
Record
- Tracked since 2025-06-30 (434 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months +11.1% · 1 year +18.5% · all +18.5%
- Max drawdown -2.3% · Sharpe 1.09 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 9.1% · long · since 2025-06-30
- SFLR · 8.4% · long · since 2025-06-30
- IWF · 7.9% · long · since 2025-06-30
- VTV · 5.3% · long · since 2025-06-30
- LLY · 4.7% · long · since 2025-06-30
- JPM · 4.5% · long · since 2025-06-30
- BRTR · 4.4% · long · since 2025-06-30
- GOVT · 3.7% · long · since 2025-06-30
- VXUS · 3.6% · long · since 2025-06-30
- DYNF · 2.8% · long · since 2025-06-30
- SPY · 2.0% · long · since 2025-06-30
- HTD · 1.8% · long · since 2025-06-30