Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | 04-23-2024 | 03-31-2024 | 1119 | 169,848,395 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DARDEN RESTAURANTS INCORPORATED | DRI | 101 | $235,593 | 1,547 | 0.00 | 0.15 | 41 | 2.72 | 03-31-2024 |
VIKING THERAPEUTICS INCORPORATED | VKTX | 102 | $232,812 | 3,600 | 0.00 | 0.02 | 1,600 | 80.00 | 03-31-2024 |
PHILLIPS 66 | PSX | 103 | $224,139 | 1,462 | 0.00 | 0.11 | 144 | 10.93 | 03-31-2024 |
CVS HEALTH CORPORATION | CVS | 104 | $223,436 | 3,220 | 0.00 | 0.16 | -97 | -2.92 | 03-31-2024 |