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Strategy shares owned by Wetzel Investment Advisors

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Wetzel Investment Advisors from 13F filings

Historical chart of Wetzel Investment Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 7.9k 34.95

More positions owned by Wetzel Investment Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr Conv Bd Etf (ICVT)
Apple (AAPL)

View all positions for Wetzel Investment Advisors

Top funds holding Strategy

Private Advisor
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Resources Investment Advisors
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Envestnet Asset Management
Kestra Private Wealth Services
Atlas Wealth Partners
Jane Street
Advisor Group Holdings
Gts Securities
National Wealth Management Group

View all funds holding Strategy