Heidi Hargis Portfolio
Invests via WETZEL INVESTMENT ADVISORS, INC. | Managed by Heidi Wetzel Hargis, Sarah Elizabeth Boston, Robert Hickey Wetzel
Invests via WETZEL INVESTMENT ADVISORS, INC.
Managed by Heidi Wetzel Hargis, Sarah Elizabeth Boston, Robert Hickey Wetzel
Automatically Tracked
Heidi Hargis Profile
Seasoned growth-stage operator and investor focused on scaling technology and consumer businesses. Heidi Hargis combines hands-on executive experience in product and go-to-market with angel and seed investments across SaaS, marketplaces and consumer tech. Regular advisor and board participant, known for driving revenue expansion, operational discipline and founder coaching to prepare companies for Series A/B exits.
Seasoned growth-stage operator and investor focused on scaling technology and consumer businesses. Heidi Hargis combines hands-on executive experience in product and go-to-market with angel and seed investments across SaaS, marketplaces and consumer tech. Regular advisor and board participant, known for driving revenue expansion, operational discipline and founder coaching to prepare companies for Series A/B exits.
Investment Philosophy & Strategy
Focuses on scaling pre-seed to Series B technology and consumer businesses, prioritizing product-market fit and repeatable go-to-market motion. Allocates capital through concentrated, founder-led bets with active board/advisor involvement to accelerate revenue and unit economics. Emphasizes metric-driven operational improvements, disciplined burn management, and staged follow-on reserve to de-risk growth milestones. Sector preference includes SaaS, marketplaces and consumer tech; time horizon is growth‑oriented with exit focus toward Series A/B liquidity events.
Focuses on scaling pre-seed to Series B technology and consumer businesses, prioritizing product-market fit and repeatable go-to-market motion. Allocates capital through concentrated, founder-led bets with active board/advisor involvement to accelerate revenue and unit economics. Emphasizes metric-driven operational improvements, disciplined burn management, and staged follow-on reserve to de-risk growth milestones. Sector preference includes SaaS, marketplaces and consumer tech; time horizon is growth‑oriented with exit focus toward Series A/B liquidity events.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.86%
Gain
Monthly
0.16%
Yearly
1.89%
Drawdown
30.62%
$280.59M
Equity
Holdings
$280.59M
Investment
$209.41M
$79.23M
Profit -$745,689.75
Realized
$8.05M
Unrealized
$71.18M
Dividends
$10.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$745,689.75
Win %
83%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$1.39M
Win %
83%
This Month
Compared to last month
Gain
-0.11%
Profit
-$305,494.86
Win %
83%
This Year
Compared to last year
Gain
11.58%
Profit
$29.13M
Win %
83%
WM Waste Management, Inc.
+4.2%
+$13,163.22 
UNP Union Pacific Corporation
+3.72%
+$31,567.66 
CRM Salesforce Inc
+3.57%
+$6,996.94 
MRK Merck & Co., Inc.
+3.54%
+$14,875.48 
ADP Automatic Data Processing Inc.
+3.33%
+$10,583.78 
ABBV AbbVie Inc.
+3.14%
+$7,563.14 
VZ Verizon Communications Inc.
+2.7%
+$8,262.87 
TJX The TJX Companies, Inc.
+2.62%
+$6,502.02 
FITB Fifth Third Bancorp
+2.6%
+$22,778.17 
PRU Prudential Financial, Inc.
+2.49%
+$28,648.62 
KO The Coca-Cola Company
+2.48%
+$6,599.22 
MPC Marathon Petroleum Corporation
+2.38%
+$55,941.98 
WMT Walmart Inc.
+2.38%
+$54,208.36 
PSX Phillips 66
+2.28%
+$5,790.65 
XLV Health Care Select Sector SPDR Fund
+2.02%
+$8,454.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.01%
+$62,558.24 
HD The Home Depot, Inc.
+1.91%
+$7,955.23 
SDY SPDR S&P Dividend ETF
+1.86%
+$4,853.52 
V Visa Inc. Class A
+1.77%
+$5,128.86 
CB Chubb Limited
+1.76%
+$8,853.61 
FVD First Trust Value Line Dividend Index Fund
+1.71%
+$10,101.83 
FTCS First Trust Capital Strength ETF
+1.58%
+$43,336.75 
DRI Darden Restaurants, Inc.
+1.53%
+$3,582 
SPLV Invesco S&P 500 Low Volatility ETF
+1.53%
+$6,688.6 
COWZ Pacer US Cash Cows 100 ETF
+1.52%
+$11,212.5 
HIG The Hartford Insurance Group, Inc.
+1.52%
+$6,120 
MSFT Microsoft Corp.
+1.51%
+$24,006.92 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.41%
+$4,741.48 
AAPL Apple Inc.
+1.3%
+$60,038.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$3,360.99 
CVX Chevron Corporation
+1.17%
+$3,390.96 
LLY Eli Lilly and Company
+1.16%
+$150,492.72 
FXH First Trust Health Care AlphaDEX Fund
+1.15%
+$3,877.1 
MSI Motorola Solutions, Inc.
+1.08%
+$6,010.39 
DGRO iShares Core Dividend Growth ETF
+1.04%
+$5,047.45 
POR Portland General Electric Company
+0.87%
+$2,275 
VOE Vanguard Mid-Cap Value ETF
+0.86%
+$2,914.5 
IWD iShares Russell 1000 Value ETF
+0.86%
+$13,270.62 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$11,097.85 
XOM Exxon Mobil Corporation
+0.84%
+$6,808.67 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$6,457.46 
PFE Pfizer Inc.
+0.81%
+$4,361.91 
XLE Energy Select Sector SPDR Fund
+0.81%
+$2,691.32 
ALL Allstate Corporation
+0.79%
+$5,263.65 
JXN Jackson Financial Inc.
+0.77%
+$2,208 
AEE Ameren Corporation
+0.73%
+$1,620 
UNM Unum Group
+0.65%
+$2,372.2 
COP ConocoPhillips
+0.65%
+$5,290.32 
JNJ Johnson & Johnson
+0.61%
+$6,216.8 
APD Air Products and Chemicals, Inc.
+0.61%
+$1,438.19 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$13,197.38 
FDVV Fidelity High Dividend ETF
+0.58%
+$2,451.28 
AMZN Amazon.com Inc
+0.57%
+$3,730.85 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.46%
+$1,324.62 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$1,916.84 
VTV Vanguard Value ETF
+0.43%
+$82,111.7 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$13,826.26 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$3,053.44 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.32%
+$1,931.16 
XLC Communication Services Select Sector SPDR Fund
+0.26%
+$617.41 
JHMM John Hancock Multifactor Mid Cap ETF
+0.24%
+$10,508.04 
NI NiSource Inc.
+0.15%
+$407.82 
IYG iShares U.S. Financial Services ETF
+0.15%
+$534.62 
GOOGL Alphabet Inc
+0.06%
+$1,117.63 
SRLN SPDR Blackstone Senior Loan ETF
+0.05%
+$275.56 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$173.66 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$351.78 
MU Micron Technology, Inc.
-6.1%
-$47,916.66 
AVGO Broadcom Inc.
-4.18%
-$55,191.78 
ETN Eaton Corporation plc
-3.73%
-$44,103.42 
QCOM QUALCOMM Incorporated
-3.61%
-$12,847.23 
MTRN Materion Corporation
-3.45%
-$12,975 
SPMO Invesco S&P 500 Momentum ETF
-2.93%
-$107,302.56 
CSCO Cisco Systems, Inc.
-2.65%
-$13,379.2 
MIRM Mirum Pharmaceuticals Inc.
-2.62%
-$10,481.79 
NVDA NVIDIA Corporation
-2.58%
-$43,758.72 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$6,419.8 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.29%
-$57,046.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$121,465.9 
ICVT iShares Convertible Bond ETF
-1.98%
-$99,580.05 
META Meta Platforms Inc Class A
-1.85%
-$8,660.75 
IYW iShares U.S. Technology ETF
-1.82%
-$17,694.18 
TSLA Tesla, Inc.
-1.72%
-$3,869.2 
C Citigroup Inc.
-1.72%
-$73,406.8 
GOLY Strategy Shares Gold ETFS Enhanced Fund
-1.69%
-$5,116.48 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$414,803.4 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$16,318.3 
JCI Johnson Controls International plc
-1.32%
-$4,976.37 
SCHF Schwab International Equity ETF
-1.18%
-$4,766.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$158,253.24 
SPHQ Invesco S&P 500 Quality ETF
-0.92%
-$40,475.04 
TT Trane Technologies plc
-0.81%
-$4,973.53 
EFA iShares MSCI EAFE ETF
-0.76%
-$2,226.4 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$9,715.68 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.71%
-$35,896.31 
INTF iShares International Equity Factor ETF
-0.71%
-$2,054.09 
THRO iShares U.S. Thematic Rotation Active ETF
-0.68%
-$5,694.39 
VT Vanguard Total World Stock ETF
-0.59%
-$3,421.47 
SCHM Schwab U.S. Mid-Cap ETF
-0.51%
-$1,679.58 
RJF Raymond James Financial Inc.
-0.37%
-$2,853.27 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$2,401.3 
VOO Vanguard S&P 500 ETF
-0.33%
-$62,142.86 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$18,703.38 
JPM JPMorgan Chase & Co.
-0.32%
-$43,696 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.28%
-$4,667 
VXF Vanguard Extended Market ETF
-0.28%
-$15,442.16 
IWB iShares Russell 1000 ETF
-0.27%
-$1,435.39 
WBS Webster Financial Corporation
-0.23%
-$700 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$682.61 
DMAY FT Vest US Equity Deep Buffer Fund
-0.19%
-$1,368.72 
FEX First Trust Large Cap Core Fund A
-0.18%
-$2,293.63 
BNDX Vanguard Total International Bond ETF
-0.18%
-$1,424.77 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.15%
-$840 
SFLR Innovator Equity Managed Floor ETF
-0.15%
-$29,366.22 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.13%
-$726.79 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$5,856.2 
CNP CenterPoint Energy Inc.
-0.1%
-$601.42 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$775.95 
APA APA Corporation
-0.09%
-$777.42 
CME CME Group Inc.
-0.07%
-$279.72 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.07%
-$212.58 
JPIB JPMorgan International Bond ETF
-0.06%
-$192.42 
BAC-PL Bank of America Corporation
-0.05%
-$489.96 
NBSD Neuberger Berman Short Duration Income ETF
-0.05%
-$687.7 
BRTR iShares Total Return Act ETF
-0.05%
-$5,614.93 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$266.98 
VO Vanguard Mid-Cap ETF
-0.04%
-$841.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$107.06 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$1,387.85 
BINC iShares Flexible Income Active ETF
-0.02%
-$643.24 
DMAR FT Vest US Equity Deep Buffer Fund
-0.01%
-$202 Events
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Dividends
Dividend Analysis
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| Trades 2564 | Longs Won 1627/2564 63% | Profit Factor 27.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $256,496.92 |
| Average Win $50,505.96 | Best Trade (Jul 16) $6.98M | Sharpe Ratio -17.49 |
| Average Loss -$3,138.43 | Worst Trade (Jun 30) -$352,923.27 | Z-Score 0.57 (43.02%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $30,901.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
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Returns
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