Wetzel Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Wetzel Investment Advisors, Inc.

Investment Activity

Wetzel Investment Advisors, Inc. has $198.35 million in total holdings as of December 31, 2024.
Wetzel Investment Advisors, Inc. owns shares of 122 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 2.36% of the portfolio was purchased this quarter.
About 2.17% of the portfolio was sold this quarter.
This quarter, Wetzel Investment Advisors, Inc. has purchased 121 new stocks and bought additional shares in 23 stocks.
Wetzel Investment Advisors, Inc. sold shares of 78 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard Total International Stock ETF: $15,994,282
iShares Russell 1000 Growth ETF: $15,764,059
Vanguard S&P 500 ETF: $12,670,303
JPMorgan Chase & Co.: $10,910,270
Eli Lilly and Company: $7,978,060

Largest New Holdings this Quarter

00287Y109 - AbbVie: $230,053 Holding
760759100 - Republic Services: $212,859 Holding
053332102 - AutoZone: $202,077 Holding
036752103 - Elevance Health: $201,386 Holding
023608102 - Ameren: $200,800 Holding

Largest Purchases this Quarter

Innovator Equity Managed Floor ETF: 20,268 shares (about $636.77K)
iShares Broad USD High Yield Corporate Bond ETF: 14,222 shares (about $523.51K)
SPDR Portfolio Intermediate Term Corporate Bond ETF: 12,069 shares (about $401.17K)
Vanguard Value ETF: 1,982 shares (about $342.37K)
iShares Russell 1000 Growth ETF: 783 shares (about $282.73K)

Largest Sales this Quarter

First Trust Capital Strength ETF: 3,241 shares (about $290.53K)
First Trust Morningstar Dividend Leaders Index: 4,585 shares (about $199.17K)
iShares Preferred and Income Securities ETF: 5,186 shares (about $159.36K)
Verizon Communications: 3,375 shares (about $153.09K)
Invesco S&P 500 Quality ETF: 2,084 shares (about $138.25K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VXUS Vanguard Total International Stock ETF	$15,994,282	$111,221 ▼	-0.7%	257,557	8.1%	ETF
IWF iShares Russell 1000 Growth ETF	$15,764,059	$282,733 ▲	1.8%	43,657	7.9%	ETF
VOO Vanguard S&P 500 ETF	$12,670,303	$224,576 ▲	1.8%	24,655	6.4%	ETF
JPM JPMorgan Chase & Co.	$10,910,270	$89,044 ▼	-0.8%	44,477	5.5%	Finance
LLY Eli Lilly and Company	$7,978,060	$17,344 ▲	0.2%	9,660	4.0%	Medical
VTV Vanguard Value ETF	$6,475,159	$342,371 ▲	5.6%	37,485	3.3%	ETF
SPHQ Invesco S&P 500 Quality ETF	$6,322,236	$138,252 ▼	-2.1%	95,301	3.2%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$6,293,682	$401,173 ▲	6.8%	189,341	3.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$5,330,845	$148,094 ▲	2.9%	98,774	2.7%	ETF
SFLR Innovator Equity Managed Floor ETF	$4,754,091	$636,769 ▲	15.5%	151,320	2.4%	ETF
VXF Vanguard Extended Market ETF	$4,688,056	$117,137 ▼	-2.4%	27,215	2.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$4,667,288	$243,335 ▲	5.5%	44,633	2.4%	ETF
FDL First Trust Morningstar Dividend Leaders Index	$4,506,441	$199,173 ▼	-4.2%	103,739	2.3%	ETF
ICVT iShares Convertible Bond ETF	$4,022,744	$71,654 ▲	1.8%	48,113	2.0%	ETF
VT Vanguard Total World Stock ETF	$3,957,569	$79,773 ▼	-2.0%	34,132	2.0%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$3,802,284	$523,511 ▲	16.0%	103,295	1.9%	ETF
SPY SPDR S&P 500 ETF Trust	$3,706,531	$16,833 ▼	-0.5%	6,606	1.9%	Finance
SPMO Invesco S&P 500 Momentum ETF	$3,613,143	$18,784 ▲	0.5%	39,048	1.8%	ETF
FTCS First Trust Capital Strength ETF	$3,591,908	$290,526 ▼	-7.5%	40,070	1.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$3,325,126	$57,650 ▼	-1.7%	56,986	1.7%	ETF
AAPL Apple	$3,220,710	$21,325 ▼	-0.7%	14,499	1.6%	Computer and Technology
C Citigroup	$2,340,256	$14,198 ▲	0.6%	32,966	1.2%	Finance
IEFA iShares Core MSCI EAFE ETF	$2,312,923	$44,104 ▼	-1.9%	30,574	1.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,290,246	$47,334 ▼	-2.0%	11,806	1.2%	ETF
VO Vanguard Mid-Cap ETF	$1,960,116	$255,263 ▲	15.0%	7,579	1.0%	ETF
CALF Pacer US Small Cap Cash Cows ETF	$1,957,991	$59,850 ▼	-3.0%	52,213	1.0%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,805,577	$29,035 ▼	-1.6%	19,278	0.9%	ETF
MSFT Microsoft	$1,752,815	$57,063 ▼	-3.2%	4,669	0.9%	Computer and Technology
WMT Walmart	$1,519,169	$33,362 ▼	-2.1%	17,258	0.8%	Retail/Wholesale
DMAR FT Vest U.S. Equity Deep Buffer ETF - March	$1,459,643	$20,384 ▼	-1.4%	38,739	0.7%	ETF
PFF iShares Preferred and Income Securities ETF	$1,311,885	$159,365 ▼	-10.8%	42,691	0.7%	ETF
FEX First Trust Large Cap Core AlphaDEX Fund	$1,307,185	$37,500 ▼	-2.8%	12,758	0.7%	ETF
IWD iShares Russell 1000 Value ETF	$1,268,575	$79,968 ▼	-5.9%	6,742	0.6%	ETF
MPC Marathon Petroleum	$1,189,035	$12,093 ▼	-1.0%	8,161	0.6%	Energy
JPIB JPMorgan International Bond Opportunities ETF	$1,186,878	$93,435 ▲	8.5%	24,783	0.6%	ETF
PRU Prudential Financial	$1,131,095	$1,005 ▼	-0.1%	10,128	0.6%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$955,830	$1,340 ▼	-0.1%	19,263	0.5%	ETF
XOM Exxon Mobil	$876,514	$29,495 ▼	-3.3%	7,370	0.4%	Energy
BANK AMERICA CORP	$864,199		0.0%	700	0.4%	7.25%CNV PFD L
COP ConocoPhillips	$841,105	$22,054 ▼	-2.6%	8,009	0.4%	Energy
ETN Eaton	$833,282	$9,787 ▼	-1.2%	3,065	0.4%	Industrials
GOOGL Alphabet	$823,515	$131,298 ▼	-13.8%	5,325	0.4%	Computer and Technology
NVDA NVIDIA	$809,240	$44,332 ▲	5.8%	7,466	0.4%	Computer and Technology
SDY SPDR S&P Dividend ETF	$807,025	$62,413 ▼	-7.2%	5,948	0.4%	ETF
QQQ Invesco QQQ	$790,130	$11,254 ▼	-1.4%	1,685	0.4%	Finance
UNP Union Pacific	$756,798	$19,605 ▼	-2.5%	3,204	0.4%	Transportation
COWZ Pacer US Cash Cows 100 ETF	$724,311		0.0%	13,227	0.4%	ETF
JNJ Johnson & Johnson	$714,610	$23,052 ▼	-3.1%	4,309	0.4%	Medical
RJF Raymond James	$698,578		0.0%	5,029	0.4%	Finance
FVD First Trust Value Line Dividend Index Fund	$693,018	$96,894 ▼	-12.3%	15,542	0.3%	ETF
DMAY FT Vest U.S. Equity Deep Buffer ETF - May	$686,926	$40,866 ▼	-5.6%	17,347	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$652,924	$25,018 ▼	-3.7%	5,063	0.3%	ETF
AVGO Broadcom	$639,512	$14,397 ▼	-2.2%	3,820	0.3%	Computer and Technology
MSI Motorola Solutions	$635,648	$10,536 ▼	-1.6%	1,448	0.3%	Computer and Technology
IYW iShares U.S. Technology ETF	$628,609	$8,988 ▲	1.5%	4,476	0.3%	Manufacturing
ITOT iShares Core S&P Total U.S. Stock Market ETF	$625,423	$37,335 ▼	-5.6%	5,126	0.3%	ETF
FITB Fifth Third Bancorp	$623,900	$1,148 ▼	-0.2%	15,767	0.3%	Finance
AMZN Amazon.com	$622,340	$49,277 ▼	-7.3%	3,271	0.3%	Retail/Wholesale
CME CME Group	$597,745	$3,714 ▼	-0.6%	2,253	0.3%	Finance
ALL Allstate	$594,759	$74,319 ▼	-11.1%	2,857	0.3%	Finance
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$566,822	$11,114 ▲	2.0%	15,300	0.3%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$559,327	$221,033 ▲	65.3%	13,599	0.3%	ETF
CB Chubb	$558,106	$6,662 ▼	-1.2%	1,843	0.3%	Finance
HD Home Depot	$542,788	$39,582 ▼	-6.8%	1,481	0.3%	Retail/Wholesale
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$536,760		0.0%	12,000	0.3%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$519,908	$58,893 ▼	-10.2%	4,723	0.3%	ETF
VZ Verizon Communications	$494,236	$153,088 ▼	-23.6%	10,896	0.2%	Computer and Technology
CNP CenterPoint Energy	$493,815	$9,094 ▼	-1.8%	13,630	0.2%	Utilities
TT Trane Technologies	$493,331	$21,963 ▼	-4.3%	1,460	0.2%	Construction
SPLV Invesco S&P 500 Low Volatility ETF	$481,047		0.0%	6,438	0.2%	ETF
ADP Automatic Data Processing	$454,481	$7,984 ▼	-1.7%	1,480	0.2%	Business Services
EFA iShares MSCI EAFE ETF	$446,573	$28,442 ▼	-6.0%	5,464	0.2%	Finance
META Meta Platforms	$437,493	$7,493 ▼	-1.7%	759	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$425,204	$10,777 ▼	-2.5%	4,695	0.2%	Medical
FAB First Trust Multi Cap Value AlphaDEX Fund	$419,813		0.0%	5,280	0.2%	Manufacturing
XLV Health Care Select Sector SPDR Fund	$405,324	$11,681 ▼	-2.8%	2,776	0.2%	ETF
IWB iShares Russell 1000 ETF	$398,455		0.0%	1,299	0.2%	ETF
WM Waste Management	$385,927		0.0%	1,667	0.2%	Business Services
KO Coca-Cola	$379,139	$1,443 ▼	-0.4%	5,255	0.2%	Consumer Staples
HIG The Hartford Financial Services Group	$372,750		0.0%	3,000	0.2%	Finance
UNH UnitedHealth Group	$365,133	$4,191 ▲	1.2%	697	0.2%	Medical
CRM Salesforce	$356,408	$26,838 ▼	-7.0%	1,328	0.2%	Computer and Technology
CSCO Cisco Systems	$345,391	$15,736 ▼	-4.4%	5,597	0.2%	Computer and Technology
UNM Unum Group	$341,317	$122,190 ▼	-26.4%	4,190	0.2%	Finance
DRI Darden Restaurants	$332,875	$6,441 ▼	-1.9%	1,602	0.2%	Retail/Wholesale
SMMD iShares Russell 2500 ETF	$330,649	$60,289 ▲	22.3%	5,287	0.2%	ETF
V Visa	$330,182	$36,103 ▼	-9.9%	942	0.2%	Business Services
IYG iShares U.S. Financial Services ETF	$326,847	$7,541 ▼	-2.3%	4,161	0.2%	ETF
DJAN FT Vest U.S. Equity Deep Buffer ETF - January	$322,669	$5,430 ▼	-1.7%	8,498	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$320,738	$42,145 ▼	-11.6%	3,242	0.2%	Finance
QCOM QUALCOMM	$317,819		0.0%	2,069	0.2%	Computer and Technology
APD Air Products and Chemicals	$316,544	$23,601 ▼	-6.9%	1,073	0.2%	Basic Materials
MDT Medtronic	$314,806	$2,264 ▲	0.7%	3,476	0.2%	Medical
XLK Technology Select Sector SPDR Fund	$313,643	$8,259 ▼	-2.6%	1,519	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$307,637	$5,046 ▼	-1.6%	3,292	0.2%	ETF
CVX Chevron	$305,472	$18,067 ▼	-5.6%	1,826	0.2%	Energy
FI Fiserv	$299,445	$10,821 ▼	-3.5%	1,356	0.2%	Business Services
ICE Intercontinental Exchange	$296,953	$26,227 ▼	-8.1%	1,721	0.1%	Finance
JCI Johnson Controls International	$287,448	$8,289 ▼	-2.8%	3,572	0.1%	Construction
FXH First Trust Health Care AlphaDEX Fund	$283,864		0.0%	2,740	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Wetzel Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Wetzel Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Wetzel Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Wetzel Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWetzel Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools