Wetzel Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Wetzel Investment Advisors, Inc.Investment ActivityWetzel Investment Advisors, Inc. has $201.22 million in total holdings as of December 31, 2024.Wetzel Investment Advisors, Inc. owns shares of 121 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 3.36% of the portfolio was purchased this quarter.About 1.98% of the portfolio was sold this quarter.This quarter, Wetzel Investment Advisors, Inc. has purchased 121 new stocks and bought additional shares in 37 stocks.Wetzel Investment Advisors, Inc. sold shares of 56 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $17,217,521Vanguard Total International Stock ETF $15,283,370Vanguard S&P 500 ETF $13,048,752JPMorgan Chase & Co. $10,748,686Eli Lilly and Company $7,441,685 Largest New Holdings this Quarter ConocoPhillips $815,078 HoldingPacer Metaurus US Large Cap Dividend Multiplier 400 ETF $583,778 HoldingPALANTIR TECHNOLOGIES INC $257,142 HoldingWebster Financial $231,924 HoldingChesapeake Energy $210,548 Holding Largest Purchases this Quarter Innovator Equity Managed Floor ETF 26,677 shares (about $871.99K)ConocoPhillips 8,219 shares (about $815.08K)Vanguard Value ETF 3,630 shares (about $614.56K)Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 15,000 shares (about $583.78K)Vanguard Mid-Cap ETF 1,581 shares (about $417.57K) Largest Sales this Quarter iShares Preferred and Income Securities ETF 8,144 shares (about $256.05K)First Trust Morningstar Dividend Leaders Index 3,278 shares (about $132.96K)Vanguard Extended Market ETF 626 shares (about $118.93K)First Trust Capital Strength ETF 1,034 shares (about $90.81K)First Trust Large Cap Core AlphaDEX Fund 850 shares (about $88.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWetzel Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$17,217,521$250,589 ▲1.5%42,8748.6%ETFVXUSVanguard Total International Stock ETF$15,283,370$53,803 ▲0.4%259,3487.6%ETFVOOVanguard S&P 500 ETF$13,048,752$204,207 ▲1.6%24,2186.5%ETFJPMJPMorgan Chase & Co.$10,748,686$40,991 ▼-0.4%44,8405.3%FinanceLLYEli Lilly and Company$7,441,685$64,079 ▲0.9%9,6393.7%MedicalSPHQInvesco S&P 500 Quality ETF$6,527,718$44,240 ▲0.7%97,3853.2%ETFVTVVanguard Value ETF$6,010,699$614,563 ▲11.4%35,5033.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$5,807,433$288,780 ▲5.2%177,2722.9%ETFVXFVanguard Extended Market ETF$5,299,492$118,927 ▼-2.2%27,8952.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,014,698$408,622 ▲8.9%96,0302.5%ETFIJRiShares Core S&P Small-Cap ETF$4,874,494$220,646 ▲4.7%42,3062.4%ETFFDLFirst Trust Morningstar Dividend Leaders Index$4,393,628$132,956 ▼-2.9%108,3242.2%ETFSFLRInnovator Equity Managed Floor ETF$4,283,705$871,993 ▲25.6%131,0522.1%ETFVTVanguard Total World Stock ETF$4,090,598$61,206 ▲1.5%34,8202.0%ETFICVTiShares Convertible Bond ETF$4,015,340$20,648 ▲0.5%47,2562.0%ETFSPYSPDR S&P 500 ETF Trust$3,902,270$55,864 ▼-1.4%6,6361.9%FinanceFTCSFirst Trust Capital Strength ETF$3,803,566$90,806 ▼-2.3%43,3111.9%ETFSPMOInvesco S&P 500 Momentum ETF$3,690,680$149,451 ▲4.2%38,8451.8%ETFAAPLApple$3,654,9090.0%14,5951.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,612,379$18,818 ▼-0.5%57,9741.8%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$3,276,999$275,815 ▲9.2%89,0731.6%ETFCALFPacer US Small Cap Cash Cows ETF$2,375,787$33,997 ▼-1.4%53,8091.2%ETFVIGVanguard Dividend Appreciation ETF$2,359,752$37,599 ▼-1.6%12,0501.2%ETFCCitigroup$2,306,399$35,195 ▼-1.5%32,7661.1%FinanceIEFAiShares Core MSCI EAFE ETF$2,189,714$17,781 ▼-0.8%31,1571.1%ETFMSFTMicrosoft$2,032,141$8,430 ▼-0.4%4,8211.0%Computer and TechnologyVOVanguard Mid-Cap ETF$1,741,059$417,569 ▲31.6%6,5920.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,739,219$39,956 ▼-2.2%19,5880.9%ETFWMTWalmart$1,597,158$20,828 ▼-1.3%17,6370.8%Retail/WholesalePFFiShares Preferred and Income Securities ETF$1,505,258$256,048 ▼-14.5%47,8770.7%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$1,499,263$16,107 ▼-1.1%39,2800.7%ETFFEXFirst Trust Large Cap Core AlphaDEX Fund$1,368,772$88,651 ▼-6.1%13,1240.7%ETFIWDiShares Russell 1000 Value ETF$1,326,827$16,106 ▼-1.2%7,1670.7%ETFPRUPrudential Financial$1,201,5390.0%10,1370.6%FinanceGOOGLAlphabet$1,168,793$35,969 ▼-3.0%6,1740.6%Computer and TechnologyMPCMarathon Petroleum$1,149,979$12,136 ▲1.1%8,2440.6%EnergyJPIBJPMorgan International Bond Opportunities ETF$1,083,456$64,062 ▲6.3%22,8320.5%ETFETNEaton$1,029,206$9,293 ▲0.9%3,1010.5%IndustrialsVTEBVanguard Tax-Exempt Bond ETF$967,008$19,250 ▼-2.0%19,2900.5%ETFNVDANVIDIA$947,685$28,335 ▼-2.9%7,0570.5%Computer and TechnologyAVGOBroadcom$905,611$35,010 ▼-3.7%3,9060.5%Computer and TechnologyQQQInvesco QQQ$873,692$47,033 ▼-5.1%1,7090.4%FinanceBANK AMERICA CORP$866,1630.0%7000.4%7.25%CNV PFD LSDYSPDR S&P Dividend ETF$846,497$36,988 ▼-4.2%6,4080.4%ETFXOMExxon Mobil$819,468$38,833 ▼-4.5%7,6180.4%EnergyCOPConocoPhillips$815,078$815,078 ▲New Holding8,2190.4%EnergyRJFRaymond James$781,1550.0%5,0290.4%FinanceAMZNAmazon.com$774,447$36,858 ▲5.0%3,5300.4%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$773,083$4,451 ▼-0.6%17,7150.4%ETFCOWZPacer US Cash Cows 100 ETF$750,2030.0%13,2270.4%ETFUNPUnion Pacific$749,579$2,508 ▼-0.3%3,2870.4%TransportationDMAYFT Vest U.S. Equity Deep Buffer ETF - May$748,748$10,959 ▼-1.4%18,3790.4%ETFIYWiShares U.S. Technology ETF$703,802$7,497 ▲1.1%4,4120.3%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$698,664$11,833 ▼-1.7%5,4320.3%ETFMSIMotorola Solutions$682,066$3,244 ▲0.5%1,4720.3%Computer and TechnologyFITBFifth Third Bancorp$673,699$299 ▲0.0%15,7960.3%FinanceVYMVanguard High Dividend Yield ETF$670,7410.0%5,2570.3%ETFJNJJohnson & Johnson$643,288$9,690 ▼-1.5%4,4480.3%MedicalALLAllstate$622,741$30,226 ▼-4.6%3,2140.3%FinanceHDHome Depot$617,992$21,002 ▼-3.3%1,5890.3%Retail/WholesaleGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$605,616$17,853 ▼-2.9%5,2580.3%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$583,778$583,778 ▲New Holding15,0000.3%ETFVZVerizon Communications$570,702$4,079 ▼-0.7%14,2710.3%Computer and TechnologyTTTrane Technologies$564,569$1,111 ▼-0.2%1,5250.3%ConstructionCMECME Group$552,770$18,287 ▼-3.2%2,2670.3%FinanceMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$542,2800.0%12,0000.3%ETFCBChubb$515,3720.0%1,8650.3%FinanceMRKMerck & Co., Inc.$482,792$4,914 ▼-1.0%4,8140.2%MedicalCRMSalesforce$478,016$34,813 ▼-6.8%1,4280.2%Computer and TechnologyMETAMeta Platforms$452,0430.0%7720.2%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$450,6600.0%6,4380.2%ETFADPAutomatic Data Processing$443,317$27,376 ▼-5.8%1,5060.2%Business ServicesCNPCenterPoint Energy$440,444$4,728 ▼-1.1%13,8810.2%UtilitiesEFAiShares MSCI EAFE ETF$439,445$2,117 ▼-0.5%5,8120.2%FinanceFABFirst Trust Multi Cap Value AlphaDEX Fund$435,4940.0%5,2800.2%ManufacturingIWBiShares Russell 1000 ETF$418,4860.0%1,2990.2%ETFUNMUnum Group$415,541$36,515 ▼-8.1%5,6900.2%FinanceXLVHealth Care Select Sector SPDR Fund$392,900$4,677 ▲1.2%2,8560.2%ETFXLKTechnology Select Sector SPDR Fund$362,499$5,115 ▼-1.4%1,5590.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$355,432$53,586 ▼-13.1%3,6680.2%FinanceUNHUnitedHealth Group$348,593$16,190 ▲4.9%6890.2%MedicalCSCOCisco Systems$346,426$34,927 ▼-9.2%5,8520.2%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$343,229$69,981 ▲25.6%8,2250.2%ETFDJANFT Vest U.S. Equity Deep Buffer ETF - January$337,691$7,191 ▼-2.1%8,6410.2%ETFWMWaste Management$336,384$11,906 ▲3.7%1,6670.2%Business ServicesCMCSAComcast$334,422$150 ▲0.0%8,9110.2%Consumer DiscretionaryAPDAir Products and Chemicals$334,316$580 ▼-0.2%1,1530.2%Basic MaterialsIYGiShares U.S. Financial Services ETF$331,237$7,781 ▲2.4%4,2570.2%ETFVVisa$330,2970.0%1,0450.2%Business ServicesHIGThe Hartford Financial Services Group$329,7600.0%3,0000.2%FinanceKOCoca-Cola$328,421$7,347 ▼-2.2%5,2750.2%Consumer StaplesQCOMQUALCOMM$317,840$21,814 ▼-6.4%2,0690.2%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$317,455$7,179 ▲2.3%1,4150.2%FinanceDRIDarden Restaurants$304,903$373 ▼-0.1%1,6330.2%Retail/WholesaleSMMDiShares Russell 2500 ETF$293,964$24,548 ▲9.1%4,3230.1%ETFJCIJohnson Controls International$291,456$3,093 ▼-1.1%3,6750.1%ConstructionBBYBest Buy$288,961$3,383 ▼-1.2%3,3310.1%Retail/WholesaleFIFiserv$288,6150.0%1,4050.1%Business ServicesXLEEnergy Select Sector SPDR Fund$286,618$1,542 ▲0.5%3,3460.1%ETFFXHFirst Trust Health Care AlphaDEX Fund$285,3160.0%2,7400.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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