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Wetzel Investment Advisors

Latest statistics and disclosures from Wetzel Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, VOO, JPM, LLY, IWF, and represent 26.90% of Wetzel Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH, WMT, COWZ, C, VOO, XOM, IWF, VXUS, CHK, IYG.
Started 100 new stock positions in Call: Microchip Technology Jul 105 Exp 07/19/24, ALTM, Call: Lennar Corporation Class A May 175 Exp 05/17/24, Ge Vernova, Call: Hf Sinclair Corporation Jun 70 Exp 06/21/24, Call: Unum Group Jun 55 Exp 06/21/24, Call: Viking Therapeutics May 90 Exp 05/03/24, Call: Marathon Oil Corporation May 27 Exp 05/17/24, Bellicum Pharmaceuticals Incorporated, Put: Archer Daniels Midland Company Jun 55 Exp 06/21/24.
Reduced shares in these 10 stocks: MDC, USMV, LLY, Call: Alpha Metallurgical Resour Jan 190 Exp 01/17/25, JPM, RJF, TSLA, SPY, GSLC, Cymabay Therapeutics.
Sold out of its positions in AMN, ARKG, ARKF, ARAY, AVAV, AMR, Call: Alpha Metallurgical Resour Jan 190 Exp 01/17/25, AWK, Aurora Cannabis, AZEK.
Wetzel Investment Advisors was a net buyer of stock by $5.8M.
Wetzel Investment Advisors has $170M in assets under management (AUM), dropping by 4.31%.
Central Index Key (CIK): 0002009211

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Portfolio Holdings for Wetzel Investment Advisors

Wetzel Investment Advisors holds 1119 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Wetzel Investment Advisors has 1119 total positions. Only the first 250 positions are shown.

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Download the Wetzel Investment Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et Agg (AGG)	8.1	$14M		145k	95.28	View chart
Vanguard Index Funds S&p 500 Etf Voo (VOO)	5.7	$9.7M	+2%	21k	458.95	View chart
Jpmorgan Chase & Company JPM (JPM)	4.9	$8.4M		46k	181.25	View chart
Eli Lilly & Company Lly (LLY)	4.1	$7.0M	-2%	9.4k	745.94	View chart
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)	4.0	$6.8M	+2%	21k	322.48	View chart
Vanguard Extended Market Etf VXF (VXF)	2.9	$4.8M	+2%	30k	161.99	View chart
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)	2.5	$4.3M	+2%	116k	36.62	View chart
First Trust Capital Strength Etf FTCS (FTCS)	2.3	$3.8M	+4%	47k	81.55	View chart
Ishares Tr Conv Bd Etf Icvt (ICVT)	2.1	$3.6M	+2%	47k	76.51	View chart
Ishares Tr Intl Sel Div Etf Idv (IDV)	2.1	$3.6M		131k	27.23	View chart
Spdr S&p 500 Etf Spy (SPY)	2.0	$3.5M	-2%	6.9k	499.52	View chart
Ishares Tr Core S&p Mcp Etf Ijh (IJH)	1.9	$3.3M	+403%	59k	56.43	View chart
Vanguard Value Etf VTV (VTV)	1.9	$3.3M	+5%	21k	154.81	View chart
Ishares Incorporated Core Msci Emkt Iemg (IEMG)	1.9	$3.2M	+3%	64k	50.27	View chart
Vanguard Total International Stock Etf Vxus (VXUS)	1.6	$2.8M	+6%	48k	57.91	View chart
Pacer Us Small Cap Cash Cows 100 Etf Calf (CALF)	1.5	$2.5M	+5%	56k	45.38	View chart
Jpmorgan International Bond Opportunities Etf Jpib (JPIB)	1.4	$2.4M		51k	46.79	View chart
Apple Incorporated Aapl (AAPL)	1.4	$2.4M	-2%	14k	167.04	View chart
Ishares Tr Core Msci Eafe Iefa (IEFA)	1.3	$2.3M		32k	70.77	View chart
Vanguard Dividend Appreciation Etf Vig (VIG)	1.3	$2.2M		13k	173.63	View chart
Ishares Tr Core S&p Scp Etf Ijr (IJR)	1.2	$2.0M	+8%	20k	102.37	View chart
Microsoft Corporation MSFT (MSFT)	1.2	$2.0M		4.8k	404.27	View chart
Ishares Tr Pfd And Incm Sec PFF (PFF)	1.1	$1.8M		59k	30.72	View chart
Ishares Tr Msci Usa Min Vol Usmv (USMV)	1.0	$1.7M	-8%	22k	80.00	View chart
Marathon Pete Corporation MPC (MPC)	0.9	$1.6M	-3%	8.2k	195.02	View chart
Ft Vest U.s. Equity Deep Buffer - Etf - March Dmar (DMAR)	0.8	$1.4M		41k	34.03	View chart
Citigroup Incorporated C (C)	0.8	$1.3M	+25%	23k	58.32	View chart
First Trust Large Cap Core Alphadex Fund Fex (FEX)	0.8	$1.3M	-3%	14k	93.69	View chart
Ishares Tr Rus 1000 Val Etf Iwd (IWD)	0.7	$1.2M		7.3k	169.57	View chart
Prudential Finl Incorporated Pru (PRU)	0.7	$1.2M		11k	108.70	View chart
Alphabet Incorporated Cap Stk Class A Googl (GOOGL)	0.6	$1.1M	-3%	6.8k	156.01	View chart
American Century U.s. Quality Growth Etf Qgro (QGRO)	0.6	$1.1M		13k	79.67	View chart
Walmart Incorporated WMT (WMT)	0.6	$1.1M	+200%	18k	59.26	View chart
Ishares Tr Broad Usd High Ushy (USHY)	0.6	$1.0M	+3%	28k	35.69	View chart
Eaton Corporation Etn (ETN)	0.6	$962k	-2%	3.1k	308.94	View chart
Spdr S&p Dividend Etf Sdy (SDY)	0.5	$893k		7.1k	125.65	View chart
Invesco Qqq Tr QQQ (QQQ)	0.5	$887k	-4%	2.1k	423.41	View chart
Exxon Mobil Corporation Xom (XOM)	0.5	$854k	+31%	7.2k	118.52	View chart
Vanguard Tax-exempt Bond Etf Vteb (VTEB)	0.5	$823k		17k	49.94	View chart
First Trust Value Line Dividend Index Fund FVD (FVD)	0.5	$767k	-3%	19k	40.13	View chart
Marathon Oil Corporation Mro (MRO)	0.4	$764k	+16%	28k	27.40	View chart
Union Pac Corporation Unp (UNP)	0.4	$747k	+26%	3.3k	229.81	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Dmay (DMAY)	0.4	$716k	+3%	19k	37.25	View chart
Pacer Us Cash Cows 100 Etf Cowz (COWZ)	0.4	$687k	+130%	13k	54.84	View chart
Johnson & Johnson JNJ (JNJ)	0.4	$630k	+9%	4.3k	145.74	View chart
Vanguard High Dividend Yield Etf Vym (VYM)	0.4	$628k	+5%	5.5k	115.01	View chart
Raymond James Finl Incorporated RJF (RJF)	0.4	$613k	-16%	5.0k	121.96	View chart
Merck & Company Incorporated MRK (MRK)	0.4	$606k	+11%	4.8k	125.23	View chart
Ishares Tr Core S&p Ttl Stk Itot (ITOT)	0.4	$600k	+5%	5.5k	109.64	View chart
Allstate Corporation All (ALL)	0.3	$593k	-2%	3.5k	169.11	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf GSLC (GSLC)	0.3	$575k	-13%	5.8k	98.84	View chart
Verizon Communications Incorporated VZ (VZ)	0.3	$571k	+35%	14k	40.13	View chart
Home Depot Incorporated HD (HD)	0.3	$544k		1.6k	332.89	View chart
Ishares Tr U.s. Tech Etf Iyw (IYW)	0.3	$543k	+3%	4.2k	128.41	View chart
Fifth Third Bancorp Fitb (FITB)	0.3	$542k	+22%	16k	34.22	View chart
Pimco Etf Trust Mun Income Opportunities Mino (MINO)	0.3	$540k		12k	45.00	View chart
Broadcom Incorporated Avgo (AVGO)	0.3	$525k	+2%	417.00	1258.99	View chart
Motorola Solutions Incorporated Msi (MSI)	0.3	$520k		1.5k	339.46	View chart
Spdr Energy Select Sector Fund Xle (XLE)	0.3	$513k		5.5k	93.84	View chart
Cme Group Incorporated Cme (CME)	0.3	$507k		2.4k	209.65	View chart
Amazon Com Incorporated Amzn (AMZN)	0.3	$505k	-8%	2.8k	179.22	View chart
Spdr Health Care Select XLV (XLV)	0.3	$492k	-4%	3.6k	138.43	View chart
Trane Technologies TT (TT)	0.3	$469k		1.6k	289.56	View chart
Invesco S&p 500 Equal Weight Etf RSP (RSP)	0.3	$455k		2.9k	159.21	View chart
Chubb CB (CB)	0.3	$447k		1.8k	245.39	View chart
Ishares Tr Msci Eafe Etf Efa (EFA)	0.3	$446k		5.9k	76.09	View chart
Vanguard Total International Bond Etf BNDX (BNDX)	0.3	$437k		9.0k	48.54	View chart
Salesforce Incorporated CRM (CRM)	0.2	$425k	-4%	1.6k	271.92	View chart
Invesco S&p 500 Low Volatility Etf SPLV (SPLV)	0.2	$423k	-4%	6.7k	63.04	View chart
First Trust Multi Cap Value Alphadex Fund Fab (FAB)	0.2	$417k		5.4k	77.46	View chart
Nvidia Corporation Nvda (NVDA)	0.2	$416k	-2%	491.00	846.71	View chart
Automatic Data Processing Incorporated Adp (ADP)	0.2	$408k		1.7k	242.06	View chart
Centerpoint Energy Incorporated CNP (CNP)	0.2	$392k		14k	27.95	View chart
Meta Platforms Incorporated Class A Meta (META)	0.2	$389k		776.00	501.80	View chart
Cisco Systems Incorporated Csco (CSCO)	0.2	$369k	+2%	7.7k	48.11	View chart
Chevron Corporation CVX (CVX)	0.2	$363k	+27%	2.3k	157.57	View chart
Qualcomm Incorporated Qcom (QCOM)	0.2	$357k		2.2k	161.44	View chart
Comcast Corporation New Class A Cmcsa (CMCSA)	0.2	$355k	+2%	9.0k	39.62	View chart
Moderna Incorporated Mrna (MRNA)	0.2	$325k	-8%	3.2k	102.00	View chart
Unitedhealth Group Incorporated Unh (UNH)	0.2	$323k	+2%	655.00	493.18	View chart
Waste Mgmt Incorporated Del WM (WM)	0.2	$323k		1.6k	205.07	View chart
Coca Cola Company Ko (KO)	0.2	$322k		5.5k	58.91	View chart
Pfizer Incorporated Pfe (PFE)	0.2	$318k	+17%	13k	25.39	View chart
Unum Group Unm (UNM)	0.2	$314k	-17%	6.2k	50.79	View chart
Ft Vest U.s. Equity Deep Buffer Etf - January Djan (DJAN)	0.2	$313k		8.9k	35.33	View chart
Visa Incorporated Com Class A V (V)	0.2	$306k		1.1k	271.37	View chart
Intel Corporation Intc (INTC)	0.2	$298k	+14%	8.5k	35.04	View chart
Spdr Technology Select Sector Fund XLK (XLK)	0.2	$297k	-12%	1.5k	196.58	View chart
Hartford Finl Svcs Group Incorporated Hig (HIG)	0.2	$291k	-4%	3.0k	96.95	View chart
Spdr Financial Select Sector Fund XLF (XLF)	0.2	$287k	-3%	7.2k	39.83	View chart
First Trust Health Care Alphadex Fund FXH (FXH)	0.2	$278k		2.7k	101.59	View chart
Chesapeake Energy Corporation CHK (CHK)	0.2	$272k	+179%	3.1k	87.32	View chart
Medtronic MDT (MDT)	0.2	$271k		3.4k	79.19	View chart
Intercontinental Exchange Incorporated Ice (ICE)	0.2	$258k		2.0k	130.98	View chart
Air Products & Chemicals Incorporated Apd (APD)	0.2	$257k	+4%	1.1k	233.02	View chart
Devon Energy Corporation DVN (DVN)	0.2	$257k	+15%	5.0k	51.43	View chart
Best Buy Incorporated Bby (BBY)	0.1	$249k	+12%	3.3k	76.00	View chart
Nxp Semiconductors N V Nxpi (NXPI)	0.1	$249k	+2%	1.1k	219.35	View chart
Ishares Tr U.s. Fin Svc Etf Iyg (IYG)	0.1	$247k	+208%	3.9k	62.66	View chart
Elevance Health Incorporated Elv (ELV)	0.1	$243k		463.00	525.19	View chart
Darden Restaurants Incorporated Dri (DRI)	0.1	$236k	+2%	1.5k	152.29	View chart
Viking Therapeutics Incorporated VKTX (VKTX)	0.1	$233k	+80%	3.6k	64.67	View chart
Phillips 66 PSX (PSX)	0.1	$224k	+10%	1.5k	153.31	View chart
Cvs Health Corporation CVS (CVS)	0.1	$223k	-2%	3.2k	69.39	View chart
Spdr Consumer Discretionary Select Sector Fund Xly (XLY)	0.1	$223k	+6%	1.3k	171.26	View chart
Fiserv Incorporated Fi (FI)	0.1	$216k		1.5k	146.91	View chart
Halliburton Company Hal (HAL)	0.1	$216k	-7%	5.6k	38.65	View chart
Portland General Elec Company Por (POR)	0.1	$213k		5.1k	41.74	View chart
Webster Finl Corporation WBS (WBS)	0.1	$213k		4.7k	45.27	View chart
Johnson Controls International Jci (JCI)	0.1	$210k	+19%	3.3k	63.77	View chart
Tjx Companies Incorporated TJX (TJX)	0.1	$209k		2.3k	92.66	View chart
S&p Global Incorporated Spgi (SPGI)	0.1	$208k		504.00	413.37	View chart
Bank America Corporation Bac (BAC)	0.1	$203k	-2%	5.7k	35.77	View chart
Spdr Industrial Select Sector Fund Xli (XLI)	0.1	$199k	+2%	1.6k	120.69	View chart
Blackrock High Yield Muni Income Bond Et Hymu (HYMU)	0.1	$195k		8.8k	22.09	View chart
Colgate Palmolive Company CL (CL)	0.1	$192k		2.2k	86.71	View chart
Procter And Gamble Company PG (PG)	0.1	$191k	-2%	1.2k	157.29	View chart
Nisource Incorporated Ni (NI)	0.1	$190k	+16%	6.9k	27.40	View chart
Iqvia Hldgs Incorporated Iqv (IQV)	0.1	$190k	+4%	835.00	227.17	View chart
Materion Corporation MTRN (MTRN)	0.1	$180k		1.5k	119.75	View chart
Abbvie Incorporated Abbv (ABBV)	0.1	$180k		1.1k	164.66	View chart
Spdr Communication Services Select Sector Fund XLC (XLC)	0.1	$178k		2.2k	80.35	View chart
Dow Incorporated Dow (DOW)	0.1	$176k	-6%	3.1k	56.49	View chart
Hf Sinclair Corporation Dino (DINO)	0.1	$173k		3.1k	56.28	View chart
Diamondback Energy Incorporated Fang (FANG)	0.1	$172k	+9%	859.00	199.60	View chart
Vanguard Total Bond Market Etf BND (BND)	0.1	$170k		2.4k	70.70	View chart
Spdr Nuveen Bloomberg High Yield Municip Hymb (HYMB)	0.1	$170k	-6%	6.7k	25.30	View chart
Republic Svcs Incorporated RSG (RSG)	0.1	$170k	-5%	897.00	188.97	View chart
Lord Abbett National Tax Free Fund Cl A M/f Lansx (LANSX)	0.1	$166k		16k	10.37	View chart
Disney Walt Company Dis (DIS)	0.1	$165k	+7%	1.5k	112.42	View chart
Ishares Tr Hdg Msci Eafe Hefa (HEFA)	0.1	$165k	-5%	4.9k	33.83	View chart
Jpmorgan Tax Free Bond Fund Cl A M/f Pmbax (PMBAX)	0.1	$164k		15k	10.78	View chart
Hawaiian Holdings Incorporated Ha (HA)	0.1	$162k	+31%	13k	12.99	View chart
Autozone Incorporated Azo (AZO)	0.1	$161k		54.00	2973.17	View chart
Invesco Limited Term Muni Income Fund Cl A M/f Atfax (ATFAX)	0.1	$158k		15k	10.93	View chart
Ishares Tr Msci Usa Value Vlue (VLUE)	0.1	$158k		1.6k	100.85	View chart
Clearbridge Large Cap Growth Esg Etf Lrge (LRGE)	0.1	$156k		2.4k	64.31	View chart
Paccar Incorporated Pcar (PCAR)	0.1	$155k		1.4k	113.76	View chart
Edwards Lifesciences Corporation Ew (EW)	0.1	$153k	+3%	1.8k	86.45	View chart
Duke Energy Corporation Duk (DUK)	0.1	$152k		1.6k	95.93	View chart
At&t Incorporated T (T)	0.1	$152k	-5%	9.3k	16.33	View chart
Schwab U.s. Broad Market Etf SCHB (SCHB)	0.1	$151k		2.6k	58.05	View chart
L3harris Technologies Incorporated LHX (LHX)	0.1	$150k	+4%	741.00	202.08	View chart
Ishares Tr 7-10 Yr Trsy Bd Ief (IEF)	0.1	$150k	+42%	1.6k	91.65	View chart
Ameren Corporation Aee (AEE)	0.1	$146k		2.0k	72.51	View chart
Dupont De Nemours Incorporated DD (DD)	0.1	$144k	-15%	2.0k	73.53	View chart
Mastercard Incorporated Class A Ma (MA)	0.1	$142k		312.00	454.70	View chart
Spdr S&p Midcap 400 Etf Trust Mdy (MDY)	0.1	$140k		271.00	516.55	View chart
Ishares Tr Msci Usa Smcp Mn SMMV (SMMV)	0.1	$136k	-4%	3.8k	35.46	View chart
Mckesson Corporation MCK (MCK)	0.1	$136k		262.00	518.81	View chart
Ark Etf Trust Innovation Etf Arkk (ARKK)	0.1	$136k	-13%	3.2k	42.91	View chart
Oracle Corporation Orcl (ORCL)	0.1	$135k	-11%	1.2k	116.00	View chart
Proshares Large Cap Core Plus CSM (CSM)	0.1	$134k		2.3k	57.50	View chart
Conocophillips Cop (COP)	0.1	$132k	+24%	1.0k	127.81	View chart
Booking Holdings Incorporated BKNG (BKNG)	0.1	$130k	+2%	38.00	3430.13	View chart
Lauder Estee Companies Incorporated Class A El (EL)	0.1	$128k	+8%	885.00	144.81	View chart
Advanced Micro Devices Incorporated Amd (AMD)	0.1	$127k		820.00	155.08	View chart
Steris Plc Shs Usd Ste (STE)	0.1	$127k	+3%	633.00	200.81	View chart
Fedex Corporation FDX (FDX)	0.1	$124k	+43%	471.00	263.37	View chart
Accenture Plc Ireland Shs Class A Acn (ACN)	0.1	$123k	-3%	389.00	316.00	View chart
Metlife Incorporated Met (MET)	0.1	$122k	-5%	1.7k	69.95	View chart
FT Vest US Equity Deep Bffr ETF Oct Doct (DOCT)	0.1	$121k		3.3k	37.31	View chart
International Business Machines Ibm (IBM)	0.1	$119k	+3%	657.00	181.47	View chart
Dexcom Incorporated DXCM (DXCM)	0.1	$119k	+3296%	883.00	134.30	View chart
Microchip Technology Incorporated. MCHP (MCHP)	0.1	$118k		1.4k	84.21	View chart
Pioneer Nat Res Company PXD (PXD)	0.1	$116k	-17%	432.00	267.97	View chart
Ishares Tr Glb Cnsm Stp Etf Kxi (KXI)	0.1	$116k	+3%	2.0k	58.64	View chart
Lord Abbett High Income Municipal Bond Fd Cl A M/f Hymax (HYMAX)	0.1	$112k		10k	10.72	View chart
Dte Energy Company Dte (DTE)	0.1	$111k		1.0k	106.48	View chart
Hess Corporation Hes (HES)	0.1	$111k		729.00	151.78	View chart
Kinder Morgan Incorporated Del Kmi (KMI)	0.1	$110k	+16%	6.0k	18.21	View chart
Tesla Incorporated Tsla (TSLA)	0.1	$109k	-45%	730.00	149.93	View chart
Corteva Incorporated Ctva (CTVA)	0.1	$109k	-16%	2.0k	53.96	View chart
Invesco Short Duration High Yield Muni Fund Cl A M/f Ishax (ISHAX)	0.1	$107k		11k	9.33	View chart
Essilor Luxottica Un Esloy (ESLOY)	0.1	$106k	+7%	974.00	109.06	View chart
Westrock Company WRK (WRK)	0.1	$103k	-18%	2.2k	47.57	View chart
Oreilly Automotive Incorporated Orly (ORLY)	0.1	$100k		91.00	1101.05	View chart
Ge Aerospace Ge (GE)	0.1	$100k	-3%	653.00	152.94	View chart
Ishares Tr 0-5 Yr Tips Etf Stip (STIP)	0.1	$99k		1.0k	99.18	View chart
General Mls Incorporated Gis (GIS)	0.1	$98k		1.4k	69.09	View chart
Spdr Portfolio S&p 500 Value Etf Spyv (SPYV)	0.1	$96k		2.0k	47.46	View chart
Call: Lilly Eli & Company Jan 440 Exp 01/17/25 Lly	0.1	$96k		3.00	31900.00	View chart
J P Morgan Exch Traded Fd Tr Betabuilders Europe Bbeu (BBEU)	0.1	$95k		1.7k	56.97	View chart
Virginia Natl Bankshares Corporation Vabk (VABK)	0.1	$94k		3.9k	24.36	View chart
Archer Daniels Midland Company Adm (ADM)	0.1	$93k	NEW	1.5k	61.72	View chart
Aflac Incorporated Afl (AFL)	0.1	$93k	-4%	1.1k	80.98	View chart
J P Morgan Exch Traded Fd Tr Betabuilders Japan Etf BBJP (BBJP)	0.1	$92k		1.7k	54.99	View chart
United Parcel Service Incorporated Class B Ups (UPS)	0.1	$92k	+17%	647.00	142.74	View chart
Ishares Tr Russell 2000 Etf Iwm (IWM)	0.1	$92k		476.00	192.84	View chart
Alphabet Incorporated Cap Stk Class C Goog (GOOG)	0.1	$91k	-23%	575.00	157.46	View chart
Vanguard Real Estate Etf VNQ (VNQ)	0.1	$89k	+24%	1.1k	78.72	View chart
BP BP (BP)	0.1	$89k	-10%	2.3k	37.92	View chart
Novo-nordisk A S Nvo (NVO)	0.1	$88k	-33%	720.00	122.75	View chart
Deere & Company De (DE)	0.1	$87k	-3%	218.00	400.60	View chart
Lockheed Martin Corporation LMT (LMT)	0.0	$84k		185.00	456.09	View chart
Invesco S&p 500 Equal Weight Financials Etf RSPF (RSPF)	0.0	$84k		1.4k	59.93	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Spib (SPIB)	0.0	$82k		2.5k	32.06	View chart
Pinnacle West Cap Corporation PNW (PNW)	0.0	$80k		1.1k	72.97	View chart
Ishares Tr Msci Uk Etf Ewu (EWU)	0.0	$80k		2.4k	33.33	View chart
The Cigna Group Ci (CI)	0.0	$80k	+2%	229.00	348.78	View chart
Hershey Company Hsy (HSY)	0.0	$80k		430.00	184.86	View chart
Mercadolibre Incorporated Meli (MELI)	0.0	$80k	+9%	58.00	1370.26	View chart
Emerson Elec Company Emr (EMR)	0.0	$77k	+23%	702.00	109.31	View chart
Marsh & Mclennan Companies Incorporated MMC (MMC)	0.0	$77k		379.00	201.73	View chart
Southern Company So (SO)	0.0	$76k		1.1k	70.57	View chart
Vanguard Large-cap Etf VV (VV)	0.0	$76k		330.00	229.35	View chart
Vanguard Growth Etf Vug (VUG)	0.0	$74k	+100%	225.00	329.24	View chart
Ishares Tr Core Msci Total Ixus (IXUS)	0.0	$74k	+6%	1.1k	65.17	View chart
Altria Group Incorporated Mo (MO)	0.0	$73k		1.8k	41.30	View chart
Jpmorgan Tax Aware Real Return Fund Cl A M/f Txrax (TXRAX)	0.0	$72k		7.7k	9.43	View chart
Vaneck Morningstar Wide Moat Etf Moat (MOAT)	0.0	$72k		856.00	83.97	View chart
L Oreal Company Lrlcy (LRLCY)	0.0	$70k	+5%	776.00	90.27	View chart
Applied Matls Incorporated Amat (AMAT)	0.0	$69k	-2%	357.00	194.32	View chart
Ft Vest U.s. Equity Deep Buffer Etf - December Ddec (DDEC)	0.0	$69k	NEW	1.9k	36.74	View chart
Twilio Incorporated Class A Twlo (TWLO)	0.0	$69k	-9%	1.2k	58.42	View chart
Ishares Tr S&p 500 Grwt Etf Ivw (IVW)	0.0	$68k		835.00	81.12	View chart
Spdr Portfolio Aggregate Bond Etf Spab (SPAB)	0.0	$67k		2.7k	24.61	View chart
Greenbrier Companies Incorporated GBX (GBX)	0.0	$67k		1.3k	51.26	View chart
Abbott Labs Abt (ABT)	0.0	$66k		630.00	105.27	View chart
Synchrony Financial Syf (SYF)	0.0	$66k	+10%	1.6k	40.80	View chart
Ishares Tr Select Divid Etf Dvy (DVY)	0.0	$65k		552.00	116.88	View chart
Nestle S A Nsrgy (NSRGY)	0.0	$64k	+4%	625.00	102.23	View chart
Molson Coors Beverage Company Class B Tap (TAP)	0.0	$64k		1.0k	63.88	View chart
Pnc Finl Svcs Group Incorporated PNC (PNC)	0.0	$64k		430.00	147.89	View chart
Lennar Corporation Class A Len (LEN)	0.0	$62k	+5728%	408.00	152.49	View chart
Palantir Technologies Incorporated Class A PLTR (PLTR)	0.0	$61k		2.9k	21.13	View chart
Upbound Group Incorporated Upbd (UPBD)	0.0	$61k		2.0k	30.46	View chart
3m Company MMM (MMM)	0.0	$61k	+61%	664.00	91.48	View chart
Canadian Pacific Kansas City CP (CP)	0.0	$61k	-17%	722.00	83.94	View chart
J P Morgan Exch Traded Fd Tr Betabuilders Cda Tetf Bbca (BBCA)	0.0	$60k		939.00	64.21	View chart
Spdr Utilities Select Sector Fund Xlu (XLU)	0.0	$59k		911.00	64.44	View chart
Yum China Hldgs Incorporated Yumc (YUMC)	0.0	$58k	+37%	1.6k	37.22	View chart
Verisk Analytics Incorporated VRSK (VRSK)	0.0	$58k		261.00	223.33	View chart
Mondelez International Incorporated Class A MDLZ (MDLZ)	0.0	$57k		849.00	67.17	View chart
Mirum Pharmaceuticals Incorporated Mirm (MIRM)	0.0	$57k	+71%	2.4k	23.57	View chart
Marketaxess Hldgs Incorporated MKTX (MKTX)	0.0	$56k	+41%	276.00	203.15	View chart
Keysight Technologies Incorporated Keys (KEYS)	0.0	$56k	+14%	381.00	146.89	View chart
Micron Technology Incorporated Mu (MU)	0.0	$56k	+73%	499.00	111.93	View chart
Pepsico Incorporated Pep (PEP)	0.0	$56k		324.00	172.27	View chart
Nike Incorporated Class B Nke (NKE)	0.0	$56k	+7%	582.00	95.74	View chart
Schwab Us Dividend Equity Etf SCHD (SCHD)	0.0	$56k		733.00	75.81	View chart
Barclays BCS (BCS)	0.0	$55k		6.0k	9.24	View chart
Ford Mtr Company Del F (F)	0.0	$55k	+39%	4.6k	12.06	View chart
Linde Lin (LIN)	0.0	$55k	-3%	124.00	446.43	View chart
Ishares Tr 3 7 Yr Treas Bd Iei (IEI)	0.0	$55k	+404%	484.00	113.60	View chart
Thermo Fisher Scientific Incorporated Tmo (TMO)	0.0	$53k	-51%	97.00	541.52	View chart
Ball Corporation Ball (BALL)	0.0	$52k	+9%	812.00	64.35	View chart
Jp Morgan Betabuilders Dev Asia Pacific Ex-japan Etf Bbax (BBAX)	0.0	$51k		1.1k	45.79	View chart
Spdr Bloomberg Investment Grade Floating FLRN (FLRN)	0.0	$51k	-8%	1.6k	30.80	View chart
Call: Citigroup Incorporated Com New Jan 47.50 Exp 01/17/25 C	0.0	$51k		40.00	1265.00	View chart

Past Filings by Wetzel Investment Advisors

SEC 13F filings are viewable for Wetzel Investment Advisors going back to 2023

Wetzel Investment Advisors 2024 Q1 filed April 23, 2024
Wetzel Investment Advisors 2023 Q4 filed Jan. 31, 2024

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