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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 IWF, VOO, SFLR, VTV, VXUS, and represent 35.72% of Wetzel Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: BRTR, SPY, SFLR, GOVT, BINC, BNDX, SCHF, BND, INTF, SCHM.
Started 13 new stock positions in MU, SCHF, BNDX, SCHB, SCHM, TSLA, VWO, AZO, BND, AEE. JEPI, JXN, INTF.
Reduced shares in these 10 stocks: JPM, , C, IWF, , SPGI, BKNG, RSG, , .
Sold out of its positions in BKNG, CMCSA, MCK, RSG, SPGI, XLK, NXPI.
Wetzel Investment Advisors was a net buyer of stock by $1.3M.
Wetzel Investment Advisors has $234M in assets under management (AUM), dropping by 7.16%.
Central Index Key (CIK): 0002009211

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Portfolio Holdings for Wetzel Investment Advisors

Wetzel Investment Advisors holds 129 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	11.0	$26M		55k	468.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.6	$15M		25k	614.11	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	6.4	$15M	+3%	413k	36.06	View chart
Vanguard Index Fds Value Etf (VTV)	6.1	$14M		76k	187.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.7	$13M		182k	73.46	View chart
JPMorgan Chase & Co. (JPM)	5.4	$13M	-8%	40k	315.43	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	4.4	$10M	+7%	202k	50.99	View chart
Eli Lilly & Co. (LLY)	3.1	$7.4M		9.7k	763.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$5.0M	+14%	7.5k	668.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.1	$5.0M	-2%	24k	209.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.1	$4.9M	+9%	211k	23.12	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.0	$4.6M		46k	100.05	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$4.6M		70k	65.92	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.9	$4.5M	+2%	134k	33.89	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.7	$3.9M	-4%	53k	73.29	View chart
Apple (AAPL)	1.6	$3.7M		14k	254.63	View chart
Citigroup Com New (C)	1.4	$3.2M	-8%	32k	101.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.4	$3.2M	+14%	60k	53.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$3.0M	-5%	47k	65.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.3	$3.0M		25k	121.06	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.2	$2.8M	+3%	43k	64.69	View chart
First Tr Exchange-traded SHS (FDL)	1.2	$2.8M		64k	43.41	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$2.7M		29k	93.64	View chart
Microsoft Corporation (MSFT)	1.0	$2.4M		4.6k	517.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.1M		7.0k	294.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$2.0M	-4%	9.3k	216.65	View chart
Wal-Mart Stores (WMT)	0.7	$1.7M		17k	103.06	View chart
Marathon Petroleum Corp (MPC)	0.7	$1.6M		8.1k	192.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.6	$1.4M	-4%	35k	40.77	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M		7.5k	186.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$1.4M		15k	95.14	View chart
Ishares Tr Broad Usd High (USHY)	0.6	$1.4M	-8%	36k	37.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$1.3M	+20%	23k	59.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$1.3M	-7%	15k	87.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.3M		6.4k	203.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.3M		5.3k	243.10	View chart
Broadcom (AVGO)	0.5	$1.2M	-3%	3.5k	329.91	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$1.1M		9.7k	116.82	View chart
Eaton Corp SHS (ETN)	0.5	$1.1M		2.9k	374.25	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.5	$1.1M	+23%	26k	42.15	View chart
Prudential Financial (PRU)	0.4	$1.0M		9.9k	103.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$995k		1.7k	601.06	View chart
Ishares Emng Mkts Eqt (EMGF)	0.4	$906k	+15%	16k	56.58	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.4	$896k		700.00	1280.00	View chart
Raymond James Financial (RJF)	0.4	$868k		5.0k	172.60	View chart
Johnson & Johnson (JNJ)	0.3	$776k		4.2k	185.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$773k	-12%	15k	50.07	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$764k	-10%	3.9k	195.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$749k	-4%	6.3k	118.83	View chart
Union Pacific Corporation (UNP)	0.3	$724k		3.1k	236.37	View chart
Exxon Mobil Corporation (XOM)	0.3	$719k		6.4k	112.75	View chart
Fifth Third Ban (FITB)	0.3	$693k		15k	44.95	View chart
ConocoPhillips (COP)	0.3	$690k		7.3k	94.59	View chart
Amazon (AMZN)	0.3	$687k		3.1k	219.57	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$685k		4.7k	145.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.3	$681k	-5%	15k	44.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$679k	-3%	4.8k	140.95	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$664k	-2%	14k	46.24	View chart
Motorola Solutions Com New (MSI)	0.3	$644k		1.4k	458.38	View chart
Allstate Corporation (ALL)	0.3	$608k		2.8k	215.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$569k	-2%	4.1k	137.80	View chart
Cme (CME)	0.2	$566k		2.1k	270.19	View chart
Neuberger Berman Etf Trust Short Duration I (NBSD)	0.2	$559k	+13%	11k	51.16	View chart
Trane Technologies SHS (TT)	0.2	$549k	-3%	1.3k	421.96	View chart
Home Depot (HD)	0.2	$549k	-2%	1.4k	405.19	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$544k		12k	45.31	View chart
CenterPoint Energy (CNP)	0.2	$526k		14k	38.80	View chart
Pfizer (PFE)	0.2	$512k	+7%	20k	25.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$502k		3.9k	130.28	View chart
Meta Platforms Cl A (META)	0.2	$492k		670.00	734.38	View chart
Apa Corporation (APA)	0.2	$487k		20k	24.28	View chart
Chubb (CB)	0.2	$479k		1.7k	283.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$475k		1.3k	365.48	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$454k		7.9k	57.47	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$435k		5.9k	73.48	View chart
Automatic Data Processing (ADP)	0.2	$416k		1.4k	295.12	View chart
Hartford Financial Services (HIG)	0.2	$402k		3.0k	133.91	View chart
Verizon Communications (VZ)	0.2	$396k	-3%	9.0k	43.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$367k	-4%	2.6k	139.17	View chart
Waste Management (WM)	0.2	$356k		1.6k	220.83	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$353k	+3%	8.5k	41.58	View chart
Cisco Systems (CSCO)	0.2	$353k	-5%	5.2k	68.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$352k	NEW	7.1k	49.46	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$344k	-6%	3.1k	110.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$342k	NEW	15k	23.28	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$338k	-16%	7.7k	43.78	View chart
Merck & Co (MRK)	0.1	$338k		4.0k	84.75	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$330k	-10%	3.7k	89.64	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$327k	-3%	6.7k	49.03	View chart
Unum (UNM)	0.1	$326k		4.2k	77.78	View chart
Qualcomm (QCOM)	0.1	$322k	-4%	1.9k	166.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$319k	NEW	4.3k	74.37	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$318k	-2%	2.3k	140.05	View chart
salesforce (CRM)	0.1	$316k	+6%	1.3k	237.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$307k	-5%	3.1k	100.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$304k		7.2k	42.14	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$301k		2.7k	109.67	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$294k	-12%	1.2k	239.64	View chart
Visa Com Cl A (V)	0.1	$293k		858.00	341.38	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$287k	NEW	8.0k	35.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$277k	NEW	9.3k	29.64	View chart
Medtronic SHS (MDT)	0.1	$264k	-5%	2.8k	95.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$264k	-2%	3.0k	89.34	View chart
TJX Companies (TJX)	0.1	$262k	-6%	1.8k	144.54	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$262k	+16%	5.2k	50.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$262k	+13%	3.3k	78.91	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$260k	-5%	1.7k	154.23	View chart
Darden Restaurants (DRI)	0.1	$260k	-2%	1.4k	190.36	View chart
UnitedHealth (UNH)	0.1	$259k	-6%	749.00	345.30	View chart
Air Products & Chemicals (APD)	0.1	$257k	-3%	943.00	272.72	View chart
Chevron Corporation (CVX)	0.1	$257k		1.7k	155.29	View chart
NiSource (NI)	0.1	$252k		5.8k	43.30	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$251k	+10%	8.5k	29.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$248k		2.7k	93.37	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$244k	-6%	2.1k	118.37	View chart
Oracle Corporation (ORCL)	0.1	$244k	-6%	866.00	281.24	View chart
Abbvie (ABBV)	0.1	$239k	-8%	1.0k	231.54	View chart
Webster Financial Corporation (WBS)	0.1	$238k	-4%	4.0k	59.44	View chart
Intercontinental Exchange (ICE)	0.1	$235k	-2%	1.4k	168.48	View chart
Tesla Motors (TSLA)	0.1	$232k	NEW	522.00	444.72	View chart
Coca-Cola Company (KO)	0.1	$230k	-11%	3.4k	66.89	View chart
Jackson Financial Com Cl A (JXN)	0.1	$223k	NEW	2.2k	101.23	View chart
Portland Gen Elec Com New (POR)	0.1	$223k		5.0k	44.52	View chart
AutoZone (AZO)	0.1	$219k	NEW	51.00	4290.25	View chart
Ameren Corporation (AEE)	0.1	$209k	NEW	2.0k	104.38	View chart
Micron Technology (MU)	0.1	$206k	NEW	1.2k	167.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$205k	NEW	3.6k	57.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$201k	NEW	3.7k	54.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$201k	NEW	7.8k	25.71	View chart

Past Filings by Wetzel Investment Advisors

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

Wetzel Investment Advisors 2025 Q3 filed Oct. 27, 2025
Wetzel Investment Advisors 2025 Q2 filed July 18, 2025
Wetzel Investment Advisors 2025 Q1 filed April 22, 2025
Wetzel Investment Advisors 2024 Q4 filed Jan. 22, 2025
Wetzel Investment Advisors 2024 Q3 filed Oct. 29, 2024
Wetzel Investment Advisors 2024 Q2 filed Aug. 7, 2024
Wetzel Investment Advisors 2024 Q1 filed April 23, 2024
Wetzel Investment Advisors 2023 Q4 filed Jan. 31, 2024

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