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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, SFLR, VOO, VTV, VXUS, and represent 34.79% of Wetzel Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: LLY, DYNF, SFLR, VTV, QDPL, BRTR, VOO, THRO, EMGF, JHMM.
Started 8 new stock positions in THRO, FDVV, SPGI, GOLY, XLK, DGRO, MIRM, VOE.
Reduced shares in these 10 stocks: VXUS, BND, IWF, , AZO, AEE, VWO, RJF, JPM, USHY.
Sold out of its positions in AEE, AZO, ORCL, BND, VWO.
Wetzel Investment Advisors was a net buyer of stock by $6.4M.
Wetzel Investment Advisors has $247M in assets under management (AUM), dropping by 5.38%.
Central Index Key (CIK): 0002009211

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Positions held by Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wetzel Investment Advisors

Wetzel Investment Advisors holds 132 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	10.4	$26M		54k	473.30	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	6.5	$16M	+5%	437k	36.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.5	$16M	+2%	26k	627.13	View chart
Vanguard Index Fds Value Etf (VTV)	6.1	$15M	+3%	79k	190.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.2	$13M	-5%	171k	75.44	View chart
JPMorgan Chase & Co. (JPM)	5.2	$13M		40k	322.22	View chart
Eli Lilly & Co. (LLY)	4.7	$12M	+12%	11k	1074.63	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	4.3	$11M	+3%	210k	50.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$5.1M		7.5k	683.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.0	$5.1M	+4%	220k	23.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.0	$4.9M		24k	209.12	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$4.7M		70k	67.22	View chart
Spdr Series Trust State Street Spd (SPIB)	1.9	$4.6M		136k	33.81	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.9	$4.6M		46k	98.50	View chart
Apple (AAPL)	1.6	$4.0M		15k	271.86	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.6	$4.0M		53k	75.05	View chart
Citigroup Com New (C)	1.5	$3.7M		31k	116.69	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.3	$3.3M	+4%	62k	52.77	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.3	$3.1M	+9%	48k	65.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$3.0M		46k	66.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.2	$3.0M		25k	119.32	View chart
First Tr Exchange-traded SHS (FDL)	1.1	$2.8M		63k	44.34	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$2.6M		29k	92.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$2.6M	+87%	42k	60.81	View chart
Microsoft Corporation (MSFT)	0.9	$2.2M	-2%	4.5k	483.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$2.0M		9.3k	219.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$2.0M		7.0k	290.20	View chart
Wal-Mart Stores (WMT)	0.7	$1.8M		17k	111.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.7M	+5%	5.6k	313.00	View chart
NVIDIA Corporation (NVDA)	0.6	$1.6M	+11%	8.4k	186.50	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.6	$1.5M	+40%	36k	42.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.6	$1.4M		34k	41.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$1.4M		15k	94.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.3M		15k	89.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.3M		6.3k	210.34	View chart
Marathon Petroleum Corp (MPC)	0.5	$1.3M		8.0k	162.63	View chart
Ishares Tr Broad Usd High (USHY)	0.5	$1.3M	-6%	34k	37.40	View chart
Broadcom (AVGO)	0.5	$1.2M		3.6k	346.10	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$1.2M	+30%	21k	57.85	View chart
Prudential Financial (PRU)	0.5	$1.1M		10k	112.88	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$1.1M	-2%	9.5k	118.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.0M		1.7k	614.31	View chart
Eaton Corp SHS (ETN)	0.4	$928k		2.9k	318.51	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.4	$889k		700.00	1270.13	View chart
Johnson & Johnson (JNJ)	0.4	$872k		4.2k	206.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$780k		3.9k	199.68	View chart
Neuberger Berman Etf Trust Short Duration I (NBSD)	0.3	$776k	+38%	15k	51.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$773k		15k	50.29	View chart
Exxon Mobil Corporation (XOM)	0.3	$768k		6.4k	120.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$738k	-2%	6.1k	120.18	View chart
Fifth Third Ban (FITB)	0.3	$726k		15k	47.21	View chart
Union Pacific Corporation (UNP)	0.3	$701k		3.0k	231.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$691k		4.8k	143.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.3	$690k		15k	45.24	View chart
Amazon (AMZN)	0.3	$689k	-4%	3.0k	230.82	View chart
ConocoPhillips (COP)	0.3	$683k		7.3k	93.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$676k	-3%	4.5k	148.69	View chart
Raymond James Financial (RJF)	0.3	$647k	-19%	4.0k	160.59	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$645k	-2%	14k	46.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$602k	+25%	9.9k	60.79	View chart
Allstate Corporation (ALL)	0.2	$589k		2.8k	209.15	View chart
Cme (CME)	0.2	$568k		2.1k	273.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$559k	-3%	4.0k	141.06	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$544k		12k	45.32	View chart
Motorola Solutions Com New (MSI)	0.2	$539k		1.4k	384.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$527k	+53%	11k	48.32	View chart
Apa Corporation (APA)	0.2	$524k	+6%	21k	24.46	View chart
CenterPoint Energy (CNP)	0.2	$519k		14k	38.34	View chart
Chubb (CB)	0.2	$516k	-2%	1.6k	313.09	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$510k		3.9k	132.37	View chart
Trane Technologies SHS (TT)	0.2	$508k		1.3k	389.20	View chart
Pfizer (PFE)	0.2	$498k		20k	24.90	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$485k		1.3k	373.44	View chart
Home Depot (HD)	0.2	$478k	+2%	1.4k	344.10	View chart
Meta Platforms Cl A (META)	0.2	$460k	+4%	697.00	660.09	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$428k	+22%	10k	41.27	View chart
Hartford Financial Services (HIG)	0.2	$415k		3.0k	138.40	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$415k	-2%	5.8k	71.42	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$408k		2.6k	154.80	View chart
Merck & Co (MRK)	0.2	$395k	-6%	3.7k	106.12	View chart
Cisco Systems (CSCO)	0.2	$377k	-5%	4.9k	77.03	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$374k		3.1k	120.15	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$368k	+39%	12k	30.99	View chart
Automatic Data Processing (ADP)	0.1	$366k		1.4k	258.96	View chart
Verizon Communications (VZ)	0.1	$364k		8.9k	40.73	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$359k	+37%	7.1k	50.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$358k	+37%	4.5k	78.81	View chart
Waste Management (WM)	0.1	$357k		1.6k	219.71	View chart
salesforce (CRM)	0.1	$356k		1.3k	265.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$353k		15k	24.04	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$340k		3.7k	92.25	View chart
Qualcomm (QCOM)	0.1	$340k	+2%	2.0k	171.05	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$339k	NEW	8.8k	38.56	View chart
Micron Technology (MU)	0.1	$334k	-4%	1.2k	285.53	View chart
Unum (UNM)	0.1	$325k		4.2k	77.50	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$317k	-2%	6.5k	48.96	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$316k		2.3k	139.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$313k		7.2k	43.41	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$312k		2.7k	113.82	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$310k	+2%	8.2k	37.75	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$308k	-10%	6.9k	44.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$306k		3.1k	99.89	View chart
Visa Com Cl A (V)	0.1	$301k		858.00	350.71	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$294k	+100%	2.5k	119.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$281k		9.3k	30.07	View chart
Strategy Gold Enhanced Et (GOLY)	0.1	$274k	NEW	7.9k	34.95	View chart
TJX Companies (TJX)	0.1	$272k	-2%	1.8k	153.61	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$272k	+3%	1.8k	155.12	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$267k	+28%	4.6k	57.67	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$264k	+100%	5.9k	44.71	View chart
Medtronic SHS (MDT)	0.1	$260k	-2%	2.7k	96.77	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$255k	NEW	4.5k	56.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$252k		2.6k	96.03	View chart
Webster Financial Corporation (WBS)	0.1	$252k		4.0k	62.94	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$251k	+3%	2.1k	117.72	View chart
Darden Restaurants (DRI)	0.1	$249k		1.4k	184.02	View chart
Tesla Motors (TSLA)	0.1	$248k	+5%	552.00	449.72	View chart
UnitedHealth (UNH)	0.1	$247k		748.00	330.11	View chart
Chevron Corporation (CVX)	0.1	$246k	-2%	1.6k	152.41	View chart
Jackson Financial Com Cl A (JXN)	0.1	$245k	+4%	2.3k	106.65	View chart
NiSource (NI)	0.1	$243k		5.8k	41.76	View chart
Portland Gen Elec Com New (POR)	0.1	$243k		5.0k	48.52	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$234k	NEW	3.4k	69.42	View chart
Air Products & Chemicals (APD)	0.1	$233k		945.00	247.02	View chart
Intercontinental Exchange (ICE)	0.1	$232k	+2%	1.4k	161.96	View chart
Coca-Cola Company (KO)	0.1	$230k	-4%	3.3k	69.91	View chart
Abbvie (ABBV)	0.1	$226k	-4%	988.00	228.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$222k	NEW	1.5k	143.97	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$213k	NEW	1.2k	177.37	View chart
S&p Global (SPGI)	0.1	$208k	NEW	398.00	522.59	View chart
Mirum Pharmaceuticals (MIRM)	0.1	$205k	NEW	2.6k	78.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$205k		7.8k	26.23	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 Q4 filed Jan. 22, 2026
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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