Wetzel Investment Advisors

Wetzel Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Wetzel Investment Advisors

Wetzel Investment Advisors holds 121 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 8.6 $17M 43k 401.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.6 $15M 259k 58.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.5 $13M 24k 538.80
JPMorgan Chase & Co. (JPM) 5.3 $11M 45k 239.71
Eli Lilly & Co. (LLY) 3.7 $7.4M 9.6k 772.04
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 3.2 $6.5M 97k 67.03
Vanguard Index Fds Value Etf (VTV) 3.0 $6.0M 36k 169.30
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.9 $5.8M 177k 32.76
Vanguard Index Fds Extend Mkt Etf (VXF) 2.6 $5.3M 28k 189.98
Ishares Core Msci Emkt (IEMG) 2.5 $5.0M 96k 52.22
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $4.9M 42k 115.22
First Tr Morningstar Divid L SHS (FDL) 2.2 $4.4M 108k 40.56
Innovator Etfs Trust Quity Managd Flr (SFLR) 2.1 $4.3M 131k 32.69
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.0 $4.1M 35k 117.48
Ishares Tr Conv Bd Etf (ICVT) 2.0 $4.0M 47k 84.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $3.9M 6.6k 588.05
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.9 $3.8M 43k 87.82
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.8 $3.7M 39k 95.01
Apple (AAPL) 1.8 $3.7M 15k 250.42
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $3.6M 58k 62.31
Ishares Tr Broad Usd High (USHY) 1.6 $3.3M 89k 36.79
Pacer Fds Tr Pacer Us Small (CALF) 1.2 $2.4M 54k 44.15
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $2.4M 12k 195.83
Citigroup Com New (C) 1.1 $2.3M 33k 70.39
Ishares Tr Core Msci Eafe (IEFA) 1.1 $2.2M 31k 70.28
Microsoft Corporation (MSFT) 1.0 $2.0M 4.8k 421.52
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.7M 6.6k 264.12
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $1.7M 20k 88.79
Wal-Mart Stores (WMT) 0.8 $1.6M 18k 90.56
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $1.5M 48k 31.44
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.7 $1.5M 39k 38.17
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.7 $1.4M 13k 104.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $1.3M 7.2k 185.13
Prudential Financial (PRU) 0.6 $1.2M 10k 118.53
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.2M 6.2k 189.31
Marathon Petroleum Corp (MPC) 0.6 $1.1M 8.2k 139.49
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.5 $1.1M 23k 47.45
Eaton Corp SHS (ETN) 0.5 $1.0M 3.1k 331.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $967k 19k 50.13
NVIDIA Corporation (NVDA) 0.5 $948k 7.1k 134.29
Broadcom (AVGO) 0.5 $906k 3.9k 231.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $874k 1.7k 511.23
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.4 $866k 700.00 1237.38
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $847k 6.4k 132.10
Exxon Mobil Corporation (XOM) 0.4 $820k 7.6k 107.57
ConocoPhillips (COP) 0.4 $815k 8.2k 99.17
Raymond James Financial (RJF) 0.4 $781k 5.0k 155.33
Amazon (AMZN) 0.4 $774k 3.5k 219.39
First Tr Value Line Divid In SHS (FVD) 0.4 $773k 18k 43.64
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $750k 13k 56.72
Union Pacific Corporation (UNP) 0.4 $750k 3.3k 228.04
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.4 $749k 18k 40.74
Ishares Tr U.s. Tech Etf (IYW) 0.3 $704k 4.4k 159.52
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $699k 5.4k 128.62
Motorola Solutions Com New (MSI) 0.3 $682k 1.5k 463.36
Fifth Third Ban (FITB) 0.3 $674k 16k 42.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $671k 5.3k 127.59
Johnson & Johnson (JNJ) 0.3 $643k 4.4k 144.62
Allstate Corporation (ALL) 0.3 $623k 3.2k 193.76
Home Depot (HD) 0.3 $618k 1.6k 388.92
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $606k 5.3k 115.18
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.3 $584k 15k 38.92
Verizon Communications (VZ) 0.3 $571k 14k 39.99
Trane Technologies SHS (TT) 0.3 $565k 1.5k 370.21
Cme (CME) 0.3 $553k 2.3k 243.83
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $542k 12k 45.19
Chubb (CB) 0.3 $515k 1.9k 276.34
Merck & Co (MRK) 0.2 $483k 4.8k 100.29
salesforce (CRM) 0.2 $478k 1.4k 334.75
Meta Platforms Cl A (META) 0.2 $452k 772.00 585.55
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $451k 6.4k 70.00
Automatic Data Processing (ADP) 0.2 $443k 1.5k 294.37
CenterPoint Energy (CNP) 0.2 $440k 14k 31.73
Ishares Tr Msci Eafe Etf (EFA) 0.2 $439k 5.8k 75.61
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB) 0.2 $436k 5.3k 82.48
Ishares Tr Rus 1000 Etf (IWB) 0.2 $419k 1.3k 322.16
Unum (UNM) 0.2 $416k 5.7k 73.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $393k 2.9k 137.57
Select Sector Spdr Tr Technology (XLK) 0.2 $363k 1.6k 232.52
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $355k 3.7k 96.90
UnitedHealth (UNH) 0.2 $349k 689.00 505.94
Cisco Systems (CSCO) 0.2 $346k 5.9k 59.20
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $343k 8.2k 41.73
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.2 $338k 8.6k 39.08
Waste Management (WM) 0.2 $336k 1.7k 201.79
Comcast Corp Cl A (CMCSA) 0.2 $334k 8.9k 37.53
Air Products & Chemicals (APD) 0.2 $334k 1.2k 289.95
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $331k 4.3k 77.81
Visa Com Cl A (V) 0.2 $330k 1.0k 316.07
Hartford Financial Services (HIG) 0.2 $330k 3.0k 109.92
Coca-Cola Company (KO) 0.2 $328k 5.3k 62.26
Qualcomm (QCOM) 0.2 $318k 2.1k 153.62
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $318k 1.4k 224.35
Darden Restaurants (DRI) 0.2 $305k 1.6k 186.71
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $294k 4.3k 68.00
Johnson Ctls Intl SHS (JCI) 0.1 $292k 3.7k 79.31
Best Buy (BBY) 0.1 $289k 3.3k 86.75
Fiserv (FI) 0.1 $289k 1.4k 205.42
Select Sector Spdr Tr Energy (XLE) 0.1 $287k 3.3k 85.66
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $285k 2.7k 104.13
Chevron Corporation (CVX) 0.1 $280k 1.9k 144.84
Intercontinental Exchange (ICE) 0.1 $279k 1.9k 149.04
Medtronic SHS (MDT) 0.1 $278k 3.5k 80.58
TJX Companies (TJX) 0.1 $269k 2.2k 120.78
Palantir Technologies Cl A (PLTR) 0.1 $257k 3.4k 75.63
NiSource (NI) 0.1 $255k 6.9k 36.76
Tesla Motors (TSLA) 0.1 $254k 630.00 403.84
S&p Global (SPGI) 0.1 $248k 498.00 498.10
Webster Financial Corporation (WBS) 0.1 $232k 4.2k 55.22
Select Sector Spdr Tr Indl (XLI) 0.1 $232k 1.8k 131.76
Nxp Semiconductors N V (NXPI) 0.1 $229k 1.1k 207.88
Portland Gen Elec Com New (POR) 0.1 $225k 5.1k 44.12
Pfizer (PFE) 0.1 $224k 8.4k 26.53
Select Sector Spdr Tr Communication (XLC) 0.1 $221k 2.3k 96.81
Procter & Gamble Company (PG) 0.1 $212k 1.3k 167.65
Chesapeake Energy Corp (EXE) 0.1 $211k 2.1k 99.55
Bank of America Corporation (BAC) 0.1 $208k 4.7k 43.95
At&t (T) 0.1 $204k 8.9k 22.77
Colgate-Palmolive Company (CL) 0.1 $201k 2.2k 90.91
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.1 $200k 8.8k 22.66
Chemomab Therapeutics Sponsored Ads 0.0 $18k 10k 1.81