Wetzel Investment Advisors

Wetzel Investment Advisors as of March 31, 2025

Portfolio Holdings for Wetzel Investment Advisors

Wetzel Investment Advisors holds 122 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.1 $16M 258k 62.10
Ishares Tr Rus 1000 Grw Etf (IWF) 7.9 $16M 44k 361.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.4 $13M 25k 513.90
JPMorgan Chase & Co. (JPM) 5.5 $11M 45k 245.30
Eli Lilly & Co. (LLY) 4.0 $8.0M 9.7k 825.89
Vanguard Index Fds Value Etf (VTV) 3.3 $6.5M 38k 172.74
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 3.2 $6.3M 95k 66.34
Spdr Ser Tr Portfolio Intrmd (SPIB) 3.2 $6.3M 189k 33.24
Ishares Core Msci Emkt (IEMG) 2.7 $5.3M 99k 53.97
Innovator Etfs Trust Quity Managd Flr (SFLR) 2.4 $4.8M 151k 31.42
Vanguard Index Fds Extend Mkt Etf (VXF) 2.4 $4.7M 27k 172.26
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $4.7M 45k 104.57
First Tr Morningstar Divid L SHS (FDL) 2.3 $4.5M 104k 43.44
Ishares Tr Conv Bd Etf (ICVT) 2.0 $4.0M 48k 83.61
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.0 $4.0M 34k 115.95
Ishares Tr Broad Usd High (USHY) 1.9 $3.8M 103k 36.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $3.7M 6.6k 561.09
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.8 $3.6M 39k 92.53
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.8 $3.6M 40k 89.64
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $3.3M 57k 58.35
Apple (AAPL) 1.6 $3.2M 15k 222.13
Citigroup Com New (C) 1.2 $2.3M 33k 70.99
Ishares Tr Core Msci Eafe (IEFA) 1.2 $2.3M 31k 75.65
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $2.3M 12k 193.99
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.0M 7.6k 258.62
Pacer Fds Tr Us Small Cap Cas (CALF) 1.0 $2.0M 52k 37.50
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $1.8M 19k 93.66
Microsoft Corporation (MSFT) 0.9 $1.8M 4.7k 375.42
Wal-Mart Stores (WMT) 0.8 $1.5M 17k 88.03
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.7 $1.5M 39k 37.68
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $1.3M 43k 30.73
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.7 $1.3M 13k 102.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.3M 6.7k 188.16
Marathon Petroleum Corp (MPC) 0.6 $1.2M 8.2k 145.70
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.6 $1.2M 25k 47.89
Prudential Financial (PRU) 0.6 $1.1M 10k 111.68
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $956k 19k 49.62
Exxon Mobil Corporation (XOM) 0.4 $877k 7.4k 118.93
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.4 $864k 700.00 1234.57
ConocoPhillips (COP) 0.4 $841k 8.0k 105.02
Eaton Corp SHS (ETN) 0.4 $833k 3.1k 271.87
Alphabet Cap Stk Cl A (GOOGL) 0.4 $824k 5.3k 154.65
NVIDIA Corporation (NVDA) 0.4 $809k 7.5k 108.39
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $807k 5.9k 135.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $790k 1.7k 468.92
Union Pacific Corporation (UNP) 0.4 $757k 3.2k 236.20
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $724k 13k 54.76
Johnson & Johnson (JNJ) 0.4 $715k 4.3k 165.84
Raymond James Financial (RJF) 0.4 $699k 5.0k 138.91
First Tr Value Line Divid In SHS (FVD) 0.3 $693k 16k 44.59
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.3 $687k 17k 39.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $653k 5.1k 128.96
Broadcom (AVGO) 0.3 $640k 3.8k 167.41
Motorola Solutions Com New (MSI) 0.3 $636k 1.4k 438.98
Ishares Tr U.s. Tech Etf (IYW) 0.3 $629k 4.5k 140.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $625k 5.1k 122.01
Fifth Third Ban (FITB) 0.3 $624k 16k 39.57
Amazon (AMZN) 0.3 $622k 3.3k 190.26
Cme (CME) 0.3 $598k 2.3k 265.31
Allstate Corporation (ALL) 0.3 $595k 2.9k 208.18
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.3 $567k 15k 37.05
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $559k 14k 41.13
Chubb (CB) 0.3 $558k 1.8k 302.82
Home Depot (HD) 0.3 $543k 1.5k 366.50
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $537k 12k 44.73
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $520k 4.7k 110.08
Verizon Communications (VZ) 0.2 $494k 11k 45.36
CenterPoint Energy (CNP) 0.2 $494k 14k 36.23
Trane Technologies SHS (TT) 0.2 $493k 1.5k 337.90
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $481k 6.4k 74.72
Automatic Data Processing (ADP) 0.2 $455k 1.5k 307.08
Ishares Tr Msci Eafe Etf (EFA) 0.2 $447k 5.5k 81.73
Meta Platforms Cl A (META) 0.2 $438k 759.00 576.41
Merck & Co (MRK) 0.2 $425k 4.7k 90.57
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB) 0.2 $420k 5.3k 79.51
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $405k 2.8k 146.01
Ishares Tr Rus 1000 Etf (IWB) 0.2 $399k 1.3k 306.74
Waste Management (WM) 0.2 $386k 1.7k 231.51
Coca-Cola Company (KO) 0.2 $379k 5.3k 72.15
Hartford Financial Services (HIG) 0.2 $373k 3.0k 124.25
UnitedHealth (UNH) 0.2 $365k 697.00 523.86
salesforce (CRM) 0.2 $356k 1.3k 268.38
Cisco Systems (CSCO) 0.2 $345k 5.6k 61.71
Unum (UNM) 0.2 $341k 4.2k 81.46
Darden Restaurants (DRI) 0.2 $333k 1.6k 207.79
Ishares Tr Rusel 2500 Etf (SMMD) 0.2 $331k 5.3k 62.54
Visa Com Cl A (V) 0.2 $330k 942.00 350.51
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $327k 4.2k 78.55
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.2 $323k 8.5k 37.97
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $321k 3.2k 98.93
Qualcomm (QCOM) 0.2 $318k 2.1k 153.61
Air Products & Chemicals (APD) 0.2 $317k 1.1k 295.01
Medtronic SHS (MDT) 0.2 $315k 3.5k 90.57
Select Sector Spdr Tr Technology (XLK) 0.2 $314k 1.5k 206.48
Select Sector Spdr Tr Energy (XLE) 0.2 $308k 3.3k 93.45
Chevron Corporation (CVX) 0.2 $306k 1.8k 167.29
Fiserv (FI) 0.2 $299k 1.4k 220.83
Intercontinental Exchange (ICE) 0.1 $297k 1.7k 172.55
Johnson Ctls Intl SHS (JCI) 0.1 $287k 3.6k 80.47
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $284k 2.7k 103.60
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $279k 1.4k 197.46
Comcast Corp Cl A (CMCSA) 0.1 $268k 7.3k 36.90
Chesapeake Energy Corp (EXE) 0.1 $235k 2.1k 111.32
Select Sector Spdr Tr Indl (XLI) 0.1 $235k 1.8k 131.07
TJX Companies (TJX) 0.1 $234k 1.9k 121.78
NiSource (NI) 0.1 $234k 5.8k 40.09
Abbvie (ABBV) 0.1 $230k 1.1k 209.52
Portland Gen Elec Com New (POR) 0.1 $230k 5.1k 45.10
Best Buy (BBY) 0.1 $224k 3.0k 74.57
S&p Global (SPGI) 0.1 $221k 435.00 508.20
Webster Financial Corporation (WBS) 0.1 $217k 4.2k 51.55
Select Sector Spdr Tr Communication (XLC) 0.1 $215k 2.2k 96.45
Republic Services (RSG) 0.1 $213k 879.00 242.16
Pfizer (PFE) 0.1 $210k 8.3k 25.34
Procter & Gamble Company (PG) 0.1 $207k 1.2k 170.42
At&t (T) 0.1 $207k 7.3k 28.28
Colgate-Palmolive Company (CL) 0.1 $205k 2.2k 93.70
AutoZone (AZO) 0.1 $202k 53.00 3812.77
Anthem (ELV) 0.1 $201k 463.00 434.96
Ameren Corporation (AEE) 0.1 $201k 2.0k 100.40
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.1 $200k 8.8k 22.67
Chemomab Therapeutics Sponsored Ads 0.0 $12k 11k 1.09