The Analysis of WETZEL INVESTMENT ADVISORS, INC.'s Holdings
Currently, WETZEL INVESTMENT ADVISORS, INC. holds 132 types of securities in its portfolio with a total value $246.9M. In the most recent quarter, they have increased their positions in LLY (+1.2K shares, valued at $1.3M), DYNF (+19.8K shares, valued at $1.2M), SFLR (+23.5K shares, valued at $867.0K); decreased their positions in VXUS (-10.7K shares, valued at $807.8K), IWF (-661 shares, valued at $312.9K), RJF (-1.0K shares, valued at $160.6K); initiated new positions in THRO (+8.8K shares, valued at $339.1K), GOLY (+7.8K shares, valued at $274.4K), FDVV (+4.5K shares, valued at $254.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR54.4K shares-1.20%2025-12-312026-01-22
SFLR INNOVATOR ETFS TRUST436.5K shares5.69%2025-12-312026-01-22
VTV VANGUARD INDEX FDS78.9K shares3.66%2025-12-312026-01-22
VXUS VANGUARD STAR FDS171.3K shares-5.88%2025-12-312026-01-22
JPM JPMORGAN CHASE & CO.39.9K shares-1.11%2025-12-312026-01-22
LLY ELI LILLY & CO10.8K shares12.16%2025-12-312026-01-22
BRTR BLACKROCK ETF TRUST II210.3K shares3.89%2025-12-312026-01-22
SPY SPDR S&P 500 ETF TR7.5K shares-0.13%2025-12-312026-01-22
GOVT ISHARES TR219.9K shares4.27%2025-12-312026-01-22
VXF VANGUARD INDEX FDS23.7K shares-0.55%2025-12-312026-01-22
IEMG ISHARES INC70.4K shares0.74%2025-12-312026-01-22
SPIB SPDR SERIES TRUST136.4K shares2.00%2025-12-312026-01-22
ICVT ISHARES TR46.4K shares0.11%2025-12-312026-01-22
AAPL APPLE INC14.7K shares1.77%2025-12-312026-01-22
SPHQ INVESCO EXCHANGE TRADED FD T52.7K shares-0.79%2025-12-312026-01-22
CITIGROUP INC CITIGROUP INC31.4K shares-0.32%2025-12-312026-01-22
BINC BLACKROCK ETF TRUST II62.4K shares4.14%2025-12-312026-01-22
JHMM JOHN HANCOCK EXCHANGE TRADED47.5K shares9.69%2025-12-312026-01-22
IJH ISHARES TR46.2K shares-0.69%2025-12-312026-01-22
SPMO INVESCO EXCH TRADED FD TR II24.7K shares-0.04%2025-12-312026-01-22
FDL FIRST TR EXCHANGE-TRADED FD63.3K shares-0.62%2025-12-312026-01-22
FTCS FIRST TR EXCHANGE-TRADED FD28.5K shares-0.96%2025-12-312026-01-22
DYNF BLACKROCK ETF TRUST42.4K shares87.22%2025-12-312026-01-22
MSFT MICROSOFT CORP4.5K shares-2.19%2025-12-312026-01-22
VIG VANGUARD SPECIALIZED FUNDS9.3K shares-0.05%2025-12-312026-01-22
VO VANGUARD INDEX FDS7.0K shares-1.01%2025-12-312026-01-22
WMT WALMART INC16.5K shares-0.19%2025-12-312026-01-22
ALPHABET INC ALPHABET INC5.6K shares5.41%2025-12-312026-01-22
NVDA NVIDIA CORPORATION8.4K shares11.74%2025-12-312026-01-22
QDPL PACER FDS TR35.7K shares40.00%2025-12-312026-01-22
DMAR FIRST TR EXCHNG TRADED FD VI34.3K shares-0.92%2025-12-312026-01-22
USMV ISHARES TR14.6K shares-0.62%2025-12-312026-01-22
IEFA ISHARES TR15.0K shares-0.59%2025-12-312026-01-22
IWD ISHARES TR6.3K shares-0.80%2025-12-312026-01-22
MPC MARATHON PETE CORP8.0K shares-0.07%2025-12-312026-01-22
USHY ISHARES TR33.7K shares-6.02%2025-12-312026-01-22
BROADCOM INC BROADCOM INC3.6K shares0.79%2025-12-312026-01-22
EMGF ISHARES INC20.9K shares30.24%2025-12-312026-01-22
PRU PRUDENTIAL FINL INC10.0K shares0.95%2025-12-312026-01-22
FEX FIRST TR EXCHANGE-TRADED ALP9.5K shares-2.06%2025-12-312026-01-22
BAC-PL BANK AMERICA CORP700 shares0.00%2025-12-312026-01-22
JNJ JOHNSON & JOHNSON4.2K shares0.57%2025-12-312026-01-22
IYW ISHARES TR3.9K shares0.18%2025-12-312026-01-22
NBSD NEUBERGER BERMAN ETF TRUST15.2K shares38.86%2025-12-312026-01-22
VTEB VANGUARD MUN BD FDS15.4K shares-0.45%2025-12-312026-01-22
XOM EXXON MOBIL CORP6.4K shares0.00%2025-12-312026-01-22
IJR ISHARES TR6.1K shares-2.54%2025-12-312026-01-22
FITB FIFTH THIRD BANCORP15.4K shares-0.22%2025-12-312026-01-22
UNP UNION PAC CORP3.0K shares-0.98%2025-12-312026-01-22
VYM VANGUARD WHITEHALL FDS4.8K shares-0.06%2025-12-312026-01-22
DMAY FIRST TR EXCHNG TRADED FD VI15.3K shares-0.66%2025-12-312026-01-22
AMZN AMAZON COM INC3.0K shares-4.64%2025-12-312026-01-22
COP CONOCOPHILLIPS7.3K shares0.00%2025-12-312026-01-22
ITOT ISHARES TR4.5K shares-3.34%2025-12-312026-01-22
RJF RAYMOND JAMES FINL INC4.0K shares-19.88%2025-12-312026-01-22
FVD FIRST TR EXCHANGE-TRADED FD14.0K shares-2.45%2025-12-312026-01-22
COWZ PACER FDS TR9.9K shares25.32%2025-12-312026-01-22
ALL ALLSTATE CORP2.8K shares-0.07%2025-12-312026-01-22
CME CME GROUP INC2.1K shares-0.67%2025-12-312026-01-22
VT VANGUARD INTL EQUITY INDEX F4.0K shares-3.90%2025-12-312026-01-22
MINO PIMCO ETF TR12.0K shares0.00%2025-12-312026-01-22
MSI MOTOROLA SOLUTIONS INC1.4K shares-0.21%2025-12-312026-01-22
BNDX VANGUARD CHARLOTTE FDS10.9K shares53.22%2025-12-312026-01-22
CNP CENTERPOINT ENERGY INC13.5K shares0.00%2025-12-312026-01-22
CB CHUBB LIMITED1.6K shares-2.54%2025-12-312026-01-22
GSLC GOLDMAN SACHS ETF TR3.9K shares0.00%2025-12-312026-01-22
TT TRANE TECHNOLOGIES PLC1.3K shares0.23%2025-12-312026-01-22
PFE PFIZER INC20.0K shares-0.35%2025-12-312026-01-22
IWB ISHARES TR1.3K shares0.00%2025-12-312026-01-22
HD HOME DEPOT INC1.4K shares2.66%2025-12-312026-01-22
META META PLATFORMS INC697 shares4.03%2025-12-312026-01-22
SRLN SSGA ACTIVE ETF TR10.4K shares22.15%2025-12-312026-01-22
HIG HARTFORD INSURANCE GROUP INC3.0K shares0.00%2025-12-312026-01-22
XLV SELECT SECTOR SPDR TR2.6K shares0.11%2025-12-312026-01-22
CSCO CISCO SYS INC4.9K shares-5.02%2025-12-312026-01-22
JCI JOHNSON CTLS INTL PLC3.1K shares0.10%2025-12-312026-01-22
HDEF DBX ETF TR11.9K shares39.42%2025-12-312026-01-22
ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.14%2025-12-312026-01-22
VZ VERIZON COMMUNICATIONS INC8.9K shares-0.94%2025-12-312026-01-22
ICSH ISHARES TR7.1K shares37.73%2025-12-312026-01-22
BSV VANGUARD BD INDEX FDS4.5K shares37.02%2025-12-312026-01-22
WM WASTE MGMT INC DEL1.6K shares0.81%2025-12-312026-01-22
CRM SALESFORCE INC1.3K shares0.90%2025-12-312026-01-22
SCHF SCHWAB STRATEGIC TR14.7K shares-0.18%2025-12-312026-01-22
IYG ISHARES TR3.7K shares0.08%2025-12-312026-01-22
QCOM QUALCOMM INC2.0K shares2.58%2025-12-312026-01-22
THRO BLACKROCK ETF TRUST8.8K sharesnew addition2025-12-312026-01-22
MU MICRON TECHNOLOGY INC1.2K shares-4.96%2025-12-312026-01-22
UNM UNUM GROUP4.2K shares0.00%2025-12-312026-01-22
JPIB J P MORGAN EXCHANGE TRADED F6.5K shares-2.85%2025-12-312026-01-22
SDY SPDR SERIES TRUST2.3K shares-0.18%2025-12-312026-01-22
DJAN FIRST TR EXCHNG TRADED FD VI7.2K shares-0.04%2025-12-312026-01-22
FXH FIRST TR EXCHANGE TRADED FD2.7K shares0.00%2025-12-312026-01-22
INTF ISHARES TR8.2K shares2.83%2025-12-312026-01-22
CALF PACER FDS TR6.9K shares-10.80%2025-12-312026-01-22
AGG ISHARES TR3.1K shares0.00%2025-12-312026-01-22
V VISA INC858 shares0.00%2025-12-312026-01-22
XLY SELECT SECTOR SPDR TR2.5K shares100.65%2025-12-312026-01-22
SCHM SCHWAB STRATEGIC TR9.3K shares0.00%2025-12-312026-01-22
GOLY STRATEGY SHS7.8K sharesnew addition2025-12-312026-01-22
TJX TJX COS INC NEW1.8K shares-2.43%2025-12-312026-01-22
XLI SELECT SECTOR SPDR TR1.8K shares3.98%2025-12-312026-01-22
JEPI J P MORGAN EXCHANGE TRADED F4.6K shares28.96%2025-12-312026-01-22
XLE SELECT SECTOR SPDR TR5.9K shares100.41%2025-12-312026-01-22
FDVV FIDELITY COVINGTON TRUST4.5K sharesnew addition2025-12-312026-01-22
EFA ISHARES TR2.6K shares-1.13%2025-12-312026-01-22
WBS WEBSTER FINL CORP4.0K shares0.00%2025-12-312026-01-22
XLC SELECT SECTOR SPDR TR2.1K shares3.69%2025-12-312026-01-22
DRI DARDEN RESTAURANTS INC1.4K shares-0.73%2025-12-312026-01-22
TSLA TESLA INC552 shares5.75%2025-12-312026-01-22
UNH UNITEDHEALTH GROUP INC748 shares-0.13%2025-12-312026-01-22
CVX CHEVRON CORP NEW1.6K shares-2.36%2025-12-312026-01-22
JXN JACKSON FINANCIAL INC2.3K shares4.55%2025-12-312026-01-22
NI NISOURCE INC5.8K shares0.00%2025-12-312026-01-22
POR PORTLAND GEN ELEC CO5.0K shares0.00%2025-12-312026-01-22
DGRO ISHARES TR3.4K sharesnew addition2025-12-312026-01-22
APD AIR PRODS & CHEMS INC945 shares0.21%2025-12-312026-01-22
ICE INTERCONTINENTAL EXCHANGE IN1.4K shares2.43%2025-12-312026-01-22
KO COCA COLA CO3.3K shares-4.59%2025-12-312026-01-22
ABBV ABBVIE INC988 shares-4.45%2025-12-312026-01-22
XLK SELECT SECTOR SPDR TR1.5K sharesnew addition2025-12-312026-01-22
VOE VANGUARD INDEX FDS1.2K sharesnew addition2025-12-312026-01-22
SPGI S&P GLOBAL INC398 sharesnew addition2025-12-312026-01-22
MIRM MIRUM PHARMACEUTICALS INC2.6K sharesnew addition2025-12-312026-01-22
SCHB SCHWAB STRATEGIC TR7.8K shares0.00%2025-12-312026-01-22
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available