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CIK: 0002009211
Total reported value
$288.7M
$288.7M
1119 檔
15.8%
The Q1 2024 SEC filing reveals that Wetzel Investment Advisors, Inc. held a total portfolio value of $288.7M, covering 1119 public equity positions.
During Q1 2024, Wetzel Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1119 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.13% | -0.03% | +0.80% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.72% | +2.60% | +2.87% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.93% | -0.19% | -1.68% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.11% | +0.56% | -2.33% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.01% | -1.49% | +3.00% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.85% | -0.14% | +2.82% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.51% | -0.24% | +2.75% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 2.26% | -0.14% | +4.10% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.13% | -1.32% | +2.56% | |
| 10 | IDV | Ishares International Select | ETF-Other | 2.09% | — | +0.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.03% | — | -2.58% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.95% | -0.11% | +403.43% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.93% | -1.56% | +5.08% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.89% | -0.46% | +3.10% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.63% | -1.40% | +6.91% | |
| 16 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.49% | -0.05% | +5.83% | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.41% | -0.02% | -0.24% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.39% | -0.09% | -2.72% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.33% | -0.10% | -0.14% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.32% | -0.05% | -1.72% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.19% | -0.09% | +8.32% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.08% | -1.50% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 1.07% | — | +1.21% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.01% | -0.07% | -8.99% | |
| 25 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.94% | -0.10% | -3.66% | |
| 26 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.83% | -0.06% | -0.65% | |
| 27 | C | Citigroup Inc | Stock-Financials | 0.79% | -0.09% | +25.63% | |
| 28 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.79% | -0.01% | -3.93% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | -0.16% | -0.52% | |
| 30 | PRU | Prudential Financial Inc | Stock-Financials | 0.72% | -0.02% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.05% | -3.80% | |
| 32 | QGRO | American Century US Quality | ETF-Other | 0.62% | — | -1.96% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.40% | +200.61% | |
| 34 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.60% | -0.16% | +3.22% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.57% | -0.02% | -2.29% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.53% | -0.01% | -0.63% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.04% | -4.21% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.12% | +31.83% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | -0.03% | -1.06% | |
| 40 | FVD | First Trust Value Line Dvd | ETF-Other | 0.45% | -0.12% | -3.15% | |
| 41 | MRO* | Marathon Oil CORP | Stock-Other | 0.45% | — | +16.75% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.44% | -0.01% | +26.95% | |
| 43 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.42% | -0.03% | +3.66% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.40% | -0.04% | +130.83% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.05% | +9.67% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | -0.28% | EXIT | |
| 47 | RJF | Raymond James Financial Inc | Stock-Financials | 0.36% | — | -16.59% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.03% | +11.45% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.35% | -0.04% | +5.07% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.35% | — | -2.64% |
According to official SEC Form 13F filings, Wetzel Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $288.7M across 1119 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, JPM) accounted for 15.8% of total reported equity market value during Q1 2024.
During Q1 2024, Wetzel Investment Advisors, Inc.'s top holdings by market value included AGG (8.1%)、VOO (5.7%)、JPM (4.9%). The largest single position, AGG, represented 8.1% of total portfolio value.
In Q1 2024, Wetzel Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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