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CIK: 0002009211
Total reported value
$288.7M
$288.7M
939 檔
16.7%
According to the latest 13F quarterly dataset, Wetzel Investment Advisors, Inc. managed an equity portfolio of $288.7M at the end of Q2 2024, spanning 939 distinct U.S. exchange-listed positions.
During Q2 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 939 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.12% | -0.03% | +0.04% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.80% | +2.60% | -0.35% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.28% | -0.19% | -0.35% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.26% | +0.56% | +0.94% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.08% | -1.49% | +0.36% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.00% | -0.14% | +0.13% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.57% | -0.24% | +0.16% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 2.31% | -0.14% | +0.10% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.16% | -1.32% | +0.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | — | +1.76% | |
| 11 | IDV | Ishares International Select | ETF-Other | 2.10% | — | +0.14% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.04% | -0.11% | -0.02% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | -1.56% | +0.24% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.90% | -0.46% | +0.86% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.69% | -1.40% | +2.14% | |
| 16 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.57% | -0.05% | +0.17% | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.40% | -0.02% | +0.28% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.36% | -0.09% | -1.49% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.36% | -0.10% | +0.02% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.35% | -0.05% | +0.42% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.22% | -0.09% | -2.15% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.08% | +0.17% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.11% | -0.07% | +8.06% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 1.09% | — | +0.36% | |
| 25 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.94% | -0.10% | — | |
| 26 | C | Citigroup Inc | Stock-Financials | 0.88% | -0.09% | -1.04% | |
| 27 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.82% | -0.06% | +0.28% | |
| 28 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.82% | -0.01% | +1.24% | |
| 29 | PRU | Prudential Financial Inc | Stock-Financials | 0.75% | -0.02% | +0.27% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | -0.16% | +0.23% | |
| 31 | QGRO | American Century US Quality | ETF-Other | 0.65% | — | +0.78% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.40% | — | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.61% | -0.16% | +3.10% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.04% | +4.78% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.05% | -8.48% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | -0.02% | -2.76% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.53% | -0.01% | +0.07% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.12% | — | |
| 39 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.48% | -0.03% | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | -0.03% | — | |
| 41 | FVD | First Trust Value Line Dvd | ETF-Other | 0.46% | -0.12% | — | |
| 42 | MRO* | Marathon Oil CORP | Stock-Other | 0.45% | — | +0.34% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | -0.01% | -2.43% | |
| 44 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.41% | -0.03% | — | |
| 45 | RJF | Raymond James Financial Inc | Stock-Financials | 0.41% | — | +9.94% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.40% | -0.04% | -4.79% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.05% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.28% | EXIT | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.36% | -0.04% | -0.73% | |
| 50 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.35% | -0.01% | +0.53% |
According to official SEC Form 13F filings, Wetzel Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $288.7M across 939 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, JPM) accounted for 16.7% of total reported equity market value during Q2 2024.
During Q2 2024, Wetzel Investment Advisors, Inc.'s top holdings by market value included AGG (8.1%)、VOO (5.8%)、JPM (5.3%). The largest single position, AGG, represented 8.1% of total portfolio value.
In Q2 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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