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CIK: 0002009211
Total reported value
$288.7M
$288.7M
121 檔
21.9%
During the Q3 2024 filing period, Wetzel Investment Advisors, Inc. (CIK: 0002009211) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $288.7M across 121 reported positions.
In Q3 2024, Wetzel Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 20 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.41% | -1.40% | +428.45% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.97% | -1.49% | +99.55% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.34% | +2.60% | +13.02% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.77% | -0.19% | -2.29% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.26% | +0.56% | +1.11% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.27% | +0.02% | +10954.29% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.85% | -0.19% | +4870.70% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.80% | -1.56% | +49.91% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.62% | -0.14% | -4.78% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.55% | -0.46% | +37.15% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.37% | -0.09% | +109.08% | |
| 12 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.35% | -0.24% | -4.29% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.06% | -0.07% | — | |
| 14 | FTCS | First Trust Capital Strength | ETF-Other | 2.02% | -0.14% | -5.86% | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.98% | -1.32% | -0.70% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.95% | — | -4.31% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.83% | -0.11% | -0.62% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.71% | -0.09% | +5.04% | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.70% | +0.25% | — | |
| 20 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.67% | +1.54% | — | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.54% | -0.16% | +178.56% | |
| 22 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.28% | -0.05% | -2.52% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.23% | -0.10% | -1.95% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.22% | -0.05% | -5.28% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.08% | -0.21% | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.05% | -0.09% | +45.26% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-Other | 0.94% | — | -5.53% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.92% | -0.07% | -13.59% | |
| 29 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.75% | -0.06% | -3.87% | |
| 30 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.73% | -0.01% | -3.71% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.40% | +0.31% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | -0.16% | -0.34% | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.67% | -0.10% | -0.02% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | -0.04% | +2309.13% | |
| 35 | PRU | Prudential Financial Inc | Stock-Financials | 0.62% | -0.02% | -9.73% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.05% | +2.40% | |
| 37 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.53% | -0.02% | -58.24% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.51% | -0.02% | +1.45% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.51% | -0.03% | +19.44% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.48% | -0.01% | -5.95% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.12% | +10.73% | |
| 42 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.45% | -0.03% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.08% | +1659.81% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.04% | -17.91% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.41% | -0.01% | +4.00% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-Other | 0.41% | -0.12% | -6.75% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.39% | -0.04% | +10.90% | |
| 48 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.37% | -0.03% | -2.94% | |
| 49 | MRO* | Marathon Oil CORP | Stock-Other | 0.37% | — | -0.34% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.05% | +4.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +6.7% | +428.45% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +3.9% | +99.55% | Add |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | +3.2% | +10954.29% | Add |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | +2.8% | +4870.70% | Add |
| 5 | VT | Vanguard Tot World Stk ETF | +2.1% | NEW | New buy |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | +1.7% | NEW | New buy |
| 7 | SFLR | Innovator Eqty Mgd Floor ETF | +1.7% | NEW | New buy |
| 8 | IJR | Ishares Core S&p Small-cap E | +1.2% | +109.08% | Add |
| 9 | USHY | Ishares Broad Usd High Yield | +0.9% | +178.56% | Add |
| 10 | VTV | Vanguard Value ETF | +0.8% | +49.91% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.7% | +37.15% | Add |
| 12 | VO | Vanguard Mid-cap ETF | +0.6% | +2309.13% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.5% | +13.02% | Add |
| 14 | AAPL | Apple Inc | +0.4% | +5.04% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | +1659.81% | Add |
| 16 | C | Citigroup Inc | +0.2% | +45.26% | Add |
| 17 | IWB | Ishares Russell 1000 ETF | +0.2% | +357.39% | Add |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | NEW | New buy |
| 19 | SMMD | Ishares Russell 2500 ETF | +0.1% | NEW | New buy |
| 20 | WMT | Walmart Inc | +0.1% | +0.31% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | +984.76% | Add |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +19.44% | Add |
| 23 | LLY | Eli Lilly & Co | — | +1.11% | Add |
| 24 | DIS | Walt Disney Co/the | -0.1% | EXIT | Sold out |
| 25 | BND | Vanguard Total Bond Market | -0.1% | EXIT | Sold out |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.1% | EXIT | Sold out |
| 27 | RSG | Republic Services Inc | -0.1% | EXIT | Sold out |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | EXIT | Sold out |
| 29 | MTRN | Materion CORP | -0.1% | EXIT | Sold out |
| 30 | DOW | Dow Inc | -0.1% | EXIT | Sold out |
| 31 | DINO | Hf Sinclair CORP | -0.1% | EXIT | Sold out |
| 32 | ARKK | Ark Innovation ETF | -0.1% | EXIT | Sold out |
| 33 | HAL | Halliburton Co | -0.1% | EXIT | Sold out |
| 34 | PSX | Phillips 66 | -0.1% | EXIT | Sold out |
| 35 | WBS | Webster Financial CORP | -0.1% | EXIT | Sold out |
| 36 | CVS | Cvs Health CORP | -0.2% | EXIT | Sold out |
| 37 | XLE | Ss Energy Select Sector | -0.2% | -39.15% | Trim |
| 38 | EXE | Expand Energy CORP | -0.2% | EXIT | Sold out |
| 39 | XLF | Ss Financial Select Sector | -0.2% | EXIT | Sold out |
| 40 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 41 | FDL | First Trust Morn Dvd Lead In | -0.2% | -4.29% | Trim |
| 42 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | EXIT | Sold out |
| 43 | MPC | Marathon Petroleum CORP | -0.3% | -0.02% | Trim |
| 44 | RSP | Invesco S&p 500 Equal Weight | -0.3% | EXIT | Sold out |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.3% | -2.52% | Trim |
| 46 | JPM | Jpmorgan Chase & Co | -0.5% | -2.29% | Trim |
| 47 | QGRO | American Century US Quality | -0.7% | EXIT | Sold out |
| 48 | JPIB | Jpmorgan Intl Bnd ETF | -0.9% | -58.24% | Trim |
| 49 | IDV | Ishares International Select | -2.1% | EXIT | Sold out |
| 50 | AGG | Ishares Core U.s. Aggregate | -7.9% | -97.09% | Trim |
According to official SEC Form 13F filings, Wetzel Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $288.7M across 121 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, IWF, VOO) accounted for 21.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
VT
市值: $4.1M
Top Position Liquidated / Trimmed
IDV
前期市值: $3.7M
During Q3 2024, Wetzel Investment Advisors, Inc.'s top holdings by market value included VXUS (8.4%)、IWF (8.0%)、VOO (6.3%). The largest single position, VXUS, represented 8.4% of total portfolio value.
In Q3 2024, Wetzel Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 7 holdings, and fully liquidating 20 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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