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CIK: 0002009211
Total reported value
$288.7M
$288.7M
121 檔
22.1%
According to the latest 13F quarterly dataset, Wetzel Investment Advisors, Inc. managed an equity portfolio of $288.7M at the end of Q4 2024, spanning 121 distinct U.S. exchange-listed positions.
Wetzel Investment Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 8 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.56% | -1.49% | +1.48% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.60% | -1.40% | +0.35% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.48% | +2.60% | +1.59% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.34% | -0.19% | -0.38% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.70% | +0.56% | +0.87% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.24% | +0.02% | +0.68% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.99% | -1.56% | +11.39% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.89% | -0.19% | +5.23% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.63% | -0.14% | -2.19% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.49% | -0.46% | +8.87% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.42% | -0.09% | +4.74% | |
| 12 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.18% | -0.24% | -2.94% | |
| 13 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 2.13% | +1.54% | +25.56% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.03% | -0.07% | +1.52% | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.00% | -1.32% | +0.52% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | — | -1.41% | |
| 17 | FTCS | First Trust Capital Strength | ETF-Other | 1.89% | -0.14% | -2.33% | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.83% | +0.25% | +4.22% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.09% | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.80% | -0.11% | -0.52% | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.63% | -0.16% | +9.19% | |
| 22 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.18% | -0.05% | -1.41% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.17% | -0.05% | -1.57% | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.15% | -0.09% | -1.50% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.09% | -0.10% | -0.81% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.08% | -0.41% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | -0.04% | +31.55% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.86% | -0.07% | -2.25% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.40% | -1.29% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.75% | — | -14.54% | |
| 31 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.75% | -0.06% | -1.06% | |
| 32 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.68% | -0.01% | -6.08% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | -0.16% | -1.20% | |
| 34 | PRU | Prudential Financial Inc | Stock-Financials | 0.60% | -0.02% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.05% | -2.99% | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.57% | -0.10% | +1.07% | |
| 37 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.54% | -0.02% | +6.28% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.51% | -0.02% | +0.91% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | -0.03% | -1.95% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.08% | -2.90% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.03% | -3.72% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.04% | -5.11% | |
| 43 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.43% | -0.03% | — | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.42% | -0.01% | -4.19% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.12% | -4.52% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.41% | -0.12% | — | |
| 47 | RJF | Raymond James Financial Inc | Stock-Financials | 0.39% | — | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | — | +5.00% | |
| 49 | FVD | First Trust Value Line Dvd | ETF-Other | 0.38% | -0.12% | -0.57% | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.37% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.6% | +1.48% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | -0.38% | Trim |
| 3 | SFLR | Innovator Eqty Mgd Floor ETF | +0.5% | +25.56% | Add |
| 4 | COP | Conocophillips | +0.4% | NEW | New buy |
| 5 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.3% | NEW | New buy |
| 6 | VO | Vanguard Mid-cap ETF | +0.2% | +31.55% | Add |
| 7 | VTV | Vanguard Value ETF | +0.2% | +11.39% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.59% | Add |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +4.22% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 11 | WBS | Webster Financial CORP | +0.1% | NEW | New buy |
| 12 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 13 | C | Citigroup Inc | +0.1% | -1.50% | Trim |
| 14 | EXE | Expand Energy CORP | +0.1% | NEW | New buy |
| 15 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.1% | -3.72% | Trim |
| 17 | T | At&t Inc | +0.1% | NEW | New buy |
| 18 | USHY | Ishares Broad Usd High Yield | +0.1% | +9.19% | Add |
| 19 | RJF | Raymond James Financial Inc | +0.1% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | +0.1% | +5.00% | Add |
| 21 | WMT | Walmart Inc | +0.1% | -1.29% | Trim |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.99% | Trim |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +4.74% | Add |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +5.23% | Add |
| 25 | ICVT | Ishares Convertible Bond ETF | 0% | +0.52% | Add |
| 26 | VXF | Vanguard Extended Market ETF | 0% | -2.19% | Trim |
| 27 | VZ | Verizon Communications Inc | 0% | -0.71% | Trim |
| 28 | JNJ | Johnson & Johnson | -0.1% | -1.48% | Trim |
| 29 | FEX | First Trust Large Cap Core A | -0.1% | -6.08% | Trim |
| 30 | PFE | Pfizer Inc | -0.1% | -21.22% | Trim |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.57% | Trim |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -4.52% | Trim |
| 33 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -4.19% | Trim |
| 34 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -2.25% | Trim |
| 35 | XHTAX | Invesco Hi Inc 2024 Trgt Trm | -0.1% | EXIT | Sold out |
| 36 | IQV | Iqvia Holdings Inc | -0.1% | EXIT | Sold out |
| 37 | DVN | Devon Energy CORP | -0.1% | EXIT | Sold out |
| 38 | MPC | Marathon Petroleum CORP | -0.1% | +1.07% | Add |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.1% | -1.41% | Trim |
| 40 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 41 | VKTX | Viking Therapeutics Inc | -0.1% | EXIT | Sold out |
| 42 | MRNA | Moderna Inc | -0.1% | EXIT | Sold out |
| 43 | ELV | Elevance Health Inc | -0.1% | EXIT | Sold out |
| 44 | FTCS | First Trust Capital Strength | -0.1% | -2.33% | Trim |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -0.81% | Trim |
| 46 | FDL | First Trust Morn Dvd Lead In | -0.2% | -2.94% | Trim |
| 47 | PFF | Ishares Preferred & Income S | -0.2% | -14.54% | Trim |
| 48 | MRO* | Marathon Oil CORP | -0.4% | EXIT | Sold out |
| 49 | LLY | Eli Lilly & Co | -0.6% | +0.87% | Add |
| 50 | VXUS | Vanguard Total Intl Stock | -0.8% | +0.35% | Add |
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 Q4 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 IWF, VXUS, VOO) accounted for 22.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
COP
市值: $815.1K
Top Position Liquidated / Trimmed
MRO*
前期市值: $742.6K
During Q4 2024, Wetzel Investment Advisors, Inc.'s top holdings by market value included IWF (8.6%)、VXUS (7.6%)、VOO (6.5%). The largest single position, IWF, represented 8.6% of total portfolio value.
In Q4 2024, Wetzel Investment Advisors, Inc. made 48 total portfolio adjustments, initiating 7 new buys, adding to 14 positions, trimming 19 holdings, and fully liquidating 8 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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