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CIK: 0002009211
Total reported value
$288.7M
$288.7M
122 檔
21.9%
As reported in its official Q1 2025 Form 13F filing, Wetzel Investment Advisors, Inc.'s tracked investment portfolio stood at $288.7M with 122 total positions.
In Q1 2025, Wetzel Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.06% | -1.40% | -0.69% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.95% | -1.49% | +1.83% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.39% | +2.60% | +1.80% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.50% | -0.19% | -0.81% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.02% | +0.56% | +0.22% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.26% | -1.56% | +5.58% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.19% | +0.02% | -2.14% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.17% | -0.19% | +6.81% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.69% | -0.46% | +2.86% | |
| 10 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 2.40% | +1.54% | +15.47% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.36% | -0.14% | -2.44% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.35% | -0.09% | +5.50% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.27% | -0.24% | -4.23% | |
| 14 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.03% | -1.32% | +1.81% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.00% | -0.07% | -1.98% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.92% | -0.16% | +15.97% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | — | -0.45% | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.82% | +0.25% | +0.52% | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 1.81% | -0.14% | -7.48% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.68% | -0.11% | -1.70% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.09% | -0.66% | |
| 22 | C | Citigroup Inc | Stock-Financials | 1.18% | -0.09% | +0.61% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.17% | -0.10% | -1.87% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.15% | -0.05% | -2.02% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.99% | -0.04% | +14.97% | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.99% | -0.05% | -2.97% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.91% | -0.07% | -1.58% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.08% | -3.15% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.40% | -2.15% | |
| 30 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.74% | -0.06% | -1.38% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | 0.66% | — | -10.83% | |
| 32 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.66% | -0.01% | -2.79% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | -0.16% | -5.93% | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.60% | -0.10% | -1.01% | |
| 35 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.60% | -0.02% | +8.54% | |
| 36 | PRU | Prudential Financial Inc | Stock-Financials | 0.57% | -0.02% | -0.09% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | -0.03% | -0.14% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.12% | -3.26% | |
| 39 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.44% | -0.03% | — | |
| 40 | COP | Conocophillips | Stock-Energy | 0.42% | -0.12% | -2.56% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.42% | -0.02% | -1.16% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.05% | -13.75% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.08% | +5.80% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.41% | -0.01% | -7.18% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.04% | -1.40% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.01% | -2.53% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.37% | -0.04% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.05% | -3.13% | |
| 49 | RJF | Raymond James Financial Inc | Stock-Financials | 0.35% | — | — | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.35% | -0.12% | -12.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.5% | -0.69% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.3% | +0.22% | Add |
| 3 | USHY | Ishares Broad Usd High Yield | +0.3% | +15.97% | Add |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | +0.3% | +6.81% | Add |
| 5 | SFLR | Innovator Eqty Mgd Floor ETF | +0.3% | +15.47% | Add |
| 6 | VTV | Vanguard Value ETF | +0.3% | +5.58% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.2% | +2.86% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -0.81% | Trim |
| 9 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 10 | VO | Vanguard Mid-cap ETF | +0.1% | +14.97% | Add |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +65.34% | Add |
| 12 | RSG | Republic Services Inc | +0.1% | NEW | New buy |
| 13 | AZO | Autozone Inc | +0.1% | NEW | New buy |
| 14 | ELV | Elevance Health Inc | +0.1% | NEW | New buy |
| 15 | AEE | Ameren Corporation | +0.1% | NEW | New buy |
| 16 | FDL | First Trust Morn Dvd Lead In | +0.1% | -4.23% | Trim |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -1.87% | Trim |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | +0.1% | +8.54% | Add |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +0.52% | Add |
| 20 | WMT | Walmart Inc | 0% | -2.15% | Trim |
| 21 | VT | Vanguard Tot World Stk ETF | 0% | -1.98% | Trim |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.40% | Trim |
| 23 | FVD | First Trust Value Line Dvd | 0% | -12.27% | Trim |
| 24 | VZ | Verizon Communications Inc | 0% | -23.65% | Trim |
| 25 | IYW | Ishares Ustechnology ETF | 0% | +1.45% | Add |
| 26 | GSLC | Goldman Activebeta US Lc ETF | 0% | -10.18% | Trim |
| 27 | RJF | Raymond James Financial Inc | 0% | — | Unchanged |
| 28 | HD | Home Depot Inc | 0% | -6.80% | Trim |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | -0.1% | -2.14% | Trim |
| 30 | NVDA | Nvidia CORP | -0.1% | +5.80% | Add |
| 31 | CRM | Salesforce Inc | -0.1% | -7.00% | Trim |
| 32 | IJR | Ishares Core S&p Small-cap E | -0.1% | +5.50% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.45% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.1% | -7.34% | Trim |
| 35 | FTCS | First Trust Capital Strength | -0.1% | -7.48% | Trim |
| 36 | VOO | Vanguard S&p 500 ETF | -0.1% | +1.80% | Add |
| 37 | ETN | Eaton Corporation plc | -0.1% | -1.16% | Trim |
| 38 | PFF | Ishares Preferred & Income S | -0.1% | -10.83% | Trim |
| 39 | BAC | Bank Of America CORP | -0.1% | EXIT | Sold out |
| 40 | NXPI | NXP Semiconductors N.V. | -0.1% | EXIT | Sold out |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -1.70% | Trim |
| 42 | MSFT | Microsoft CORP | -0.1% | -3.15% | Trim |
| 43 | AVGO | Broadcom Inc | -0.1% | -2.20% | Trim |
| 44 | PLTR | Palantir Technologies Inc-a | -0.1% | EXIT | Sold out |
| 45 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | -13.75% | Trim |
| 47 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.2% | -2.97% | Trim |
| 48 | AAPL | Apple Inc | -0.2% | -0.66% | Trim |
| 49 | VXF | Vanguard Extended Market ETF | -0.3% | -2.44% | Trim |
| 50 | IWF | Ishares Russell 1000 Growth | -0.6% | +1.83% | 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 122 disclosed positions in Q1 2025.
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 Q1 2025.
Top New Position Initiated
ABBV
市值: $230.1K
Top Position Liquidated / Trimmed
PLTR
前期市值: $257.1K
During Q1 2025, Wetzel Investment Advisors, Inc.'s top holdings by market value included VXUS (8.1%)、IWF (8.0%)、VOO (6.4%). The largest single position, VXUS, represented 8.1% of total portfolio value.
In Q1 2025, Wetzel Investment Advisors, Inc. made 49 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 25 holdings, and fully liquidating 4 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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