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CIK: 0002009211
Total reported value
$288.7M
$288.7M
123 檔
26.9%
In Q2 2025, Wetzel Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $288.7M, distributed across 123 disclosed stock positions.
Wetzel Investment Advisors, Inc. executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 6 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, VOO, VTV) accounted for 26.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRTR
市值: $9.5M
Top Position Liquidated / Trimmed
PFF
前期市值: $1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.82% | -1.49% | +27.63% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.51% | +2.60% | +1.29% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 6.20% | -1.56% | +103.47% | |
| 4 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 6.12% | +1.54% | +163.07% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.86% | -0.19% | -0.60% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.82% | -1.40% | -28.46% | |
| 7 | BRTR | Ishares Total Return Act ETF | ETF-Other | 4.33% | -0.06% | — | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.44% | +0.56% | +0.02% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.14% | -0.14% | -10.70% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.03% | +1.55% | — | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.00% | -0.19% | -31.14% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.95% | -0.46% | -28.06% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.91% | -1.32% | -3.44% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.86% | — | -0.88% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.82% | +0.02% | -41.55% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.40% | -0.11% | -13.66% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.09% | -0.63% | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.34% | -0.09% | +4.78% | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.28% | +0.25% | -36.02% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.27% | -0.32% | — | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.24% | -0.24% | -37.41% | |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 1.21% | -0.14% | -27.64% | |
| 23 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.17% | +0.22% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.08% | -1.71% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | -0.05% | -17.75% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | -0.04% | -6.53% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.40% | -2.75% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.67% | -0.16% | -61.91% | |
| 29 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.65% | -0.06% | -6.68% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.63% | -0.07% | -23.43% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | -0.10% | -46.46% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.61% | -0.10% | -1.42% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.57% | -0.16% | -4.69% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.08% | +1.67% | |
| 35 | PRU | Prudential Financial Inc | Stock-Financials | 0.50% | -0.02% | — | |
| 36 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.50% | -0.01% | -22.71% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.48% | -0.02% | -3.65% | |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.47% | +1.08% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | -0.03% | -4.42% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.05% | -0.26% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.04% | -1.72% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.03% | -8.74% | |
| 43 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.39% | -0.03% | — | |
| 44 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.38% | -0.02% | +34.64% | |
| 45 | RJF | Raymond James Financial Inc | Stock-Financials | 0.35% | — | — | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.35% | +0.03% | -2.23% | |
| 47 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.33% | -0.01% | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | -0.09% | -85.25% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.33% | -0.01% | -2.84% | |
| 50 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.32% | -0.03% | -6.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRTR | Ishares Total Return Act ETF | +4.3% | NEW | New buy |
| 2 | SFLR | Innovator Eqty Mgd Floor ETF | +3.7% | +163.07% | Add |
| 3 | VTV | Vanguard Value ETF | +2.9% | +103.47% | Add |
| 4 | IWF | Ishares Russell 1000 Growth | +2.9% | +27.63% | Add |
| 5 | GOVT | Ishares US Treasury Bond ETF | +2% | NEW | New buy |
| 6 | BINC | Ishares Flex I A Etf-usd Inc | +1.3% | NEW | New buy |
| 7 | JHMM | John Hancock Multi Fact Mid | +1.2% | NEW | New buy |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.5% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +0.4% | -0.60% | Trim |
| 10 | EMGF | Ishares Emerging Markets Equ | +0.3% | NEW | New buy |
| 11 | NBSD | Neuberger Short Duration Inc | +0.2% | NEW | New buy |
| 12 | APA | Apa CORP | +0.2% | NEW | New buy |
| 13 | C | Citigroup Inc | +0.2% | +4.78% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | -1.71% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +1.67% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | -4.42% | Trim |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.29% | Add |
| 18 | PFE | Pfizer Inc | +0.1% | +126.40% | Add |
| 19 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | New buy |
| 20 | ICSH | Ishares Ultra Short Duration | +0.1% | NEW | New buy |
| 21 | HDEF | Xtrackers Msci Eafe High Div | +0.1% | NEW | New buy |
| 22 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | +34.64% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.88% | Trim |
| 24 | BBY | Best Buy Co Inc | -0.1% | EXIT | Sold out |
| 25 | EXE | Expand Energy CORP | -0.1% | EXIT | Sold out |
| 26 | FISV | Fiserv Inc | -0.2% | EXIT | Sold out |
| 27 | FEX | First Trust Large Cap Core A | -0.2% | -22.71% | Trim |
| 28 | SMMD | Ishares Russell 2500 ETF | -0.2% | EXIT | Sold out |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -40.27% | Trim |
| 30 | FAB | First Trust Multi Cap Value | -0.2% | EXIT | Sold out |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -17.75% | Trim |
| 32 | SDY | Ss Spdr S&p Dividend ETF | -0.3% | -60.78% | Trim |
| 33 | AAPL | Apple Inc | -0.3% | -0.63% | Trim |
| 34 | USMV | Ishares Msci USA Min Vol Fac | -0.3% | -23.43% | Trim |
| 35 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -13.66% | Trim |
| 36 | JPIB | Jpmorgan Intl Bnd ETF | -0.5% | -71.96% | Trim |
| 37 | SPMO | Invesco S&p 500 Momentum ETF | -0.5% | -36.02% | Trim |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | -46.46% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.6% | +0.02% | Add |
| 40 | FTCS | First Trust Capital Strength | -0.6% | -27.64% | Trim |
| 41 | PFF | Ishares Preferred & Income S | -0.7% | EXIT | Sold out |
| 42 | IEMG | Ishares Core Msci Emerging | -0.7% | -28.06% | Trim |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.8% | -82.33% | Trim |
| 44 | FDL | First Trust Morn Dvd Lead In | -1% | -37.41% | Trim |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | -1.2% | -31.14% | Trim |
| 46 | USHY | Ishares Broad Usd High Yield | -1.3% | -61.91% | Trim |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | -1.4% | -41.55% | Trim |
| 48 | VT | Vanguard Tot World Stk ETF | -1.8% | -87.57% | Trim |
| 49 | IJR | Ishares Core S&p Small-cap E | -2% | -85.25% | Trim |
| 50 | VXUS | Vanguard Total Intl Stock | -2.2% | -28.46% | 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 123 disclosed positions in Q2 2025.
During Q2 2025, Wetzel Investment Advisors, Inc.'s top holdings by market value included IWF (10.8%)、VOO (6.5%)、VTV (6.2%). The largest single position, IWF, represented 10.8% of total portfolio value.
In Q2 2025, Wetzel Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 9 positions, trimming 24 holdings, and fully liquidating 6 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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