Sponsored

The Analysis of WETZEL INVESTMENT ADVISORS, INC.'s Holdings & P&L

Currently, WETZEL INVESTMENT ADVISORS, INC. holds 131 types of securities in its portfolio with a total value $251.5M. In the most recent quarter, they have increased their positions in SFLR (+53.0K shares, valued at $1.9M), DYNF (+31.6K shares, valued at $1.8M), VTV (+8.9K shares, valued at $1.7M); decreased their positions in VXUS (-7.3K shares, valued at $560.5K), ICVT (-3.0K shares, valued at $308.0K), CME (-568 shares, valued at $167.8K); initiated new positions in VBR (+1.2K shares, valued at $250.5K), PSX (+1.3K shares, valued at $235.7K), AEE (+2.0K shares, valued at $219.8K).

1M P&L

-70.7M-23.83%

3M P&L

-73.2M-24.47%

HY P&L

-64.9M-22.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A174.1M

77.3%

2Drug Manufacturers - General12.2M

5.4%

3Banks - Diversified11.7M

5.2%

Top Industries by Stock Count

1N/A72 stocks

59.0%

2Drug Manufacturers - General4 stocks

3.3%

3Insurance - Property & Casualty3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR55.5K shares1.87%2026-03-312026-04-22

SFLR INNOVATOR ETFS TRUST489.4K shares12.13%2026-03-312026-04-22

VTV VANGUARD INDEX FDS87.8K shares11.28%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS27.2K shares6.22%2026-03-312026-04-22

VXUS VANGUARD STAR FDS164.0K shares-4.24%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO39.7K shares-0.47%2026-03-312026-04-22

BRTR BLACKROCK ETF TRUST II224.6K shares6.80%2026-03-312026-04-22

LLY ELI LILLY & CO11.3K shares3.78%2026-03-312026-04-22

Sponsored

GOVT ISHARES TR234.2K shares6.55%2026-03-312026-04-22

IEMG ISHARES INC71.2K shares1.16%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T7.6K shares1.35%2026-03-312026-04-22

VXF VANGUARD INDEX FDS23.0K shares-2.60%2026-03-312026-04-22

SPIB SPDR SERIES TRUST138.8K shares1.78%2026-03-312026-04-22

ICVT ISHARES TR43.4K shares-6.52%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST74.0K shares74.54%2026-03-312026-04-22

JHMM JOHN HANCOCK EXCHANGE TRADED58.4K shares22.94%2026-03-312026-04-22

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T50.9K shares-3.47%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC31.6K shares0.64%2026-03-312026-04-22

AAPL APPLE INC14.0K shares-4.23%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II64.3K shares3.10%2026-03-312026-04-22

FDL FIRST TR EXCHANGE-TRADED FD62.2K shares-1.69%2026-03-312026-04-22

IJH ISHARES TR45.3K shares-1.90%2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II24.4K shares-1.45%2026-03-312026-04-22

FTCS FIRST TR EXCHANGE-TRADED FD28.4K shares-0.20%2026-03-312026-04-22

Sponsored

WMT WALMART INC20.2K shares22.28%2026-03-312026-04-22

EMGF ISHARES INC35.7K shares70.99%2026-03-312026-04-22

VO VANGUARD INDEX FDS6.9K shares-0.46%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS9.2K shares-0.35%2026-03-312026-04-22

MPC MARATHON PETE CORP7.8K shares-2.52%2026-03-312026-04-22

MSFT MICROSOFT CORP4.0K shares-9.99%2026-03-312026-04-22

ALPHABET INC ALPHABET INC5.2K shares-7.35%2026-03-312026-04-22

QDPL PACER FDS TR35.9K shares0.56%2026-03-312026-04-22

Sponsored

DMAR FIRST TR EXCHNG TRADED FD VI33.7K shares-1.95%2026-03-312026-04-22

NVDA NVIDIA CORPORATION8.0K shares-5.12%2026-03-312026-04-22

IWD ISHARES TR6.2K shares-1.22%2026-03-312026-04-22

NBSD NEUBERGER BERMAN ETF TRUST25.6K shares68.66%2026-03-312026-04-22

USHY ISHARES TR35.2K shares4.50%2026-03-312026-04-22

USMV ISHARES TR13.6K shares-6.55%2026-03-312026-04-22

IEFA ISHARES TR13.5K shares-10.16%2026-03-312026-04-22

FEX FIRST TR EXCHANGE-TRADED ALP9.5K shares-0.11%2026-03-312026-04-22

Sponsored

APA CORPORATION APA CORPORATION25.9K shares21.07%2026-03-312026-04-22

BROADCOM INC BROADCOM INC3.3K shares-5.77%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC2.9K shares-1.72%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON4.1K shares-2.87%2026-03-312026-04-22

PRU PRUDENTIAL FINL INC10.0K shares-0.05%2026-03-312026-04-22

COP CONOCOPHILLIPS7.3K shares0.00%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.7K shares-0.06%2026-03-312026-04-22

XOM EXXON MOBIL CORP5.6K shares-11.79%2026-03-312026-04-22

Sponsored

BAC-PL BANK AMERICA CORP700 shares0.00%2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS16.8K shares53.82%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS15.5K shares0.96%2026-03-312026-04-22

COWZ PACER FDS TR11.5K shares16.16%2026-03-312026-04-22

UNP UNION PAC CORP2.9K shares-2.97%2026-03-312026-04-22

FITB FIFTH THIRD BANCORP15.1K shares-1.60%2026-03-312026-04-22

IYW ISHARES TR3.9K shares0.00%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS4.8K shares-0.85%2026-03-312026-04-22

Sponsored

THRO BLACKROCK ETF TRUST19.3K shares119.53%2026-03-312026-04-22

DMAY FIRST TR EXCHNG TRADED FD VI15.2K shares-0.34%2026-03-312026-04-22

IJR ISHARES TR5.3K shares-13.79%2026-03-312026-04-22

RJF RAYMOND JAMES FINL INC4.5K shares12.41%2026-03-312026-04-22

ITOT ISHARES TR4.4K shares-3.90%2026-03-312026-04-22

PFE PFIZER INC21.6K shares8.05%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS7.6K shares67.98%2026-03-312026-04-22

HDEF DBX ETF TR18.4K shares54.89%2026-03-312026-04-22

Sponsored

MSI MOTOROLA SOLUTIONS INC1.4K shares-2.57%2026-03-312026-04-22

ICSH ISHARES TR11.7K shares64.15%2026-03-312026-04-22

ALL ALLSTATE CORP2.8K shares-1.14%2026-03-312026-04-22

CNP CENTERPOINT ENERGY INC13.4K shares-1.35%2026-03-312026-04-22

FVD FIRST TR EXCHANGE-TRADED FD12.1K shares-13.60%2026-03-312026-04-22

SRLN SSGA ACTIVE ETF TR13.8K shares32.84%2026-03-312026-04-22

MINO PIMCO ETF TR12.0K shares0.00%2026-03-312026-04-22

AMZN AMAZON COM INC2.6K shares-13.74%2026-03-312026-04-22

Sponsored

TT TRANE TECHNOLOGIES PLC1.3K shares-2.53%2026-03-312026-04-22

VT VANGUARD INTL EQUITY INDEX F3.7K shares-7.21%2026-03-312026-04-22

CB CHUBB LTD SWITZ1.5K shares-9.65%2026-03-312026-04-22

GSLC GOLDMAN SACHS ETF TR3.8K shares-0.68%2026-03-312026-04-22

IWB ISHARES TR1.3K shares0.00%2026-03-312026-04-22

CME CME GROUP INC1.5K shares-27.31%2026-03-312026-04-22

DGRO ISHARES TR6.3K shares88.68%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F7.5K shares62.32%2026-03-312026-04-22

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.8K shares-0.21%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC3.4K shares-8.49%2026-03-312026-04-22

HIG HARTFORD INSURANCE GROUP INC3.0K shares0.00%2026-03-312026-04-22

HD HOME DEPOT INC1.2K shares-12.09%2026-03-312026-04-22

META META PLATFORMS INC686 shares-1.58%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR2.6K shares0.15%2026-03-312026-04-22

FDVV FIDELITY COVINGTON TRUST6.8K shares51.46%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR14.7K shares0.00%2026-03-312026-04-22

Sponsored

XLE SELECT SECTOR SPDR TR5.9K shares0.02%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC7.2K shares-19.90%2026-03-312026-04-22

GOLY STRATEGY SHS12.2K shares55.22%2026-03-312026-04-22

CSCO CISCO SYS INC4.5K shares-7.74%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION2.6K shares-15.47%2026-03-312026-04-22

CVX CHEVRON CORPORATION1.6K shares-1.49%2026-03-312026-04-22

WM WASTE MGMT INC DEL1.3K shares-17.00%2026-03-312026-04-22

VOE VANGUARD INDEX FDS1.7K shares39.24%2026-03-312026-04-22

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F6.4K shares-1.05%2026-03-312026-04-22

IYG ISHARES TR3.7K shares0.00%2026-03-312026-04-22

MIRM MIRUM PHARMACEUTICALS INC3.3K shares26.92%2026-03-312026-04-22

AGG ISHARES TR3.1K shares0.03%2026-03-312026-04-22

DJAN FIRST TR EXCHNG TRADED FD VI7.1K shares-1.80%2026-03-312026-04-22

FXH FIRST TR EXCHANGE-TRADED FD2.7K shares0.00%2026-03-312026-04-22

UNM UNUM GROUP4.1K shares-2.39%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC869 shares-25.66%2026-03-312026-04-22

Sponsored

CALF PACER FDS TR6.5K shares-6.41%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR9.3K shares0.00%2026-03-312026-04-22

XLI SELECT SECTOR SPDR TR1.8K shares1.20%2026-03-312026-04-22

WBS WEBSTER FINL CORP4.0K shares0.00%2026-03-312026-04-22

NI NISOURCE INC5.8K shares0.00%2026-03-312026-04-22

INTF ISHARES TR7.0K shares-15.26%2026-03-312026-04-22

EFA ISHARES TR2.8K shares6.10%2026-03-312026-04-22

XLY SELECT SECTOR SPDR TR2.5K shares-0.20%2026-03-312026-04-22

Sponsored

POR PORTLAND GEN ELEC CO5.0K shares0.00%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-8.92%2026-03-312026-04-22

TJX TJX COS INC NEW1.6K shares-7.12%2026-03-312026-04-22

QCOM QUALCOMM INC2.0K shares0.81%2026-03-312026-04-22

VBR VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-04-22

SDY SPDR SERIES TRUST1.7K shares-24.48%2026-03-312026-04-22

V VISA INC818 shares-4.66%2026-03-312026-04-22

KO COCA COLA CO3.2K shares-1.77%2026-03-312026-04-22

Sponsored

JXN JACKSON FINANCIAL INC2.3K shares0.00%2026-03-312026-04-22

XLC SELECT SECTOR SPDR TR2.1K shares-0.28%2026-03-312026-04-22

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-04-22

DRI DARDEN RESTAURANTS INC1.2K shares-11.75%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I799 shares-15.45%2026-03-312026-04-22

AEE AMEREN CORP2.0K sharesnew addition2026-03-312026-04-22

CRM SALESFORCE INC1.2K shares-12.66%2026-03-312026-04-22

MTRN MATERION CORP1.5K sharesnew addition2026-03-312026-04-22

Sponsored

ABBV ABBVIE INC988 shares0.00%2026-03-312026-04-22

TSLA TESLA INC569 shares3.08%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR1.5K shares-2.40%2026-03-312026-04-22

IWF

ISHARES TR

1.87%

Shares55.5K

Event2026-03-31

Filed2026-04-22

SFLR

INNOVATOR ETFS TRUST

12.13%

Shares489.4K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

11.28%

Shares87.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

6.22%

Shares27.2K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

-4.24%

Shares164.0K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-0.47%

Shares39.7K

Event2026-03-31

Filed2026-04-22

BRTR

BLACKROCK ETF TRUST II

6.80%

Shares224.6K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

3.78%

Shares11.3K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

6.55%

Shares234.2K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

1.16%

Shares71.2K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

1.35%

Shares7.6K

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

-2.60%

Shares23.0K

Event2026-03-31

Filed2026-04-22

SPIB

SPDR SERIES TRUST

1.78%

Shares138.8K

Event2026-03-31

Filed2026-04-22

ICVT

ISHARES TR

-6.52%

Shares43.4K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

74.54%

Shares74.0K

Event2026-03-31

Filed2026-04-22

JHMM

JOHN HANCOCK EXCHANGE TRADED

22.94%

Shares58.4K

Event2026-03-31

Filed2026-04-22

SPHQ

INVESCO EXCHANGE TRADED FD T

-3.47%

Shares50.9K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

0.64%

Shares31.6K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-4.23%

Shares14.0K

Event2026-03-31

Filed2026-04-22

BINC

BLACKROCK ETF TRUST II

3.10%

Shares64.3K

Event2026-03-31

Filed2026-04-22

FDL

FIRST TR EXCHANGE-TRADED FD

-1.69%

Shares62.2K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-1.90%

Shares45.3K

Event2026-03-31

Filed2026-04-22

SPMO

INVESCO EXCH TRADED FD TR II

-1.45%

Shares24.4K

Event2026-03-31

Filed2026-04-22

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.20%

Shares28.4K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

22.28%

Shares20.2K

Event2026-03-31

Filed2026-04-22

EMGF

ISHARES INC

70.99%

Shares35.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-0.46%

Shares6.9K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-0.35%

Shares9.2K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

-2.52%

Shares7.8K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-9.99%

Shares4.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-7.35%

Shares5.2K

Event2026-03-31

Filed2026-04-22

QDPL

PACER FDS TR

0.56%

Shares35.9K

Event2026-03-31

Filed2026-04-22

DMAR

FIRST TR EXCHNG TRADED FD VI

-1.95%

Shares33.7K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-5.12%

Shares8.0K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

-1.22%

Shares6.2K

Event2026-03-31

Filed2026-04-22

NBSD

NEUBERGER BERMAN ETF TRUST

68.66%

Shares25.6K

Event2026-03-31

Filed2026-04-22

USHY

ISHARES TR

4.50%

Shares35.2K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

-6.55%

Shares13.6K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

-10.16%

Shares13.5K

Event2026-03-31

Filed2026-04-22

FEX

FIRST TR EXCHANGE-TRADED ALP

-0.11%

Shares9.5K

Event2026-03-31

Filed2026-04-22

APA CORPORATION

21.07%

Shares25.9K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-5.77%

Shares3.3K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

-1.72%

Shares2.9K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-2.87%

Shares4.1K

Event2026-03-31

Filed2026-04-22

PRU

PRUDENTIAL FINL INC

-0.05%

Shares10.0K

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-11.79%

Shares5.6K

Event2026-03-31

Filed2026-04-22

BAC-PL

BANK AMERICA CORP

0.00%

Shares700

Event2026-03-31

Filed2026-04-22

BNDX

VANGUARD CHARLOTTE FDS

53.82%

Shares16.8K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

0.96%

Shares15.5K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

16.16%

Shares11.5K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

-2.97%

Shares2.9K

Event2026-03-31

Filed2026-04-22

FITB

FIFTH THIRD BANCORP

-1.60%

Shares15.1K

Event2026-03-31

Filed2026-04-22

IYW

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

-0.85%

Shares4.8K

Event2026-03-31

Filed2026-04-22

THRO

BLACKROCK ETF TRUST

119.53%

Shares19.3K

Event2026-03-31

Filed2026-04-22

DMAY

FIRST TR EXCHNG TRADED FD VI

-0.34%

Shares15.2K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

-13.79%

Shares5.3K

Event2026-03-31

Filed2026-04-22

RJF

RAYMOND JAMES FINL INC

12.41%

Shares4.5K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

-3.90%

Shares4.4K

Event2026-03-31

Filed2026-04-22

PFE

PFIZER INC

8.05%

Shares21.6K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

67.98%

Shares7.6K

Event2026-03-31

Filed2026-04-22

HDEF

DBX ETF TR

54.89%

Shares18.4K

Event2026-03-31

Filed2026-04-22

MSI

MOTOROLA SOLUTIONS INC

-2.57%

Shares1.4K

Event2026-03-31

Filed2026-04-22

ICSH

ISHARES TR

64.15%

Shares11.7K

Event2026-03-31

Filed2026-04-22

ALL

ALLSTATE CORP

-1.14%

Shares2.8K

Event2026-03-31

Filed2026-04-22

CNP

CENTERPOINT ENERGY INC

-1.35%

Shares13.4K

Event2026-03-31

Filed2026-04-22

FVD

FIRST TR EXCHANGE-TRADED FD

-13.60%

Shares12.1K

Event2026-03-31

Filed2026-04-22

SRLN

SSGA ACTIVE ETF TR

32.84%

Shares13.8K

Event2026-03-31

Filed2026-04-22

MINO

PIMCO ETF TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-13.74%

Shares2.6K

Event2026-03-31

Filed2026-04-22

TRANE TECHNOLOGIES PLC

-2.53%

Shares1.3K

Event2026-03-31

Filed2026-04-22

VANGUARD INTL EQUITY INDEX F

-7.21%

Shares3.7K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

-9.65%

Shares1.5K

Event2026-03-31

Filed2026-04-22

GSLC

GOLDMAN SACHS ETF TR

-0.68%

Shares3.8K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

CME

CME GROUP INC

-27.31%

Shares1.5K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

88.68%

Shares6.3K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

62.32%

Shares7.5K

Event2026-03-31

Filed2026-04-22

INVESCO EXCH TRADED FD TR II

-0.21%

Shares5.8K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-8.49%

Shares3.4K

Event2026-03-31

Filed2026-04-22

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-12.09%

Shares1.2K

Event2026-03-31

Filed2026-04-22