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


Currently, WETZEL INVESTMENT ADVISORS, INC. holds 129 types of securities in its portfolio with a total value $234.3M. In the most recent quarter, they have increased their positions in BRTR (+14.8K shares, valued at $756.3K), SPY (+964 shares, valued at $644.0K), SFLR (+14.9K shares, valued at $537.1K); decreased their positions in JPM (-3.8K shares, valued at $1.2M), C (-3.0K shares, valued at $304.5K), IWF (-618 shares, valued at $289.5K); initiated new positions in BNDX (+7.1K shares, valued at $351.8K), SCHF (+14.7K shares, valued at $342.0K), BND (+4.3K shares, valued at $319.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IWF ISHARES TR55.1K shares-1.11%2025-09-302025-10-27history
VOO VANGUARD INDEX FDS25.0K shares0.21%2025-09-302025-10-27history
SFLR INNOVATOR ETFS TRUST413.0K shares3.74%2025-09-302025-10-27history
VTV VANGUARD INDEX FDS76.1K shares-0.18%2025-09-302025-10-27history
VXUS VANGUARD STAR FDS182.0K shares-1.25%2025-09-302025-10-27history
JPM JPMORGAN CHASE & CO.40.4K shares-8.70%2025-09-302025-10-27history
BRTR BLACKROCK ETF TRUST II202.4K shares7.91%2025-09-302025-10-27history
LLY ELI LILLY & CO9.7K shares0.08%2025-09-302025-10-27history
Sponsored
SPY SPDR S&P 500 ETF TR7.5K shares14.72%2025-09-302025-10-27history
VXF VANGUARD INDEX FDS23.8K shares-2.10%2025-09-302025-10-27history
GOVT ISHARES TR210.9K shares9.24%2025-09-302025-10-27history
ICVT ISHARES TR46.4K shares-0.20%2025-09-302025-10-27history
IEMG ISHARES INC69.9K shares-1.62%2025-09-302025-10-27history
SPIB SPDR SERIES TRUST133.7K shares2.54%2025-09-302025-10-27history
SPHQ INVESCO EXCHANGE TRADED FD T53.2K shares-4.57%2025-09-302025-10-27history
AAPL APPLE INC14.4K shares0.01%2025-09-302025-10-27history
Sponsored
C CITIGROUP INC31.5K shares-8.69%2025-09-302025-10-27history
BINC BLACKROCK ETF TRUST II59.9K shares14.25%2025-09-302025-10-27history
IJH ISHARES TR46.5K shares-5.43%2025-09-302025-10-27history
SPMO INVESCO EXCH TRADED FD TR II24.8K shares-0.90%2025-09-302025-10-27history
JHMM JOHN HANCOCK EXCHANGE TRADED43.3K shares3.08%2025-09-302025-10-27history
FDL FIRST TR EXCHANGE-TRADED FD63.7K shares-1.87%2025-09-302025-10-27history
FTCS FIRST TR EXCHANGE-TRADED FD28.8K shares-0.81%2025-09-302025-10-27history
MSFT MICROSOFT CORP4.6K shares-0.31%2025-09-302025-10-27history
Sponsored
VO VANGUARD INDEX FDS7.0K shares-0.56%2025-09-302025-10-27history
VIG VANGUARD SPECIALIZED FUNDS9.3K shares-4.58%2025-09-302025-10-27history
WMT WALMART INC16.6K shares-1.25%2025-09-302025-10-27history
MPC MARATHON PETE CORP8.1K shares0.12%2025-09-302025-10-27history
DMAR FIRST TR EXCHNG TRADED FD VI34.7K shares-4.14%2025-09-302025-10-27history
NVDA NVIDIA CORPORATION7.5K shares-0.71%2025-09-302025-10-27history
USMV ISHARES TR14.7K shares-0.68%2025-09-302025-10-27history
USHY ISHARES TR35.8K shares-8.95%2025-09-302025-10-27history
Sponsored
DYNF BLACKROCK ETF TRUST22.6K shares20.19%2025-09-302025-10-27history
IEFA ISHARES TR15.1K shares-7.70%2025-09-302025-10-27history
IWD ISHARES TR6.4K shares-0.82%2025-09-302025-10-27history
GOOGL ALPHABET INC5.3K shares-0.15%2025-09-302025-10-27history
AVGO BROADCOM INC3.5K shares-3.45%2025-09-302025-10-27history
FEX FIRST TR EXCHANGE-TRADED ALP9.7K shares-1.85%2025-09-302025-10-27history
ETN EATON CORP PLC2.9K shares-0.30%2025-09-302025-10-27history
QDPL PACER FDS TR25.5K shares23.79%2025-09-302025-10-27history
Sponsored
PRU PRUDENTIAL FINL INC9.9K shares-1.97%2025-09-302025-10-27history
QQQ INVESCO QQQ TR1.7K shares0.00%2025-09-302025-10-27history
EMGF ISHARES INC16.0K shares15.65%2025-09-302025-10-27history
BAC-PL BANK AMERICA CORP700 shares0.00%2025-09-302025-10-27history
RJF RAYMOND JAMES FINL INC5.0K shares0.00%2025-09-302025-10-27history
JNJ JOHNSON & JOHNSON4.2K shares0.00%2025-09-302025-10-27history
VTEB VANGUARD MUN BD FDS15.4K shares-12.16%2025-09-302025-10-27history
IYW ISHARES TR3.9K shares-10.90%2025-09-302025-10-27history
Sponsored
IJR ISHARES TR6.3K shares-4.28%2025-09-302025-10-27history
UNP UNION PAC CORP3.1K shares-1.64%2025-09-302025-10-27history
XOM EXXON MOBIL CORP6.4K shares0.00%2025-09-302025-10-27history
FITB FIFTH THIRD BANCORP15.4K shares0.00%2025-09-302025-10-27history
COP CONOCOPHILLIPS7.3K shares0.00%2025-09-302025-10-27history
AMZN AMAZON COM INC3.1K shares0.32%2025-09-302025-10-27history
ITOT ISHARES TR4.7K shares-1.61%2025-09-302025-10-27history
DMAY FIRST TR EXCHNG TRADED FD VI15.4K shares-5.24%2025-09-302025-10-27history
Sponsored
VYM VANGUARD WHITEHALL FDS4.8K shares-3.49%2025-09-302025-10-27history
FVD FIRST TR EXCHANGE-TRADED FD14.4K shares-2.05%2025-09-302025-10-27history
MSI MOTOROLA SOLUTIONS INC1.4K shares0.00%2025-09-302025-10-27history
ALL ALLSTATE CORP2.8K shares0.00%2025-09-302025-10-27history
VT VANGUARD INTL EQUITY INDEX F4.1K shares-2.71%2025-09-302025-10-27history
CME CME GROUP INC2.1K shares-0.71%2025-09-302025-10-27history
NBSD NEUBERGER BERMAN ETF TRUST10.9K shares13.33%2025-09-302025-10-27history
TT TRANE TECHNOLOGIES PLC1.3K shares-3.41%2025-09-302025-10-27history
Sponsored
HD HOME DEPOT INC1.4K shares-2.31%2025-09-302025-10-27history
MINO PIMCO ETF TR12.0K shares0.00%2025-09-302025-10-27history
CNP CENTERPOINT ENERGY INC13.5K shares-0.65%2025-09-302025-10-27history
PFE PFIZER INC20.1K shares7.02%2025-09-302025-10-27history
GSLC GOLDMAN SACHS ETF TR3.9K shares0.00%2025-09-302025-10-27history
META META PLATFORMS INC670 shares-0.74%2025-09-302025-10-27history
APA APA CORPORATION20.1K shares1.53%2025-09-302025-10-27history
CB CHUBB LIMITED1.7K shares-0.88%2025-09-302025-10-27history
Sponsored
IWB ISHARES TR1.3K shares0.00%2025-09-302025-10-27history
COWZ PACER FDS TR7.9K shares0.00%2025-09-302025-10-27history
SPLV INVESCO EXCH TRADED FD TR II5.9K shares-0.25%2025-09-302025-10-27history
ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2025-09-302025-10-27history
HIG HARTFORD INSURANCE GROUP INC3.0K shares0.00%2025-09-302025-10-27history
VZ VERIZON COMMUNICATIONS INC9.0K shares-3.88%2025-09-302025-10-27history
XLV SELECT SECTOR SPDR TR2.6K shares-4.87%2025-09-302025-10-27history
WM WASTE MGMT INC DEL1.6K shares0.00%2025-09-302025-10-27history
Sponsored
SRLN SSGA ACTIVE ETF TR8.5K shares3.71%2025-09-302025-10-27history
CSCO CISCO SYS INC5.2K shares-5.65%2025-09-302025-10-27history
BNDX VANGUARD CHARLOTTE FDS7.1K sharesnew addition2025-09-302025-10-27history
JCI JOHNSON CTLS INTL PLC3.1K shares-6.12%2025-09-302025-10-27history
SCHF SCHWAB STRATEGIC TR14.7K sharesnew addition2025-09-302025-10-27history
CALF PACER FDS TR7.7K shares-16.24%2025-09-302025-10-27history
MRK MERCK & CO INC4.0K shares-1.80%2025-09-302025-10-27history
IYG ISHARES TR3.7K shares-10.67%2025-09-302025-10-27history
Sponsored
JPIB J P MORGAN EXCHANGE TRADED F6.7K shares-3.99%2025-09-302025-10-27history
UNM UNUM GROUP4.2K shares0.00%2025-09-302025-10-27history
QCOM QUALCOMM INC1.9K shares-4.91%2025-09-302025-10-27history
BND VANGUARD BD INDEX FDS4.3K sharesnew addition2025-09-302025-10-27history
SDY SPDR SERIES TRUST2.3K shares-2.66%2025-09-302025-10-27history
CRM SALESFORCE INC1.3K shares6.91%2025-09-302025-10-27history
AGG ISHARES TR3.1K shares-5.30%2025-09-302025-10-27history
DJAN FIRST TR EXCHNG TRADED FD VI7.2K shares-1.23%2025-09-302025-10-27history
Sponsored
FXH FIRST TR EXCHANGE TRADED FD2.7K shares0.00%2025-09-302025-10-27history
XLY SELECT SECTOR SPDR TR1.2K shares-12.69%2025-09-302025-10-27history
V VISA INC858 shares0.00%2025-09-302025-10-27history
INTF ISHARES TR8.0K sharesnew addition2025-09-302025-10-27history
SCHM SCHWAB STRATEGIC TR9.3K sharesnew addition2025-09-302025-10-27history
MDT MEDTRONIC PLC2.8K shares-5.46%2025-09-302025-10-27history
XLE SELECT SECTOR SPDR TR3.0K shares-2.22%2025-09-302025-10-27history
TJX TJX COS INC NEW1.8K shares-6.74%2025-09-302025-10-27history
Sponsored
ICSH ISHARES TR5.2K shares16.10%2025-09-302025-10-27history
BSV VANGUARD BD INDEX FDS3.3K shares13.80%2025-09-302025-10-27history
XLI SELECT SECTOR SPDR TR1.7K shares-5.50%2025-09-302025-10-27history
DRI DARDEN RESTAURANTS INC1.4K shares-2.92%2025-09-302025-10-27history
UNH UNITEDHEALTH GROUP INC749 shares-6.26%2025-09-302025-10-27history
APD AIR PRODS & CHEMS INC943 shares-3.87%2025-09-302025-10-27history
CVX CHEVRON CORP NEW1.7K shares-1.14%2025-09-302025-10-27history
NI NISOURCE INC5.8K shares0.00%2025-09-302025-10-27history
Sponsored
HDEF DBX ETF TR8.5K shares10.07%2025-09-302025-10-27history
EFA ISHARES TR2.7K shares-0.08%2025-09-302025-10-27history
XLC SELECT SECTOR SPDR TR2.1K shares-6.66%2025-09-302025-10-27history
ORCL ORACLE CORP866 shares-6.07%2025-09-302025-10-27history
ABBV ABBVIE INC1.0K shares-8.98%2025-09-302025-10-27history
WBS WEBSTER FINL CORP4.0K shares-4.76%2025-09-302025-10-27history
ICE INTERCONTINENTAL EXCHANGE IN1.4K shares-2.72%2025-09-302025-10-27history
TSLA TESLA INC522 sharesnew addition2025-09-302025-10-27history
Sponsored
KO COCA COLA CO3.4K shares-11.38%2025-09-302025-10-27history
JXN JACKSON FINANCIAL INC2.2K sharesnew addition2025-09-302025-10-27history
POR PORTLAND GEN ELEC CO5.0K shares0.00%2025-09-302025-10-27history
AZO AUTOZONE INC51 sharesnew addition2025-09-302025-10-27history
AEE AMEREN CORP2.0K sharesnew addition2025-09-302025-10-27history
MU MICRON TECHNOLOGY INC1.2K sharesnew addition2025-09-302025-10-27history
JEPI J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2025-09-302025-10-27history
VWO VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2025-09-302025-10-27history
Sponsored
SCHB SCHWAB STRATEGIC TR7.8K sharesnew addition2025-09-302025-10-27history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available