Wetzel Investment Advisors, Inc. Purchases in Q2 2025

Wetzel Investment Advisors, Inc.

  • $191 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
12.1K
+ 27.63%
$320.42 - $424.58 $3.86M - $5.12M
55.7K $23.5M
VTV
Vanguard Value ETF

ETFs
38.8K
+ 103.47%
$153.67 - $176.74 $5.96M - $6.85M
76.3K $13.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
193K
New
$22.54 - $23.17 $4.35M - $4.47M
193K $4.44M
JHMM
John Hancock Multifactor Mid C

ETFs
42K
New
$50.32 - $61.13 $2.11M - $2.57M
42K $2.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
319
+ 1.29%
$456.74 - $568.03 $146K - $181K
25K $14.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.8K
New
$43.53 - $54.46 $820K - $1.03M
18.8K $1.03M
EMGF
Ishares Msci Emerging Markets

ETFs
13.8K
New
$41.37 - $52.07 $573K - $721K
13.8K $720K
C
Citigroup Inc

Financial Services
1.58K
+ 4.78%
$58.13 - $85.12 $91.6K - $134K
34.5K $2.94M
NVDA
Nvidia Corp

Technology
125
+ 1.67%
$94.31 - $157.99 $11.8K - $19.7K
7.59K $1.2M
APA
Apa Corp

Energy
19.8K
New
$14.03 - $21.24 $277K - $419K
19.8K $361K
PFE
Pfizer Inc

Healthcare
10.5K
+ 126.4%
$21.59 - $24.84 $226K - $260K
18.8K $454K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.91K
New
$77.74 - $78.78 $226K - $229K
2.91K $229K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.44K
New
$50.48 - $50.71 $224K - $225K
4.44K $225K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
7.74K
New
$24.63 - $29.39 $191K - $227K
7.74K $223K
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
New
$4164.15 - $5789.24 $154K - $214K
37 $214K
NXPI
Nxp Semiconductors N.V.

Technology
930
New
$153.5 - $218.72 $143K - $203K
930 $203K
ORCL
Oracle Corp

Technology
922
New
$122.82 - $218.63 $113K - $202K
922 $201K
MCK
Mckesson Corp

Healthcare
274
New
$652.83 - $732.78 $179K - $201K
274 $200K
CNP
Centerpoint Energy Inc

Utilities
6
+ 0.04%
$35.5 - $39.05 $213 - $234
13.6K $500K
TJX
Tjx Companies Inc

Consumer Cyclical
21
+ 1.09%
$119.13 - $135.03 $2.5K - $2.84K
1.95K $240K
Blackrock ETF Trust Ii
188K
New
N/A
188K $0
Blackrock ETF Trust Ii
52.4K
New
N/A
52.4K $0
SFLR
Innovator Etfs Tr Equity Manag
247K
+ 163.07%
N/A
398K $0
Neuberger Berman ETF Trust
9.63K
New
N/A
9.63K $0
ABBV
Abb Vie Inc.

Healthcare
38
+ 3.46%
$170.16 - $206.27 $6.47K - $7.84K
1.14K $210K
UNH
Unitedhealth Group Inc

Healthcare
102
+ 14.63%
$274.35 - $599.47 $28K - $61.1K
799 $249K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.02%
$713.71 - $898.95 $1.43K - $1.8K
9.66K $7.53M
Activity Summary
Buys All Purchases 28 New Holdings 15 Increased Positions 13 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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