Wetzel Investment Advisors, Inc. Purchases in Q3 2025

Wetzel Investment Advisors, Inc.

  • $203 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 0.21%
$567.77 - $614.76 $29.5K - $32K
25K $15.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
964
+ 14.72%
$617.65 - $666.84 $595K - $643K
7.51K $5M
AAPL
Apple Inc.

Technology
2
+ 0.01%
$202.38 - $256.87 $405 - $514
14.4K $3.67M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17.8K
+ 9.24%
$22.64 - $23.22 $404K - $414K
211K $4.88M
BNDX
Vanguard Total International B

ETFs
7.11K
New
$49.0 - $49.51 $348K - $352K
7.11K $351K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.7K
New
$21.69 - $23.34 $319K - $343K
14.7K $342K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.29K
New
$72.57 - $74.72 $312K - $321K
4.29K $319K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.81K
+ 20.19%
$54.35 - $59.32 $207K - $226K
22.6K $1.34M
INTF
Ishares Tr

ETFs
7.99K
New
$33.72 - $36.17 $269K - $289K
7.99K $286K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.33K
New
$28.15 - $30.13 $263K - $281K
9.33K $276K
JHMM
John Hancock Multifactor Mid C

ETFs
1.3K
+ 3.08%
$61.22 - $65.26 $79.3K - $84.5K
43.3K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
522
New
$293.94 - $444.72 $153K - $232K
522 $232K
JXN
Jackson Financial Inc.

Financial Services
2.2K
New
$84.06 - $103.8 $185K - $228K
2.2K $222K
AZO
Autozone Inc

Consumer Cyclical
51
New
$3649.42 - $4354.54 $186K - $222K
51 $218K
MPC
Marathon Petroleum Corp

Energy
10
+ 0.12%
$158.59 - $198.69 $1.59K - $1.99K
8.06K $1.55M
AEE
Ameren Corp

Utilities
2K
New
$95.0 - $104.38 $190K - $209K
2K $208K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.59K
New
$55.61 - $57.37 $200K - $206K
3.59K $205K
MU
Micron Technology Inc

Technology
1.23K
New
$104.88 - $168.89 $129K - $208K
1.23K $205K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.72K
New
$49.43 - $54.52 $184K - $203K
3.72K $201K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.8K
New
$23.82 - $25.84 $186K - $202K
7.8K $200K
EMGF
Ishares Msci Emerging Markets

ETFs
2.17K
+ 15.65%
$51.93 - $56.75 $112K - $123K
16K $905K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.31K
+ 2.54%
$33.26 - $34.01 $110K - $113K
134K $4.53M
APA
Apa Corp

Energy
302
+ 1.53%
$18.06 - $24.69 $5.45K - $7.46K
20.1K $486K
PFE
Pfizer Inc

Healthcare
1.32K
+ 7.02%
$23.29 - $25.88 $30.7K - $34.1K
20.1K $511K
ICSH
Blackrock Ultra Short Term Bon

ETFs
715
+ 16.1%
$50.52 - $50.75 $36.1K - $36.3K
5.16K $261K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
402
+ 13.8%
$78.11 - $79.07 $31.4K - $31.8K
3.31K $261K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
779
+ 10.07%
$28.42 - $30.45 $22.1K - $23.7K
8.52K $250K
SRLN
Ssga Active Trust

ETFs
304
+ 3.71%
$41.28 - $41.65 $12.5K - $12.7K
8.49K $353K
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.32%
$211.65 - $238.24 $2.12K - $2.38K
3.13K $686K
SFLR
Innovator Etfs Tr Equity Manag
14.9K
+ 3.74%
N/A
413K $0
Blackrock ETF Trust Ii
7.47K
+ 14.25%
N/A
59.9K $0
Blackrock ETF Trust Ii
14.8K
+ 7.91%
N/A
202K $0
Neuberger Berman ETF Trust
1.28K
+ 13.33%
N/A
10.9K $0
CRM
Salesforce, Inc.

Technology
86
+ 6.91%
$231.66 - $273.65 $19.9K - $23.5K
1.33K $315K
LLY
Eli Lilly & CO

Healthcare
8
+ 0.08%
$625.65 - $812.69 $5.01K - $6.5K
9.67K $7.38M
Activity Summary
Buys All Purchases 36 New Holdings 13 Increased Positions 23 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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