Wetzel Investment Advisors, Inc. Reduced Holdings in Q4 2024

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.14K
- 14.54%
$31.23 - $33.51 $254K - $273K
47.9K $1.51M
FDL
First Tr Morningstar Dividend

ETFs
-3.28K
- 2.94%
$39.59 - $43.95 $130K - $144K
108K $4.36M
IEFA
Ishares Tr

ETFs
-253
- 0.81%
$70.06 - $77.43 $17.7K - $19.6K
31.2K $2.19M
FTCS
First Trust Capital Strength E

ETFs
-1.03K
- 2.33%
$87.62 - $94.03 $90.6K - $97.2K
43.3K $3.81M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-770
- 1.41%
$43.84 - $48.76 $33.8K - $37.5K
53.8K $2.37M
XOM
Exxon Mobil Corp

Energy
-361
- 4.52%
$105.51 - $125.37 $38.1K - $45.3K
7.62K $819K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-280
- 4.19%
$131.66 - $144.0 $36.9K - $40.3K
6.41K $846K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-450
- 2.25%
$88.59 - $94.57 $39.9K - $42.6K
19.6K $1.74M
JNJ
Johnson & Johnson

Healthcare
-67
- 1.48%
$143.34 - $165.86 $9.6K - $11.1K
4.45K $643K
FEX
First Tr Large Cap Core Alphde

ETFs
-850
- 6.08%
$103.29 - $112.88 $87.8K - $95.9K
13.1K $1.37M
VZ
Verizon Communications Inc

Communication Services
-102
- 0.71%
$39.6 - $45.21 $4.04K - $4.61K
14.3K $570K
MRK
Merck & Co., Inc.

Healthcare
-49
- 1.01%
$96.31 - $114.76 $4.72K - $5.62K
4.81K $478K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-553
- 13.1%
$96.64 - $101.23 $53.4K - $56K
3.67K $355K
UNP
Union Pacific Corp

Industrials
-11
- 0.33%
$223.15 - $249.32 $2.45K - $2.74K
3.29K $749K
BBY
Best Buy CO Inc

Consumer Cyclical
-39
- 1.16%
$85.2 - $101.35 $3.32K - $3.95K
3.33K $285K
KO
Coca Cola CO

Consumer Defensive
-118
- 2.19%
$61.74 - $71.71 $7.29K - $8.46K
5.28K $328K
QCOM
Qualcomm Inc

Technology
-142
- 6.42%
$150.4 - $178.04 $21.4K - $25.3K
2.07K $317K
MSFT
Microsoft Corp

Technology
-20
- 0.41%
$406.35 - $454.46 $8.13K - $9.09K
4.82K $2.03M
IWD
Ishares Russell 1000 Val ETF

ETFs
-87
- 1.2%
$183.23 - $199.79 $15.9K - $17.4K
7.17K $1.33M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-28
- 0.48%
$75.1 - $82.99 $2.1K - $2.32K
5.81K $439K
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 3.29%
$385.02 - $431.37 $20.8K - $23.3K
1.59K $618K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-384
- 1.95%
$49.79 - $51.14 $19.1K - $19.6K
19.3K $967K
FVD
First Tr Value Line Divid Inde

ETFs
-102
- 0.57%
$43.4 - $46.7 $4.43K - $4.76K
17.7K $773K
VIG
Vanguard Dividend Appreciation

ETFs
-192
- 1.57%
N/A
12.1K $2.19M
TT
Trane Technologies PLC

Industrials
-3
- 0.2%
$369.35 - $419.14 $1.11K - $1.26K
1.53K $563K
ICE
Intercontinental Exchange, Inc.

Financial Services
-36
- 1.89%
$148.29 - $166.93 $5.34K - $6.01K
1.87K $279K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-302
- 0.52%
$61.68 - $67.87 $18.6K - $20.5K
58K $3.61M
ALL
Allstate Corp

Financial Services
-156
- 4.63%
$181.25 - $208.2 $28.3K - $32.5K
3.21K $619K
CVX
Chevron Corp

Energy
-90
- 4.45%
$141.15 - $162.53 $12.7K - $14.6K
1.93K $280K
SPGI
S&P Global Inc.

Financial Services
-5
- 0.99%
$480.36 - $529.17 $2.4K - $2.65K
498 $248K
APD
Air Products & Chemicals, Inc.

Basic Materials
-2
- 0.17%
$285.5 - $335.62 $571 - $671
1.15K $334K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-92
- 5.11%
$481.22 - $538.17 $44.3K - $49.5K
1.71K $873K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-155
- 2.86%
$111.85 - $120.71 $17.3K - $18.7K
5.26K $605K
ADP
Automatic Data Processing Inc

Industrials
-93
- 5.82%
$280.08 - $307.97 $26K - $28.6K
1.51K $440K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-184
- 2.08%
$38.01 - $39.08 $6.99K - $7.19K
8.64K $337K
JCI
Johnson Controls International PLC

Industrials
-39
- 1.05%
$74.23 - $86.6 $2.89K - $3.38K
3.68K $290K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-269
- 1.44%
$39.69 - $41.26 $10.7K - $11.1K
18.4K $748K
CSCO
Cisco Systems, Inc.

Technology
-590
- 9.16%
$52.45 - $60.02 $30.9K - $35.4K
5.85K $346K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-92
- 1.67%
$124.26 - $134.12 $11.4K - $12.3K
5.43K $698K
XLK
Technology Sector Spdr

ETFs
-22
- 1.39%
$220.26 - $241.44 $4.85K - $5.31K
1.56K $362K
CME
Cme Group Inc.

Financial Services
-75
- 3.2%
$221.17 - $246.02 $16.6K - $18.5K
2.27K $526K
DMAR
First Tr Ex Tr Viii Cboe Vest
-422
- 1.06%
$37.14 - $38.49 $15.7K - $16.2K
39.3K $1.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-95
- 1.41%
$567.81 - $607.81 $53.9K - $57.7K
6.64K $3.89M
CNP
Centerpoint Energy Inc

Utilities
-149
- 1.06%
$28.58 - $32.66 $4.26K - $4.87K
13.9K $440K
DRI
Darden Restaurants Inc

Consumer Cyclical
-2
- 0.12%
$155.96 - $188.66 $312 - $377
1.63K $304K
TSLA
Tesla, Inc.

Consumer Cyclical
-193
- 23.45%
$213.65 - $479.86 $41.2K - $92.6K
630 $254K
UNM
Unum Group

Financial Services
-500
- 8.08%
$58.88 - $77.07 $29.4K - $38.5K
5.69K $415K
CRM
Salesforce, Inc.

Technology
-104
- 6.79%
$270.87 - $367.87 $28.2K - $38.3K
1.43K $477K
NVDA
Nvidia Corp

Technology
-211
- 2.9%
$117.0 - $148.88 $24.7K - $31.4K
7.06K $947K
Activity Summary
Buys All Purchases 45 New Holdings 8 Increased Positions 37 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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