Wetzel Investment Advisors, Inc. Reduced Holdings in Q1 2025

Wetzel Investment Advisors, Inc.

  • $192 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
-50
- 2.19%
$94.84 - $105.31 $4.74K - $5.27K
2.23K $214K
IYG
Ishares Tr

ETFs
-96
- 2.26%
$74.6 - $84.81 $7.16K - $8.14K
4.16K $326K
JCI
Johnson Controls International PLC

Industrials
-103
- 2.8%
$76.12 - $90.6 $7.84K - $9.33K
3.57K $286K
CSCO
Cisco Systems, Inc.

Technology
-255
- 4.36%
$58.74 - $64.87 $15K - $16.5K
5.6K $345K
V
Visa Inc.

Financial Services
-103
- 9.86%
$306.92 - $362.71 $31.6K - $37.4K
942 $330K
T
At&T Inc.

Communication Services
-1.64K
- 18.31%
$21.56 - $28.28 $35.3K - $46.3K
7.31K $206K
CL
Colgate Palmolive CO

Consumer Defensive
-24
- 1.08%
$85.68 - $97.5 $2.06K - $2.34K
2.19K $205K
UNP
Union Pacific Corp

Industrials
-83
- 2.53%
$225.21 - $254.42 $18.7K - $21.1K
3.2K $756K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-348
- 5.99%
$74.85 - $84.89 $26K - $29.5K
5.46K $446K
ADP
Automatic Data Processing Inc

Industrials
-26
- 1.73%
$286.85 - $318.64 $7.46K - $8.28K
1.48K $452K
ICE
Intercontinental Exchange, Inc.

Financial Services
-152
- 8.12%
$142.8 - $176.36 $21.7K - $26.8K
1.72K $296K
XLE
Energy Sector Spdr

ETFs
-54
- 1.61%
$85.7 - $93.96 $4.63K - $5.07K
3.29K $307K
CVX
Chevron Corp

Energy
-108
- 5.58%
$146.71 - $167.97 $15.8K - $18.1K
1.83K $305K
COP
Conocophillips

Energy
-210
- 2.56%
$88.6 - $105.85 $18.6K - $22.2K
8.01K $841K
DRI
Darden Restaurants Inc

Consumer Cyclical
-31
- 1.9%
$180.02 - $208.56 $5.58K - $6.47K
1.6K $332K
MPC
Marathon Petroleum Corp

Energy
-83
- 1.01%
$134.72 - $159.03 $11.2K - $13.2K
8.16K $1.19M
CB
Chubb LTD

Financial Services
-22
- 1.18%
$257.71 - $301.99 $5.67K - $6.64K
1.84K $556K
KO
Coca Cola CO

Consumer Defensive
-20
- 0.38%
$60.81 - $72.32 $1.22K - $1.45K
5.26K $376K
CNP
Centerpoint Energy Inc

Utilities
-251
- 1.81%
$30.87 - $36.25 $7.75K - $9.1K
13.6K $493K
XOM
Exxon Mobil Corp

Energy
-248
- 3.26%
$105.44 - $118.93 $26.1K - $29.5K
7.37K $876K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-310
- 1.58%
$87.68 - $94.52 $27.2K - $29.3K
19.3K $1.81M
CME
Cme Group Inc.

Financial Services
-14
- 0.62%
$225.82 - $266.54 $3.16K - $3.73K
2.25K $597K
JNJ
Johnson & Johnson

Healthcare
-139
- 3.13%
$142.06 - $167.7 $19.7K - $23.3K
4.31K $714K
IEFA
Ishares Tr

ETFs
-583
- 1.87%
$69.57 - $78.65 $40.6K - $45.9K
30.6K $2.31M
FDL
First Tr Morningstar Dividend

ETFs
-4.59K
- 4.23%
$39.69 - $43.83 $182K - $201K
104K $4.51M
JPM
Jpmorgan Chase & CO

Financial Services
-363
- 0.81%
$225.19 - $279.95 $81.7K - $102K
44.5K $10.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.79K
- 0.69%
$58.01 - $64.46 $104K - $115K
258K $16M
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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