Wetzel Investment Advisors, Inc. Reduced Holdings in Q3 2025

Wetzel Investment Advisors, Inc.

  • $203 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-282
- 4.28%
$108.46 - $120.63 $30.6K - $34K
6.3K $748K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-77
- 1.61%
$135.0 - $146.02 $10.4K - $11.2K
4.7K $684K
HD
Home Depot, Inc.

Consumer Cyclical
-32
- 2.31%
$357.4 - $423.42 $11.4K - $13.5K
1.35K $548K
ORCL
Oracle Corp

Technology
-56
- 6.07%
$218.96 - $328.33 $12.3K - $18.4K
866 $243K
FEX
First Tr Large Cap Core Alphde

ETFs
-182
- 1.85%
$110.0 - $117.08 $20K - $21.3K
9.68K $1.13M
FDL
First Tr Morningstar Dividend

ETFs
-1.21K
- 1.87%
$41.96 - $44.59 $50.9K - $54.1K
63.7K $2.77M
ETN
Eaton Corp PLC

Industrials
-9
- 0.3%
$342.99 - $392.76 $3.09K - $3.53K
2.94K $1.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-53
- 0.82%
$192.76 - $203.86 $10.2K - $10.8K
6.37K $1.3M
FTCS
First Trust Capital Strength E

ETFs
-234
- 0.81%
$89.72 - $93.74 $21K - $21.9K
28.8K $2.69M
WMT
Walmart Inc.

Consumer Defensive
-209
- 1.25%
$94.4 - $104.27 $19.7K - $21.8K
16.6K $1.71M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 0.56%
$279.83 - $293.74 $11.2K - $11.7K
7.04K $2.07M
AVGO
Broadcom Inc.

Technology
-126
- 3.45%
$264.74 - $369.57 $33.4K - $46.6K
3.53K $1.16M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-226
- 0.9%
$110.74 - $122.12 $25K - $27.6K
24.8K $3M
NVDA
Nvidia Corp

Technology
-54
- 0.71%
$153.3 - $186.58 $8.28K - $10.1K
7.54K $1.41M
C
Citigroup Inc

Financial Services
-3K
- 8.69%
$85.57 - $103.49 $257K - $310K
31.5K $3.2M
VXF
Vanguard Extended Market ETF

ETFs
-511
- 2.1%
$193.58 - $213.07 $98.9K - $109K
23.8K $4.98M
GOOGL
Alphabet Inc.

Communication Services
-8
- 0.15%
$174.36 - $254.72 $1.39K - $2.04K
5.3K $1.29M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-94
- 0.2%
$89.29 - $100.17 $8.39K - $9.42K
46.4K $4.64M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.3K
- 1.25%
$68.24 - $73.73 $157K - $169K
182K $13.4M
VTV
Vanguard Value ETF

ETFs
-136
- 0.18%
$175.51 - $186.57 $23.9K - $25.4K
76.1K $14.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-618
- 1.11%
$420.11 - $472.68 $260K - $292K
55.1K $25.8M
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
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email