Wetzel Investment Advisors, Inc. Sells in Q2 2025

Wetzel Investment Advisors, Inc.

  • $191 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38.1K
- 85.25%
$90.56 - $109.49 $3.45M - $4.17M
6.58K $719K
VT
Vanguard Total World Stk Index

ETFs
-29.9K
- 87.57%
$103.16 - $128.52 $3.08M - $3.84M
4.24K $545K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-73.3K
- 28.46%
$55.54 - $69.09 $4.07M - $5.06M
184K $12.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-39.6K
- 41.55%
$59.24 - $71.39 $2.35M - $2.83M
55.7K $3.97M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-64K
- 61.91%
$35.3 - $37.51 $2.26M - $2.4M
39.3K $1.48M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-59K
- 31.14%
$32.62 - $33.58 $1.92M - $1.98M
130K $4.38M
FDL
First Tr Morningstar Dividend

ETFs
-38.8K
- 37.41%
$38.19 - $43.19 $1.48M - $1.68M
64.9K $2.72M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-43K
- 82.33%
$32.0 - $39.87 $1.38M - $1.71M
9.23K $367K
IEMG
Ishares Inc

ETFs
-27.7K
- 28.06%
N/A
71.1K $3.81M
FTCS
First Trust Capital Strength E

ETFs
-11.1K
- 27.64%
$81.6 - $92.39 $904K - $1.02M
29K $2.64M
JPIB
Jpmorgan International Bond Op

ETFs
-17.8K
- 71.96%
$47.18 - $48.62 $841K - $867K
6.95K $337K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-14.1K
- 36.02%
$82.32 - $112.47 $1.16M - $1.58M
25K $2.81M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.62K
- 60.78%
$121.58 - $136.74 $440K - $494K
2.33K $316K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.52K
- 23.43%
$85.42 - $94.39 $386K - $426K
14.8K $1.39M
VIG
Vanguard Dividend Appreciation

ETFs
-2.1K
- 17.75%
N/A
9.71K $1.77M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.33K
- 40.27%
$47.46 - $55.3 $253K - $295K
7.9K $435K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.79K
- 13.66%
$51.16 - $62.02 $398K - $483K
49.2K $3.05M
AAPL
Apple Inc.

Technology
-91
- 0.63%
$172.42 - $223.89 $15.7K - $20.4K
14.4K $2.96M
FEX
First Tr Large Cap Core Alphde

ETFs
-2.9K
- 22.71%
$90.17 - $109.96 $261K - $319K
9.86K $1.08M
SRLN
Ssga Active Trust

ETFs
-5.41K
- 39.8%
$39.47 - $41.59 $214K - $225K
8.19K $340K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.81K
- 51.41%
$72.96 - $90.39 $205K - $254K
2.66K $237K
XOM
Exxon Mobil Corp

Energy
-991
- 13.45%
$99.93 - $119.04 $99K - $118K
6.38K $687K
COP
Conocophillips

Energy
-712
- 8.89%
$82.66 - $106.1 $58.9K - $75.5K
7.3K $654K
KO
Coca Cola CO

Consumer Defensive
-1.37K
- 26.07%
$68.37 - $73.9 $93.7K - $101K
3.89K $274K
MRK
Merck & Co., Inc.

Healthcare
-634
- 13.5%
$73.47 - $87.12 $46.6K - $55.2K
4.06K $321K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.68K
- 8.74%
$48.13 - $49.85 $81.1K - $83.9K
17.6K $861K
VZ
Verizon Communications Inc

Communication Services
-1.52K
- 13.91%
$41.67 - $45.62 $63.2K - $69.2K
9.38K $405K
JNJ
Johnson & Johnson

Healthcare
-122
- 2.83%
$146.36 - $159.82 $17.9K - $19.5K
4.19K $639K
CVX
Chevron Corp

Energy
-152
- 8.32%
$133.73 - $168.51 $20.3K - $25.6K
1.67K $239K
CB
Chubb LTD

Financial Services
-138
- 7.49%
$274.32 - $302.46 $37.9K - $41.7K
1.71K $493K
MDT
Medtronic PLC

Healthcare
-564
- 16.23%
$80.68 - $88.86 $45.5K - $50.1K
2.91K $253K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-872
- 18.46%
$97.68 - $121.38 $85.2K - $106K
3.85K $467K
XLE
Energy Sector Spdr

ETFs
-274
- 8.32%
$76.44 - $94.13 $20.9K - $25.8K
3.02K $255K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-497
- 7.72%
$68.13 - $74.77 $33.9K - $37.2K
5.94K $432K
MSI
Motorola Solutions, Inc.

Technology
-43
- 2.97%
$394.72 - $440.39 $17K - $18.9K
1.41K $590K
CMCSA
Comcast Corp

Communication Services
-870
- 11.96%
$32.84 - $36.72 $28.6K - $31.9K
6.41K $228K
UNP
Union Pacific Corp

Industrials
-91
- 2.84%
$208.27 - $238.46 $19K - $21.7K
3.11K $716K
APD
Air Products & Chemicals, Inc.

Basic Materials
-92
- 8.57%
$248.61 - $294.96 $22.9K - $27.1K
981 $276K
FVD
First Tr Value Line Divid Inde

ETFs
-887
- 5.71%
$40.62 - $45.12 $36K - $40K
14.7K $655K
HD
Home Depot, Inc.

Consumer Cyclical
-95
- 6.41%
$335.24 - $380.78 $31.8K - $36.2K
1.39K $508K
ICE
Intercontinental Exchange, Inc.

Financial Services
-285
- 16.56%
$151.62 - $183.47 $43.2K - $52.3K
1.44K $263K
XLV
Select Sector Spdr Fund Health

ETFs
-6
- 0.22%
$128.77 - $144.3 $773 - $866
2.77K $373K
DMAR
First Tr Ex Tr Viii Cboe Vest
-2.59K
- 6.68%
$35.55 - $39.57 $92K - $102K
36.2K $1.43M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-1.19K
- 13.99%
$36.05 - $40.34 $42.9K - $48K
7.31K $294K
V
Visa Inc.

Financial Services
-84
- 8.92%
$308.27 - $373.31 $25.9K - $31.4K
858 $304K
DRI
Darden Restaurants Inc

Consumer Cyclical
-198
- 12.36%
$186.58 - $225.78 $36.9K - $44.7K
1.4K $306K
ALL
Allstate Corp

Financial Services
-38
- 1.33%
$180.53 - $212.64 $6.86K - $8.08K
2.82K $567K
POR
Portland General Electric CO

Utilities
-100
- 1.96%
$39.96 - $44.75 $4K - $4.48K
5K $203K
IWD
Ishares Russell 1000 Val ETF

ETFs
-316
- 4.69%
$166.82 - $194.23 $52.7K - $61.4K
6.43K $1.25M
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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