Wetzel Investment Advisors, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $191 Million distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $23.5M, Vanguard Index Fds S&P 500 ETF with a value of $14.2M, Vanguard Value ETF with a value of $13.5M, Jpmorgan Chase & CO with a value of $12.8M, and Vanguard Star Fd Vanguard Tota with a value of $12.7M.
Examining the 13F form we can see an decrease of $1.63M in the current position value, from $192M to 191M.
Wetzel Investment Advisors, Inc. is based out at Indianapolis, IN
Below you can find more details about Wetzel Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$191 Million
ETFs: $133 Million
Financial Services: $21.6 Million
Healthcare: $9.86 Million
Technology: $9.48 Million
Industrials: $3.72 Million
Energy: $3.28 Million
Communication Services: $2.07 Million
Consumer Cyclical: $1.95 Million
Other: $3.13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
