Wetzel Investment Advisors, Inc. Portfolio Holdings

Wetzel Investment Advisors, Inc.

  • $203 Million
  • Q3 2025

Wetzel Investment Advisors, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $203 Million distributed in 157 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 $25.8M, Vanguard Index Fds S&P 500 ETF with a value of $15.3M, Vanguard Value ETF with a value of $14.2M, Vanguard Star Fd Vanguard Tota with a value of $13.4M, and Jpmorgan Chase & CO with a value of $12.7M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $191M to 203M.

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 $203 Million
ETFs: $143 Million
Financial Services: $21.9 Million
Technology: $10.7 Million
Healthcare: $9.76 Million
Energy: $3.7 Million
Industrials: $3.48 Million
Consumer Cyclical: $2.21 Million
Communication Services: $2.18 Million
Other: $3.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.8 Million 12.71% of portfolio
55,100
Q3 2025 Reduced 1.11%
$0
$15.3 Million 7.55% of portfolio
25,026
Q3 2025 Added 0.21%
$0
$14.2 Million 6.99% of portfolio
76,134
Q3 2025 Reduced 0.18%
$0
$13.4 Million 6.58% of portfolio
181,970
Q3 2025 Reduced 1.25%
$881B
$12.7 Million 6.27% of portfolio
40,362
Q3 2025 Reduced 8.7%
$971B
$7.38 Million 3.63% of portfolio
9,670
Q3 2025 Added 0.08%
$0
$5 Million 2.46% of portfolio
7,512
Q3 2025 Added 14.72%
$0
$4.98 Million 2.45% of portfolio
23,793
Q3 2025 Reduced 2.1%
$0
$4.88 Million 2.4% of portfolio
210,857
Q3 2025 Added 9.24%
$0
$4.64 Million 2.28% of portfolio
46,366
Q3 2025 Reduced 0.2%
$0
$4.53 Million 2.23% of portfolio
133,685
Q3 2025 Added 2.54%
$0
$3.9 Million 1.92% of portfolio
53,159
Q3 2025 Reduced 4.57%
$0
$3.75 Million 1.85% of portfolio
69,908
Q3 2025 Reduced 1.62%
$4.3T
$3.67 Million 1.81% of portfolio
14,410
Q3 2025 Added 0.01%
$190B
$3.2 Million 1.58% of portfolio
31,541
Q3 2025 Reduced 8.69%
$0
$3.04 Million 1.5% of portfolio
46,530
Q3 2025 Reduced 5.43%
$0
$2.8 Million 1.38% of portfolio
43,290
Q3 2025 Added 3.08%
$0
$2.77 Million 1.36% of portfolio
63,714
Q3 2025 Reduced 1.87%
$0
$2.69 Million 1.33% of portfolio
28,759
Q3 2025 Reduced 0.81%
$3.78T
$2.37 Million 1.17% of portfolio
4,575
Q3 2025 Reduced 0.31%
$0
$2.07 Million 1.02% of portfolio
7,044
Q3 2025 Reduced 0.56%
$279B
$1.71 Million 0.84% of portfolio
16,574
Q3 2025 Reduced 1.25%
$0
$1.69 Million 0.83% of portfolio
9,266
Q3 2025 Reduced 4.58%
$99.7B
$1.55 Million 0.76% of portfolio
8,055
Q3 2025 Added 0.12%
$0
$1.41 Million 0.7% of portfolio
34,654
Q3 2025 Reduced 4.14%
$0
$1.39 Million 0.69% of portfolio
14,662
Q3 2025 Reduced 0.68%
$465B
$1.41 Million 0.69% of portfolio
7,537
Q3 2025 Reduced 0.71%
$0
$1.35 Million 0.67% of portfolio
35,820
Q3 2025 Reduced 8.95%
$0
$1.34 Million 0.66% of portfolio
22,649
Q3 2025 Added 20.19%
$0
$1.32 Million 0.65% of portfolio
15,109
Q3 2025 Reduced 7.7%
$0
$1.3 Million 0.64% of portfolio
6,373
Q3 2025 Reduced 0.82%
$1.65T
$1.29 Million 0.63% of portfolio
5,303
Q3 2025 Reduced 0.15%
$139B
$1.16 Million 0.57% of portfolio
3,525
Q3 2025 Reduced 3.45%
$0
$1.13 Million 0.56% of portfolio
9,679
Q3 2025 Reduced 1.85%
$140B
$1.1 Million 0.54% of portfolio
2,944
Q3 2025 Reduced 0.3%
$0
$1.07 Million 0.53% of portfolio
25,500
Q3 2025 Added 23.79%
$39.9B
$1.03 Million 0.51% of portfolio
9,928
Q3 2025 Reduced 1.97%
$0
$994,000 0.49% of portfolio
1,656
Q2 2025 Reduced 1.72%
$0
$905,000 0.45% of portfolio
16,010
Q3 2025 Added 15.65%
$34.1B
$868,000 0.43% of portfolio
5,029
Q3 2024 Reduced 9.04%
$0
$773,000 0.38% of portfolio
15,441
Q3 2025 Reduced 12.16%
$522B
$776,000 0.38% of portfolio
4,187
Q2 2025 Reduced 2.83%
$0
$763,000 0.38% of portfolio
3,899
Q3 2025 Reduced 10.9%
$0
$748,000 0.37% of portfolio
6,300
Q3 2025 Reduced 4.28%
$136B
$723,000 0.36% of portfolio
3,062
Q3 2025 Reduced 1.64%
$490B
$719,000 0.35% of portfolio
6,379
Q2 2025 Reduced 13.45%
$2.39T
$686,000 0.34% of portfolio
3,128
Q3 2025 Added 0.32%
$113B
$690,000 0.34% of portfolio
7,297
Q2 2025 Reduced 8.89%
$29.2B
$686,000 0.34% of portfolio
15,415
Q2 2025 Reduced 2.23%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $203 Million
  • Prior Value $191 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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