Wetzel Investment Advisors, Inc. Purchases in Q1 2025

Wetzel Investment Advisors, Inc.

  • $192 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
21
+ 0.22%
$725.72 - $929.72 $15.2K - $19.5K
9.66K $7.98M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
14.2K
+ 15.97%
$36.63 - $37.45 $521K - $533K
103K $3.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.1K
+ 6.81%
$32.5 - $33.3 $392K - $402K
189K $6.29M
VTV
Vanguard Value ETF

ETFs
1.98K
+ 5.58%
$167.73 - $179.21 $332K - $355K
37.5K $6.48M
ABBV
Abb Vie Inc.

Healthcare
1.1K
New
$169.2 - $216.66 $186K - $238K
1.1K $230K
VO
Vanguard Mid Cap ETF

ETFs
987
+ 14.97%
$251.87 - $277.95 $249K - $274K
7.58K $1.96M
SRLN
Ssga Active Trust

ETFs
5.37K
+ 65.34%
$41.02 - $41.99 $220K - $226K
13.6K $559K
RSG
Republic Services, Inc.

Industrials
879
New
$200.09 - $242.16 $176K - $213K
879 $212K
AZO
Autozone Inc

Consumer Cyclical
53
New
$3193.96 - $3828.11 $169K - $203K
53 $202K
ELV
Elevance Health, Inc.

Healthcare
463
New
$365.9 - $436.25 $169K - $202K
463 $201K
IEMG
Ishares Inc

ETFs
2.74K
+ 2.86%
N/A
98.8K $5.3M
JPIB
Jpmorgan International Bond Op

ETFs
1.95K
+ 8.55%
$46.97 - $48.35 $91.6K - $94.3K
24.8K $1.19M
MDT
Medtronic PLC

Healthcare
25
+ 0.72%
$79.84 - $94.5 $2K - $2.36K
3.48K $312K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
964
+ 22.3%
$61.55 - $71.27 $59.3K - $68.7K
5.29K $330K
C
Citigroup Inc

Financial Services
200
+ 0.61%
$67.23 - $84.63 $13.4K - $16.9K
33K $2.34M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 1.16%
$461.52 - $548.18 $3.69K - $4.39K
697 $365K
ICVT
Ishares Tr Convertible Bond Et

ETFs
857
+ 1.81%
$83.18 - $89.27 $71.3K - $76.5K
48.1K $4.02M
XLI
Industrial Sector Spdr

ETFs
35
+ 1.99%
$128.78 - $141.67 $4.51K - $4.96K
1.79K $234K
SFLR
Innovator Etfs Tr Equity Manag
20.3K
+ 15.47%
N/A
151K $0
CMMB
Chemomab Therapeutics Ltd.

Healthcare
1K
+ 10.0%
$1.09 - $2.44 $1.09K - $2.44K
11K $11K
QDPL
Pacer Fds Tr Metaurus Us Large
300
+ 2.0%
$36.5 - $40.04 $11K - $12K
15.3K $558K
IYW
Ishares Dj Us Tech ETF

ETFs
64
+ 1.45%
$140.44 - $166.79 $8.99K - $10.7K
4.48K $628K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
203
+ 0.52%
$91.76 - $103.26 $18.6K - $21K
39K $3.61M
NVDA
Nvidia Corp

Technology
409
+ 5.8%
$106.98 - $149.43 $43.8K - $61.1K
7.47K $809K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.33K
+ 5.5%
$102.49 - $119.96 $238K - $279K
44.6K $4.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
437
+ 1.8%
$507.05 - $563.67 $222K - $246K
24.7K $12.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
783
+ 1.83%
$360.07 - $417.26 $282K - $327K
43.7K $15.8M
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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