Wetzel Investment Advisors, Inc. Purchases in Q3 2024

Wetzel Investment Advisors, Inc.

  • $194 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
210K
+ 428.45%
$58.03 - $65.37 $12.2M - $13.7M
258K $16.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
21.1K
+ 99.55%
$332.02 - $382.76 $7M - $8.07M
42.3K $15.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
95.9K
+ 10954.29%
$61.47 - $67.36 $5.89M - $6.46M
96.7K $6.51M
SPIB
Spdr Portfolio Intermediate Te

ETFs
165K
+ 4870.7%
$32.36 - $33.78 $5.34M - $5.58M
168K $5.68M
VT
Vanguard Total World Stk Index

ETFs
34.3K
New
$107.72 - $119.96 $3.69M - $4.11M
34.3K $4.11M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
37.3K
New
$79.58 - $91.64 $2.97M - $3.42M
37.3K $3.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.1K
+ 109.08%
$105.53 - $118.34 $2.22M - $2.49M
40.4K $4.72M
VTV
Vanguard Value ETF

ETFs
10.6K
+ 49.91%
$159.75 - $174.57 $1.7M - $1.85M
31.9K $5.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.75K
+ 13.02%
$475.2 - $527.7 $1.31M - $1.45M
23.8K $12.6M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
52.3K
+ 178.56%
$36.06 - $37.66 $1.89M - $1.97M
81.6K $3.07M
VO
Vanguard Mid Cap ETF

ETFs
4.8K
+ 2309.13%
$237.84 - $263.83 $1.14M - $1.27M
5.01K $1.32M
NVDA
Nvidia Corp

Technology
6.86K
+ 1659.81%
$98.91 - $134.91 $678K - $925K
7.27K $882K
C
Citigroup Inc

Financial Services
10.4K
+ 45.26%
$56.11 - $67.61 $582K - $701K
33.3K $2.08M
AAPL
Apple Inc.

Technology
700
+ 5.04%
$207.23 - $234.82 $145K - $164K
14.6K $3.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.02K
+ 357.39%
$283.28 - $314.39 $288K - $319K
1.3K $408K
SRLN
Ssga Active Trust

ETFs
6.55K
New
$40.93 - $41.85 $268K - $274K
6.55K $273K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.96K
New
$61.71 - $68.15 $244K - $270K
3.96K $268K
WMT
Walmart Inc.

Consumer Defensive
56
+ 0.31%
$66.91 - $81.4 $3.75K - $4.56K
17.9K $1.44M
CME
Cme Group Inc.

Financial Services
638
+ 37.44%
$193.43 - $220.62 $123K - $141K
2.34K $516K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.2K
+ 19.44%
$49.93 - $51.15 $160K - $164K
19.7K $1.01M
UNH
Unitedhealth Group Inc

Healthcare
155
+ 30.88%
$488.01 - $604.18 $75.6K - $93.6K
657 $384K
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 5.19%
$333.64 - $405.2 $27K - $32.8K
1.64K $665K
FITB
Fifth Third Bancorp

Financial Services
503
+ 3.29%
$36.01 - $43.64 $18.1K - $22K
15.8K $676K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.3K
+ 10.9%
$53.41 - $57.9 $69.4K - $75.3K
13.2K $764K
XOM
Exxon Mobil Corp

Energy
773
+ 10.73%
$109.72 - $119.0 $84.8K - $92K
7.98K $935K
JNJ
Johnson & Johnson

Healthcare
193
+ 4.47%
$145.48 - $167.38 $28.1K - $32.3K
4.52K $731K
AVGO
Broadcom Inc.

Technology
3.68K
+ 984.76%
$136.27 - $1745.86 $502K - $6.43M
4.06K $699K
BBY
Best Buy CO Inc

Consumer Cyclical
369
+ 12.3%
$80.23 - $103.29 $29.6K - $38.1K
3.37K $348K
UNP
Union Pacific Corp

Industrials
127
+ 4.01%
$221.78 - $256.09 $28.2K - $32.5K
3.3K $812K
CL
Colgate Palmolive CO

Consumer Defensive
814
+ 58.14%
$95.54 - $108.77 $77.8K - $88.5K
2.21K $229K
VZ
Verizon Communications Inc

Communication Services
920
+ 6.84%
$38.89 - $45.0 $35.8K - $41.4K
14.4K $645K
ADP
Automatic Data Processing Inc

Industrials
111
+ 7.46%
$233.44 - $279.45 $25.9K - $31K
1.6K $442K
AMZN
Amazon Com Inc

Consumer Cyclical
556
+ 19.81%
$161.02 - $200.0 $89.5K - $111K
3.36K $626K
ICE
Intercontinental Exchange, Inc.

Financial Services
270
+ 16.47%
$136.93 - $162.81 $37K - $44K
1.91K $306K
CRM
Salesforce, Inc.

Technology
199
+ 14.93%
$238.42 - $276.53 $47.4K - $55K
1.53K $419K
CB
Chubb LTD

Financial Services
43
+ 2.36%
$252.51 - $292.2 $10.9K - $12.6K
1.87K $537K
SPGI
S&P Global Inc.

Financial Services
83
+ 19.76%
$446.32 - $527.38 $37K - $43.8K
503 $259K
TSLA
Tesla, Inc.

Consumer Cyclical
93
+ 12.74%
$191.76 - $263.26 $17.8K - $24.5K
823 $215K
JCI
Johnson Controls International PLC

Industrials
414
+ 12.55%
$65.52 - $77.61 $27.1K - $32.1K
3.71K $288K
ETN
Eaton Corp PLC

Industrials
44
+ 1.45%
$272.52 - $333.02 $12K - $14.7K
3.07K $1.02M
MDT
Medtronic PLC

Healthcare
293
+ 9.3%
$76.84 - $91.03 $22.5K - $26.7K
3.44K $310K
APD
Air Products & Chemicals, Inc.

Basic Materials
51
+ 4.62%
$247.34 - $300.11 $12.6K - $15.3K
1.16K $343K
ABBV
Abb Vie Inc.

Healthcare
165
+ 17.06%
$163.84 - $199.33 $27K - $32.9K
1.13K $223K
VKTX
Viking Therapeutics, Inc.

Healthcare
400
+ 12.9%
$49.84 - $70.47 $19.9K - $28.2K
3.5K $221K
KO
Coca Cola CO

Consumer Defensive
143
+ 2.72%
$62.69 - $73.01 $8.96K - $10.4K
5.39K $387K
IHTA
Invesco High Income 2024 Target Term Fund

N/A
6.4K
+ 55.9%
$7.3 - $7.6 $46.7K - $48.6K
17.9K $135K
PG
Procter & Gamble CO

Consumer Defensive
254
+ 26.29%
$160.76 - $177.82 $40.8K - $45.2K
1.22K $211K
ITOT
Ishares Core S&P Total U.S. St

ETFs
96
+ 1.77%
$113.41 - $125.62 $10.9K - $12.1K
5.52K $693K
XLY
Select Sector Spdr Consumer Di

ETFs
81
+ 6.22%
$170.05 - $200.86 $13.8K - $16.3K
1.38K $277K
Activity Summary
Buys All Purchases 66 New Holdings 5 Increased Positions 61 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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