Wetzel Investment Advisors, Inc. Reduced Holdings in Q3 2025

Wetzel Investment Advisors, Inc.

  • $203 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.52K
- 8.95%
$37.14 - $37.85 $131K - $133K
35.8K $1.35M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.14K
- 12.16%
$48.5 - $50.19 $104K - $107K
15.4K $773K
JPM
Jpmorgan Chase & CO

Financial Services
-3.85K
- 8.7%
$282.78 - $316.06 $1.09M - $1.22M
40.4K $12.7M
VIG
Vanguard Dividend Appreciation

ETFs
-445
- 4.58%
N/A
9.27K $1.69M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.55K
- 4.57%
$70.77 - $73.59 $180K - $187K
53.2K $3.9M
IEMG
Ishares Inc

ETFs
-1.15K
- 1.62%
N/A
69.9K $3.75M
PRU
Prudential Financial Inc

Financial Services
-200
- 1.97%
$100.68 - $109.89 $20.1K - $22K
9.93K $1.03M
DRI
Darden Restaurants Inc

Consumer Cyclical
-41
- 2.92%
$184.73 - $220.27 $7.57K - $9.03K
1.36K $259K
IEFA
Ishares Tr

ETFs
-1.26K
- 7.7%
$81.7 - $87.53 $103K - $110K
15.1K $1.32M
KO
Coca Cola CO

Consumer Defensive
-442
- 11.38%
$65.67 - $71.67 $29K - $31.7K
3.44K $228K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.5K
- 16.24%
$39.37 - $44.24 $59K - $66.3K
7.73K $338K
ICE
Intercontinental Exchange, Inc.

Financial Services
-39
- 2.72%
$167.28 - $188.45 $6.52K - $7.35K
1.4K $235K
CSCO
Cisco Systems, Inc.

Technology
-309
- 5.65%
$66.2 - $71.79 $20.5K - $22.2K
5.16K $352K
IYG
Ishares Tr

ETFs
-440
- 10.67%
$85.16 - $90.57 $37.5K - $39.9K
3.68K $330K
APD
Air Products & Chemicals, Inc.

Basic Materials
-38
- 3.87%
$265.78 - $299.3 $10.1K - $11.4K
943 $257K
DMAR
First Tr Ex Tr Viii Cboe Vest
-1.5K
- 4.14%
$39.59 - $40.77 $59.3K - $61.1K
34.7K $1.41M
CME
Cme Group Inc.

Financial Services
-15
- 0.71%
$258.83 - $287.1 $3.88K - $4.31K
2.09K $565K
CB
Chubb LTD

Financial Services
-15
- 0.88%
$265.99 - $289.59 $3.99K - $4.34K
1.69K $477K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.67K
- 5.43%
$62.09 - $66.51 $166K - $178K
46.5K $3.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-171
- 5.3%
$97.75 - $100.75 $16.7K - $17.2K
3.06K $306K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-849
- 5.24%
$42.84 - $44.34 $36.4K - $37.6K
15.4K $681K
XLY
Select Sector Spdr Consumer Di

ETFs
-178
- 12.69%
$216.09 - $242.18 $38.5K - $43.1K
1.23K $293K
JPIB
Jpmorgan International Bond Op

ETFs
-277
- 3.99%
$48.32 - $49.13 $13.4K - $13.6K
6.67K $327K
VZ
Verizon Communications Inc

Communication Services
-364
- 3.88%
$40.84 - $45.06 $14.9K - $16.4K
9.02K $396K
JCI
Johnson Controls International PLC

Industrials
-203
- 6.12%
$103.24 - $111.73 $21K - $22.7K
3.11K $342K
XLV
Select Sector Spdr Fund Health

ETFs
-135
- 4.87%
$129.01 - $139.72 $17.4K - $18.9K
2.64K $366K
META
Meta Platforms, Inc.

Communication Services
-5
- 0.74%
$695.21 - $791.73 $3.48K - $3.96K
670 $492K
XLI
Industrial Sector Spdr

ETFs
-98
- 5.5%
$147.94 - $154.99 $14.5K - $15.2K
1.69K $259K
QCOM
Qualcomm Inc

Technology
-100
- 4.91%
$145.84 - $173.55 $14.6K - $17.4K
1.94K $322K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-62
- 2.66%
$136.48 - $142.97 $8.46K - $8.86K
2.27K $318K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-15
- 0.25%
$72.01 - $74.44 $1.08K - $1.12K
5.93K $435K
XLC
Select Sector Spdr Tr Communic

ETFs
-147
- 6.66%
$105.99 - $119.41 $15.6K - $17.6K
2.06K $243K
IYW
Ishares Dj Us Tech ETF

ETFs
-477
- 10.9%
$171.38 - $197.01 $81.7K - $94K
3.9K $763K
UNP
Union Pacific Corp

Industrials
-51
- 1.64%
$214.91 - $237.16 $11K - $12.1K
3.06K $723K
XLE
Energy Sector Spdr

ETFs
-67
- 2.22%
$84.25 - $91.99 $5.64K - $6.16K
2.95K $263K
FVD
First Tr Value Line Divid Inde

ETFs
-301
- 2.05%
$44.73 - $46.86 $13.5K - $14.1K
14.4K $663K
WBS
Webster Financial Corp

Financial Services
-200
- 4.76%
$55.19 - $62.92 $11K - $12.6K
4K $237K
UNH
Unitedhealth Group Inc

Healthcare
-50
- 6.26%
$237.77 - $353.61 $11.9K - $17.7K
749 $258K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-100
- 0.68%
$92.18 - $95.14 $9.22K - $9.51K
14.7K $1.39M
MDT
Medtronic PLC

Healthcare
-159
- 5.46%
$87.67 - $95.74 $13.9K - $15.2K
2.75K $262K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-90
- 1.23%
$40.28 - $42.14 $3.63K - $3.79K
7.22K $304K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2
- 0.08%
$87.29 - $93.61 $175 - $187
2.65K $247K
MRK
Merck & Co., Inc.

Healthcare
-73
- 1.8%
$77.6 - $87.37 $5.66K - $6.38K
3.99K $334K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-174
- 3.49%
$132.9 - $142.03 $23.1K - $24.7K
4.82K $678K
CVX
Chevron Corp

Energy
-19
- 1.14%
$145.57 - $161.83 $2.77K - $3.07K
1.66K $257K
TJX
Tjx Companies Inc

Consumer Cyclical
-131
- 6.74%
$121.35 - $144.54 $15.9K - $18.9K
1.81K $262K
VT
Vanguard Total World Stk Index

ETFs
-115
- 2.71%
$128.41 - $138.03 $14.8K - $15.9K
4.13K $568K
CNP
Centerpoint Energy Inc

Utilities
-88
- 0.65%
$35.77 - $39.16 $3.15K - $3.45K
13.5K $525K
ABBV
Abb Vie Inc.

Healthcare
-102
- 8.98%
$184.85 - $231.54 $18.9K - $23.6K
1.03K $239K
Activity Summary
Buys All Purchases 36 New Holdings 13 Increased Positions 23 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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