Wetzel Investment Advisors, Inc. Sells in Q4 2024

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.14K
- 14.54%
$31.23 - $33.51 $254K - $273K
47.9K $1.51M
FDL
First Tr Morningstar Dividend

ETFs
-3.28K
- 2.94%
$39.59 - $43.95 $130K - $144K
108K $4.36M
IEFA
Ishares Tr

ETFs
-253
- 0.81%
$70.06 - $77.43 $17.7K - $19.6K
31.2K $2.19M
FTCS
First Trust Capital Strength E

ETFs
-1.03K
- 2.33%
$87.62 - $94.03 $90.6K - $97.2K
43.3K $3.81M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-770
- 1.41%
$43.84 - $48.76 $33.8K - $37.5K
53.8K $2.37M
XOM
Exxon Mobil Corp

Energy
-361
- 4.52%
$105.51 - $125.37 $38.1K - $45.3K
7.62K $819K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-280
- 4.19%
$131.66 - $144.0 $36.9K - $40.3K
6.41K $846K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-450
- 2.25%
$88.59 - $94.57 $39.9K - $42.6K
19.6K $1.74M
JNJ
Johnson & Johnson

Healthcare
-67
- 1.48%
$143.34 - $165.86 $9.6K - $11.1K
4.45K $643K
FEX
First Tr Large Cap Core Alphde

ETFs
-850
- 6.08%
$103.29 - $112.88 $87.8K - $95.9K
13.1K $1.37M
VZ
Verizon Communications Inc

Communication Services
-102
- 0.71%
$39.6 - $45.21 $4.04K - $4.61K
14.3K $570K
MRK
Merck & Co., Inc.

Healthcare
-49
- 1.01%
$96.31 - $114.76 $4.72K - $5.62K
4.81K $478K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-553
- 13.1%
$96.64 - $101.23 $53.4K - $56K
3.67K $355K
UNP
Union Pacific Corp

Industrials
-11
- 0.33%
$223.15 - $249.32 $2.45K - $2.74K
3.29K $749K
BBY
Best Buy CO Inc

Consumer Cyclical
-39
- 1.16%
$85.2 - $101.35 $3.32K - $3.95K
3.33K $285K
KO
Coca Cola CO

Consumer Defensive
-118
- 2.19%
$61.74 - $71.71 $7.29K - $8.46K
5.28K $328K
QCOM
Qualcomm Inc

Technology
-142
- 6.42%
$150.4 - $178.04 $21.4K - $25.3K
2.07K $317K
MSFT
Microsoft Corp

Technology
-20
- 0.41%
$406.35 - $454.46 $8.13K - $9.09K
4.82K $2.03M
IWD
Ishares Russell 1000 Val ETF

ETFs
-87
- 1.2%
$183.23 - $199.79 $15.9K - $17.4K
7.17K $1.33M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-28
- 0.48%
$75.1 - $82.99 $2.1K - $2.32K
5.81K $439K
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 3.29%
$385.02 - $431.37 $20.8K - $23.3K
1.59K $618K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-384
- 1.95%
$49.79 - $51.14 $19.1K - $19.6K
19.3K $967K
FVD
First Tr Value Line Divid Inde

ETFs
-102
- 0.57%
$43.4 - $46.7 $4.43K - $4.76K
17.7K $773K
VIG
Vanguard Dividend Appreciation

ETFs
-192
- 1.57%
N/A
12.1K $2.19M
TT
Trane Technologies PLC

Industrials
-3
- 0.2%
$369.35 - $419.14 $1.11K - $1.26K
1.53K $563K
ICE
Intercontinental Exchange, Inc.

Financial Services
-36
- 1.89%
$148.29 - $166.93 $5.34K - $6.01K
1.87K $279K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-302
- 0.52%
$61.68 - $67.87 $18.6K - $20.5K
58K $3.61M
ALL
Allstate Corp

Financial Services
-156
- 4.63%
$181.25 - $208.2 $28.3K - $32.5K
3.21K $619K
CVX
Chevron Corp

Energy
-90
- 4.45%
$141.15 - $162.53 $12.7K - $14.6K
1.93K $280K
SPGI
S&P Global Inc.

Financial Services
-5
- 0.99%
$480.36 - $529.17 $2.4K - $2.65K
498 $248K
APD
Air Products & Chemicals, Inc.

Basic Materials
-2
- 0.17%
$285.5 - $335.62 $571 - $671
1.15K $334K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-92
- 5.11%
$481.22 - $538.17 $44.3K - $49.5K
1.71K $873K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-155
- 2.86%
$111.85 - $120.71 $17.3K - $18.7K
5.26K $605K
ADP
Automatic Data Processing Inc

Industrials
-93
- 5.82%
$280.08 - $307.97 $26K - $28.6K
1.51K $440K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-184
- 2.08%
$38.01 - $39.08 $6.99K - $7.19K
8.64K $337K
JCI
Johnson Controls International PLC

Industrials
-39
- 1.05%
$74.23 - $86.6 $2.89K - $3.38K
3.68K $290K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-269
- 1.44%
$39.69 - $41.26 $10.7K - $11.1K
18.4K $748K
CSCO
Cisco Systems, Inc.

Technology
-590
- 9.16%
$52.45 - $60.02 $30.9K - $35.4K
5.85K $346K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-92
- 1.67%
$124.26 - $134.12 $11.4K - $12.3K
5.43K $698K
XLK
Technology Sector Spdr

ETFs
-22
- 1.39%
$220.26 - $241.44 $4.85K - $5.31K
1.56K $362K
CME
Cme Group Inc.

Financial Services
-75
- 3.2%
$221.17 - $246.02 $16.6K - $18.5K
2.27K $526K
DMAR
First Tr Ex Tr Viii Cboe Vest
-422
- 1.06%
$37.14 - $38.49 $15.7K - $16.2K
39.3K $1.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-95
- 1.41%
$567.81 - $607.81 $53.9K - $57.7K
6.64K $3.89M
CNP
Centerpoint Energy Inc

Utilities
-149
- 1.06%
$28.58 - $32.66 $4.26K - $4.87K
13.9K $440K
DRI
Darden Restaurants Inc

Consumer Cyclical
-2
- 0.12%
$155.96 - $188.66 $312 - $377
1.63K $304K
TSLA
Tesla, Inc.

Consumer Cyclical
-193
- 23.45%
$213.65 - $479.86 $41.2K - $92.6K
630 $254K
UNM
Unum Group

Financial Services
-500
- 8.08%
$58.88 - $77.07 $29.4K - $38.5K
5.69K $415K
CRM
Salesforce, Inc.

Technology
-104
- 6.79%
$270.87 - $367.87 $28.2K - $38.3K
1.43K $477K
NVDA
Nvidia Corp

Technology
-211
- 2.9%
$117.0 - $148.88 $24.7K - $31.4K
7.06K $947K
Activity Summary
Buys All Purchases 45 New Holdings 8 Increased Positions 37 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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