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 Market Cap. of $10 Billions to $200 Billions
