Wetzel Investment Advisors, Inc. Portfolio Holdings by Sector
Wetzel Investment Advisors, Inc.
- $191 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWF VOO VTV VXUS VXF GOVT SPIB ICVT 56 stocks |
$132,606
70.65% of portfolio
|
10
|
43
|
7
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$15,756
8.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ PFE MRK ABBV 5 stocks |
$9,155
4.88% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,956
1.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM NXPI 4 stocks |
$2,732
1.46% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2,483
1.32% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1,641
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1,433
0.76% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU UNM 2 stocks |
$1,426
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$1,336
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME ICE SPGI 3 stocks |
$1,060
0.56% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL CB 2 stocks |
$1,060
0.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$1,054
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP APA 2 stocks |
$1,015
0.54% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$969
0.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI 2 stocks |
$939
0.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$926
0.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB WBS 2 stocks |
$863
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$771
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$716
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
CNP POR 2 stocks |
$703
0.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$684
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$633
0.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$572
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$508
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$434
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
HIG 1 stocks |
$380
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$339
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI 1 stocks |
$306
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$304
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$276
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$274
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$253
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$249
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$240
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$235
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$214
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$200
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|