Wetzel Investment Advisors, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Wetzel Investment Advisors, Inc. reported 120 stock positions worth $200.4 million. Its top holding was iShares Russell 1000 Growth (IWF) at 8.6% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 7.6%) and Vanguard S&P 500 ETF (VOO, 6.5%). Compared with Q3 2024, it opened 8 new positions, sold out of 8, added to 37 and reduced 56. The biggest buy was iShares Russell 1000 Growth (IWF, shares +1%) and the biggest sale an exit from Marathon Oil (MRO).

Most Recent 13F
Q2 2026
Location
INDIANAPOLIS, IN
CIK
0002009211
Portfolio Value
$200.4M (Q4 2024)
SEC Filing
0002009211-25-000001 ↗ filed Jan 22, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $169.8M Q1 2024 Q2 2024: $174.0M Q2 2024 Q3 2024: $198.0M Q3 2024 Q4 2024: $200.4M $200.4M Q4 2024 Q1 2025: $197.5M Q1 2025 Q2 2025: $217.8M Q2 2025 Q3 2025: $233.4M Q3 2025 Q4 2025: $246.1M Q4 2025 Q1 2026: $250.7M Q1 2026 Q2 2026: $287.8M Q2 2026

Holdings 120 stocks · $200.4M
IWF iShares Russell 1000 Growth 8.59% 42,874 $17.2M Add +1.5%
VXUS Vanguard Total Intl Stock 7.63% 259,348 $15.3M Add +0.3%
VOO Vanguard S&P 500 ETF 6.51% 24,218 $13.0M Add +1.6%
JPM JPMorgan Chase & Co. 5.36% 44,840 $10.7M Reduce -0.4%
LLY Eli Lilly & Co. 3.71% 9,639 $7.4M Add +0.9%
SPHQ Invesco S&P 500 Quality ETF 3.26% 97,385 $6.5M Add +0.7%
VTV Vanguard Mrngstr Val ETF-Aui 3.00% 35,503 $6.0M Add +11.4%
SPIB SS SPDR P Int C Corp. ETF 2.90% 177,272 $5.8M Add +5.2%
VXF Vanguard Extended Market ETF 2.65% 27,895 $5.3M Reduce -2.2%
IEMG iShares Core MSCI Emerging 2.50% 96,030 $5.0M Add +8.9%
IJR iShares Core S&P Small-Cap E 2.43% 42,306 $4.9M Add +4.7%
FDL First Trust Morn DVD Lead Inc. 2.19% 108,324 $4.4M Reduce -2.9%
SFLR Innovator Eqty MGD Floor ETF 2.14% 131,052 $4.3M Add +25.6%
VT Vanguard Tot World STK ETF 2.04% 34,820 $4.1M Add +1.5%
ICVT iShares Convertible Bond ETF 2.00% 47,256 $4.0M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.95% 6,636 $3.9M Reduce -1.4%
FTCS First Trust Capital Strength 1.90% 43,311 $3.8M Reduce -2.3%
SPMO Invesco S&P 500 Momentum ETF 1.84% 38,845 $3.7M Add +4.2%
AAPL Apple Inc. 1.82% 14,595 $3.7M No change
IJH iShares Core S&P Midcap ETF 1.80% 57,974 $3.6M Reduce -0.5%
USHY iShares Broad Usd High Yield 1.64% 89,073 $3.3M Add +9.2%
CALF PCR US SM CP CSH CWS ETF-Usd 1.19% 53,809 $2.4M Reduce -1.4%
VIG Vanguard Dividend Apprec ETF 1.18% 12,050 $2.4M Reduce -1.6%
C Citigroup Inc. 1.15% 32,766 $2.3M Reduce -1.5%
IEFA iShares Core MSCI Eafe ETF 1.09% 31,157 $2.2M Reduce -0.8%
MSFT Microsoft Corp. 1.01% 4,821 $2.0M Reduce -0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.87% 6,592 $1.7M Add +31.6%
USMV iShares MSCI USA Min Vol Fac 0.87% 19,588 $1.7M Reduce -2.3%
WMT Walmart Inc. 0.80% 17,637 $1.6M Reduce -1.3%
PFF iShares Preferred & Income S 0.75% 47,877 $1.5M Reduce -14.5%
DMAR FT Vest US Equity Deep Buffe 0.75% 39,280 $1.5M Reduce -1.1%
FEX First Trust Large Cap Core A 0.68% 13,124 $1.4M Reduce -6.1%
IWD iShares Russell 1000 Value E 0.66% 7,167 $1.3M Reduce -1.2%
PRU Prudential Financial Inc. 0.60% 10,137 $1.2M No change
GOOGL Alphabet Inc. Class A 0.58% 6,174 $1.2M Reduce -3.0%
MPC Marathon Petroleum Corp. 0.57% 8,244 $1.1M Add +1.1%
JPIB JPMorgan Intl BND ETF 0.54% 22,832 $1.1M Add +6.3%
ETN Eaton Corp. PLC 0.51% 3,101 $1.0M Add +0.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.48% 19,290 $967K Reduce -1.9%
NVDA Nvidia Corp. 0.47% 7,057 $948K Reduce -2.9%
AVGO Broadcom Inc. 0.45% 3,906 $906K Reduce -3.7%
QQQ Invesco QQQ Trust Series 1 0.44% 1,709 $874K Reduce -5.1%
SDY SS SPDR S&P Dividend ETF 0.42% 6,408 $846K Reduce -4.2%
XOM Exxon Mobil Corp. 0.41% 7,618 $819K Reduce -4.5%
COP Conocophillips 0.41% 8,219 $815K New
RJF Raymond James Financial Inc. 0.39% 5,029 $781K No change
AMZN Amazon.com Inc. 0.39% 3,530 $774K Add +5.0%
FVD First Trust Value Line DVD 0.39% 17,715 $773K Reduce -0.6%
COWZ Pacer US Cash Cows 100 ETF 0.37% 13,227 $750K No change
UNP Union Pacific Corp. 0.37% 3,287 $750K Reduce -0.3%
DMAY FT Vest US Equity Deep Buffe 0.37% 18,379 $749K Reduce -1.4%
IYW iShares Ustechnology ETF 0.35% 4,412 $704K Add +1.1%
ITOT iShares Core S&P Total U.S. 0.35% 5,432 $699K Reduce -1.7%
MSI Motorola Solutions Inc. 0.34% 1,472 $682K Add +0.5%
FITB Fifth Third Bancorp 0.34% 15,796 $674K Add +0.0%
VYM Vanguard High DVD Yield ETF 0.33% 5,257 $671K No change
JNJ Johnson & Johnson 0.32% 4,448 $643K Reduce -1.5%
ALL Allstate Corp. 0.31% 3,214 $623K Reduce -4.6%
HD Home Depot Inc. 0.31% 1,589 $618K Reduce -3.3%
GSLC Goldman Activebeta US LC ETF 0.30% 5,258 $606K Reduce -2.9%
QDPL Pacer Met US LRG Cap DVD 400 0.29% 15,000 $584K New
VZ Verizon Communications Inc. 0.28% 14,271 $571K Reduce -0.7%
TT Trane Technologies PLC 0.28% 1,525 $565K Reduce -0.2%
CME Cme Group Inc. 0.28% 2,267 $553K Reduce -3.2%
MINO PIMCO Municipal Income Oppor 0.27% 12,000 $542K No change
CB Chubb Ltd. 0.26% 1,865 $515K No change
MRK Merck & Co. Inc. 0.24% 4,814 $483K Reduce -1.0%
CRM Salesforce Inc. 0.24% 1,428 $478K Reduce -6.8%
META Meta Platforms Inc. Class A 0.23% 772 $452K No change
SPLV Invesco S&P 500 Low Volatili 0.22% 6,438 $451K No change
ADP Automatic Data Processing 0.22% 1,506 $443K Reduce -5.8%
CNP Centerpoint Energy Inc. 0.22% 13,881 $440K Reduce -1.1%
EFA iShares MSCI Eafe ETF 0.22% 5,812 $439K Reduce -0.5%
FAB First Trust Multi Cap Value 0.22% 5,280 $435K No change
IWB iShares Russell 1000 ETF 0.21% 1,299 $418K No change
UNM Unum Group 0.21% 5,690 $416K Reduce -8.1%
XLV SS Health Care Select Sector 0.20% 2,856 $393K Add +1.2%
XLK SS Technology Select Sector 0.18% 1,559 $362K Reduce -1.4%
AGG iShares Core U.S. Aggregate 0.18% 3,668 $355K Reduce -13.1%
UNH Unitedhealth Group Inc. 0.17% 689 $349K Add +4.9%
CSCO Cisco Systems Inc. 0.17% 5,852 $346K Reduce -9.2%
SRLN SS Blackstone Sr Loan ETF 0.17% 8,225 $343K Add +25.6%
DJAN FT Vest U.S. Equity Deep Buf 0.17% 8,641 $338K Reduce -2.1%
WM Waste Management Inc. 0.17% 1,667 $336K Add +3.7%
CMCSA Comcast Corp. Class A 0.17% 8,911 $334K Add +0.0%
APD Air Products & Chemicals Inc. 0.17% 1,153 $334K Reduce -0.2%
IYG iShares U.S. Financial Servi 0.17% 4,257 $331K Add +2.4%
V Visa Inc. Class A 0.16% 1,045 $330K No change
HIG Hartford Insurance Group Inc. 0.16% 3,000 $330K No change
KO The Coca-Cola Co. 0.16% 5,275 $328K Reduce -2.2%
QCOM Qualcomm Inc. 0.16% 2,069 $318K Reduce -6.4%
XLY SS Consumer Disc Select Sect 0.16% 1,415 $317K Add +2.3%
DRI Darden Restaurants Inc. 0.15% 1,633 $305K Reduce -0.1%
SMMD iShares Russell 2500 ETF 0.15% 4,323 $294K Add +9.1%
JCI Johnson Controls Internation 0.15% 3,675 $291K Reduce -1.1%
BBY Best Buy Co. Inc. 0.14% 3,331 $289K Reduce -1.2%
FISV Fiserv Inc. 0.14% 1,405 $289K No change
XLE SS Energy Select Sector 0.14% 3,346 $287K Add +0.5%
FXH First Trust Health Care Alph 0.14% 2,740 $285K No change
CVX Chevron Corp. 0.14% 1,934 $280K Reduce -4.5%
ICE Intercontinental Exchange Inc. 0.14% 1,873 $279K Reduce -1.9%
MDT Medtronic PLC 0.14% 3,451 $278K Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 2,223 $269K Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.13% 3,400 $257K New
NI Nisource Inc. 0.13% 6,948 $255K No change
TSLA Tesla Inc. 0.13% 630 $254K Reduce -23.4%
SPGI S&P Global Inc. 0.12% 498 $248K Reduce -1.0%
WBS Webster Financial Corp. 0.12% 4,200 $232K New
XLI SS Industrial Select Sector 0.12% 1,757 $232K Add +1.8%
NXPI NXP Semiconductors NV 0.11% 1,103 $229K Add +1.5%
POR Portland General Electric Co. 0.11% 5,100 $225K No change
PFE Pfizer Inc. 0.11% 8,427 $224K Reduce -21.2%
XLC SS Comm Select Sector SPDR 0.11% 2,278 $221K Add +0.5%
PG The Procter & Gamble Co. 0.11% 1,266 $212K Add +3.8%
EXE Expand Energy Corp. 0.11% 2,115 $211K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 4,726 $208K New
T AT&T Inc. 0.10% 8,946 $204K New
CL Colgate-Palmolive Co. 0.10% 2,214 $201K No change
SHYM iShares Short Duration High 0.10% 8,828 $200K No change
CMMB Chemomab Therapeutics Ltd. 0.01% 10,000 $18K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $866K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 700$866KNo change

Total filed on the 13F, all lines: $201.2M.

Portfolio Sells Q3 2024 → Q4 2024
MRO Marathon Oil Corp. Sold out 0.00% −0.38
PFF iShares Preferred & Income S Reduce -14.5% 0.75% −0.19
FDL First Trust Morn DVD Lead Inc. Reduce -2.9% 2.19% −0.17
IEFA iShares Core MSCI Eafe ETF Reduce -0.8% 1.09% −0.15
FTCS First Trust Capital Strength Reduce -2.3% 1.90% −0.13
ELV Elevance Health Inc. Sold out 0.00% −0.12
ABBV Abbvie Inc. Sold out 0.00% −0.11
VKTX Viking Therapeutics Inc. Sold out 0.00% −0.11
MRNA Moderna Inc. Sold out 0.00% −0.11
IQV Iqvia Holdings Inc. Sold out 0.00% −0.10
DVN Devon Energy Corp. Sold out 0.00% −0.10
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -1.4% 1.19% −0.10
XHTAX Invesco Hi Inc. 2024 TRGT TRM Sold out 0.00% −0.07
XOM Exxon Mobil Corp. Reduce -4.5% 0.41% −0.06
SDY SS SPDR S&P Dividend ETF Reduce -4.2% 0.42% −0.06
USMV iShares MSCI USA Min Vol Fac Reduce -2.3% 0.87% −0.06
FEX First Trust Large Cap Core A Reduce -6.1% 0.68% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -1.6% 1.18% −0.05
JNJ Johnson & Johnson Reduce -1.5% 0.32% −0.05
PFE Pfizer Inc. Reduce -21.2% 0.11% −0.04
VZ Verizon Communications Inc. Reduce -0.7% 0.28% −0.04
MRK Merck & Co. Inc. Reduce -1.0% 0.24% −0.04
AGG iShares Core U.S. Aggregate Reduce -13.1% 0.18% −0.04
MSFT Microsoft Corp. Reduce -0.4% 1.01% −0.04
UNP Union Pacific Corp. Reduce -0.3% 0.37% −0.04
BBY Best Buy Co. Inc. Reduce -1.2% 0.14% −0.03
KO The Coca-Cola Co. Reduce -2.2% 0.16% −0.03
IWD iShares Russell 1000 Value E Reduce -1.2% 0.66% −0.03
QCOM Qualcomm Inc. Reduce -6.4% 0.16% −0.03
IJH iShares Core S&P Midcap ETF Reduce -0.5% 1.80% −0.03
HD Home Depot Inc. Reduce -3.3% 0.31% −0.03
EFA iShares MSCI Eafe ETF Reduce -0.5% 0.22% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.9% 0.48% −0.03
FVD First Trust Value Line DVD Reduce -0.6% 0.39% −0.02
TT Trane Technologies PLC Reduce -0.2% 0.28% −0.02
ICE Intercontinental Exchange Inc. Reduce -1.9% 0.14% −0.02
ALL Allstate Corp. Reduce -4.6% 0.31% −0.01
CVX Chevron Corp. Reduce -4.5% 0.14% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.4% 1.95% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -5.1% 0.44% −0.01
SPGI S&P Global Inc. Reduce -1.0% 0.12% −0.01
APD Air Products & Chemicals Inc. Reduce -0.2% 0.17% −0.01
GSLC Goldman Activebeta US LC ETF Reduce -2.9% 0.30% −0.01
ADP Automatic Data Processing Reduce -5.8% 0.22% −0.00
DMAY FT Vest US Equity Deep Buffe Reduce -1.4% 0.37% −0.00
ITOT iShares Core S&P Total U.S. Reduce -1.7% 0.35% −0.00
DJAN FT Vest U.S. Equity Deep Buf Reduce -2.1% 0.17% −0.00
JCI Johnson Controls Internation Reduce -1.1% 0.15% −0.00
DMAR FT Vest US Equity Deep Buffe Reduce -1.1% 0.75% −0.00
CSCO Cisco Systems Inc. Reduce -9.2% 0.17% −0.00

Portfolio Buys Q3 2024 → Q4 2024
IWF iShares Russell 1000 Growth Add +1.5% 8.59% +0.58
SFLR Innovator Eqty MGD Floor ETF Add +25.6% 2.14% +0.46
COP Conocophillips New 0.41% +0.41
QDPL Pacer Met US LRG Cap DVD 400 New 0.29% +0.29
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +31.6% 0.87% +0.20
VTV Vanguard Mrngstr Val ETF-Aui Add +11.4% 3.00% +0.19
VOO Vanguard S&P 500 ETF Add +1.6% 6.51% +0.14
SPMO Invesco S&P 500 Momentum ETF Add +4.2% 1.84% +0.14
PLTR Palantir Technologies Inc. Class A New 0.13% +0.13
WBS Webster Financial Corp. New 0.12% +0.12
EXE Expand Energy Corp. New 0.11% +0.11
BAC Bank of America Corp. New 0.10% +0.10
T AT&T Inc. New 0.10% +0.10
USHY iShares Broad Usd High Yield Add +9.2% 1.64% +0.08
AMZN Amazon.com Inc. Add +5.0% 0.39% +0.07
IJR iShares Core S&P Small-Cap E Add +4.7% 2.43% +0.05
SRLN SS Blackstone Sr Loan ETF Add +25.6% 0.17% +0.03
SPIB SS SPDR P Int C Corp. ETF Add +5.2% 2.90% +0.03
XLY SS Consumer Disc Select Sect Add +2.3% 0.16% +0.02
ICVT iShares Convertible Bond ETF Add +0.5% 2.00% +0.02
IYW iShares Ustechnology ETF Add +1.1% 0.35% +0.02
IYG iShares U.S. Financial Servi Add +2.4% 0.17% +0.02
JPIB JPMorgan Intl BND ETF Add +6.3% 0.54% +0.01
SMMD iShares Russell 2500 ETF Add +9.1% 0.15% +0.01
CMMB Chemomab Therapeutics Ltd. New 0.01% +0.01
MSI Motorola Solutions Inc. Add +0.5% 0.34% +0.01
XLC SS Comm Select Sector SPDR Add +0.5% 0.11% +0.01
TJX TJX Companies Inc. Add +0.1% 0.13% +0.00
ETN Eaton Corp. PLC Add +0.9% 0.51% −0.00
WM Waste Management Inc. Add +3.7% 0.17% −0.00
PG The Procter & Gamble Co. Add +3.8% 0.11% −0.00
XLI SS Industrial Select Sector Add +1.8% 0.12% −0.00
XLE SS Energy Select Sector Add +0.5% 0.14% −0.00
FITB Fifth Third Bancorp Add +0.0% 0.34% −0.01
NXPI NXP Semiconductors NV Add +1.5% 0.11% −0.02
MDT Medtronic PLC Add +0.2% 0.14% −0.02
UNH Unitedhealth Group Inc. Add +4.9% 0.17% −0.02
CMCSA Comcast Corp. Class A Add +0.0% 0.17% −0.02
XLV SS Health Care Select Sector Add +1.2% 0.20% −0.02
SPHQ Invesco S&P 500 Quality ETF Add +0.7% 3.26% −0.03
VT Vanguard Tot World STK ETF Add +1.5% 2.04% −0.03
IEMG iShares Core MSCI Emerging Add +8.9% 2.50% −0.05
MPC Marathon Petroleum Corp. Add +1.1% 0.57% −0.10
LLY Eli Lilly & Co. Add +0.9% 3.71% −0.56
VXUS Vanguard Total Intl Stock Add +0.3% 7.63% −0.82

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 138$287.8MVOO, SFLR, IWF, VTV, LLY
Q1 2026 130$250.7MIWF, SFLR, VTV, VOO, VXUS
Q4 2025 131$246.1MIWF, SFLR, VOO, VTV, VXUS
Q3 2025 128$233.4MIWF, VOO, SFLR, VTV, VXUS
Q2 2025 122$217.8MIWF, VOO, VTV, SFLR, JPM
Q1 2025 121$197.5MVXUS, IWF, VOO, JPM, LLY
Q4 2024 120$200.4MIWF, VXUS, VOO, JPM, LLY
Q3 2024 120$198.0MVXUS, IWF, VOO, JPM, LLY
Q2 2024 937$174.0MAGG, VOO, JPM, LLY, IWF
Q1 2024 1,062$169.8MAGG, VOO, JPM, LLY, IWF