Wetzel Investment Advisors, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Wetzel Investment Advisors, Inc. reported 121 stock positions worth $197.5 million. Its top holding was Vanguard Total Intl Stock (VXUS) at 8.1% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 8.0%) and Vanguard S&P 500 ETF (VOO, 6.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 4, added to 23 and reduced 78. The biggest buy was Eli Lilly (LLY, shares +0%) and the biggest sale Vanguard Extended Market ETF (VXF, shares −2%).

Most Recent 13F
Q2 2026
Location
INDIANAPOLIS, IN
CIK
0002009211
Portfolio Value
$197.5M (Q1 2025)
SEC Filing
0001998574-25-000003 ↗ filed Apr 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 Q4 2024 Q1 2025: $197.5M $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 121 stocks · $197.5M
VXUS Vanguard Total Intl Stock 8.10% 257,557 $16.0M Reduce -0.7%
IWF iShares Russell 1000 Growth 7.98% 43,657 $15.8M Add +1.8%
VOO Vanguard S&P 500 ETF 6.42% 24,655 $12.7M Add +1.8%
JPM JPMorgan Chase & Co. 5.52% 44,477 $10.9M Reduce -0.8%
LLY Eli Lilly & Co. 4.04% 9,660 $8.0M Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui 3.28% 37,485 $6.5M Add +5.6%
SPHQ Invesco S&P 500 Quality ETF 3.20% 95,301 $6.3M Reduce -2.1%
SPIB SS SPDR P Int C Corp. ETF 3.19% 189,341 $6.3M Add +6.8%
IEMG iShares Core MSCI Emerging 2.70% 98,774 $5.3M Add +2.9%
SFLR Innovator Eqty MGD Floor ETF 2.41% 151,320 $4.8M Add +15.5%
VXF Vanguard Extended Market ETF 2.37% 27,215 $4.7M Reduce -2.4%
IJR iShares Core S&P Small-Cap E 2.36% 44,633 $4.7M Add +5.5%
FDL First Trust Morn DVD Lead Inc. 2.28% 103,739 $4.5M Reduce -4.2%
ICVT iShares Convertible Bond ETF 2.04% 48,113 $4.0M Add +1.8%
VT Vanguard Tot World STK ETF 2.00% 34,132 $4.0M Reduce -2.0%
USHY iShares Broad Usd High Yield 1.93% 103,295 $3.8M Add +16.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.88% 6,606 $3.7M Reduce -0.5%
SPMO Invesco S&P 500 Momentum ETF 1.83% 39,048 $3.6M Add +0.5%
FTCS First Trust Capital Strength 1.82% 40,070 $3.6M Reduce -7.5%
IJH iShares Core S&P Midcap ETF 1.68% 56,986 $3.3M Reduce -1.7%
AAPL Apple Inc. 1.63% 14,499 $3.2M Reduce -0.7%
C Citigroup Inc. 1.19% 32,966 $2.3M Add +0.6%
IEFA iShares Core MSCI Eafe ETF 1.17% 30,574 $2.3M Reduce -1.9%
VIG Vanguard Dividend Apprec ETF 1.16% 11,806 $2.3M Reduce -2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.99% 7,579 $2.0M Add +15.0%
CALF PCR US SM CP CSH CWS ETF-Usd 0.99% 52,213 $2.0M Reduce -3.0%
USMV iShares MSCI USA Min Vol Fac 0.91% 19,278 $1.8M Reduce -1.6%
MSFT Microsoft Corp. 0.89% 4,669 $1.8M Reduce -3.1%
WMT Walmart Inc. 0.77% 17,258 $1.5M Reduce -2.1%
DMAR FT Vest US Equity Deep Buffe 0.74% 38,739 $1.5M Reduce -1.4%
PFF iShares Preferred & Income S 0.66% 42,691 $1.3M Reduce -10.8%
FEX First Trust Large Cap Core A 0.66% 12,758 $1.3M Reduce -2.8%
IWD iShares Russell 1000 Value E 0.64% 6,742 $1.3M Reduce -5.9%
MPC Marathon Petroleum Corp. 0.60% 8,161 $1.2M Reduce -1.0%
JPIB JPMorgan Intl BND ETF 0.60% 24,783 $1.2M Add +8.6%
PRU Prudential Financial Inc. 0.57% 10,128 $1.1M Reduce -0.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.48% 19,263 $956K Reduce -0.1%
XOM Exxon Mobil Corp. 0.44% 7,370 $877K Reduce -3.3%
COP Conocophillips 0.43% 8,009 $841K Reduce -2.6%
ETN Eaton Corp. PLC 0.42% 3,065 $833K Reduce -1.2%
GOOGL Alphabet Inc. Class A 0.42% 5,325 $824K Reduce -13.8%
NVDA Nvidia Corp. 0.41% 7,466 $809K Add +5.8%
SDY SS SPDR S&P Dividend ETF 0.41% 5,948 $807K Reduce -7.2%
QQQ Invesco QQQ Trust Series 1 0.40% 1,685 $790K Reduce -1.4%
UNP Union Pacific Corp. 0.38% 3,204 $757K Reduce -2.5%
COWZ Pacer US Cash Cows 100 ETF 0.37% 13,227 $724K No change
JNJ Johnson & Johnson 0.36% 4,309 $715K Reduce -3.1%
RJF Raymond James Financial Inc. 0.35% 5,029 $699K No change
FVD First Trust Value Line DVD 0.35% 15,542 $693K Reduce -12.3%
DMAY FT Vest US Equity Deep Buffe 0.35% 17,347 $687K Reduce -5.6%
VYM Vanguard High DVD Yield ETF 0.33% 5,063 $653K Reduce -3.7%
AVGO Broadcom Inc. 0.32% 3,820 $640K Reduce -2.2%
MSI Motorola Solutions Inc. 0.32% 1,448 $636K Reduce -1.6%
IYW iShares Ustechnology ETF 0.32% 4,476 $629K Add +1.4%
ITOT iShares Core S&P Total U.S. 0.32% 5,126 $625K Reduce -5.6%
FITB Fifth Third Bancorp 0.32% 15,767 $624K Reduce -0.2%
AMZN Amazon.com Inc. 0.32% 3,271 $622K Reduce -7.3%
CME Cme Group Inc. 0.30% 2,253 $598K Reduce -0.6%
ALL Allstate Corp. 0.30% 2,857 $595K Reduce -11.1%
QDPL Pacer Met US LRG Cap DVD 400 0.29% 15,300 $567K Add +2.0%
SRLN SS Blackstone Sr Loan ETF 0.28% 13,599 $559K Add +65.3%
CB Chubb Ltd. 0.28% 1,843 $558K Reduce -1.2%
HD Home Depot Inc. 0.27% 1,481 $543K Reduce -6.8%
MINO PIMCO Municipal Income Oppor 0.27% 12,000 $537K No change
GSLC Goldman Activebeta US LC ETF 0.26% 4,723 $520K Reduce -10.2%
VZ Verizon Communications Inc. 0.25% 10,896 $494K Reduce -23.6%
CNP Centerpoint Energy Inc. 0.25% 13,630 $494K Reduce -1.8%
TT Trane Technologies PLC 0.25% 1,460 $493K Reduce -4.3%
SPLV Invesco S&P 500 Low Volatili 0.24% 6,438 $481K No change
ADP Automatic Data Processing 0.23% 1,480 $454K Reduce -1.7%
EFA iShares MSCI Eafe ETF 0.23% 5,464 $447K Reduce -6.0%
META Meta Platforms Inc. Class A 0.22% 759 $437K Reduce -1.7%
MRK Merck & Co. Inc. 0.22% 4,695 $425K Reduce -2.5%
FAB First Trust Multi Cap Value 0.21% 5,280 $420K No change
XLV SS Health Care Select Sector 0.21% 2,776 $405K Reduce -2.8%
IWB iShares Russell 1000 ETF 0.20% 1,299 $398K No change
WM Waste Management Inc. 0.20% 1,667 $386K No change
KO The Coca-Cola Co. 0.19% 5,255 $379K Reduce -0.4%
HIG Hartford Insurance Group Inc. 0.19% 3,000 $373K No change
UNH Unitedhealth Group Inc. 0.18% 697 $365K Add +1.2%
CRM Salesforce Inc. 0.18% 1,328 $356K Reduce -7.0%
CSCO Cisco Systems Inc. 0.17% 5,597 $345K Reduce -4.4%
UNM Unum Group 0.17% 4,190 $341K Reduce -26.4%
DRI Darden Restaurants Inc. 0.17% 1,602 $333K Reduce -1.9%
SMMD iShares Russell 2500 ETF 0.17% 5,287 $331K Add +22.3%
V Visa Inc. Class A 0.17% 942 $330K Reduce -9.9%
IYG iShares U.S. Financial Servi 0.17% 4,161 $327K Reduce -2.3%
DJAN FT Vest U.S. Equity Deep Buf 0.16% 8,498 $323K Reduce -1.6%
AGG iShares Core U.S. Aggregate 0.16% 3,242 $321K Reduce -11.6%
QCOM Qualcomm Inc. 0.16% 2,069 $318K No change
APD Air Products & Chemicals Inc. 0.16% 1,073 $317K Reduce -6.9%
MDT Medtronic PLC 0.16% 3,476 $315K Add +0.7%
XLK SS Technology Select Sector 0.16% 1,519 $314K Reduce -2.6%
XLE SS Energy Select Sector 0.16% 3,292 $308K Reduce -1.6%
CVX Chevron Corp. 0.15% 1,826 $305K Reduce -5.6%
FISV Fiserv Inc. 0.15% 1,356 $299K Reduce -3.5%
ICE Intercontinental Exchange Inc. 0.15% 1,721 $297K Reduce -8.1%
JCI Johnson Controls Internation 0.15% 3,572 $287K Reduce -2.8%
FXH First Trust Health Care Alph 0.14% 2,740 $284K No change
XLY SS Consumer Disc Select Sect 0.14% 1,415 $279K No change

Show all 121 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $864K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 700$864KNo change

Total filed on the 13F, all lines: $198.4M.

Portfolio Sells Q4 2024 → Q1 2025
VXF Vanguard Extended Market ETF Reduce -2.4% 2.37% −0.27
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -3.0% 0.99% −0.19
AAPL Apple Inc. Reduce -0.7% 1.63% −0.19
GOOGL Alphabet Inc. Class A Reduce -13.8% 0.42% −0.17
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.13
AVGO Broadcom Inc. Reduce -2.2% 0.32% −0.13
TSLA Tesla Inc. Sold out 0.00% −0.13
MSFT Microsoft Corp. Reduce -3.1% 0.89% −0.13
IJH iShares Core S&P Midcap ETF Reduce -1.7% 1.68% −0.12
NXPI NXP Semiconductors NV Sold out 0.00% −0.11
BAC Bank of America Corp. Sold out 0.00% −0.10
ETN Eaton Corp. PLC Reduce -1.2% 0.42% −0.09
PFF iShares Preferred & Income S Reduce -10.8% 0.66% −0.09
FTCS First Trust Capital Strength Reduce -7.5% 1.82% −0.08
AMZN Amazon.com Inc. Reduce -7.3% 0.32% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 1.88% −0.07
CRM Salesforce Inc. Reduce -7.0% 0.18% −0.06
SPHQ Invesco S&P 500 Quality ETF Reduce -2.1% 3.20% −0.06
GSLC Goldman Activebeta US LC ETF Reduce -10.2% 0.26% −0.04
VT Vanguard Tot World STK ETF Reduce -2.0% 2.00% −0.04
QQQ Invesco QQQ Trust Series 1 Reduce -1.4% 0.40% −0.04
FVD First Trust Value Line DVD Reduce -12.3% 0.35% −0.03
UNM Unum Group Reduce -26.4% 0.17% −0.03
VZ Verizon Communications Inc. Reduce -23.6% 0.25% −0.03
HD Home Depot Inc. Reduce -6.8% 0.27% −0.03
ITOT iShares Core S&P Total U.S. Reduce -5.6% 0.32% −0.03
TT Trane Technologies PLC Reduce -4.3% 0.25% −0.03
CMCSA Comcast Corp. Class A Reduce -18.4% 0.14% −0.03
BBY Best Buy Co. Inc. Reduce -9.7% 0.11% −0.03
WMT Walmart Inc. Reduce -2.1% 0.77% −0.03
PRU Prudential Financial Inc. Reduce -0.1% 0.57% −0.03
DMAY FT Vest US Equity Deep Buffe Reduce -5.6% 0.35% −0.03
MRK Merck & Co. Inc. Reduce -2.5% 0.22% −0.03
XLK SS Technology Select Sector Reduce -2.6% 0.16% −0.02
FEX First Trust Large Cap Core A Reduce -2.8% 0.66% −0.02
FITB Fifth Third Bancorp Reduce -0.2% 0.32% −0.02
IWD iShares Russell 1000 Value E Reduce -5.9% 0.64% −0.02
MSI Motorola Solutions Inc. Reduce -1.6% 0.32% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -2.0% 1.16% −0.02
TJX TJX Companies Inc. Reduce -13.4% 0.12% −0.02
AGG iShares Core U.S. Aggregate Reduce -11.6% 0.16% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -7.2% 0.41% −0.01
SPGI S&P Global Inc. Reduce -12.7% 0.11% −0.01
ALL Allstate Corp. Reduce -11.1% 0.30% −0.01
DMAR FT Vest US Equity Deep Buffe Reduce -1.4% 0.74% −0.01
NI Nisource Inc. Reduce -16.1% 0.12% −0.01
APD Air Products & Chemicals Inc. Reduce -6.9% 0.16% −0.01
PFE Pfizer Inc. Reduce -1.7% 0.11% −0.01
DJAN FT Vest U.S. Equity Deep Buf Reduce -1.6% 0.16% −0.01
VYM Vanguard High DVD Yield ETF Reduce -3.7% 0.33% −0.00

Portfolio Buys Q4 2024 → Q1 2025
LLY Eli Lilly & Co. Add +0.2% 4.04% +0.33
USHY iShares Broad Usd High Yield Add +16.0% 1.93% +0.29
SPIB SS SPDR P Int C Corp. ETF Add +6.8% 3.19% +0.29
VTV Vanguard Mrngstr Val ETF-Aui Add +5.6% 3.28% +0.28
SFLR Innovator Eqty MGD Floor ETF Add +15.5% 2.41% +0.27
IEMG iShares Core MSCI Emerging Add +2.9% 2.70% +0.20
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +15.0% 0.99% +0.12
ABBV Abbvie Inc. New 0.12% +0.12
SRLN SS Blackstone Sr Loan ETF Add +65.3% 0.28% +0.11
RSG Republic Services Inc. New 0.11% +0.11
AZO AutoZone Inc. New 0.10% +0.10
ELV Elevance Health Inc. New 0.10% +0.10
AEE Ameren Corporation New 0.10% +0.10
JPIB JPMorgan Intl BND ETF Add +8.6% 0.60% +0.06
C Citigroup Inc. Add +0.6% 1.19% +0.03
ICVT iShares Convertible Bond ETF Add +1.8% 2.04% +0.03
SMMD iShares Russell 2500 ETF Add +22.3% 0.17% +0.02
MDT Medtronic PLC Add +0.7% 0.16% +0.02
UNH Unitedhealth Group Inc. Add +1.2% 0.18% +0.01
XLI SS Industrial Select Sector Add +2.0% 0.12% +0.00
CMMB Chemomab Therapeutics Ltd. Add +10.0% 0.01% −0.00
QDPL Pacer Met US LRG Cap DVD 400 Add +2.0% 0.29% −0.00
SPMO Invesco S&P 500 Momentum ETF Add +0.5% 1.83% −0.01
IYW iShares Ustechnology ETF Add +1.4% 0.32% −0.03
NVDA Nvidia Corp. Add +5.8% 0.41% −0.06
IJR iShares Core S&P Small-Cap E Add +5.5% 2.36% −0.07
VOO Vanguard S&P 500 ETF Add +1.8% 6.42% −0.10
IWF iShares Russell 1000 Growth Add +1.8% 7.98% −0.61

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