Wetzel Investment Advisors, Inc.

Name: WETZEL INVESTMENT ADVISORS, INC. 13F holdings, Q1 2025
Creator: WETZEL INVESTMENT ADVISORS, INC.
Published: 2025-04-22

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

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

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
CMCSA Comcast Corp. Class A	0.14%	7,275	$268K	Reduce -18.4%
EXE Expand Energy Corp.	0.12%	2,115	$235K	No change
XLI SS Industrial Select Sector	0.12%	1,792	$235K	Add +2.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.12%	1,924	$234K	Reduce -13.4%
NI Nisource Inc.	0.12%	5,826	$234K	Reduce -16.1%
ABBV Abbvie Inc.	0.12%	1,098	$230K	New
POR Portland General Electric Co.	0.12%	5,100	$230K	No change
BBY Best Buy Co. Inc.	0.11%	3,008	$224K	Reduce -9.7%
SPGI S&P Global Inc.	0.11%	435	$221K	Reduce -12.7%
WBS Webster Financial Corp.	0.11%	4,200	$217K	No change
XLC SS Comm Select Sector SPDR	0.11%	2,228	$215K	Reduce -2.2%
RSG Republic Services Inc.	0.11%	879	$213K	New
PFE Pfizer Inc.	0.11%	8,285	$210K	Reduce -1.7%
PG The Procter & Gamble Co.	0.10%	1,213	$207K	Reduce -4.2%
T AT&T Inc.	0.10%	7,308	$207K	Reduce -18.3%
CL Colgate-Palmolive Co.	0.10%	2,190	$205K	Reduce -1.1%
AZO AutoZone Inc.	0.10%	53	$202K	New
ELV Elevance Health Inc.	0.10%	463	$201K	New
AEE Ameren Corporation	0.10%	2,000	$201K	New
SHYM iShares Short Duration High	0.10%	8,828	$200K	No change
CMMB Chemomab Therapeutics Ltd.	0.01%	11,000	$12K	Add +10.0%

Other holdings (1): bonds, preferreds, convertibles and warrants · $864K (not counted above)

Security	Class	Shares / Principal	Value	Change
BANK OF AMERICA CORP (BAC 7.25 PERP L)	7.25%CNV PFD L	700	$864K	No 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

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	138	$287.8M	VOO, SFLR, IWF, VTV, LLY
Q1 2026	130	$250.7M	IWF, SFLR, VTV, VOO, VXUS
Q4 2025	131	$246.1M	IWF, SFLR, VOO, VTV, VXUS
Q3 2025	128	$233.4M	IWF, VOO, SFLR, VTV, VXUS
Q2 2025	122	$217.8M	IWF, VOO, VTV, SFLR, JPM
Q1 2025	121	$197.5M	VXUS, IWF, VOO, JPM, LLY
Q4 2024	120	$200.4M	IWF, VXUS, VOO, JPM, LLY
Q3 2024	120	$198.0M	VXUS, IWF, VOO, JPM, LLY
Q2 2024	937	$174.0M	AGG, VOO, JPM, LLY, IWF
Q1 2024	1,062	$169.8M	AGG, VOO, JPM, LLY, IWF