WETZEL INVESTMENT ADVISORS, INC.
CIK: 0002009211SEC EDGAR →
Portfolio Value
$246.9M
Holdings
132
As of
Q4 2025
New Positions
132
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 54,439 | $25.8M | 10.43% |
| 2 | INNOVATOR ETFS TRUST | 436,484 | $16.1M | 6.52% |
| 3 | VANGUARD INDEX FDS | 25,603 | $16.1M | 6.50% |
| 4 | VANGUARD INDEX FDS | 78,921 | $15.1M | 6.10% |
| 5 | VANGUARD STAR FDS | 171,262 | $12.9M | 5.23% |
| 6 | JPMORGAN CHASE & CO. | 39,912 | $12.9M | 5.21% |
| 7 | ELI LILLY & CO | 10,846 | $11.7M | 4.72% |
| 8 | BLACKROCK ETF TRUST II | 210,290 | $10.7M | 4.32% |
| 9 | SPDR S&P 500 ETF TR | 7,502 | $5.1M | 2.08% |
| 10 | ISHARES TR | 219,858 | $5.1M | 2.05% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (132)
$25.8M · 54K shares
$16.1M · 436K shares
$16.1M · 26K shares
$15.1M · 79K shares
$12.9M · 171K shares
$12.9M · 40K shares
$11.7M · 11K shares
$10.7M · 210K shares
$5.1M · 8K shares
$5.1M · 220K shares
$4.9M · 24K shares
$4.7M · 70K shares
$4.6M · 136K shares
$4.6M · 46K shares
$4.0M · 15K shares
$4.0M · 53K shares
$3.7M · 31K shares
$3.3M · 62K shares
$3.1M · 47K shares
$3.0M · 46K shares
$3.0M · 25K shares
$2.8M · 63K shares
$2.6M · 28K shares
$2.6M · 42K shares
$2.2M · 4K shares
$2.0M · 9K shares
$2.0M · 7K shares
$1.8M · 17K shares
$1.7M · 6K shares
$1.6M · 8K shares
$1.5M · 36K shares
$1.4M · 34K shares
$1.4M · 15K shares
$1.3M · 15K shares
$1.3M · 6K shares
$1.3M · 8K shares
$1.3M · 34K shares
$1.2M · 4K shares
$1.2M · 21K shares
$1.1M · 10K shares
$1.1M · 9K shares
$1.0M · 2K shares
$927K · 3K shares
$889K · 700 shares
$870K · 4K shares
$779K · 4K shares
$775K · 15K shares
$772K · 15K shares
$767K · 6K shares
$737K · 6K shares
$725K · 15K shares
$700K · 3K shares
$690K · 5K shares
$690K · 15K shares
$687K · 3K shares
$683K · 7K shares
$675K · 5K shares
$647K · 4K shares
$645K · 14K shares
$601K · 10K shares
$589K · 3K shares
$567K · 2K shares
$559K · 4K shares
$543K · 12K shares
$539K · 1K shares
$526K · 11K shares
$523K · 21K shares
$519K · 14K shares
$515K · 2K shares
$509K · 4K shares
$507K · 1K shares
$498K · 20K shares
$485K · 1K shares
$478K · 1K shares
$460K · 697 shares
$428K · 10K shares
$415K · 3K shares
$414K · 6K shares
$408K · 3K shares
$394K · 4K shares
$377K · 5K shares
$374K · 3K shares
$367K · 12K shares
$365K · 1K shares
$363K · 9K shares
$359K · 7K shares
$357K · 5K shares
$356K · 2K shares
$356K · 1K shares
$352K · 15K shares
$340K · 4K shares
$339K · 9K shares
$339K · 2K shares
$333K · 1K shares
$324K · 4K shares
$317K · 6K shares
$315K · 2K shares
$313K · 7K shares
$311K · 3K shares
$310K · 8K shares
$308K · 7K shares
$305K · 3K shares
$300K · 858 shares
$293K · 2K shares
$280K · 9K shares
$274K · 8K shares
$271K · 2K shares
$271K · 2K shares
$267K · 5K shares
$264K · 6K shares
$259K · 3K shares
$254K · 4K shares
$251K · 4K shares
$251K · 2K shares
$251K · 3K shares
$248K · 1K shares
$248K · 552 shares
$246K · 748 shares
$245K · 2K shares
$245K · 2K shares
$243K · 6K shares
$242K · 5K shares
$233K · 945 shares
$233K · 3K shares
$231K · 1K shares
$229K · 3K shares
$224K · 988 shares
$222K · 2K shares
$213K · 1K shares
$207K · 398 shares
$205K · 3K shares
$204K · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $175.8M | 71.2% |
| Unknown | 8 | $31.6M | 12.8% |
| Healthcare | 8 | $14.4M | 5.8% |
| Technology | 9 | $10.9M | 4.4% |
| Energy | 5 | $3.5M | 1.4% |
| Industrials | 6 | $3.2M | 1.3% |
| Communication Services | 2 | $2.2M | 0.9% |
| Consumer Defensive | 2 | $2.1M | 0.8% |
| Consumer Cyclical | 5 | $1.9M | 0.8% |
| Utilities | 3 | $1.0M | 0.4% |
| Basic Materials | 1 | $233K | 0.1% |