WETZEL INVESTMENT ADVISORS, INC. Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$198.4B
Holdings
122
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VXUSVANGUARD STAR FDS | 257,557 | $16.0B | 8.06% | |
| 2 | IWFISHARES TR | 43,657 | $15.8B | 7.95% | |
| 3 | VOOVANGUARD INDEX FDS | 24,655 | $12.7B | 6.39% | |
| 4 | JPMJPMORGAN CHASE & CO. | 44,477 | $10.9B | 5.50% | |
| 5 | LLYELI LILLY & CO | 9,660 | $8.0B | 4.02% | |
| 6 | VTVVANGUARD INDEX FDS | 37,485 | $6.5B | 3.26% | |
| 7 | SPHQINVESCO EXCHANGE TRADED FD T | 95,301 | $6.3B | 3.19% | |
| 8 | SPIBSPDR SER TR | 189,341 | $6.3B | 3.17% | |
| 9 | IEMGISHARES INC | 98,774 | $5.3B | 2.69% | |
| 10 | SFLRINNOVATOR ETFS TRUST | 151,320 | $4.8B | 2.40% | |
| 11 | VXFVANGUARD INDEX FDS | 27,215 | $4.7B | 2.36% | |
| 12 | IJRISHARES TR | 44,633 | $4.7B | 2.35% | |
| 13 | FDLFIRST TR MORNINGSTAR DIVID L | 103,739 | $4.5B | 2.27% | |
| 14 | ICVTISHARES TR | 48,113 | $4.0B | 2.03% | |
| 15 | VTVANGUARD INTL EQUITY INDEX F | 34,132 | $4.0B | 2.00% | |
| 16 | USHYISHARES TR | 103,295 | $3.8B | 1.92% | |
| 17 | SPYSPDR S&P 500 ETF TR | 6,606 | $3.7B | 1.87% | |
| 18 | KLMNINVESCO EXCH TRADED FD TR II | 39,048 | $3.6B | 1.82% | |
| 19 | FTCSFIRST TR EXCHANGE-TRADED FD | 40,070 | $3.6B | 1.81% | |
| 20 | IJHISHARES TR | 56,986 | $3.3B | 1.68% | |
| 21 | AAPLAPPLE INC | 14,499 | $3.2B | 1.62% | |
| 22 | TRVCCITIGROUP INC | 32,966 | $2.3B | 1.18% | |
| 23 | AQLTISHARES TR | 30,574 | $2.3B | 1.17% | |
| 24 | VIGVANGUARD SPECIALIZED FUNDS | 11,806 | $2.3B | 1.15% | |
| 25 | VOVANGUARD INDEX FDS | 7,579 | $2.0B | 0.99% | |
| 26 | CALFPACER FDS TR | 52,213 | $2.0B | 0.99% | |
| 27 | USMVISHARES TR | 19,278 | $1.8B | 0.91% | |
| 28 | MSFTMICROSOFT CORP | 4,669 | $1.8B | 0.88% | |
| 29 | WMTWALMART INC | 17,258 | $1.5B | 0.77% | |
| 30 | DMARFIRST TR EXCHNG TRADED FD VI | 38,739 | $1.5B | 0.74% | |
| 31 | PFFISHARES TR | 42,691 | $1.3B | 0.66% | |
| 32 | FEXFIRST TR LRGE CP CORE ALPHA | 12,758 | $1.3B | 0.66% | |
| 33 | IWDISHARES TR | 6,742 | $1.3B | 0.64% | |
| 34 | MPCMARATHON PETE CORP | 8,161 | $1.2B | 0.60% | |
| 35 | JPIBJ P MORGAN EXCHANGE TRADED F | 24,783 | $1.2B | 0.60% | |
| 36 | PRUPRUDENTIAL FINL INC | 10,128 | $1.1B | 0.57% | |
| 37 | VTEBVANGUARD MUN BD FDS | 19,263 | $955.8M | 0.48% | |
| 38 | XOMEXXON MOBIL CORP | 7,370 | $876.5M | 0.44% | |
| 39 | BAC 7.25 PERP LBANK AMERICA CORP | 700 | $864.2M | 0.44% | |
| 40 | COPCONOCOPHILLIPS | 8,009 | $841.1M | 0.42% | |
| 41 | ETNEATON CORP PLC | 3,065 | $833.3M | 0.42% | |
| 42 | GOOGLALPHABET INC | 5,325 | $823.5M | 0.42% | |
| 43 | NVDANVIDIA CORPORATION | 7,466 | $809.2M | 0.41% | |
| 44 | SDYSPDR SER TR | 5,948 | $807.0M | 0.41% | |
| 45 | NDQINVESCO QQQ TR | 1,685 | $790.1M | 0.40% | |
| 46 | UNPUNION PAC CORP | 3,204 | $756.8M | 0.38% | |
| 47 | COWZPACER FDS TR | 13,227 | $724.3M | 0.37% | |
| 48 | JNJJOHNSON & JOHNSON | 4,309 | $714.6M | 0.36% | |
| 49 | RJFRAYMOND JAMES FINL INC | 5,029 | $698.6M | 0.35% | |
| 50 | FVDFIRST TR VALUE LINE DIVID IN | 15,542 | $693.0M | 0.35% | |
| 51 | DMAYFIRST TR EXCHNG TRADED FD VI | 17,347 | $686.9M | 0.35% | |
| 52 | VYMVANGUARD WHITEHALL FDS | 5,063 | $652.9M | 0.33% | |
| 53 | AVGOBROADCOM INC | 3,820 | $639.5M | 0.32% | |
| 54 | MSIMOTOROLA SOLUTIONS INC | 1,448 | $635.6M | 0.32% | |
| 55 | IYWISHARES TR | 4,476 | $628.6M | 0.32% | |
| 56 | ITOTISHARES TR | 5,126 | $625.4M | 0.32% | |
| 57 | FITBFIFTH THIRD BANCORP | 15,767 | $623.9M | 0.31% | |
| 58 | AMZNAMAZON COM INC | 3,271 | $622.3M | 0.31% | |
| 59 | CMECME GROUP INC | 2,253 | $597.7M | 0.30% | |
| 60 | ALSALLSTATE CORP | 2,857 | $594.8M | 0.30% | |
| 61 | QDPLPACER FDS TR | 15,300 | $566.8M | 0.29% | |
| 62 | SRLNSSGA ACTIVE ETF TR | 13,599 | $559.3M | 0.28% | |
| 63 | CBCHUBB LIMITED | 1,843 | $558.1M | 0.28% | |
| 64 | HDHOME DEPOT INC | 1,481 | $542.8M | 0.27% | |
| 65 | MINOPIMCO ETF TR | 12,000 | $536.8M | 0.27% | |
| 66 | GSLCGOLDMAN SACHS ETF TR | 4,723 | $519.9M | 0.26% | |
| 67 | BACVERIZON COMMUNICATIONS INC | 10,896 | $494.2M | 0.25% | |
| 68 | CNPCENTERPOINT ENERGY INC | 13,630 | $493.8M | 0.25% | |
| 69 | TTTRANE TECHNOLOGIES PLC | 1,460 | $493.3M | 0.25% | |
| 70 | SPLVINVESCO EXCH TRADED FD TR II | 6,438 | $481.0M | 0.24% | |
| 71 | ADPAUTOMATIC DATA PROCESSING IN | 1,480 | $454.5M | 0.23% | |
| 72 | EFAISHARES TR | 5,464 | $446.6M | 0.23% | |
| 73 | METAMETA PLATFORMS INC | 759 | $437.5M | 0.22% | |
| 74 | MRKMERCK & CO INC | 4,695 | $425.2M | 0.21% | |
| 75 | FABFIRST TR MULTI CP VAL ALPHA | 5,280 | $419.8M | 0.21% | |
| 76 | XLVSELECT SECTOR SPDR TR | 2,776 | $405.3M | 0.20% | |
| 77 | IWBISHARES TR | 1,299 | $398.5M | 0.20% | |
| 78 | WMWASTE MGMT INC DEL | 1,667 | $385.9M | 0.19% | |
| 79 | KOCOCA COLA CO | 5,255 | $379.1M | 0.19% | |
| 80 | HIGHARTFORD INSURANCE GROUP INC | 3,000 | $372.8M | 0.19% | |
| 81 | UNHUNITEDHEALTH GROUP INC | 697 | $365.1M | 0.18% | |
| 82 | CRMSALESFORCE INC | 1,328 | $356.4M | 0.18% | |
| 83 | CSCOCISCO SYS INC | 5,597 | $345.4M | 0.17% | |
| 84 | UNMUNUM GROUP | 4,190 | $341.3M | 0.17% | |
| 85 | DRIDARDEN RESTAURANTS INC | 1,602 | $332.9M | 0.17% | |
| 86 | SMMDISHARES TR | 5,287 | $330.6M | 0.17% | |
| 87 | VVISA INC | 942 | $330.2M | 0.17% | |
| 88 | IYGISHARES TR | 4,161 | $326.8M | 0.16% | |
| 89 | DJANFIRST TR EXCHNG TRADED FD VI | 8,498 | $322.7M | 0.16% | |
| 90 | AGGISHARES TR | 3,242 | $320.7M | 0.16% | |
| 91 | QCOMQUALCOMM INC | 2,069 | $317.8M | 0.16% | |
| 92 | APDAIR PRODS & CHEMS INC | 1,073 | $316.5M | 0.16% | |
| 93 | MDTMEDTRONIC PLC | 3,476 | $314.8M | 0.16% | |
| 94 | XLKSELECT SECTOR SPDR TR | 1,519 | $313.6M | 0.16% | |
| 95 | XLESELECT SECTOR SPDR TR | 3,292 | $307.6M | 0.16% | |
| 96 | CVXCHEVRON CORP NEW | 1,826 | $305.5M | 0.15% | |
| 97 | FISVFISERV INC | 1,356 | $299.4M | 0.15% | |
| 98 | ICEINTERCONTINENTAL EXCHANGE IN | 1,721 | $297.0M | 0.15% | |
| 99 | JCIJOHNSON CTLS INTL PLC | 3,572 | $287.4M | 0.14% | |
| 100 | FXHFIRST TR EXCHANGE TRADED FD | 2,740 | $283.9M | 0.14% |
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