Wetzel Investment Advisors, Inc. Portfolio Holdings by Sector
Wetzel Investment Advisors, Inc.
- $194 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VXUS IWF VOO SPHQ SPIB VTV VXF IEMG 52 stocks |
$137,458
71.79% of portfolio
|
24
|
26
|
4
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$11,569
6.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK PFE ABBV 5 stocks |
$10,281
5.37% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,399
1.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM NXPI 4 stocks |
$2,217
1.16% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,082
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU UNM 2 stocks |
$1,594
0.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1,496
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1,442
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$1,328
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,233
0.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL CB 2 stocks |
$1,175
0.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME ICE SPGI 3 stocks |
$1,081
0.56% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$1,018
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$1,017
0.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$1,000
0.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
MRO DVN 2 stocks |
$942
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI 2 stocks |
$881
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$812
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB 1 stocks |
$676
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$665
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
CNP POR 2 stocks |
$656
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$626
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$624
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$615
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$442
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG 2 stocks |
$440
0.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VKTX MRNA 2 stocks |
$434
0.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$419
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$387
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
HIG 1 stocks |
$352
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$348
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$343
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$333
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$310
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$287
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI 1 stocks |
$268
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$261
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$240
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$215
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$200
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$175
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
IHTA 1 stocks |
$135
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|