Wetzel Investment Advisors, Inc. Purchases in Q4 2024

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
624
+ 1.48%
$370.24 - $418.94 $231K - $261K
42.9K $17.2M
COP
Conocophillips

Energy
8.22K
New
$95.12 - $114.72 $782K - $943K
8.22K $815K
QDPL
Pacer Fds Tr Metaurus Us Large
15K
New
$37.54 - $40.11 $563K - $602K
15K $575K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
379
+ 1.59%
$521.84 - $558.82 $198K - $212K
24.2K $13M
VTV
Vanguard Value ETF

ETFs
3.63K
+ 11.39%
$168.32 - $181.87 $611K - $660K
35.5K $6.01M
IEMG
Ishares Inc

ETFs
7.83K
+ 8.87%
N/A
96K $5.15M
VO
Vanguard Mid Cap ETF

ETFs
1.58K
+ 31.55%
$261.5 - $284.63 $413K - $450K
6.59K $1.74M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.57K
+ 4.22%
$89.97 - $98.59 $142K - $155K
38.8K $3.69M
PLTR
Palantir Technologies Inc.

Technology
3.4K
New
$36.46 - $82.38 $124K - $280K
3.4K $257K
WBS
Webster Financial Corp

Financial Services
4.2K
New
$44.33 - $62.82 $186K - $264K
4.2K $231K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.5K
+ 9.19%
$36.54 - $37.53 $274K - $281K
89.1K $3.28M
T
At&T Inc.

Communication Services
8.95K
New
$21.22 - $23.88 $190K - $214K
8.95K $203K
CHK
Chesapeake Energy Corp

Energy
2.12K
New
$81.46 - $87.57 $172K - $185K
2.12K $181K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.92K
+ 4.74%
$113.92 - $127.38 $218K - $244K
42.3K $4.87M
AMZN
Amazon Com Inc

Consumer Cyclical
168
+ 5.0%
$180.88 - $232.93 $30.4K - $39.1K
3.53K $774K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.82K
+ 5.23%
$32.65 - $33.68 $288K - $297K
177K $5.81M
ICVT
Ishares Tr Convertible Bond Et

ETFs
243
+ 0.52%
$83.09 - $89.28 $20.2K - $21.7K
47.3K $4.02M
SRLN
Ssga Active Trust

ETFs
1.68K
+ 25.61%
$41.48 - $42.08 $69.6K - $70.6K
8.23K $343K
IYW
Ishares Dj Us Tech ETF

ETFs
47
+ 1.08%
$148.14 - $166.23 $6.96K - $7.81K
4.41K $703K
XLY
Select Sector Spdr Consumer Di

ETFs
32
+ 2.31%
$194.8 - $239.43 $6.23K - $7.66K
1.42K $317K
IYG
Ishares Tr

ETFs
100
+ 2.41%
$70.24 - $82.34 $7.02K - $8.23K
4.26K $331K
JPIB
Jpmorgan International Bond Op

ETFs
1.35K
+ 6.28%
$47.26 - $48.47 $63.8K - $65.4K
22.8K $1.08M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
361
+ 9.11%
$66.67 - $74.08 $24.1K - $26.7K
4.32K $293K
MSI
Motorola Solutions, Inc.

Technology
7
+ 0.48%
$449.08 - $504.6 $3.14K - $3.53K
1.47K $680K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
660
+ 0.68%
$65.67 - $69.79 $43.3K - $46.1K
97.4K $6.53M
CMMB
Chemomab Therapeutics Ltd.

Healthcare
10K
New
$1.13 - $2.02 $11.3K - $20.2K
10K $20K
XLC
Select Sector Spdr Tr Communic

ETFs
11
+ 0.49%
$89.66 - $102.16 $986 - $1.12K
2.28K $220K
ETN
Eaton Corp PLC

Industrials
28
+ 0.91%
$326.96 - $377.52 $9.15K - $10.6K
3.1K $1.03M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.05%
$112.15 - $127.2 $112 - $127
2.22K $268K
WM
Waste Management Inc

Industrials
59
+ 3.67%
$201.79 - $228.46 $11.9K - $13.5K
1.67K $336K
PG
Procter & Gamble CO

Consumer Defensive
46
+ 3.77%
$161.05 - $179.7 $7.41K - $8.27K
1.27K $212K
SFLR
Innovator Etfs Tr Equity Manag
26.7K
+ 25.56%
N/A
131K $0
XLI
Industrial Sector Spdr

ETFs
31
+ 1.8%
$131.76 - $143.99 $4.08K - $4.46K
1.76K $231K
XLE
Energy Sector Spdr

ETFs
18
+ 0.54%
$83.32 - $97.27 $1.5K - $1.75K
3.35K $286K
FITB
Fifth Third Bancorp

Financial Services
7
+ 0.04%
$41.76 - $48.44 $292 - $339
15.8K $667K
VT
Vanguard Total World Stk Index

ETFs
521
+ 1.52%
$117.09 - $123.07 $61K - $64.1K
34.8K $4.09M
NXPI
Nxp Semiconductors N.V.

Technology
16
+ 1.47%
$207.27 - $255.58 $3.32K - $4.09K
1.1K $229K
MDT
Medtronic PLC

Healthcare
7
+ 0.2%
$79.61 - $92.24 $557 - $646
3.45K $275K
UNH
Unitedhealth Group Inc

Healthcare
32
+ 4.87%
$485.52 - $625.25 $15.5K - $20K
689 $348K
CMCSA
Comcast Corp

Communication Services
4
+ 0.04%
$37.39 - $45.14 $150 - $181
8.91K $334K
XLV
Select Sector Spdr Fund Health

ETFs
34
+ 1.2%
$136.28 - $154.74 $4.63K - $5.26K
2.86K $392K
MPC
Marathon Petroleum Corp

Energy
87
+ 1.07%
$131.65 - $174.84 $11.5K - $15.2K
8.24K $1.15M
LLY
Eli Lilly & CO

Healthcare
83
+ 0.87%
$727.2 - $932.06 $60.4K - $77.4K
9.64K $7.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
913
+ 0.35%
$58.88 - $64.8 $53.8K - $59.2K
259K $15.3M
Activity Summary
Buys All Purchases 45 New Holdings 8 Increased Positions 37 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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