Wetzel Investment Advisors, Inc. Sells in Q3 2024

Wetzel Investment Advisors, Inc.

  • $194 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-141K
- 97.09%
$96.25 - $101.98 $13.5M - $14.4M
4.22K $427K
JPIB
Jpmorgan International Bond Op

ETFs
-30K
- 58.24%
$46.96 - $48.73 $1.41M - $1.46M
21.5K $1.05M
XLE
Energy Sector Spdr

ETFs
-2.14K
- 39.15%
$84.35 - $93.39 $181K - $200K
3.33K $292K
MRNA
Moderna, Inc.

Healthcare
-302
- 8.65%
$63.64 - $125.14 $19.2K - $37.8K
3.19K $213K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-393
- 17.91%
$434.77 - $502.96 $171K - $198K
1.8K $879K
VIG
Vanguard Dividend Appreciation

ETFs
-682
- 5.28%
$182.15 - $182.15 $124K - $124K
12.2K $2.23M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.15K
- 13.59%
$83.76 - $91.82 $264K - $289K
20K $1.83M
XLV
Select Sector Spdr Fund Health

ETFs
-829
- 22.71%
$143.3 - $157.24 $119K - $130K
2.82K $434K
PRU
Prudential Financial Inc

Financial Services
-1.09K
- 9.73%
$105.53 - $127.32 $115K - $139K
10.1K $1.23M
MPC
Marathon Petroleum Corp

Energy
-2
- 0.02%
$158.61 - $180.75 $317 - $362
8.16K $1.33M
RJF
Raymond James Financial Inc

Financial Services
-500
- 9.04%
$106.39 - $125.13 $53.2K - $62.6K
5.03K $615K
MRO
Marathon Oil Corp

Energy
-95
- 0.34%
$25.87 - $29.26 $2.46K - $2.78K
27.9K $742K
NXPI
Nxp Semiconductors N.V.

Technology
-16
- 1.45%
$225.14 - $290.78 $3.6K - $4.65K
1.09K $261K
PFE
Pfizer Inc

Healthcare
-1.41K
- 11.65%
$27.7 - $31.39 $39.1K - $44.3K
10.7K $309K
CSCO
Cisco Systems, Inc.

Technology
-1.08K
- 14.4%
$44.74 - $53.22 $48.5K - $57.7K
6.44K $342K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-440
- 7.52%
$101.72 - $112.94 $44.8K - $49.7K
5.41K $611K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.28K
- 5.53%
$31.18 - $33.5 $102K - $110K
56K $1.86M
V
Visa Inc.

Financial Services
-73
- 6.53%
$253.74 - $291.56 $18.5K - $21.3K
1.05K $287K
DMAR
First Tr Ex Tr Viii Cboe Vest
-1.6K
- 3.87%
$35.04 - $37.34 $56K - $59.6K
39.7K $1.48M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-565
- 2.94%
$37.43 - $39.97 $21.1K - $22.6K
18.6K $745K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-36
- 0.41%
$36.35 - $38.17 $1.31K - $1.37K
8.83K $336K
TJX
Tjx Companies Inc

Consumer Cyclical
-7
- 0.31%
$107.93 - $120.23 $756 - $842
2.22K $261K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-389
- 5.7%
$64.57 - $71.76 $25.1K - $27.9K
6.44K $461K
FAB
First Tr Multi Cap Value Alpha

ETFs
-126
- 2.33%
$77.64 - $85.16 $9.78K - $10.7K
5.28K $446K
CMCSA
Comcast Corp

Communication Services
-53
- 0.59%
$37.33 - $41.78 $1.98K - $2.21K
8.91K $372K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-198
- 3.63%
$117.9 - $128.2 $23.3K - $25.4K
5.26K $673K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-29
- 0.49%
$75.32 - $84.37 $2.18K - $2.45K
5.84K $488K
FVD
First Tr Value Line Divid Inde

ETFs
-1.29K
- 6.75%
$40.45 - $45.49 $52.1K - $58.6K
17.8K $810K
SPY
Spdr S&P 500 ETF Trust

ETFs
-303
- 4.31%
$517.38 - $573.86 $157K - $174K
6.73K $3.86M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-423
- 5.95%
$125.95 - $142.04 $53.3K - $60.1K
6.69K $949K
FEX
First Tr Large Cap Core Alphde

ETFs
-539
- 3.71%
$94.21 - $104.17 $50.8K - $56.1K
14K $1.46M
TT
Trane Technologies PLC

Industrials
-83
- 5.15%
$314.21 - $388.71 $26.1K - $32.3K
1.53K $593K
FTCS
First Trust Capital Strength E

ETFs
-2.76K
- 5.86%
$83.58 - $90.94 $231K - $251K
44.3K $4.03M
ALL
Allstate Corp

Financial Services
-134
- 3.82%
$158.43 - $192.86 $21.2K - $25.8K
3.37K $638K
MSI
Motorola Solutions, Inc.

Technology
-1
- 0.07%
$385.65 - $450.49 $386 - $450
1.47K $658K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.41K
- 2.52%
$42.22 - $48.62 $59.7K - $68.7K
54.6K $2.54M
IWD
Ishares Russell 1000 Val ETF

ETFs
-25
- 0.34%
$173.36 - $189.8 $4.33K - $4.75K
7.25K $1.38M
IEFA
Ishares Tr

ETFs
-625
- 1.95%
$70.09 - $78.74 $43.8K - $49.2K
31.4K $2.45M
VXF
Vanguard Extended Market ETF

ETFs
-1.43K
- 4.78%
$163.98 - $182.92 $235K - $262K
28.5K $5.19M
JPM
Jpmorgan Chase & CO

Financial Services
-1.05K
- 2.29%
$194.9 - $224.8 $205K - $237K
45K $9.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-366
- 0.62%
$57.32 - $62.65 $21K - $22.9K
58.3K $3.63M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-333
- 0.7%
$77.24 - $83.67 $25.7K - $27.9K
47K $3.93M
FDL
First Tr Morningstar Dividend

ETFs
-5K
- 4.29%
$37.66 - $42.06 $188K - $210K
112K $4.68M
Activity Summary
Buys All Purchases 66 New Holdings 5 Increased Positions 61 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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