Wetzel-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RJF",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  "T",
  "AVGO",
  null,
  null,
  "FITB",
  "HD",
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  null,
  "ICE",
  null,
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "MPC",
  "MDT",
  "MSFT",
  "NI",
  "HIG",
  "IJR",
  "IWD",
  null,
  null,
  "IWF",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "RSG",
  null,
  "TJX",
  "UNM",
  "VO",
  "VXF",
  "POR",
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "VYM",
  "TT",
  "AEE",
  "SDY",
  "FI",
  "DRI",
  "WM",
  null,
  "GSLC",
  "AMZN",
  "MSI",
  null,
  null,
  "VXUS",
  "VTEB",
  "VT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBS",
  null,
  "JCI",
  null,
  "CRM",
  null,
  null,
  "ADP",
  "AZO",
  "BBY",
  "CNP",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  null,
  "EFA",
  "USMV",
  "IWB",
  "QQQ",
  "ELV",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "XLK",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 122
Total Value: 198351901
Accession Number: 0001998574-25-000003
Form Type: 13F-HR
CIK: wetzel-investment-advisors
Manager Name: Wetzel-Investment-Advisors

Data Enrichment

70% identified

86 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

122 positions • $198.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921909768

VXUS|921909768

Shares:257.6K

Value:$16.0M

% of Portfolio:8.1% ($16.0M/$198.4M)

464287614

IWF|464287614

Shares:43.7K

Value:$15.8M

% of Portfolio:7.9% ($15.8M/$198.4M)

922908363

VOO|922908363

Shares:24.7K

Value:$12.7M

% of Portfolio:6.4% ($12.7M/$198.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:44.5K

Value:$10.9M

% of Portfolio:5.5% ($10.9M/$198.4M)

ELI LILLY & Co

LLY|532457108

Shares:9.7K

Value:$8.0M

% of Portfolio:4.0% ($8.0M/$198.4M)

922908744

VTV|922908744

Shares:37.5K

Value:$6.5M

% of Portfolio:3.3% ($6.5M/$198.4M)

46137V241

Shares:95.3K

Value:$6.3M

% of Portfolio:3.2% ($6.3M/$198.4M)

78464A375

Shares:189.3K

Value:$6.3M

% of Portfolio:3.2% ($6.3M/$198.4M)

46434G103

IEMG|46434G103

Shares:98.8K

Value:$5.3M

% of Portfolio:2.7% ($5.3M/$198.4M)

45783Y673

Shares:151.3K

Value:$4.8M

% of Portfolio:2.4% ($4.8M/$198.4M)

922908652

VXF|922908652

Shares:27.2K

Value:$4.7M

% of Portfolio:2.4% ($4.7M/$198.4M)

464287804

IJR|464287804

Shares:44.6K

Value:$4.7M

% of Portfolio:2.4% ($4.7M/$198.4M)

336917109

Shares:103.7K

Value:$4.5M

% of Portfolio:2.3% ($4.5M/$198.4M)

46435G102

Shares:48.1K

Value:$4.0M

% of Portfolio:2.0% ($4.0M/$198.4M)

922042742

VT|922042742

Shares:34.1K

Value:$4.0M

% of Portfolio:2.0% ($4.0M/$198.4M)

46435U853

Shares:103.3K

Value:$3.8M

% of Portfolio:1.9% ($3.8M/$198.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.6K

Value:$3.7M

% of Portfolio:1.9% ($3.7M/$198.4M)

46138E339

Shares:39.0K

Value:$3.6M

% of Portfolio:1.8% ($3.6M/$198.4M)

33733E104

Shares:40.1K

Value:$3.6M

% of Portfolio:1.8% ($3.6M/$198.4M)

464287507

IJH|464287507

Shares:57.0K

Value:$3.3M

% of Portfolio:1.7% ($3.3M/$198.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VXUScusip921909768)	257.6K	QoQ -0.69% (-1.8K) YoY +437.94% (+209.7K)	All Managers (Combined)	$16.0M	8.1% ($16.0M/$198.4M)	QoQ +4.65% (-$710.9K) YoY +476.86% (+$13.2M)
(IWFcusip464287614)	43.7K	QoQ +1.82% (-783) YoY +106.93% (+22.6K)	All Managers (Combined)	$15.8M	7.9% ($15.8M/$198.4M)	QoQ -8.44% (-$1.5M) YoY +131.70% (+$9.0M)
(VOOcusip922908363)	24.7K	QoQ +1.80% (-437) YoY +16.47% (+3.5K)	All Managers (Combined)	$12.7M	6.4% ($12.7M/$198.4M)	QoQ -2.90% (-$378.4K) YoY +30.42% (+$3.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	44.5K	QoQ -0.80% (-363) YoY -3.78% (-1.8K)	All Managers (Combined)	$10.9M	5.5% ($10.9M/$198.4M)	QoQ +1.50% (-$161.6K) YoY +30.21% (-$2.5M)
ELI LILLY & Co(LLYcusip532457108)	9.7K	QoQ +0.21% (+21) YoY +3.17% (+297)	All Managers (Combined)	$8.0M	4.0% ($8.0M/$198.4M)	QoQ +7.20% (+$536.4K) YoY +14.22% (+$993.8K)
(VTVcusip922908744)	37.5K	QoQ +5.58% (+2.0K) YoY +76.72% (+16.3K)	All Managers (Combined)	$6.5M	3.3% ($6.5M/$198.4M)	QoQ +7.72% (+$464.5K) YoY +97.18% (+$3.2M)
(cusip46137V241)✕	95.3K	QoQ -2.13% (-2.1K) YoY +18960.20% (+94.8K)	All Managers (Combined)	$6.3M	3.2% ($6.3M/$198.4M)	QoQ -3.14% (-$205.5K) YoY +21700.81% (+$6.3M)
(cusip78464A375)✕	189.3K	QoQ +6.80% (+12.1K) YoY +7339.72% (+186.8K)	All Managers (Combined)	$6.3M	3.2% ($6.3M/$198.4M)	QoQ +8.37% (+$486.2K) YoY +7613.50% (+$6.2M)
(IEMGcusip46434G103)	98.8K	QoQ +2.85% (+2.7K) YoY +54.91% (+35.0K)	All Managers (Combined)	$5.3M	2.7% ($5.3M/$198.4M)	QoQ +6.30% (+$316.1K) YoY +66.31% (+$2.1M)
(cusip45783Y673)✕	151.3K	QoQ +15.46% (+20.3K) YoY NEW(+151.3K)	All Managers (Combined)	$4.8M	2.4% ($4.8M/$198.4M)	QoQ +10.98% (+$470.4K) YoY NEW(+$4.8M)
(VXFcusip922908652)	27.2K	QoQ -2.43% (-680) YoY -9.01% (-2.7K)	All Managers (Combined)	$4.7M	2.4% ($4.7M/$198.4M)	QoQ -11.53% (-$611.4K) YoY -3.24% (-$157.4K)
(IJRcusip464287804)	44.6K	QoQ +5.50% (-2.3K) YoY +126.08% (+24.9K)	All Managers (Combined)	$4.7M	2.4% ($4.7M/$198.4M)	QoQ -4.25% (-$207.2K) YoY +130.93% (+$2.6M)
(cusip336917109)✕	103.7K	QoQ -4.23% (-4.6K) YoY -10.88% (-12.7K)	All Managers (Combined)	$4.5M	2.3% ($4.5M/$198.4M)	QoQ +2.56% (-$112.8K) YoY +5.71% (-$243.4K)
(cusip46435G102)✕	48.1K	QoQ +1.81% (+857) YoY +1.76% (+836)	All Managers (Combined)	$4.0M	2.0% ($4.0M/$198.4M)	QoQ +0.18% (+$7.4K) YoY +11.21% (+$405.6K)
(VTcusip922042742)	34.1K	QoQ -1.97% (-688) YoY NEW(+34.1K)	All Managers (Combined)	$4.0M	2.0% ($4.0M/$198.4M)	QoQ -3.25% (-$133.0K) YoY NEW(+$4.0M)
(cusip46435U853)✕	103.3K	QoQ +15.96% (+14.2K) YoY +263.66% (+74.9K)	All Managers (Combined)	$3.8M	1.9% ($3.8M/$198.4M)	QoQ +16.02% (+$525.3K) YoY +275.12% (+$2.8M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.6K	QoQ -0.45% (-30) YoY -4.42% (-306)	All Managers (Combined)	$3.7M	1.9% ($3.7M/$198.4M)	QoQ -5.01% (-$195.7K) YoY +7.35% (-$253.8K)
(cusip46138E339)✕	39.0K	QoQ +0.52% (-203) YoY NEW(+39.0K)	All Managers (Combined)	$3.6M	1.8% ($3.6M/$198.4M)	QoQ -2.10% (-$77.5K) YoY NEW(+$3.6M)
(cusip33733E104)✕	40.1K	QoQ -7.48% (-3.2K) YoY -14.84% (-7.0K)	All Managers (Combined)	$3.6M	1.8% ($3.6M/$198.4M)	QoQ -5.56% (-$211.7K) YoY -6.39% (-$245.5K)
(IJHcusip464287507)	57.0K	QoQ -1.70% (-988) YoY -2.84% (-1.7K)	All Managers (Combined)	$3.3M	1.7% ($3.3M/$198.4M)	QoQ -7.95% (-$287.3K) YoY +0.45% (-$15.0K)