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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Eaton Corp plc

ETN|G29183103

Shares:3.1K

Value:$833.3K

% of Portfolio:0.4% ($833.3K/$198.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.3K

Value:$823.5K

% of Portfolio:0.4% ($823.5K/$198.4M)

NVIDIA CORP

NVDA|67066G104

Shares:7.5K

Value:$809.2K

% of Portfolio:0.4% ($809.2K/$198.4M)

78464A763

SDY|78464A763

Shares:5.9K

Value:$807.0K

% of Portfolio:0.4% ($807.0K/$198.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.7K

Value:$790.1K

% of Portfolio:0.4% ($790.1K/$198.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:3.2K

Value:$756.8K

% of Portfolio:0.4% ($756.8K/$198.4M)

69374H881

Shares:13.2K

Value:$724.3K

% of Portfolio:0.4% ($724.3K/$198.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.3K

Value:$714.6K

% of Portfolio:0.4% ($714.6K/$198.4M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:5.0K

Value:$698.6K

% of Portfolio:0.4% ($698.6K/$198.4M)

33734H106

Shares:15.5K

Value:$693.0K

% of Portfolio:0.3% ($693.0K/$198.4M)

33740F730

Shares:17.3K

Value:$686.9K

% of Portfolio:0.3% ($686.9K/$198.4M)

921946406

VYM|921946406

Shares:5.1K

Value:$652.9K

% of Portfolio:0.3% ($652.9K/$198.4M)

Broadcom Inc.

AVGO|11135F101

Shares:3.8K

Value:$639.5K

% of Portfolio:0.3% ($639.5K/$198.4M)

Motorola Solutions, Inc.

MSI|620076307

Shares:1.4K

Value:$635.6K

% of Portfolio:0.3% ($635.6K/$198.4M)

464287721

Shares:4.5K

Value:$628.6K

% of Portfolio:0.3% ($628.6K/$198.4M)

464287150

ITOT|464287150

Shares:5.1K

Value:$625.4K

% of Portfolio:0.3% ($625.4K/$198.4M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:15.8K

Value:$623.9K

% of Portfolio:0.3% ($623.9K/$198.4M)

AMAZON COM INC

AMZN|023135106

Shares:3.3K

Value:$622.3K

% of Portfolio:0.3% ($622.3K/$198.4M)

CME GROUP INC.

CME|12572Q105

Shares:2.3K

Value:$597.7K

% of Portfolio:0.3% ($597.7K/$198.4M)

ALLSTATE CORP

ALL|020002101

Shares:2.9K

Value:$594.8K

% of Portfolio:0.3% ($594.8K/$198.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Eaton Corp plc(ETNcusipG29183103)	3.1K	QoQ -1.16% (-36) YoY -1.60% (-50)	All Managers (Combined)	$833.3K	0.4% ($833.3K/$198.4M)	QoQ -19.03% (-$195.9K) YoY -13.41% (-$129.1K)
Alphabet Inc.(GOOGLcusip02079K305)	5.3K	QoQ -13.75% (-849) YoY -21.58% (-1.5K)	All Managers (Combined)	$823.5K	0.4% ($823.5K/$198.4M)	QoQ -29.54% (-$345.3K) YoY -22.27% (-$235.9K)
NVIDIA CORP(NVDAcusip67066G104)	7.5K	QoQ +5.79% (-409) YoY +1420.57% (+7.0K)	All Managers (Combined)	$809.2K	0.4% ($809.2K/$198.4M)	QoQ -14.60% (-$138.4K) YoY +94.65% (+$393.5K)
(SDYcusip78464A763)	5.9K	QoQ -7.17% (-460) YoY -16.29% (-1.2K)	All Managers (Combined)	$807.0K	0.4% ($807.0K/$198.4M)	QoQ -4.66% (-$39.5K) YoY -9.61% (-$85.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.7K	QoQ -1.40% (-24) YoY -19.53% (-409)	All Managers (Combined)	$790.1K	0.4% ($790.1K/$198.4M)	QoQ -9.56% (-$83.6K) YoY -10.88% (-$96.5K)
UNION PACIFIC CORP(UNPcusip907818108)	3.2K	QoQ -2.52% (-83) YoY -1.41% (-46)	All Managers (Combined)	$756.8K	0.4% ($756.8K/$198.4M)	QoQ +0.96% (-$7.2K) YoY +1.32% (-$9.9K)
(cusip69374H881)✕	13.2K	QoQ 0.00% (-0) YoY +5.58% (+700)	All Managers (Combined)	$724.3K	0.4% ($724.3K/$198.4M)	QoQ -3.45% (-$25.9K) YoY +5.43% (+$37.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.3K	QoQ -3.12% (-139) YoY -0.30% (-13)	All Managers (Combined)	$714.6K	0.4% ($714.6K/$198.4M)	QoQ +11.08% (-$71.3K) YoY +13.45% (-$84.7K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	5.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$698.6K	0.4% ($698.6K/$198.4M)	QoQ -10.57% (-$82.6K) YoY +13.89% (+$85.2K)
(cusip33734H106)✕	15.5K	QoQ -12.26% (-2.2K) YoY -18.65% (-3.6K)	All Managers (Combined)	$693.0K	0.3% ($693.0K/$198.4M)	QoQ -10.35% (-$80.1K) YoY -9.61% (-$73.7K)
(cusip33740F730)✕	17.3K	QoQ -5.61% (-1.0K) YoY -9.71% (-1.9K)	All Managers (Combined)	$686.9K	0.3% ($686.9K/$198.4M)	QoQ -8.25% (-$61.8K) YoY -4.01% (-$28.7K)
(VYMcusip921946406)	5.1K	QoQ -3.69% (-194) YoY -7.30% (-399)	All Managers (Combined)	$652.9K	0.3% ($652.9K/$198.4M)	QoQ -2.65% (-$17.8K) YoY +3.93% (-$24.7K)
Broadcom Inc.(AVGOcusip11135F101)	3.8K	QoQ -2.20% (-86) YoY +816.06% (+3.4K)	All Managers (Combined)	$639.5K	0.3% ($639.5K/$198.4M)	QoQ -29.38% (-$266.1K) YoY +21.81% (+$114.5K)
Motorola Solutions, Inc.(MSIcusip620076307)	1.4K	QoQ -1.63% (-24) YoY -5.54% (-85)	All Managers (Combined)	$635.6K	0.3% ($635.6K/$198.4M)	QoQ -6.80% (-$46.4K) YoY +22.14% (-$115.3K)
(cusip464287721)✕	4.5K	QoQ +1.45% (-64) YoY +5.94% (+251)	All Managers (Combined)	$628.6K	0.3% ($628.6K/$198.4M)	QoQ -10.68% (-$75.2K) YoY +15.86% (+$86.1K)
(ITOTcusip464287150)	5.1K	QoQ -5.63% (-306) YoY -6.25% (-342)	All Managers (Combined)	$625.4K	0.3% ($625.4K/$198.4M)	QoQ -10.48% (-$73.2K) YoY +4.32% (-$25.9K)
FIFTH THIRD BANCORP(FITBcusip316773100)	15.8K	QoQ -0.18% (-29) YoY -0.43% (-69)	All Managers (Combined)	$623.9K	0.3% ($623.9K/$198.4M)	QoQ -7.39% (-$49.8K) YoY +15.13% (-$82.0K)
AMAZON COM INC(AMZNcusip023135106)	3.3K	QoQ -7.33% (-259) YoY +16.11% (+454)	All Managers (Combined)	$622.3K	0.3% ($622.3K/$198.4M)	QoQ -19.64% (-$152.1K) YoY +23.26% (+$117.5K)
CME GROUP INC.(CMEcusip12572Q105)	2.3K	QoQ -0.61% (-14) YoY -6.90% (-167)	All Managers (Combined)	$597.7K	0.3% ($597.7K/$198.4M)	QoQ +8.13% (-$45.0K) YoY +17.81% (-$90.4K)
ALLSTATE CORP(ALLcusip020002101)	2.9K	QoQ -11.10% (-357) YoY -18.53% (-650)	All Managers (Combined)	$594.8K	0.3% ($594.8K/$198.4M)	QoQ -4.49% (-$28.0K) YoY +0.28% (-$1.7K)