Notify me when WETZEL INVESTMENT ADVISORS, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 132 | $246,940,868 | +$9,762,726 | -$3,314,787 | +$6,447,939 | IWF, SFLR, VOO, VTV, VXUS | 13F-HR | 21 Jan 2026, 18:21 |
| Q3 2025 | 129 | $234,342,578 | +$7,042,687 | -$5,725,484 | +$1,317,203 | IWF, VOO, SFLR, VTV, VXUS | 13F-HR | 27 Oct 2025, 17:04 |
| Q2 2025 | 123 | $218,678,958 | +$44,501,485 | -$40,044,110 | +$4,457,375 | IWF, VOO, VTV, SFLR, JPM | 13F-HR | 18 Jul 2025, 10:26 |
| Q1 2025 | 122 | $198,351,901 | +$4,678,303 | -$4,298,080 | +$380,223 | VXUS, IWF, VOO, JPM, LLY | 13F-HR | 22 Apr 2025, 16:58 |
| Q4 2024 | 121 | $201,218,737 | +$6,768,403 | -$3,987,619 | +$2,780,784 | IWF, VXUS, VOO, JPM, LLY | 13F-HR | 22 Jan 2025, 14:52 |
| Q3 2024 | 121 | $198,916,570 | +$58,752,741 | -$42,265,182 | +$16,487,559 | VXUS, IWF, VOO, JPM, LLY | 13F-HR | 29 Oct 2024, 11:53 |
| Q2 2024 | 947 | $171,778,281 | +$2,677,206 | -$6,175,419 | -$3,498,213 | AGG, VOO, JPM, LLY, IWF | 13F-HR | 07 Aug 2024, 16:45 |
| Q1 2024 | 1,054 | $169,229,247 | +$9,214,179 | -$3,590,532 | +$5,623,647 | AGG, VOO, JPM, LLY, IWF | 13F-HR | 23 Apr 2024, 10:43 |
| Q4 2023 | 1,001 | $162,782,000 | $0 | $0 | $0 | AGG, VOO, JPM, IWF, LLY | 13F-HR | 31 Jan 2024, 12:49 |