Wetzel Investment Advisors, Inc.
Wetzel Investment Advisors, Inc. reported 151 holdings worth US$289M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Wetzel Investment Advisors, Inc. reported 151 holdings worth US$289M as of Jun 30, 2026. Largest: Eli Lilly And Company, Jp Morgan Chase & Co. and Citigroup, Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 151
- Value as reported
- US$289M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eli Lilly And Company | 11,256 | US$13.5M | 4.7% |
| Jp Morgan Chase & Co. | 39,301 | US$12.9M | 4.5% |
| Citigroup, Inc. | 27,641 | US$3.87M | 1.3% |
| Apple Inc | 13,265 | US$3.84M | 1.3% |
| Marathon Petroleum Corporation | 7,446 | US$1.9M | 0.66% |
| Alphabet Inc (google) Class C | 5,177 | US$1.85M | 0.64% |
| Nvidia Corporation | 9,103 | US$1.82M | 0.63% |
| Walmart Inc. | 15,383 | US$1.74M | 0.60% |
| Microsoft Corp. | 3,910 | US$1.46M | 0.51% |
| Broadcom Inc. | 2,941 | US$1.11M | 0.38% |
| Prudential Financial, Inc. | 9,883 | US$1.07M | 0.37% |
| Micron Technology, Inc. | 867 | US$1M | 0.35% |
| Johnson & Johnson | 3,933 | US$999K | 0.35% |
| Jackson Financial Inc. | 9,100 | US$932K | 0.32% |
| Bank Of America Corporation | 15,412 | US$878K | 0.30% |
| Fifth Third Bancorp | 14,915 | US$847K | 0.29% |
| Apa Corporation | 25,993 | US$847K | 0.29% |
| Union Pacific Corporation | 2,880 | US$783K | 0.27% |
| Raymond James Financial, Inc. | 5,029 | US$765K | 0.26% |
| Conocophillips | 7,297 | US$759K | 0.26% |
| Exxon Mobil Corporation | 5,527 | US$756K | 0.26% |
| Allstate Corporation (the) | 2,768 | US$662K | 0.23% |
| Amazon.com, Inc. | 2,564 | US$611K | 0.21% |
| Centerpoint Energy, Inc (holding Co) | 13,365 | US$589K | 0.20% |
| Motorola Solutions, Inc. | 1,247 | US$519K | 0.18% |
| Pfizer, Inc. | 19,402 | US$467K | 0.16% |
| Cisco Systems, Inc. | 3,825 | US$449K | 0.16% |
| Materion Corporation | 1,500 | US$446K | 0.15% |
| The Hartford Insurance Group, Inc. | 3,000 | US$399K | 0.14% |
| Mirum Pharmaceuticals, Inc. | 3,300 | US$386K | 0.13% |
| Merck & Company, Inc. | 2,983 | US$386K | 0.13% |
| Qualcomm Incorporated | 2,002 | US$370K | 0.13% |
| Unum Group | 3,975 | US$355K | 0.12% |
| Home Depot, Inc. (the) | 998 | US$352K | 0.12% |
| The Kraft Heinz Company | 13,546 | US$320K | 0.11% |
| Webster Financial Corporation | 4,000 | US$306K | 0.11% |
| Advanced Micro Devices Inc | 518 | US$301K | 0.10% |
| Waste Management, Inc. | 1,348 | US$300K | 0.10% |
| Corning Incorporated | 1,174 | US$300K | 0.10% |
| Cme Group Inc. | 1,343 | US$297K | 0.10% |
| Meta Platforms, Inc. | 519 | US$292K | 0.10% |
| Nisource Inc | 5,826 | US$277K | 0.10% |
| Portland General Electric Co | 5,000 | US$262K | 0.09% |
| Automatic Data Processing, Inc. | 1,146 | US$259K | 0.09% |
| Visa Inc. | 745 | US$256K | 0.09% |
| Abbvie Inc. | 958 | US$241K | 0.08% |
| Verizon Communications Inc. | 5,590 | US$237K | 0.08% |
| Ge Aerospace | 615 | US$230K | 0.08% |
| Ameren Corporation | 2,000 | US$226K | 0.08% |
| Tesla, Inc. | 522 | US$220K | 0.08% |
| Tjx Companies, Inc. (the) | 1,380 | US$209K | 0.07% |
| Air Products And Chemicals, Inc. | 707 | US$207K | 0.07% |
| Coca-cola Company (the) | 2,518 | US$206K | 0.07% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Darden Restaurants, Inc. | 0 | US$0 | 0.00% |
| Phillips 66 | 0 | US$0 | 0.00% |
Source
View original at SEC
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