Wetzel Investment Advisors, Inc.
Wetzel Investment Advisors, Inc. reported 146 holdings worth US$290M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Wetzel Investment Advisors, Inc. reported 146 holdings worth US$290M as of Sep 30, 2026. Largest: Jp Morgan Chase & Co., Eli Lilly And Company and Apple Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 146
- Value as reported
- US$290M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Jp Morgan Chase & Co. | 39,291 | US$13M | 4.5% |
| Eli Lilly And Company | 11,178 | US$12.9M | 4.5% |
| Apple Inc | 12,844 | US$4.28M | 1.5% |
| Citigroup, Inc. | 27,741 | US$3.59M | 1.2% |
| Marathon Petroleum Corporation | 7,537 | US$2.98M | 1.0% |
| Nvidia Corporation | 9,288 | US$2.12M | 0.73% |
| Microsoft Corp. | 3,649 | US$1.87M | 0.65% |
| Alphabet Inc (google) Class C | 5,203 | US$1.79M | 0.62% |
| Walmart Inc. | 15,410 | US$1.6M | 0.55% |
| Apa Corporation | 32,897 | US$1.37M | 0.47% |
| Jackson Financial Inc. | 9,300 | US$1.2M | 0.41% |
| Prudential Financial, Inc. | 9,883 | US$1.12M | 0.39% |
| Johnson & Johnson | 3,944 | US$1.04M | 0.36% |
| Broadcom Inc. | 2,972 | US$1.04M | 0.36% |
| Micron Technology, Inc. | 894 | US$952K | 0.33% |
| Conocophillips | 7,297 | US$913K | 0.32% |
| Bank Of America Corporation | 700 | US$855K | 0.29% |
| Raymond James Financial, Inc. | 5,029 | US$795K | 0.27% |
| Union Pacific Corporation | 2,884 | US$785K | 0.27% |
| Fifth Third Bancorp | 14,835 | US$750K | 0.26% |
| Amazon.com, Inc. | 2,593 | US$646K | 0.22% |
| Allstate Corporation (the) | 2,768 | US$617K | 0.21% |
| Pfizer, Inc. | 20,772 | US$592K | 0.20% |
| Motorola Solutions, Inc. | 1,243 | US$556K | 0.19% |
| Centerpoint Energy, Inc (holding Co) | 13,365 | US$492K | 0.17% |
| Merck & Company, Inc. | 2,938 | US$429K | 0.15% |
| Cisco Systems, Inc. | 3,765 | US$405K | 0.14% |
| Materion Corporation | 1,500 | US$404K | 0.14% |
| Meta Platforms, Inc. | 517 | US$375K | 0.13% |
| The Hartford Insurance Group, Inc. | 3,000 | US$369K | 0.13% |
| Qualcomm Incorporated | 2,002 | US$368K | 0.13% |
| Cme Group Inc. | 1,343 | US$352K | 0.12% |
| Unum Group | 3,975 | US$349K | 0.12% |
| The Kraft Heinz Company | 14,346 | US$326K | 0.11% |
| Advanced Micro Devices Inc | 518 | US$317K | 0.11% |
| Automatic Data Processing, Inc. | 1,108 | US$288K | 0.10% |
| Mirum Pharmaceuticals, Inc. | 3,300 | US$282K | 0.10% |
| Waste Management, Inc. | 1,348 | US$275K | 0.09% |
| Visa Inc. | 754 | US$271K | 0.09% |
| Phillips 66 | 1,046 | US$267K | 0.09% |
| Home Depot, Inc. (the) | 899 | US$256K | 0.09% |
| Verizon Communications Inc. | 5,548 | US$254K | 0.09% |
| Abbvie Inc. | 930 | US$243K | 0.08% |
| Chevron Corporation | 1,174 | US$240K | 0.08% |
| Nisource Inc | 5,826 | US$227K | 0.08% |
| Portland General Electric Co | 5,000 | US$226K | 0.08% |
| Coca-cola Company (the) | 2,399 | US$208K | 0.07% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Webster Financial Corporation | 0 | US$0 | 0.00% |
| Air Products And Chemicals, Inc. | 0 | US$0 | 0.00% |
| Ameren Corporation | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
Source
View original at SEC
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