IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wetzel Investment Advisors, Inc.

Q4 2023 Holdings

Filed 2024-01-31 | 1109 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
J P Morgan Exch Traded FD TR Betabuilders Japan ETF(BBJP)BBJP46641Q217$881,6800.0%
Deere & Company(DE)DE244199105$902250.0%
Essilor Luxottica Unsponsored ADR(ESLOY)ESLOY297284200$919100.0%
Kinder Morgan Incorporated del(KMI)KMI49456B101$915,1810.0%
General MLS Incorporated(GIS)GIS370334104$921,4180.0%
BP PLC Sponsored ADR(BP)BP055622104$932,6190.0%
Spdr Portfolio S&P 500 Value ETF(SPYV)SPYV78464A508$942,0220.0%
J P Morgan Exch Traded FD TR Betabuilders Europe(BBEU)BBEU46641Q191$951,6720.0%
Ishares TR Russell 2000 ETF(IWM)IWM464287655$964760.0%
Ishares TR 0-5 YR Tips ETF(STIP)STIP46429B747$991,0000.0%
Aflac Incorporated(AFL)AFL001055102$991,1970.0%
Twilio Incorporated Class A(TWLO)TWLO90138F102$991,3000.0%
International Business Machines(IBM)IBM459200101$1046330.0%
Hess Corporation(HES)HES42809H107$1057290.0%
Invesco Short Duration High Yield Muni Fund CL A M/FISHAX00141A321$10511,2930.0%
Thermo Fisher Scientific Incorporated(TMO)TMO883556102$1072010.0%
Westrock Company(WRKUSD)WRK96145D105$1102,6550.0%
Ishares TR 7-10 YR Trsy BD(IEF)IEF464287440$1111,1500.0%
Lord Abbett High Income Municipal Bond FD CL A M/FHYMAX543912877$11110,2830.0%
Novo-Nordisk A S ADR(NVO)NVO670100205$1121,0800.0%
Ishares TR GLB Cnsm STP ETF(KXI)KXI464288737$1131,9080.0%
Pioneer NAT RES Company(PXDEUR)PXD723787107$1175220.0%
FT Vest US Equity Deep Bffr ETF Oct(DOCT)DOCT33740F672$1183,2540.0%
Lauder Estee Companies Incorporated Class A(EL)EL518439104$1198170.0%
Mckesson Corporation(MCK)MCK58155Q103$1212620.0%
Diamondback Energy Incorporated(FANG)FANG25278X109$1227850.0%
Metlife Incorporated(MET)MET59156R108$1231,8570.0%
Microchip Technology Incorporated.(MCHP)MCHP595017104$1241,3790.0%
Disney Walt Company(DIS)DIS254687106$1241,3690.0%
Proshares Large Cap Core Plus(CSM)CSM74347R248$1282,3300.0%
Edwards Lifesciences Corporation(EW)EW28176E108$1301,7050.0%
Booking Holdings Incorporated(BKNG)BKNG09857L108$131370.0%
Paccar Incorporated(PCAR)PCAR693718108$1331,3590.0%
Virginia Natl Bankshares Corporation(VABK)VABK928031103$1333,8750.0%
Mastercard Incorporated Class A(MA)MA57636Q104$1333110.0%
Steris PLC SHS USD(STE)STEG8473T100$1356120.0%
Hawaiian Holdings Incorporated(HAN)HA419879101$1359,5000.0%
Spdr S&P Midcap 400 ETF Trust(MDY)MDY78467Y107$1382720.0%
Oracle Corporation(ORCL)ORCL68389X105$1391,3150.0%
Accenture PLC Ireland SHS Class A(ACN)ACNG1151C101$1424050.0%
Ishares TR Msci USA Smcp MN(SMMV)SMMV46435G433$1434,0180.0%
Schwab U.S. Broad Market ETF(SCHB)SCHB808524102$1452,6000.0%
Clearbridge Large Cap Growth ESG ETF(LRGE)LRGE524682200$1452,4240.0%
Ameren Corporation(AEE)AEE023608102$1452,0060.0%
L3harris Technologies Incorporated(LHX)LHX502431109$1507110.0%
Call: Alpha Metallurgical Resour JAN 190 EXP 01/17/25AMR02076441A$15090.0%
Duke Energy Corporation New COM New(DUK)DUK26441C204$1541,5890.0%
Republic Svcs Incorporated(RSG)RSG760759100$1569470.0%
Invesco Limited Term Muni Income Fund CL A M/FATFAX001419803$15814,2950.0%
Nisource Incorporated(NI)NI65473P105$1585,9480.0%
PreviousPage 19 of 23Next