WETZEL INVESTMENT ADVISORS, INC.

Q3 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
129
Total value ($000)
$234,343
Net value change ($000)
+15,664 (7.2%)
New positions
13
Sold out positions
7
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWF 2,152 9.1%
SFLR 1,514 11.3%
VOO 1,140 8.0%
SPY 961 23.7%
BRTR 842 8.9%
VTV 717 5.3%
AAPL 713 24.1%
VXUS 637 5.0%
ICVT 453 10.8%
GOVT 439 9.9%
Top Reduces (Value $000, Stocks/ETFs)
XLK -351 -100.0%
CMCSA -229 -100.0%
SPGI -216 -100.0%
BKNG -214 -100.0%
RSG -205 -100.0%
NXPI -204 -100.0%
MCK -201 -100.0%
LLY -154 -2.0%
USHY -123 -8.3%
VTEB -89 -10.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type