0002009211-24-000004.txt : 20241029 0002009211-24-000004.hdr.sgml : 20241029 20241029115336 ACCESSION NUMBER: 0002009211-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241029 DATE AS OF CHANGE: 20241029 EFFECTIVENESS DATE: 20241029 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WETZEL INVESTMENT ADVISORS, INC. CENTRAL INDEX KEY: 0002009211 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23559 FILM NUMBER: 241403866 BUSINESS ADDRESS: STREET 1: 7320 US 31 S CITY: INDIANAPOLIS STATE: IN ZIP: 46227 BUSINESS PHONE: 317-859-2502 MAIL ADDRESS: STREET 1: 7320 US 31 S CITY: INDIANAPOLIS STATE: IN ZIP: 46227 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0002009211 XXXXXXXX 09-30-2024 09-30-2024 WETZEL INVESTMENT ADVISORS, INC.
7320 US 31 S INDIANAPOLIS IN 46227
13F HOLDINGS REPORT 028-23559 N
Heidi Hargis Chief Compliance Officer (317) 859-2502 Heidi Hargis Indianapolis IN 10-29-2024 0 121 198916570 false
INFORMATION TABLE 2 13f20241028.xml ABBVIE INC COM 00287Y109 223547 1132 SH SOLE 1132 0 0 AIR PRODS & CHEMS INC COM 009158106 343890 1155 SH SOLE 1155 0 0 ALLSTATE CORP COM 020002101 642271 3370 SH SOLE 3370 0 0 ALPHABET INC CAP STK CL A 02079K305 1055496 6364 SH SOLE 6364 0 0 AMAZON COM INC COM 023135106 626441 3362 SH SOLE 3362 0 0 APPLE INC COM 037833100 3400635 14595 SH SOLE 14595 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 444851 1599 SH SOLE 1599 0 0 BANK AMERICA CORP 7.25%CNV PFD L 060505682 891107 700 SH SOLE 700 0 0 BEST BUY INC COM 086516101 351289 3370 SH SOLE 3370 0 0 BLACKROCK ETF TRUST II HIGH YLD MUNI IN 092528108 204633 8828 SH SOLE 8828 0 0 BROADCOM INC COM 11135F101 699774 4057 SH SOLE 4057 0 0 CENTERPOINT ENERGY INC COM 15189T107 412763 14030 SH SOLE 14030 0 0 CHEVRON CORP NEW COM 166764100 298074 2024 SH SOLE 2024 0 0 CHUBB LIMITED COM H1467J104 539545 1865 SH SOLE 1865 0 0 CISCO SYS INC COM 17275R102 342843 6442 SH SOLE 6442 0 0 CITIGROUP INC COM NEW 172967424 2082452 33266 SH SOLE 33266 0 0 CME GROUP INC COM 12572Q105 516664 2342 SH SOLE 2342 0 0 COCA COLA CO COM 191216100 390157 5393 SH SOLE 5393 0 0 COLGATE PALMOLIVE CO COM 194162103 229835 2214 SH SOLE 2214 0 0 COMCAST CORP NEW CL A 20030N101 372045 8907 SH SOLE 8907 0 0 DARDEN RESTAURANTS INC COM 237194105 268353 1635 SH SOLE 1635 0 0 DEVON ENERGY CORP NEW COM 25179M103 200180 5117 SH SOLE 5117 0 0 EATON CORP PLC SHS G29183103 1018515 3073 SH SOLE 3073 0 0 ELEVANCE HEALTH INC COM 036752103 240760 463 SH SOLE 463 0 0 ELI LILLY & CO COM 532457108 8466282 9556 SH SOLE 9556 0 0 EXXON MOBIL CORP COM 30231G102 935298 7979 SH SOLE 7979 0 0 FIFTH THIRD BANCORP COM 316773100 682243 15789 SH SOLE 15789 0 0 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 306502 2740 SH SOLE 2740 0 0 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 4026536 44345 SH SOLE 44345 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F730 745361 18648 SH SOLE 18648 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US 33740F631 336890 8825 SH SOLE 8825 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F615 1482473 39702 SH SOLE 39702 0 0 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 1455656 13974 SH SOLE 13974 0 0 FIRST TR MORNINGSTAR DIVID L SHS 336917109 4681713 111602 SH SOLE 111602 0 0 FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 33733C108 446102 5280 SH SOLE 5280 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 810495 17817 SH SOLE 17817 0 0 FISERV INC COM 337738108 252408 1405 SH SOLE 1405 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 611344 5413 SH SOLE 5413 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 354240 3000 SH SOLE 3000 0 0 HOME DEPOT INC COM 437076102 665897 1643 SH SOLE 1643 0 0 INNOVATOR ETFS TRUST QUITY MANAGD FLR 45783Y673 3324013 104375 SH SOLE 104375 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 306691 1909 SH SOLE 1909 0 0 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 3378330 37272 SH SOLE 37272 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 461798 6438 SH SOLE 6438 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 6506671 96725 SH SOLE 96725 0 0 INVESCO HIGH INCOME 2024 TAR COM 46136K105 135660 17850 SH SOLE 17850 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 879014 1801 SH SOLE 1801 0 0 IQVIA HLDGS INC COM 46266C105 200714 847 SH SOLE 847 0 0 ISHARES INC CORE MSCI EMKT 46434G103 5063823 88205 SH SOLE 88205 0 0 ISHARES TR CORE S&P TTL STK 464287150 693925 5524 SH SOLE 5524 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 15859818 42250 SH SOLE 42250 0 0 ISHARES TR BROAD USD HIGH 46435U853 3071323 81576 SH SOLE 81576 0 0 ISHARES TR MSCI EAFE ETF 464287465 488399 5840 SH SOLE 5840 0 0 ISHARES TR PFD AND INCM SEC 464288687 1861589 56021 SH SOLE 56021 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1376809 7254 SH SOLE 7254 0 0 ISHARES TR CONV BD ETF 46435G102 3933607 47013 SH SOLE 47013 0 0 ISHARES TR CORE S&P MCP ETF 464287507 3631785 58276 SH SOLE 58276 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4724183 40391 SH SOLE 40391 0 0 ISHARES TR CORE MSCI EAFE 46432F842 2451551 31410 SH SOLE 31410 0 0 ISHARES TR CORE US AGGBD ET 464287226 427446 4221 SH SOLE 4221 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 1829670 20038 SH SOLE 20038 0 0 ISHARES TR RUSEL 2500 ETF 46435G268 268346 3962 SH SOLE 3962 0 0 ISHARES TR RUS 1000 ETF 464287622 408393 1299 SH SOLE 1299 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 295230 4157 SH SOLE 4157 0 0 ISHARES TR U.S. TECH ETF 464287721 661821 4365 SH SOLE 4365 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 1045229 21482 SH SOLE 21482 0 0 JOHNSON & JOHNSON COM 478160104 731701 4515 SH SOLE 4515 0 0 JOHNSON CTLS INTL PLC SHS G51502105 289618 3714 SH SOLE 3714 0 0 JPMORGAN CHASE & CO. COM 46625H100 9491009 45011 SH SOLE 45011 0 0 MARATHON OIL CORP COM 565849106 742578 27885 SH SOLE 27885 0 0 MARATHON PETE CORP COM 56585A102 1328811 8157 SH SOLE 8157 0 0 MEDTRONIC PLC SHS G5960L103 312474 3444 SH SOLE 3444 0 0 MERCK & CO INC COM 58933Y105 555987 4863 SH SOLE 4863 0 0 META PLATFORMS INC CL A 30303M102 441938 772 SH SOLE 772 0 0 MICROSOFT CORP COM 594918104 2083127 4841 SH SOLE 4841 0 0 MODERNA INC COM 60770K107 213188 3190 SH SOLE 3190 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 660148 1465 SH SOLE 1465 0 0 NISOURCE INC COM 65473P105 240748 6948 SH SOLE 6948 0 0 NVIDIA CORPORATION COM 67066G104 882698 7268 SH SOLE 7268 0 0 NXP SEMICONDUCTORS N V COM N6596X109 261950 1087 SH SOLE 1087 0 0 PACER FDS TR PACER US SMALL 69374H857 2547005 54579 SH SOLE 54579 0 0 PACER FDS TR US CASH COWS 100 69374H881 768196 13227 SH SOLE 13227 0 0 PFIZER INC COM 717081103 309571 10697 SH SOLE 10697 0 0 PIMCO ETF TR MUNI INCOME OPP 72201R635 553920 12000 SH SOLE 12000 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 246840 5100 SH SOLE 5100 0 0 PROCTER AND GAMBLE CO COM 742718109 211304 1220 SH SOLE 1220 0 0 PRUDENTIAL FINL INC COM 744320102 1227591 10137 SH SOLE 10137 0 0 QUALCOMM INC COM 747525103 375981 2211 SH SOLE 2211 0 0 RAYMOND JAMES FINL INC COM 754730109 615851 5029 SH SOLE 5029 0 0 S&P GLOBAL INC COM 78409V104 259877 503 SH SOLE 503 0 0 SALESFORCE INC COM 79466L302 419933 1532 SH SOLE 1532 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 292198 3328 SH SOLE 3328 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 233769 1726 SH SOLE 1726 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 356927 1581 SH SOLE 1581 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 204937 2267 SH SOLE 2267 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 277112 1383 SH SOLE 1383 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 434644 2822 SH SOLE 2822 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3873871 6731 SH SOLE 6731 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 5678676 168457 SH SOLE 168457 0 0 SPDR SER TR S&P DIVID ETF 78464A763 949964 6688 SH SOLE 6688 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 273444 6548 SH SOLE 6548 0 0 TESLA INC COM 88160R101 215321 823 SH SOLE 823 0 0 TJX COS INC NEW COM 872540109 261206 2222 SH SOLE 2222 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 595263 1528 SH SOLE 1528 0 0 UNION PAC CORP COM 907818108 812770 3298 SH SOLE 3298 0 0 UNITEDHEALTH GROUP INC COM 91324P102 384165 657 SH SOLE 657 0 0 UNUM GROUP COM 91529Y106 367934 6190 SH SOLE 6190 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5204427 28521 SH SOLE 28521 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12618174 23839 SH SOLE 23839 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 5563998 31873 SH SOLE 31873 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1322150 5011 SH SOLE 5011 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4105549 34299 SH SOLE 34299 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1005735 19674 SH SOLE 19674 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2434906 12242 SH SOLE 12242 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 16731072 258435 SH SOLE 258435 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 673947 5257 SH SOLE 5257 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 645469 14373 SH SOLE 14373 0 0 VIKING THERAPEUTICS INC COM 92686J106 221585 3500 SH SOLE 3500 0 0 VISA INC COM CL A 92826C839 287338 1045 SH SOLE 1045 0 0 WALMART INC COM 931142103 1442756 17867 SH SOLE 17867 0 0 WASTE MGMT INC DEL COM 94106L109 333821 1608 SH SOLE 1608 0 0