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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WETZEL INVESTMENT ADVISORS, INC.

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001998574-25-000003

Total Value
$198.4M
Positions
122
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (122)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD STAR FDS921909768257,557$16.0M8.06%
2ISHARES TR46428761443,657$15.8M7.95%
3VANGUARD INDEX FDS92290836324,655$12.7M6.39%
4JPMORGAN CHASE & CO.VYLD44,477$10.9M5.50%
5ELI LILLY & COLLY9,660$8.0M4.02%
6VANGUARD INDEX FDS92290874437,485$6.5M3.26%
7INVESCO EXCHANGE TRADED FD TIVZ95,301$6.3M3.19%
8SPDR SER TR78464A375189,341$6.3M3.17%
9ISHARES INC46434G10398,774$5.3M2.69%
10INNOVATOR ETFS TRUSTINHD151,320$4.8M2.40%
11VANGUARD INDEX FDS92290865227,215$4.7M2.36%
12ISHARES TR46428780444,633$4.7M2.35%
13FIRST TR MORNINGSTAR DIVID L336917109103,739$4.5M2.27%
14ISHARES TR46435G10248,113$4.0M2.03%
15VANGUARD INTL EQUITY INDEX F92204274234,132$4.0M2.00%
16ISHARES TR46435U853103,295$3.8M1.92%
17SPDR S&P 500 ETF TRSPY6,606$3.7M1.87%
18INVESCO EXCH TRADED FD TR IIIVZ39,048$3.6M1.82%
19FIRST TR EXCHANGE-TRADED FD33733E10440,070$3.6M1.81%
20ISHARES TR46428750756,986$3.3M1.68%
21APPLE INCAAPL14,499$3.2M1.62%
22CITIGROUP INCC-PR32,966$2.3M1.18%
23ISHARES TR46432F84230,574$2.3M1.17%
24VANGUARD SPECIALIZED FUNDS92190884411,806$2.3M1.15%
25VANGUARD INDEX FDS9229086297,579$2.0M0.99%
26PACER FDS TR69374H85752,213$2.0M0.99%
27ISHARES TR46429B69719,278$1.8M0.91%
28MICROSOFT CORPMSFT4,669$1.8M0.88%
29WALMART INCWMT17,258$1.5M0.77%
30FIRST TR EXCHNG TRADED FD VI33740F61538,739$1.5M0.74%
31ISHARES TR46428868742,691$1.3M0.66%
32FIRST TR LRGE CP CORE ALPHA33734K10912,758$1.3M0.66%
33ISHARES TR4642875986,742$1.3M0.64%
34MARATHON PETE CORPMARA8,161$1.2M0.60%
35J P MORGAN EXCHANGE TRADED F46641Q85224,783$1.2M0.60%
36PRUDENTIAL FINL INCPUKPF10,128$1.1M0.57%
37VANGUARD MUN BD FDS92290774619,263$955,8300.48%
38EXXON MOBIL CORPXOM7,370$876,5140.44%
39BANK AMERICA CORP060505682700$864,1990.44%
40CONOCOPHILLIPSCOP8,009$841,1050.42%
41EATON CORP PLCETN3,065$833,2820.42%
42ALPHABET INCGOOG5,325$823,5150.42%
43NVIDIA CORPORATIONNVDA7,466$809,2400.41%
44SPDR SER TR78464A7635,948$807,0250.41%
45INVESCO QQQ TRIVZ1,685$790,1300.40%
46UNION PAC CORPUNP3,204$756,7980.38%
47PACER FDS TR69374H88113,227$724,3110.37%
48JOHNSON & JOHNSONJNJ4,309$714,6100.36%
49RAYMOND JAMES FINL INC7547301095,029$698,5780.35%
50FIRST TR VALUE LINE DIVID IN33734H10615,542$693,0180.35%
51FIRST TR EXCHNG TRADED FD VI33740F73017,347$686,9260.35%
52VANGUARD WHITEHALL FDS9219464065,063$652,9240.33%
53BROADCOM INCAVGO3,820$639,5120.32%
54MOTOROLA SOLUTIONS INCMSI1,448$635,6480.32%
55ISHARES TR4642877214,476$628,6090.32%
56ISHARES TR4642871505,126$625,4230.32%
57FIFTH THIRD BANCORPFITBM15,767$623,9000.31%
58AMAZON COM INCAMZN3,271$622,3400.31%
59CME GROUP INCCME2,253$597,7450.30%
60ALLSTATE CORPALL-PJ2,857$594,7590.30%
61PACER FDS TR69374H43615,300$566,8220.29%
62SSGA ACTIVE ETF TR78467V60813,599$559,3270.28%
63CHUBB LIMITEDCB1,843$558,1060.28%
64HOME DEPOT INCHD1,481$542,7880.27%
65PIMCO ETF TR72201R63512,000$536,7600.27%
66GOLDMAN SACHS ETF TRNVGLF4,723$519,9080.26%
67VERIZON COMMUNICATIONS INCVZ10,896$494,2360.25%
68CENTERPOINT ENERGY INCCNP13,630$493,8150.25%
69TRANE TECHNOLOGIES PLCTT1,460$493,3310.25%
70INVESCO EXCH TRADED FD TR IIIVZ6,438$481,0470.24%
71AUTOMATIC DATA PROCESSING INADP1,480$454,4810.23%
72ISHARES TR4642874655,464$446,5730.23%
73META PLATFORMS INCMETA759$437,4930.22%
74MERCK & CO INCMRK4,695$425,2040.21%
75FIRST TR MULTI CP VAL ALPHA33733C1085,280$419,8130.21%
76SELECT SECTOR SPDR TR81369Y2092,776$405,3240.20%
77ISHARES TR4642876221,299$398,4550.20%
78WASTE MGMT INC DEL94106L1091,667$385,9270.19%
79COCA COLA COKO5,255$379,1390.19%
80HARTFORD INSURANCE GROUP INCHIG-PG3,000$372,7500.19%
81UNITEDHEALTH GROUP INCUNH697$365,1330.18%
82SALESFORCE INCCRM1,328$356,4080.18%
83CISCO SYS INCCSCO5,597$345,3910.17%
84UNUM GROUPUNMA4,190$341,3170.17%
85DARDEN RESTAURANTS INCDRI1,602$332,8750.17%
86ISHARES TR46435G2685,287$330,6490.17%
87VISA INCV942$330,1820.17%
88ISHARES TR4642877704,161$326,8470.16%
89FIRST TR EXCHNG TRADED FD VI33740F6318,498$322,6690.16%
90ISHARES TR4642872263,242$320,7380.16%
91QUALCOMM INCQCOM2,069$317,8190.16%
92AIR PRODS & CHEMS INCAIIR1,073$316,5440.16%
93MEDTRONIC PLCMDT3,476$314,8060.16%
94SELECT SECTOR SPDR TR81369Y8031,519$313,6430.16%
95SELECT SECTOR SPDR TR81369Y5063,292$307,6370.16%
96CHEVRON CORP NEWCVX1,826$305,4720.15%
97FISERV INCFISV1,356$299,4450.15%
98INTERCONTINENTAL EXCHANGE IN45866F1041,721$296,9530.15%
99JOHNSON CTLS INTL PLCG515021053,572$287,4480.14%
100FIRST TR EXCHANGE TRADED FD33734X1432,740$283,8640.14%
101SELECT SECTOR SPDR TR81369Y4071,415$279,4060.14%
102COMCAST CORP NEWCCZ7,275$268,4490.14%
103EXPAND ENERGY CORPORATIONEXE2,115$235,4420.12%
104SELECT SECTOR SPDR TR81369Y7041,792$234,8770.12%
105TJX COS INC NEW8725401091,924$234,3020.12%
106NISOURCE INCNI5,826$233,5640.12%
107ABBVIE INCABBV1,098$230,0530.12%
108PORTLAND GEN ELEC CO7365088475,100$230,0100.12%
109BEST BUY INCBBY3,008$224,2960.11%
110S&P GLOBAL INCSPGI435$221,0680.11%
111WEBSTER FINL CORP9478901094,200$216,5100.11%
112SELECT SECTOR SPDR TR81369Y8522,228$214,8910.11%
113REPUBLIC SVCS INC760759100879$212,8590.11%
114PFIZER INCPFE8,285$209,9420.11%
115PROCTER AND GAMBLE CO7427181091,213$206,7190.10%
116AT&T INCT-PC7,308$206,6700.10%
117COLGATE PALMOLIVE COCL2,190$205,2030.10%
118AUTOZONE INCAZO53$202,0770.10%
119ELEVANCE HEALTH INCELV463$201,3860.10%
120AMEREN CORPAEE2,000$200,8000.10%
121BLACKROCK ETF TRUST IIBLK8,828$200,1310.10%
122CHEMOMAB THERAPEUTICS LTDCMMB11,000$11,9900.01%