Ellenbecker Investment Group Purchases in Q3 2025

Ellenbecker Investment Group

  • $637 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
181K
+ 27.32%
$56.02 - $60.3 $10.1M - $10.9M
842K $50.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.84K
+ 2.84%
$420.11 - $472.68 $1.61M - $1.82M
139K $65.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
50.6K
+ 8.45%
$97.75 - $100.75 $4.94M - $5.09M
649K $65M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.3K
+ 4.99%
$49.43 - $54.52 $1.1M - $1.22M
470K $25.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.83K
+ 7.46%
$192.76 - $203.86 $1.7M - $1.8M
127K $25.9M
SPMD
Spdr Portfolio

ETFs
24.1K
+ 8.19%
$54.43 - $58.29 $1.31M - $1.41M
319K $18.2M
AOA
Ishares Tr Core Aggressive All

ETFs
8.72K
+ 6.37%
$82.71 - $88.14 $722K - $769K
146K $12.8M
PHYL
Pgim ETF Tr

ETFs
26.9K
+ 28.38%
$35.14 - $35.8 $945K - $962K
122K $4.35M
FAST
Fastenal CO

Industrials
13.3K
New
$42.47 - $50.39 $565K - $670K
13.3K $652K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.35K
+ 4.42%
$60.99 - $64.39 $265K - $280K
103K $6.61M
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.49K
+ 12.99%
$45.4 - $47.61 $295K - $309K
56.5K $2.69M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
4.85K
+ 117.91%
$58.56 - $63.63 $284K - $309K
8.97K $570K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.05%
$175.16 - $255.24 $350 - $510
4.44K $1.08M
ABBV
Abb Vie Inc.

Healthcare
44
+ 0.83%
$184.85 - $231.54 $8.13K - $10.2K
5.33K $1.24M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.83K
+ 91.62%
$110.74 - $122.12 $202K - $223K
3.82K $462K
XEL
Xcel Energy Inc

Utilities
2.9K
New
$67.56 - $80.65 $196K - $234K
2.9K $233K
GOOGL
Alphabet Inc.

Communication Services
103
+ 3.33%
$174.36 - $254.72 $18K - $26.2K
3.2K $776K
IBM
International Business Machines Corp

Technology
909
+ 40.24%
$234.77 - $292.47 $213K - $266K
3.17K $893K
AMAT
Applied Materials Inc

Technology
1.11K
New
$156.25 - $204.95 $174K - $228K
1.11K $227K
UMBF
Umb Financial Corp

Financial Services
1.87K
New
$106.84 - $125.59 $200K - $235K
1.87K $221K
WEC
Wec Energy Group, Inc.

Utilities
95
+ 0.47%
$103.66 - $114.59 $9.85K - $10.9K
20.1K $2.31M
MPC
Marathon Petroleum Corp

Energy
1.1K
New
$158.59 - $198.69 $174K - $218K
1.1K $211K
CEG
Constellation Energy Corp

Utilities
636
New
$298.82 - $354.89 $190K - $226K
636 $209K
QQQ
Invesco Qqq Trust, Series 1

ETFs
348
New
$546.99 - $602.2 $190K - $210K
348 $208K
MGEE
Mge Energy Inc

Utilities
2.46K
New
$83.0 - $90.05 $204K - $221K
2.46K $206K
VBR
Vanguard Small Cap Value ETF

ETFs
969
New
$195.41 - $212.37 $189K - $206K
969 $202K
XLK
Technology Sector Spdr

ETFs
710
New
$250.97 - $282.66 $178K - $201K
710 $200K
AVGO
Broadcom Inc.

Technology
149
+ 8.28%
$264.74 - $369.57 $39.4K - $55.1K
1.95K $642K
IWR
Ishares Russell Mid Cap ETF

ETFs
38
+ 0.17%
$92.26 - $97.51 $3.51K - $3.71K
22.9K $2.21M
ORCL
Oracle Corp

Technology
1
+ 0.06%
$218.96 - $328.33 $219 - $328
1.63K $458K
PLTR
Palantir Technologies Inc.

Technology
57
+ 3.65%
$130.68 - $186.97 $7.45K - $10.7K
1.62K $295K
GLD
Spdr Gold Trust

ETFs
50
+ 4.03%
$300.96 - $355.47 $15K - $17.8K
1.29K $458K
CAT
Caterpillar Inc

Industrials
12
+ 1.52%
$390.92 - $477.15 $4.69K - $5.73K
803 $383K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 0.94%
$459.11 - $506.91 $14.2K - $15.7K
3.31K $1.67M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
60
+ 0.43%
$136.48 - $142.97 $8.19K - $8.58K
13.9K $1.95M
T
At&T Inc.

Communication Services
2.8K
+ 18.42%
$26.94 - $29.62 $75.5K - $83K
18K $508K
TMO
Thermo Fisher Scientific Inc.

Healthcare
51
+ 9.26%
$404.94 - $499.99 $20.7K - $25.5K
602 $291K
DFIV
Dimensional ETF Tr

ETFs
56
+ 0.29%
$42.66 - $46.53 $2.39K - $2.61K
19.5K $897K
LLY
Eli Lilly & CO

Healthcare
93
+ 30.1%
$625.65 - $812.69 $58.2K - $75.6K
402 $306K
LNT
Alliant Energy Corp

Utilities
8
+ 0.09%
$60.76 - $67.41 $486 - $539
8.76K $590K
VTI
Vanguard Total Stock Market Et

ETFs
115
+ 14.71%
$303.93 - $329.86 $35K - $37.9K
897 $294K
CVX
Chevron Corp

Energy
26
+ 0.74%
$145.57 - $161.83 $3.78K - $4.21K
3.52K $547K
XOM
Exxon Mobil Corp

Energy
15
+ 0.17%
$105.83 - $117.22 $1.59K - $1.76K
8.99K $1.01M
PULS
Pgim ETF Tr

ETFs
723
+ 2.27%
$49.58 - $49.83 $35.8K - $36K
32.6K $1.62M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
87
+ 1.19%
$47.64 - $51.71 $4.14K - $4.5K
7.38K $380K
AMZN
Amazon Com Inc

Consumer Cyclical
110
+ 1.27%
$211.65 - $238.24 $23.3K - $26.2K
8.78K $1.93M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.06%
$291.67 - $316.99 $292 - $317
1.69K $512K
DFAT
Dimensional ETF Tr U S Target

ETFs
9
+ 0.2%
$53.36 - $59.69 $480 - $537
4.56K $265K
VONV
Vanguard Russell 1000 Value Et

ETFs
25
+ 0.64%
$84.55 - $89.54 $2.11K - $2.24K
3.92K $350K
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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