Ellenbecker Investment Group Incresed Positions 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
AOR
Ishares Tr Core Growth Allocat

ETFs
4.35K
+ 4.42%
$60.99 - $64.39 $265K - $280K
103K $6.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
58
+ 0.56%
$617.65 - $666.84 $35.8K - $38.7K
10.5K $6.98M
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
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
WEC
Wec Energy Group, Inc.

Utilities
95
+ 0.47%
$103.66 - $114.59 $9.85K - $10.9K
20.1K $2.31M
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
DFAS
Dimensional ETF Tr U S Small C

ETFs
2
+ 0.05%
$63.41 - $69.69 $127 - $139
3.68K $252K
WFC
Wells Fargo & Company

Financial Services
20
+ 0.5%
$77.05 - $85.16 $1.54K - $1.7K
3.98K $333K
AXP
American Express CO

Financial Services
1
+ 0.11%
$294.27 - $342.31 $294 - $342
885 $293K
MTG
Mgic Investment Corp

Financial Services
4
+ 0.02%
$25.06 - $28.92 $100 - $116
19.6K $556K
UNP
Union Pacific Corp

Industrials
2
+ 0.14%
$214.91 - $237.16 $430 - $474
1.45K $342K
EPD
Enterprise Products Partners L.P.

Energy
55
+ 0.22%
$30.74 - $32.14 $1.69K - $1.77K
25.3K $789K
SHW
Sherwin Williams CO

Basic Materials
13
+ 1.82%
$330.88 - $375.23 $4.3K - $4.88K
727 $251K
MA
Mastercard Inc

Financial Services
6
+ 1.62%
$550.18 - $598.96 $3.3K - $3.59K
376 $213K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
48
+ 1.16%
$52.55 - $54.37 $2.52K - $2.61K
4.17K $225K
APG
A Pi Group Corp

Industrials
2.6K
+ 50.0%
$33.09 - $36.34 $85.9K - $94.3K
7.79K $267K
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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