Ellenbecker Investment Group Incresed Positions in Q1 2025

Ellenbecker Investment Group

  • $520 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
90.7K
+ 21.52%
$95.85 - $99.25 $8.69M - $9M
512K $50.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
32.6K
+ 46.75%
$182.82 - $196.21 $5.96M - $6.4M
102K $19.1M
SPMD
Spdr Portfolio

ETFs
108K
+ 82.85%
$50.21 - $57.73 $5.42M - $6.24M
238K $12.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
87K
+ 27.39%
$42.5 - $46.71 $3.7M - $4.07M
405K $18.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
21.9K
+ 21.05%
$360.07 - $417.26 $7.87M - $9.12M
126K $45.3M
AOA
Ishares Tr Core Aggressive All

ETFs
22.8K
+ 21.53%
$75.7 - $80.01 $1.72M - $1.82M
128K $9.8M
PHYL
Pgim ETF Tr

ETFs
28.3K
+ 58.92%
$34.67 - $35.44 $982K - $1M
76.4K $2.66M
MTG
Mgic Investment Corp

Financial Services
21.9K
+ 189.36%
$22.56 - $25.71 $494K - $563K
33.5K $828K
WEC
Wec Energy Group, Inc.

Utilities
76
+ 0.41%
$92.12 - $108.98 $7K - $8.28K
18.8K $2.05M
ABBV
Abb Vie Inc.

Healthcare
627
+ 13.47%
$169.2 - $216.66 $106K - $136K
5.28K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
233
+ 5.76%
$461.52 - $548.18 $108K - $128K
4.28K $2.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.67%
$442.66 - $534.52 $7.53K - $9.09K
2.57K $1.35M
JNJ
Johnson & Johnson

Healthcare
25
+ 0.57%
$142.06 - $167.7 $3.55K - $4.19K
4.42K $732K
T
At&T Inc.

Communication Services
47
+ 0.3%
$21.56 - $28.28 $1.01K - $1.33K
15.6K $440K
CVX
Chevron Corp

Energy
25
+ 0.72%
$146.71 - $167.97 $3.67K - $4.2K
3.52K $588K
V
Visa Inc.

Financial Services
43
+ 2.34%
$306.92 - $362.71 $13.2K - $15.6K
1.88K $657K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.46K
+ 1.13%
$27.01 - $28.54 $39.4K - $41.6K
130K $3.59M
IBM
International Business Machines Corp

Technology
53
+ 2.58%
$217.4 - $264.74 $11.5K - $14K
2.11K $524K
EPD
Enterprise Products Partners L.P.

Energy
50
+ 0.2%
$31.75 - $34.14 $1.59K - $1.71K
25.2K $858K
GLD
Spdr Gold Trust

ETFs
4
+ 0.36%
$243.19 - $288.14 $973 - $1.15K
1.13K $324K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.37%
$279.74 - $321.29 $1.96K - $2.25K
1.87K $585K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.06%
$56.12 - $68.15 $168 - $204
5.33K $361K
NFLX
Netflix Inc

Communication Services
20
+ 4.34%
$828.4 - $1058.6 $16.6K - $21.2K
481 $448K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 4.36%
$890.62 - $1076.86 $20.5K - $24.8K
551 $521K
WMT
Walmart Inc.

Consumer Defensive
749
+ 5.58%
$84.5 - $105.05 $63.3K - $78.7K
14.2K $1.24M
AOM
Ishares Tr Core Moderate Alloc

ETFs
141
+ 0.29%
$42.93 - $44.71 $6.05K - $6.3K
49.4K $2.16M
META
Meta Platforms, Inc.

Communication Services
47
+ 4.08%
$576.36 - $736.67 $27.1K - $34.6K
1.2K $690K
WFC
Wells Fargo & Company

Financial Services
19
+ 0.48%
$66.78 - $81.42 $1.27K - $1.55K
3.94K $283K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
31
+ 0.77%
$50.82 - $52.7 $1.58K - $1.63K
4.07K $213K
Pimco
598K
+ 96.66%
N/A
1.22M $0
Jp Morgan Chase & CO
487
+ 21.8%
N/A
2.72K $0
PEP
Pepsico Inc

Consumer Defensive
21
+ 0.31%
$142.64 - $156.42 $3K - $3.28K
6.82K $1.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
199
+ 1.44%
$21.75 - $24.28 $4.33K - $4.83K
14K $308K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
44
+ 0.61%
$42.24 - $47.29 $1.86K - $2.08K
7.22K $307K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.08%
$58.81 - $68.2 $176 - $205
3.68K $219K
SNV
Synovus Financial Corp

Financial Services
37
+ 0.74%
$43.7 - $56.87 $1.62K - $2.1K
5.04K $235K
ORCL
Oracle Corp

Technology
101
+ 6.8%
$139.81 - $186.47 $14.1K - $18.8K
1.59K $221K
FIS
Fidelity National Information Services, Inc.

Technology
12
+ 0.26%
$68.12 - $83.42 $817 - $1K
4.59K $342K
CAT
Caterpillar Inc

Industrials
2
+ 0.24%
$326.75 - $407.63 $654 - $815
842 $277K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.05%
$92.45 - $106.69 $185 - $213
3.71K $343K
USB
Us Bancorp \De\

Financial Services
29
+ 0.41%
$40.92 - $50.9 $1.19K - $1.48K
7.11K $300K
VONG
Vanguard Russell 1000 Growth E

ETFs
49
+ 1.21%
$92.71 - $107.38 $4.54K - $5.26K
4.1K $379K
ROK
Rockwell Automation, Inc

Industrials
22
+ 1.11%
$255.29 - $303.75 $5.62K - $6.68K
2.01K $519K
GOOG
Alphabet Inc.

Communication Services
481
+ 12.36%
$156.06 - $207.71 $75.1K - $99.9K
4.37K $683K
BMI
Badger Meter Inc

Technology
4
+ 0.15%
$189.49 - $221.51 $758 - $886
2.72K $517K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.04%
$154.33 - $206.19 $154 - $206
2.25K $346K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.15%
$237.01 - $304.45 $711 - $913
1.98K $471K
AMZN
Amazon Com Inc

Consumer Cyclical
467
+ 5.81%
$190.26 - $242.06 $88.9K - $113K
8.5K $1.62M
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 3.45%
$222.15 - $428.22 $18.9K - $36.4K
2.55K $661K
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ellenbecker Investment Group Portfolio

Follow Ellenbecker Investment Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ellenbecker Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Ellenbecker Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email