Ellenbecker Investment Group has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $541 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $215M, Vanguard Small Cap ETF with a value of $55.2M, Ishares Russell 1000 Gr ETF with a value of $41.7M, Ishares Core U.S. Aggregate Bo with a value of $40.8M, and Vanguard Ftse Developed Market with a value of $17M.
Examining the 13F form we can see an increase of $13.4M in the current position value, from $527M to 541M.
Below you can find more details about Ellenbecker Investment Group portfolio as well as his latest detailed transactions.
Portfolio value
$541 Million
ETFs: $482 Million
Technology: $20.9 Million
Consumer Defensive: $9.48 Million
Healthcare: $5.68 Million
Consumer Cyclical: $5 Million
Industrials: $4.9 Million
Financial Services: $3.79 Million
Utilities: $3.09 Million
Other: $5.77 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
