Ellenbecker Investment Group has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $520 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 $187M, Ishares Core U.S. Aggregate Bo with a value of $50.6M, Vanguard Small Cap ETF with a value of $45.3M, Ishares Russell 1000 Gr ETF with a value of $45.3M, and Ishares Russell 1000 Val ETF with a value of $19.1M.
Examining the 13F form we can see an decrease of $20.9M in the current position value, from $541M to 520M.
Below you can find more details about Ellenbecker Investment Group portfolio as well as his latest detailed transactions.
Portfolio value
$520 Million
ETFs: $461 Million
Technology: $18.6 Million
Consumer Defensive: $10.6 Million
Healthcare: $6.15 Million
Financial Services: $5.66 Million
Consumer Cyclical: $4.36 Million
Industrials: $4.27 Million
Energy: $2.92 Million
Other: $5.96 Million
Stock Holdings Table Market Cap. of $200 Billions or more
