Ellenbecker Investment Group Portfolio Holdings
Ellenbecker Investment Group
- $520 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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