Goelzer Investment Management, Inc. Reduced Holdings in Q1 2025

Goelzer Investment Management, Inc.

  • $1.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.13K
- 0.49%
$77.33 - $90.16 $319K - $372K
834K $65.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-864
- 0.35%
$554.06 - $615.85 $479K - $532K
247K $139M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.31K
- 0.29%
$57.21 - $65.8 $189K - $217K
1.13M $65.9M
AAPL
Apple Inc.

Technology
-1.45K
- 0.94%
$209.68 - $247.1 $303K - $357K
152K $33.8M
MSFT
Microsoft Corp

Technology
-1.08K
- 1.23%
$375.39 - $447.2 $404K - $482K
86.8K $32.6M
AVGO
Broadcom Inc.

Technology
-542
- 0.87%
$167.43 - $244.7 $90.7K - $133K
62.1K $10.4M
ETN
Eaton Corp PLC

Industrials
-526
- 0.91%
$271.83 - $371.23 $143K - $195K
57.1K $15.5M
GOOG
Alphabet Inc.

Communication Services
-894
- 0.94%
$156.06 - $207.71 $140K - $186K
94.2K $14.7M
NVDA
Nvidia Corp

Technology
-1.39K
- 1.37%
$106.98 - $149.43 $149K - $208K
100K $10.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-839
- 0.51%
$102.49 - $119.96 $86K - $101K
164K $17.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-55
- 0.46%
$222.15 - $428.22 $12.2K - $23.6K
12K $3.11M
GNTX
Gentex Corp

Consumer Cyclical
-4.19K
- 1.53%
$23.3 - $28.48 $97.6K - $119K
270K $6.29M
TROW
Price T Rowe Group Inc

Financial Services
-684
- 1.06%
$91.57 - $116.93 $62.6K - $80K
63.8K $5.86M
USB
Us Bancorp \De\

Financial Services
-1.95K
- 0.81%
$40.92 - $50.9 $79.8K - $99.3K
238K $10.1M
MRK
Merck & Co., Inc.

Healthcare
-1.47K
- 1.12%
$83.01 - $101.02 $122K - $149K
130K $11.6M
TGT
Target Corp

Consumer Defensive
-347
- 0.88%
$103.65 - $142.5 $36K - $49.4K
39.3K $4.1M
LMT
Lockheed Martin Corp

Industrials
-248
- 0.86%
$423.19 - $506.29 $105K - $126K
28.7K $12.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.96K
- 7.52%
$92.45 - $106.69 $458K - $529K
61K $5.66M
APO
Apollo Global Management, Inc.

Financial Services
-207
- 0.6%
$126.01 - $172.06 $26.1K - $35.6K
34.1K $4.67M
ADBE
Adobe Inc.

Technology
-130
- 0.86%
$377.84 - $464.11 $49.1K - $60.3K
14.9K $5.72M
WSM
Williams Sonoma Inc

Consumer Cyclical
-197
- 0.58%
$158.1 - $217.71 $31.1K - $42.9K
33.8K $5.34M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-15.2K
- 7.0%
$51.26 - $52.53 $777K - $797K
202K $10.4M
CFG
Citizens Financial Group Inc

Financial Services
-2.38K
- 1.18%
$39.73 - $48.36 $94.5K - $115K
199K $8.14M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.43K
- 2.09%
$81.62 - $96.63 $117K - $138K
67.2K $5.6M
UNH
Unitedhealth Group Inc

Healthcare
-1.77K
- 10.71%
$461.52 - $548.18 $817K - $971K
14.8K $7.73M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-81
- 0.92%
$314.47 - $431.35 $25.5K - $34.9K
8.71K $3.19M
PANW
Palo Alto Networks Inc

Technology
-322
- 0.66%
$167.82 - $208.28 $54K - $67.1K
48.8K $8.32M
BAC
Bank Of America Corp

Financial Services
-2.32K
- 1.01%
$39.61 - $47.74 $91.9K - $111K
227K $9.46M
PII
Polaris Inc.

Consumer Cyclical
-366
- 1.07%
$40.9 - $58.36 $15K - $21.4K
33.9K $1.39M
ADI
Analog Devices Inc

Technology
-522
- 1.19%
$201.56 - $243.82 $105K - $127K
43.5K $8.76M
CAT
Caterpillar Inc

Industrials
-119
- 0.76%
$326.75 - $407.63 $38.9K - $48.5K
15.5K $5.12M
PRU
Prudential Financial Inc

Financial Services
-1.09K
- 1.8%
$105.04 - $122.33 $114K - $133K
59.3K $6.62M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 0.84%
$4295.4 - $5141.88 $47.2K - $56.6K
1.3K $6M
EQIX
Equinix Inc

Real Estate
-26
- 0.66%
$803.0 - $959.97 $20.9K - $25K
3.9K $3.18M
DIS
Walt Disney CO

Communication Services
-751
- 2.47%
$96.87 - $114.0 $72.7K - $85.6K
29.7K $2.93M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-71
- 0.62%
$522.96 - $601.18 $37.1K - $42.7K
11.4K $6.09M
AXP
American Express CO

Financial Services
-170
- 1.18%
$255.39 - $325.87 $43.4K - $55.4K
14.2K $3.82M
BWA
Borgwarner Inc

Consumer Cyclical
-995
- 0.77%
$27.78 - $32.9 $27.6K - $32.7K
129K $3.69M
IQV
Iqvia Holdings Inc.

Healthcare
-155
- 0.78%
$176.3 - $209.96 $27.3K - $32.5K
19.6K $3.46M
IEFA
Ishares Tr

ETFs
-6.31K
- 66.13%
$69.57 - $78.65 $439K - $496K
3.23K $244K
FITB
Fifth Third Bancorp

Financial Services
-1.44K
- 1.35%
$37.48 - $44.96 $53.9K - $64.7K
105K $4.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-201
- 0.82%
$222.66 - $268.42 $44.8K - $54K
24.2K $5.64M
HON
Honeywell International Inc

Industrials
-215
- 0.94%
$202.75 - $226.52 $43.6K - $48.7K
22.7K $4.8M
HD
Home Depot, Inc.

Consumer Cyclical
-108
- 0.79%
$347.25 - $424.87 $37.5K - $45.9K
13.5K $4.95M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-62
- 0.46%
$102.72 - $143.06 $6.37K - $8.87K
13.4K $1.4M
ACN
Accenture PLC

Technology
-61
- 0.8%
$300.91 - $398.25 $18.4K - $24.3K
7.6K $2.37M
PFE
Pfizer Inc

Healthcare
-2.6K
- 1.41%
$25.01 - $27.13 $65K - $70.5K
182K $4.6M
PEP
Pepsico Inc

Consumer Defensive
-777
- 0.98%
$142.64 - $156.42 $111K - $122K
78.5K $11.8M
WMT
Walmart Inc.

Consumer Defensive
-698
- 0.83%
$84.5 - $105.05 $59K - $73.3K
82.9K $7.28M
Activity Summary
Buys All Purchases 0 New Holdings 0 Increased Positions 0 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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