Ellenbecker Investment Group Incresed Positions in Q4 2024

Ellenbecker Investment Group

  • $541 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
30.5K
+ 41.55%
$370.24 - $418.94 $11.3M - $12.8M
104K $41.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
100K
+ 31.29%
$96.64 - $101.23 $9.7M - $10.2M
421K $40.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
39K
+ 126.75%
$183.23 - $199.79 $7.14M - $7.79M
69.7K $12.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
89.2K
+ 38.99%
$44.04 - $49.49 $3.93M - $4.41M
318K $14M
AOA
Ishares Tr Core Aggressive All

ETFs
26.3K
+ 33.03%
$76.61 - $79.88 $2.01M - $2.1M
106K $8.1M
AOR
Ishares Tr Core Growth Allocat

ETFs
23.2K
+ 29.22%
$57.32 - $59.66 $1.33M - $1.38M
102K $5.87M
AAPL
Apple Inc.

Technology
1.61K
+ 4.55%
$221.69 - $259.02 $356K - $416K
36.9K $9.24M
AOM
Ishares Tr Core Moderate Alloc

ETFs
9.69K
+ 24.48%
$43.44 - $45.05 $421K - $436K
49.3K $2.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
89.2K
+ 225.41%
$26.93 - $84.95 $2.4M - $7.58M
129K $3.52M
AVGO
Broadcom Inc.

Technology
193
+ 11.5%
$159.67 - $250.0 $30.8K - $48.3K
1.87K $433K
IVW
Ishares S&P 500 Growth ETF

ETFs
941
+ 33.98%
$94.43 - $105.47 $88.9K - $99.2K
3.71K $376K
V
Visa Inc.

Financial Services
84
+ 4.8%
$273.87 - $320.91 $23K - $27K
1.83K $579K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.05%
$163.08 - $198.16 $326 - $396
3.89K $741K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 38.66%
$521.84 - $558.82 $78.3K - $83.8K
538 $289K
GOOGL
Alphabet Inc.

Communication Services
163
+ 7.83%
$161.86 - $196.66 $26.4K - $32.1K
2.25K $424K
GLD
Spdr Gold Trust

ETFs
254
+ 29.3%
$236.59 - $257.5 $60.1K - $65.4K
1.12K $271K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.2K
+ 20.02%
$43.67 - $47.04 $52.3K - $56.3K
7.18K $325K
META
Meta Platforms, Inc.

Communication Services
44
+ 3.97%
$554.08 - $632.68 $24.4K - $27.8K
1.15K $678K
SNV
Synovus Financial Corp

Financial Services
44
+ 0.89%
$42.5 - $58.73 $1.87K - $2.58K
5K $256K
MRK
Merck & Co., Inc.

Healthcare
1.21K
+ 19.99%
$96.31 - $114.76 $117K - $139K
7.27K $723K
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.25%
$264.65 - $302.92 $1.32K - $1.51K
1.99K $568K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.19%
$873.59 - $994.69 $874 - $995
528 $483K
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 2.5%
$280.04 - $302.45 $6.16K - $6.65K
902 $261K
ABT
Abbott Laboratories

Healthcare
134
+ 2.64%
$111.93 - $119.39 $15K - $16K
5.2K $588K
IWM
Ishares Russell 2000 ETF

ETFs
25
+ 0.42%
$216.13 - $242.4 $5.4K - $6.06K
5.98K $1.32M
ADI
Analog Devices Inc

Technology
92
+ 9.6%
$206.35 - $236.48 $19K - $21.8K
1.05K $223K
DFAT
Dimensional ETF Tr U S Target

ETFs
6
+ 0.13%
$54.54 - $61.04 $327 - $366
4.73K $263K
IBM
International Business Machines Corp

Technology
9
+ 0.44%
$204.9 - $238.04 $1.84K - $2.14K
2.06K $452K
Jp Morgan Chase & CO
135
+ 6.43%
N/A
2.23K $0
ORCL
Oracle Corp

Technology
2
+ 0.13%
$165.41 - $192.43 $331 - $385
1.49K $247K
LOW
Lowes Companies Inc

Consumer Cyclical
66
+ 6.32%
$244.52 - $284.07 $16.1K - $18.7K
1.11K $273K
LLY
Eli Lilly & CO

Healthcare
26
+ 9.92%
$727.2 - $932.06 $18.9K - $24.2K
288 $222K
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.27%
$114.45 - $127.21 $687 - $763
2.2K $254K
FIS
Fidelity National Information Services, Inc.

Technology
10
+ 0.22%
$80.14 - $90.95 $801 - $910
4.58K $369K
UPS
United Parcel Service Inc

Industrials
4
+ 0.24%
$122.65 - $138.35 $491 - $553
1.69K $213K
MSFT
Microsoft Corp

Technology
165
+ 1.57%
$406.35 - $454.46 $67K - $75K
10.7K $4.5M
CAT
Caterpillar Inc

Industrials
1
+ 0.12%
$360.37 - $416.88 $360 - $417
840 $304K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.43K
+ 155.76%
$22.4 - $68.28 $189K - $576K
13.8K $320K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.15%
$501.29 - $612.85 $501 - $613
689 $358K
XOM
Exxon Mobil Corp

Energy
63
+ 0.72%
$105.51 - $125.37 $6.65K - $7.9K
8.76K $941K
IEFA
Ishares Tr

ETFs
76
+ 0.65%
$70.06 - $77.43 $5.32K - $5.88K
11.8K $831K
VEU
Vanguard Ftse All World Ex Us

ETFs
22
+ 0.11%
$57.29 - $63.1 $1.26K - $1.39K
19.8K $1.13M
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.03%
$151.29 - $176.1 $303 - $352
6.8K $1.03M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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