Ellenbecker Investment Group Incresed Positions in Q2 2025

Ellenbecker Investment Group

  • $581 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
306K
+ 86.38%
$45.65 - $57.01 $14M - $17.5M
661K $37.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.61K
+ 7.64%
$320.42 - $424.58 $3.08M - $4.08M
135K $57.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
86.2K
+ 16.84%
$96.84 - $99.46 $8.35M - $8.58M
598K $59.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
16.1K
+ 15.68%
$166.82 - $194.23 $2.68M - $3.12M
118K $23M
SPMD
Spdr Portfolio

ETFs
56.5K
+ 23.68%
$44.89 - $54.38 $2.53M - $3.07M
295K $16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42.9K
+ 10.6%
$39.89 - $49.46 $1.71M - $2.12M
448K $22.1M
MSFT
Microsoft Corp

Technology
1.23K
+ 11.73%
$354.56 - $497.45 $436K - $611K
11.7K $5.82M
AOA
Ishares Tr Core Aggressive All

ETFs
8.5K
+ 6.61%
$69.46 - $83.4 $590K - $709K
137K $11.4M
NVDA
Nvidia Corp

Technology
1.11K
+ 5.54%
$94.31 - $157.99 $105K - $176K
21.2K $3.35M
PHYL
Pgim ETF Tr

ETFs
18.4K
+ 24.04%
$33.41 - $35.49 $614K - $652K
94.7K $3.36M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.19K
+ 77.86%
$82.51 - $109.2 $263K - $348K
7.29K $795K
TSLA
Tesla, Inc.

Consumer Cyclical
605
+ 23.71%
$221.86 - $362.89 $134K - $220K
3.16K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
168
+ 1.98%
$167.32 - $223.3 $28.1K - $37.5K
8.67K $1.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
717
+ 27.95%
$483.48 - $539.8 $347K - $387K
3.28K $1.59M
GOOGL
Alphabet Inc.

Communication Services
846
+ 37.67%
$144.7 - $178.6 $122K - $151K
3.09K $544K
AVGO
Broadcom Inc.

Technology
7
+ 0.39%
$146.29 - $275.65 $1.02K - $1.93K
1.8K $496K
WMT
Walmart Inc.

Consumer Defensive
347
+ 2.45%
$81.79 - $99.98 $28.4K - $34.7K
14.5K $1.42M
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.25%
$218.97 - $332.17 $1.09K - $1.66K
2.02K $669K
BMI
Badger Meter Inc

Technology
3
+ 0.11%
$170.72 - $254.17 $512 - $763
2.72K $666K
IBM
International Business Machines Corp

Technology
148
+ 7.01%
$221.03 - $294.78 $32.7K - $43.6K
2.26K $665K
AOM
Ishares Tr Core Moderate Alloc

ETFs
597
+ 1.21%
$41.55 - $46.04 $24.8K - $27.5K
50K $2.3M
ORCL
Oracle Corp

Technology
45
+ 2.84%
$122.82 - $218.63 $5.53K - $9.84K
1.63K $356K
HON
Honeywell International Inc

Industrials
2
+ 0.03%
$182.86 - $232.88 $366 - $466
5.8K $1.35M
GOOG
Alphabet Inc.

Communication Services
60
+ 1.37%
$146.58 - $180.01 $8.79K - $10.8K
4.43K $786K
JCI
Johnson Controls International PLC

Industrials
15
+ 0.41%
$71.14 - $105.62 $1.07K - $1.58K
3.7K $390K
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.18%
$174.82 - $215.79 $1.92K - $2.37K
5.97K $1.29M
IEFA
Ishares Tr

ETFs
7
+ 0.06%
$67.83 - $84.09 $475 - $589
11.3K $941K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.15%
$211.12 - $274.14 $633 - $822
1.98K $541K
DFIV
Dimensional ETF Tr

ETFs
220
+ 1.15%
$34.67 - $43.21 $7.63K - $9.51K
19.4K $830K
GLD
Spdr Gold Trust

ETFs
116
+ 10.31%
$273.71 - $316.29 $31.8K - $36.7K
1.24K $378K
AXP
American Express CO

Financial Services
1
+ 0.11%
$231.39 - $318.98 $231 - $319
884 $281K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
72
+ 1.0%
$37.93 - $47.69 $2.73K - $3.43K
7.29K $347K
WEC
Wec Energy Group, Inc.

Utilities
1.24K
+ 6.57%
$102.24 - $109.76 $126K - $136K
20K $2.09M
WFC
Wells Fargo & Company

Financial Services
20
+ 0.51%
$60.98 - $80.12 $1.22K - $1.6K
3.96K $317K
RTX
Raytheon Technologies Corp

Industrials
22
+ 1.02%
$113.75 - $148.48 $2.5K - $3.27K
2.17K $317K
FIS
Fidelity National Information Services, Inc.

Technology
11
+ 0.24%
$68.14 - $82.13 $750 - $903
4.6K $374K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
149
+ 3.76%
$47.24 - $58.55 $7.04K - $8.72K
4.12K $240K
ABT
Abbott Laboratories

Healthcare
86
+ 1.73%
$123.95 - $138.08 $10.7K - $11.9K
5.07K $689K
SNV
Synovus Financial Corp

Financial Services
43
+ 0.85%
$38.27 - $51.75 $1.65K - $2.23K
5.08K $262K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.18%
$908.13 - $1056.85 $908 - $1.06K
552 $546K
KO
Coca Cola CO

Consumer Defensive
380
+ 5.86%
$68.37 - $73.9 $26K - $28.1K
6.86K $485K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.08%
$52.31 - $63.72 $157 - $191
3.68K $234K
DFAT
Dimensional ETF Tr U S Target

ETFs
8
+ 0.18%
$44.8 - $53.97 $358 - $432
4.56K $245K
V
Visa Inc.

Financial Services
5
+ 0.27%
$308.27 - $373.31 $1.54K - $1.87K
1.88K $668K
LLY
Eli Lilly & CO

Healthcare
29
+ 10.36%
$713.71 - $898.95 $20.7K - $26.1K
309 $240K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
48
+ 1.18%
$51.1 - $53.29 $2.45K - $2.56K
4.12K $219K
Jp Morgan Chase & CO
278
+ 10.22%
N/A
3K $0
MUB
Ishares National Muni Bond ETF

ETFs
24
+ 0.68%
$102.31 - $105.8 $2.46K - $2.54K
3.55K $371K
Pimco
128K
+ 10.54%
N/A
1.35M $0
Activity Summary
Buys All Purchases 67 New Holdings 10 Increased Positions 57 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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