Ellenbecker Investment Group Portfolio Holdings
Ellenbecker Investment Group
- $496 Million
- Q2 2024
Ellenbecker Investment Group has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $496 Million distributed in 117 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 $209M, Vanguard Small Cap ETF with a value of $54.1M, Ishares Core U.S. Aggregate Bo with a value of $30.5M, Ishares Russell 1000 Gr ETF with a value of $26M, and Vanguard Ftse Developed Market with a value of $18.4M.
Examining the 13F form we can see an increase of $20.5M in the current position value, from $475M to 496M.
Below you can find more details about Ellenbecker Investment Group portfolio as well as his latest detailed transactions.