Ellenbecker Investment Group has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $581 Million distributed in 119 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 $59.3M, Ishares Russell 1000 Gr ETF with a value of $57.1M, Vanguard Small Cap ETF with a value of $47.5M, and Vanguard Ftse Developed Market with a value of $37.7M.
Examining the 13F form we can see an increase of $60.9M in the current position value, from $520M to 581M.
Below you can find more details about Ellenbecker Investment Group portfolio as well as his latest detailed transactions.
Portfolio value
$581 Million
ETFs: $517 Million
Technology: $22.3 Million
Consumer Defensive: $11.1 Million
Industrials: $5.68 Million
Financial Services: $5.39 Million
Consumer Cyclical: $4.93 Million
Healthcare: $4.75 Million
Communication Services: $3.3 Million
Other: $6.38 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
