Ellenbecker Investment Group Portfolio Holdings
Ellenbecker Investment Group
- $475 Million
- Q1 2024
Ellenbecker Investment Group has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $475 Million distributed in 105 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 $200M, Vanguard Small Cap ETF with a value of $55.3M, Ishares Core U.S. Aggregate Bo with a value of $30.1M, Ishares Russell 1000 Gr ETF with a value of $22.9M, and Vanguard Ftse Developed Market with a value of $17.7M.
Examining the 13F form we can see an increase of $43.3M in the current position value, from $432M to 475M.
Below you can find more details about Ellenbecker Investment Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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