Ellenbecker Investment Group Portfolio Holdings
Ellenbecker Investment Group
- $527 Million
- Q3 2024
Ellenbecker Investment Group has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $527 Million distributed in 109 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 $222M, Vanguard Small Cap ETF with a value of $61.2M, Ishares Core U.S. Aggregate Bo with a value of $32.5M, Ishares Russell 1000 Gr ETF with a value of $27.5M, and Vanguard Ftse Developed Market with a value of $20.2M.
Examining the 13F form we can see an increase of $31.8M in the current position value, from $496M to 527M.
Below you can find more details about Ellenbecker Investment Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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