Goelzer Investment Management, Inc. Purchases in Q1 2025

Goelzer Investment Management, Inc.

  • $1.71 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
6.36K
+ 1.17%
$725.72 - $929.72 $4.62M - $5.92M
550K $455M
AVGO
Broadcom Inc.

Technology
28.9K
+ 46.52%
$167.43 - $244.7 $4.83M - $7.06M
90.9K $15.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
6
New
$663000.0 - $801950.0 $3.98M - $4.81M
6 $4.79M
WFC
Wells Fargo & Company

Financial Services
57.1K
+ 130.32%
$66.78 - $81.42 $3.81M - $4.65M
101K $7.24M
KO
Coca Cola CO

Consumer Defensive
41.3K
+ 655.73%
$60.81 - $72.32 $2.51M - $2.99M
47.6K $3.41M
CAT
Caterpillar Inc

Industrials
8.97K
+ 57.76%
$326.75 - $407.63 $2.93M - $3.65M
24.5K $8.08M
PG
Procter & Gamble CO

Consumer Defensive
15.5K
+ 37.81%
$158.56 - $176.26 $2.45M - $2.73M
56.4K $9.61M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.4K
New
$100.34 - $100.68 $2.05M - $2.06M
20.4K $2.06M
CRM
Salesforce, Inc.

Technology
7.56K
New
$268.36 - $359.95 $2.03M - $2.72M
7.56K $2.03M
IVV
Ishares Core S&P 500 ETF

ETFs
3.6K
+ 1.46%
$554.06 - $615.85 $1.99M - $2.21M
250K $141M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.8K
+ 1.93%
$57.21 - $65.8 $1.25M - $1.44M
1.15M $67.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22.2K
+ 52.2%
$50.72 - $50.92 $1.12M - $1.13M
64.6K $3.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.07K
+ 10.44%
$442.66 - $534.52 $915K - $1.11M
21.9K $11.6M
NVDA
Nvidia Corp

Technology
8.57K
+ 8.56%
$106.98 - $149.43 $917K - $1.28M
109K $11.8M
AMZN
Amazon Com Inc

Consumer Cyclical
4.02K
+ 8.3%
$190.26 - $242.06 $765K - $974K
52.5K $9.98M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
13.2K
+ 6.53%
$51.26 - $52.53 $674K - $691K
215K $11.1M
FELE
Franklin Electric CO Inc

Industrials
7.04K
New
$93.38 - $106.03 $657K - $746K
7.04K $660K
UNH
Unitedhealth Group Inc

Healthcare
1.25K
+ 8.48%
$461.52 - $548.18 $578K - $686K
16K $8.39M
IEFA
Ishares Tr

ETFs
8.38K
+ 259.4%
$69.57 - $78.65 $583K - $659K
11.6K $877K
GOOGL
Alphabet Inc.

Communication Services
4.09K
+ 65.56%
$154.33 - $206.19 $631K - $843K
10.3K $1.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.69K
+ 10.96%
$92.45 - $106.69 $618K - $714K
67.7K $6.29M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.52K
+ 3.64%
$97.25 - $104.79 $537K - $579K
157K $16.3M
AAPL
Apple Inc.

Technology
2.49K
+ 1.64%
$209.68 - $247.1 $522K - $615K
155K $34.3M
IVE
Ishares S&P 500 Value ETF

ETFs
2.88K
New
$185.78 - $198.58 $536K - $573K
2.88K $549K
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.7K
+ 3.9%
$43.53 - $45.42 $508K - $530K
311K $14.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
22.4K
New
$21.23 - $23.75 $476K - $533K
22.4K $482K
COST
Costco Wholesale Corp

Consumer Defensive
500
+ 5.21%
$890.62 - $1076.86 $445K - $538K
10.1K $9.56M
GOOG
Alphabet Inc.

Communication Services
3.03K
+ 3.21%
$156.06 - $207.71 $472K - $629K
97.2K $15.2M
V
Visa Inc.

Financial Services
1.27K
+ 5.11%
$306.92 - $362.71 $389K - $459K
26.1K $9.13M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.9K
+ 1.17%
$18.36 - $20.51 $402K - $449K
1.89M $37.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.49K
+ 3.16%
$51.52 - $52.37 $386K - $392K
244K $12.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.84K
New
$97.38 - $104.52 $373K - $401K
3.84K $391K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
737
+ 74.6%
$507.05 - $563.67 $374K - $415K
1.73K $886K
HON
Honeywell International Inc

Industrials
1.74K
+ 7.68%
$202.75 - $226.52 $353K - $394K
24.4K $5.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.25K
New
$95.85 - $99.25 $311K - $322K
3.25K $321K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
10.8K
New
$27.47 - $30.62 $296K - $330K
10.8K $319K
FRME
First Merchants Corp

Financial Services
6.77K
New
$37.99 - $45.25 $257K - $306K
6.77K $273K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.23K
New
$210.19 - $243.33 $259K - $300K
1.23K $260K
IEMG
Ishares Inc

ETFs
4.62K
New
N/A
4.62K $247K
TROW
Price T Rowe Group Inc

Financial Services
2.46K
+ 3.85%
$91.57 - $116.93 $225K - $287K
66.3K $6.09M
DHR
Danaher Corp

Healthcare
1.08K
New
$201.62 - $250.59 $218K - $270K
1.08K $221K
VEA
Vanguard Ftse Developed Market

ETFs
4.26K
New
$47.4 - $52.99 $202K - $225K
4.26K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
1K
New
$194.65 - $222.86 $195K - $223K
1K $209K
MS
Morgan Stanley

Financial Services
1.76K
New
$111.68 - $141.08 $197K - $249K
1.76K $205K
HD
Home Depot, Inc.

Consumer Cyclical
525
+ 3.89%
$347.25 - $424.87 $182K - $223K
14K $5.14M
NEE
Nextera Energy Inc

Utilities
2.62K
+ 5.7%
$66.96 - $76.16 $175K - $199K
48.5K $3.44M
TMO
Thermo Fisher Scientific Inc.

Healthcare
368
+ 44.93%
$497.6 - $606.74 $183K - $223K
1.19K $590K
DIS
Walt Disney CO

Communication Services
1.85K
+ 6.22%
$96.87 - $114.0 $179K - $211K
31.5K $3.11M
ZTS
Zoetis Inc.

Healthcare
1.02K
+ 4.3%
$156.48 - $175.67 $160K - $179K
24.8K $4.08M
Activity Summary
Buys All Purchases 136 New Holdings 16 Increased Positions 120 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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