Goelzer Investment Management, Inc. Purchases in Q4 2024

Goelzer Investment Management, Inc.

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
6
New
$664750.0 - $724132.5 $3.99M - $4.34M
6 $4.09M
EMN
Eastman Chemical CO

Basic Materials
36.3K
New
$90.03 - $110.64 $3.27M - $4.02M
36.3K $3.32M
AAPL
Apple Inc.

Technology
1.35K
+ 0.89%
$221.69 - $259.02 $300K - $351K
153K $38.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.94K
+ 4.02%
$180.88 - $232.93 $351K - $453K
50.3K $11M
TSLA
Tesla, Inc.

Consumer Cyclical
104
+ 0.87%
$213.65 - $479.86 $22.2K - $49.9K
12.1K $4.88M
BAH
Booz Allen Hamilton Holding Corp

Industrials
13.5K
New
$128.36 - $186.0 $1.73M - $2.5M
13.5K $1.73M
APO
Apollo Global Management, Inc.

Financial Services
305
+ 0.9%
$131.36 - $178.61 $40.1K - $54.5K
34.3K $5.66M
NVDA
Nvidia Corp

Technology
355
+ 0.35%
$117.0 - $148.88 $41.5K - $52.9K
102K $13.6M
TROW
Price T Rowe Group Inc

Financial Services
8.64K
+ 15.46%
$106.48 - $124.69 $920K - $1.08M
64.5K $7.29M
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 1.08%
$4100.99 - $5300.34 $57.4K - $74.2K
1.31K $6.52M
PANW
Palo Alto Networks Inc

Technology
25.2K
+ 105.2%
$181.96 - $405.9 $4.58M - $10.2M
49.1K $8.93M
AZN
Astrazeneca PLC

Healthcare
23K
+ 37.86%
$63.2 - $79.58 $1.45M - $1.83M
83.7K $5.48M
FELE
Franklin Electric CO Inc

Industrials
7.06K
New
$95.71 - $110.4 $675K - $779K
7.06K $687K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.37K
New
$65.67 - $69.79 $615K - $654K
9.37K $628K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.61K
+ 8.01%
$442.29 - $483.08 $713K - $778K
21.7K $9.84M
META
Meta Platforms, Inc.

Communication Services
557
+ 6.13%
$554.08 - $632.68 $309K - $352K
9.64K $5.69M
IEFA
Ishares Tr

ETFs
6.93K
+ 265.57%
$70.06 - $77.43 $485K - $536K
9.53K $670K
ADBE
Adobe Inc.

Technology
2.93K
+ 24.15%
$437.39 - $552.96 $1.28M - $1.62M
15K $6.69M
MA
Mastercard Inc

Financial Services
215
+ 2.59%
$491.3 - $536.15 $106K - $115K
8.53K $4.49M
IVE
Ishares S&P 500 Value ETF

ETFs
1.9K
New
$189.5 - $206.17 $360K - $392K
1.9K $362K
VUG
Vanguard Growth ETF

ETFs
832
New
$378.79 - $428.11 $315K - $356K
832 $341K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.25K
New
$96.64 - $101.23 $314K - $329K
3.25K $314K
IEMG
Ishares Inc

ETFs
5.18K
New
N/A
5.18K $277K
FRME
First Merchants Corp

Financial Services
6.77K
New
$35.52 - $44.97 $240K - $304K
6.77K $269K
VTV
Vanguard Value ETF

ETFs
1.52K
New
$168.32 - $181.87 $256K - $276K
1.52K $257K
BSX
Boston Scientific Corp

Healthcare
628
+ 1.81%
$83.62 - $91.5 $52.5K - $57.5K
35.3K $3.16M
ISRG
Intuitive Surgical Inc

Healthcare
91
+ 1.44%
$471.27 - $550.62 $42.9K - $50.1K
6.41K $3.35M
IWY
Ishares Tr Russell 200 Growth

ETFs
924
New
$216.72 - $244.71 $200K - $226K
924 $217K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
381
+ 38.8%
$521.84 - $558.82 $199K - $213K
1.36K $734K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.27K
+ 85.09%
$80.87 - $87.69 $183K - $199K
4.93K $400K
GLW
Corning Inc

Technology
236
+ 0.36%
$44.11 - $49.76 $10.4K - $11.7K
65.8K $3.13M
VONE
Vanguard Russell 1000 ETF

ETFs
548
+ 42.61%
$257.18 - $277.76 $141K - $152K
1.83K $489K
CMI
Cummins Inc

Industrials
160
+ 4.52%
$324.93 - $383.42 $52K - $61.3K
3.7K $1.29M
AGZ
Ishares Agency Bond ETF

ETFs
1.4K
+ 16.02%
$107.68 - $110.37 $151K - $154K
10.1K $1.09M
XLF
Financial Sector Spdr

ETFs
1.77K
+ 12.91%
$44.89 - $51.34 $79.4K - $90.8K
15.5K $747K
BA
Boeing CO

Industrials
113
+ 3.65%
$138.14 - $180.72 $15.6K - $20.4K
3.21K $568K
SNA
Snap On Inc

Industrials
27
+ 1.69%
$285.44 - $371.35 $7.71K - $10K
1.63K $552K
ORCL
Oracle Corp

Technology
646
+ 10.43%
$165.41 - $192.43 $107K - $124K
6.84K $1.14M
VGT
Vanguard Information Technolog

ETFs
33
+ 2.03%
$571.78 - $647.97 $18.9K - $21.4K
1.66K $1.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
590
+ 32.05%
$126.68 - $134.74 $74.7K - $79.5K
2.43K $310K
VOT
Vanguard Mid Cap Growth Index

ETFs
206
+ 10.8%
$241.48 - $274.89 $49.7K - $56.6K
2.11K $536K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.12%
$194.8 - $239.43 $584 - $718
2.45K $550K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.18K
+ 5.33%
$51.33 - $53.74 $266K - $279K
103K $5.28M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
6
+ 0.02%
$121.89 - $135.52 $731 - $813
34.7K $4.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.2K
+ 7.28%
$71.75 - $75.11 $86.3K - $90.4K
17.7K $1.27M
VOE
Vanguard Mid Cap Value Index F

ETFs
276
+ 11.6%
$160.89 - $176.18 $44.4K - $48.6K
2.66K $429K
CB
Chubb LTD

Financial Services
126
+ 10.38%
$271.57 - $301.89 $34.2K - $38K
1.34K $370K
ACN
Accenture PLC

Technology
75
+ 0.99%
$343.9 - $376.86 $25.8K - $28.3K
7.66K $2.7M
VEEV
Veeva Systems Inc

Healthcare
41
+ 0.57%
$201.81 - $250.45 $8.27K - $10.3K
7.23K $1.52M
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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