Goelzer Investment Management, Inc. Purchases in Q3 2025

Goelzer Investment Management, Inc.

  • $1.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
415
+ 0.16%
$620.67 - $670.08 $258K - $278K
257K $172M
ABBV
Abb Vie Inc.

Healthcare
10.4K
+ 20.57%
$184.85 - $231.54 $1.91M - $2.4M
60.7K $14.1M
WMT
Walmart Inc.

Consumer Defensive
19.5K
+ 23.53%
$94.4 - $104.27 $1.84M - $2.04M
102K $10.6M
KO
Coca Cola CO

Consumer Defensive
33K
+ 69.47%
$65.67 - $71.67 $2.17M - $2.37M
80.5K $5.34M
NFLX
Netflix Inc

Communication Services
1.52K
New
$1147.87 - $1297.18 $1.75M - $1.98M
1.52K $1.83M
KR
Kroger CO

Consumer Defensive
18.1K
New
$64.52 - $74.35 $1.17M - $1.34M
18.1K $1.22M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.2K
+ 38.34%
$50.53 - $50.82 $1.17M - $1.18M
83.6K $4.25M
UNH
Unitedhealth Group Inc

Healthcare
212
+ 0.88%
$237.77 - $353.61 $50.4K - $75K
24.3K $8.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.7K
+ 10.63%
$50.81 - $51.07 $596K - $599K
122K $6.22M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.12K
+ 3.7%
$52.39 - $53.11 $478K - $484K
255K $13.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.45K
+ 7.11%
$52.55 - $54.37 $392K - $405K
112K $6.07M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.07K
+ 1.3%
$98.52 - $103.93 $204K - $215K
161K $16.6M
VUG
Vanguard Growth ETF

ETFs
710
New
$433.97 - $484.08 $308K - $344K
710 $340K
ASML
Asml Holding Nv

Technology
274
New
$689.63 - $968.09 $189K - $265K
274 $265K
GE
General Electric CO

Industrials
867
New
$244.75 - $305.63 $212K - $265K
867 $260K
JMBS
Janus Detroit Str Tr Henderson

ETFs
971
+ 0.31%
$44.34 - $45.94 $43.1K - $44.6K
312K $14.3M
BP
Bp PLC

Energy
6.66K
New
$30.25 - $35.69 $201K - $238K
6.66K $229K
MUB
Ishares National Muni Bond ETF

ETFs
2.07K
New
$103.24 - $106.68 $214K - $221K
2.07K $220K
ACWI
Ishares Msci Acwi ETF

ETFs
1.55K
New
$128.32 - $138.41 $198K - $214K
1.55K $213K
IJS
Ishares S&P Smallcap 600 Value

ETFs
12
+ 0.06%
$98.99 - $112.2 $1.19K - $1.35K
18.6K $2.06M
VPU
Vanguard Utilities ETF

ETFs
1.06K
New
$175.25 - $189.41 $185K - $200K
1.06K $200K
XYL
Xylem Inc.

Industrials
1.36K
New
$129.67 - $147.5 $176K - $201K
1.36K $200K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.04%
$237.58 - $259.17 $950 - $1.04K
10.5K $2.66M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.74K
+ 19.91%
$100.37 - $100.74 $175K - $175K
10.5K $1.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.87K
+ 7.37%
$23.82 - $25.84 $44.4K - $48.2K
27.2K $698K
MA
Mastercard Inc

Financial Services
52
+ 0.61%
$550.18 - $598.96 $28.6K - $31.1K
8.65K $4.92M
MPC
Marathon Petroleum Corp

Energy
190
+ 10.17%
$158.59 - $198.69 $30.1K - $37.8K
2.06K $396K
TLT
Ishares Barclays 20+ Year Trea

ETFs
731
+ 4.66%
$85.01 - $90.35 $62.1K - $66K
16.4K $1.47M
FAST
Fastenal CO

Industrials
77
+ 0.69%
$42.47 - $50.39 $3.27K - $3.88K
11.3K $551K
XLK
Technology Sector Spdr

ETFs
38
+ 1.56%
$250.97 - $282.66 $9.54K - $10.7K
2.48K $699K
VEEV
Veeva Systems Inc

Healthcare
8
+ 0.11%
$269.2 - $297.91 $2.15K - $2.38K
7.22K $2.15M
ABT
Abbott Laboratories

Healthcare
651
+ 9.43%
$120.51 - $136.62 $78.5K - $88.9K
7.55K $1.01M
VBR
Vanguard Small Cap Value ETF

ETFs
46
+ 1.04%
$195.41 - $212.37 $8.99K - $9.77K
4.48K $935K
MCD
Mcdonalds Corp

Consumer Cyclical
84
+ 2.22%
$291.67 - $316.99 $24.5K - $26.6K
3.86K $1.17M
BND
Vanguard Bd Index Fd Inc Total

ETFs
733
+ 4.14%
$72.57 - $74.72 $53.2K - $54.8K
18.5K $1.37M
SNA
Snap On Inc

Industrials
15
+ 0.94%
$313.01 - $346.53 $4.7K - $5.2K
1.62K $559K
LHX
L3 Harris Technologies, Inc.

Industrials
21
+ 2.1%
$252.18 - $305.41 $5.3K - $6.41K
1.02K $312K
XLE
Energy Sector Spdr

ETFs
6
+ 0.06%
$84.25 - $91.99 $506 - $552
9.76K $871K
PSX
Phillips 66

Energy
23
+ 1.01%
$118.37 - $139.46 $2.72K - $3.21K
2.29K $311K
XLF
Financial Sector Spdr

ETFs
19
+ 0.12%
$51.37 - $54.25 $976 - $1.03K
15.3K $823K
XLI
Industrial Sector Spdr

ETFs
22
+ 0.78%
$147.94 - $154.99 $3.25K - $3.41K
2.84K $438K
XLV
Select Sector Spdr Fund Health

ETFs
5
+ 0.14%
$129.01 - $139.72 $645 - $699
3.48K $484K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.12%
$259.39 - $285.47 $778 - $856
2.52K $690K
DHR
Danaher Corp

Healthcare
24
+ 2.27%
$181.46 - $212.2 $4.36K - $5.09K
1.08K $214K
Aptiv PLC
88
+ 0.23%
N/A
38.6K $0
Lam Research Corp
11
+ 0.07%
N/A
16K $0
Linde PLC
80
+ 12.76%
N/A
707 $0
J P Morgan Exchange Traded F
14.9K
+ 1.96%
N/A
777K $0
MFC
Manulife Financial Corp

Financial Services
117
+ 1.77%
$29.9 - $32.34 $3.5K - $3.78K
6.75K $210K
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Goelzer Investment Management, Inc. Portfolio

Follow Goelzer Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goelzer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Goelzer Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email