Goelzer Investment Management, Inc. Incresed Positions 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
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
IWD
Ishares Russell 1000 Val ETF

ETFs
116
+ 0.22%
$192.76 - $203.86 $22.4K - $23.6K
53.4K $10.9M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.45K
+ 7.11%
$52.55 - $54.37 $392K - $405K
112K $6.07M
JMBS
Janus Detroit Str Tr Henderson

ETFs
971
+ 0.31%
$44.34 - $45.94 $43.1K - $44.6K
312K $14.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
12
+ 0.06%
$98.99 - $112.2 $1.19K - $1.35K
18.6K $2.06M
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
MCD
Mcdonalds Corp

Consumer Cyclical
84
+ 2.22%
$291.67 - $316.99 $24.5K - $26.6K
3.86K $1.17M
VBR
Vanguard Small Cap Value ETF

ETFs
46
+ 1.04%
$195.41 - $212.37 $8.99K - $9.77K
4.48K $935K
BND
Vanguard Bd Index Fd Inc Total

ETFs
733
+ 4.14%
$72.57 - $74.72 $53.2K - $54.8K
18.5K $1.37M
LHX
L3 Harris Technologies, Inc.

Industrials
21
+ 2.1%
$252.18 - $305.41 $5.3K - $6.41K
1.02K $312K
SNA
Snap On Inc

Industrials
15
+ 0.94%
$313.01 - $346.53 $4.7K - $5.2K
1.62K $559K
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
Linde PLC
80
+ 12.76%
N/A
707 $0
J P Morgan Exchange Traded F
14.9K
+ 1.96%
N/A
777K $0
Lam Research Corp
11
+ 0.07%
N/A
16K $0
Aptiv PLC
88
+ 0.23%
N/A
38.6K $0
MFC
Manulife Financial Corp

Financial Services
117
+ 1.77%
$29.9 - $32.34 $3.5K - $3.78K
6.75K $210K
CB
Chubb LTD

Financial Services
31
+ 1.82%
$265.99 - $289.59 $8.25K - $8.98K
1.74K $490K
SYK
Stryker Corp

Healthcare
30
+ 2.48%
$368.57 - $403.53 $11.1K - $12.1K
1.24K $458K
PAYX
Paychex Inc

Industrials
42
+ 2.58%
$126.69 - $147.99 $5.32K - $6.22K
1.67K $211K
EQIX
Equinix Inc

Real Estate
8
+ 0.22%
$756.7 - $811.13 $6.05K - $6.49K
3.57K $2.79M
ADP
Automatic Data Processing Inc

Industrials
30
+ 0.69%
$288.69 - $310.94 $8.66K - $9.33K
4.36K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 0.28%
$915.95 - $994.57 $25.6K - $27.8K
10K $9.3M
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
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