Goelzer Investment Management, Inc. Incresed Positions 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
WFC
Wells Fargo & Company

Financial Services
57.1K
+ 130.32%
$66.78 - $81.42 $3.81M - $4.65M
101K $7.24M
CAT
Caterpillar Inc

Industrials
8.97K
+ 57.76%
$326.75 - $407.63 $2.93M - $3.65M
24.5K $8.08M
KO
Coca Cola CO

Consumer Defensive
41.3K
+ 655.73%
$60.81 - $72.32 $2.51M - $2.99M
47.6K $3.41M
PG
Procter & Gamble CO

Consumer Defensive
15.5K
+ 37.81%
$158.56 - $176.26 $2.45M - $2.73M
56.4K $9.61M
IVV
Ishares Core S&P 500 ETF

ETFs
3.6K
+ 1.46%
$554.06 - $615.85 $1.99M - $2.21M
250K $141M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
20.1K
+ 2.41%
$77.33 - $90.16 $1.55M - $1.81M
854K $67M
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
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
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
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.7K
+ 3.9%
$43.53 - $45.42 $508K - $530K
311K $14.1M
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
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
TROW
Price T Rowe Group Inc

Financial Services
2.46K
+ 3.85%
$91.57 - $116.93 $225K - $287K
66.3K $6.09M
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
LOW
Lowes Companies Inc

Consumer Cyclical
656
+ 2.71%
$222.66 - $268.42 $146K - $176K
24.8K $5.79M
PANW
Palo Alto Networks Inc

Technology
883
+ 1.81%
$167.82 - $208.28 $148K - $184K
49.7K $8.47M
BAC
Bank Of America Corp

Financial Services
3.58K
+ 1.58%
$39.61 - $47.74 $142K - $171K
230K $9.61M
APO
Apollo Global Management, Inc.

Financial Services
1.06K
+ 3.1%
$126.01 - $172.06 $133K - $182K
35.1K $4.81M
LMT
Lockheed Martin Corp

Industrials
300
+ 1.05%
$423.19 - $506.29 $127K - $152K
29K $12.9M
ADBE
Adobe Inc.

Technology
339
+ 2.27%
$377.84 - $464.11 $128K - $157K
15.2K $5.85M
TMUS
T Mobile Us, Inc.

Communication Services
478
+ 3.22%
$211.3 - $272.83 $101K - $130K
15.3K $4.09M
CB
Chubb LTD

Financial Services
417
+ 32.33%
$257.71 - $301.99 $107K - $126K
1.71K $515K
VZ
Verizon Communications Inc

Communication Services
2.49K
+ 1.34%
$37.81 - $46.49 $94.1K - $116K
188K $8.55M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.34K
+ 1.99%
$81.62 - $96.63 $109K - $129K
68.6K $5.71M
BSX
Boston Scientific Corp

Healthcare
1.04K
+ 2.96%
$89.38 - $106.18 $93K - $110K
36.2K $3.65M
ACN
Accenture PLC

Technology
334
+ 4.39%
$300.91 - $398.25 $101K - $133K
7.93K $2.48M
OHI
Omega Healthcare Investors Inc

Real Estate
2.6K
+ 0.76%
$35.7 - $38.33 $92.7K - $99.5K
343K $13.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 1.61%
$4295.4 - $5141.88 $90.2K - $108K
1.32K $6.09M
USB
Us Bancorp \De\

Financial Services
2.21K
+ 0.93%
$40.92 - $50.9 $90.4K - $112K
240K $10.2M
NI
Nisource Inc.

Utilities
2.36K
+ 0.75%
$35.57 - $41.23 $83.8K - $97.1K
317K $12.7M
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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