Goelzer Investment Management, Inc. Incresed Positions in Q2 2025

Goelzer Investment Management, Inc.

  • $1.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.6K
+ 2.64%
$498.8 - $620.9 $3.29M - $4.1M
257K $160M
AVGO
Broadcom Inc.

Technology
17.8K
+ 19.61%
$146.29 - $275.65 $2.61M - $4.91M
109K $30M
JPM
Jpmorgan Chase & CO

Financial Services
14K
+ 27.07%
$210.28 - $289.91 $2.94M - $4.05M
65.6K $19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28.9K
+ 2.51%
$51.16 - $62.02 $1.48M - $1.79M
1.18M $73.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
31.1K
+ 3.64%
$67.03 - $80.35 $2.09M - $2.5M
886K $70.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
45.6K
+ 70.5%
$50.52 - $50.92 $2.3M - $2.32M
110K $5.61M
GD
General Dynamics Corp

Industrials
6.04K
+ 328.45%
$247.68 - $291.66 $1.5M - $1.76M
7.88K $2.3M
AMZN
Amazon Com Inc

Consumer Cyclical
431
+ 0.82%
$167.32 - $223.3 $72.1K - $96.2K
52.9K $11.6M
CAT
Caterpillar Inc

Industrials
26
+ 0.11%
$273.94 - $388.21 $7.12K - $10.1K
24.5K $9.52M
ADBE
Adobe Inc.

Technology
3.49K
+ 22.9%
$340.0 - $420.68 $1.19M - $1.47M
18.7K $7.25M
WSM
Williams Sonoma Inc

Consumer Cyclical
7.14K
+ 21.36%
$137.62 - $174.44 $982K - $1.25M
40.6K $6.63M
BAC
Bank Of America Corp

Financial Services
482
+ 0.21%
$34.39 - $47.46 $16.6K - $22.9K
231K $10.9M
SWK
Stanley Black & Decker, Inc.

Industrials
25.3K
+ 50.9%
$55.86 - $76.98 $1.41M - $1.94M
74.9K $5.07M
IVW
Ishares S&P 500 Growth ETF

ETFs
432
+ 0.64%
$82.96 - $110.1 $35.8K - $47.6K
68.1K $7.5M
ORCL
Oracle Corp

Technology
495
+ 7.25%
$122.82 - $218.63 $60.8K - $108K
7.33K $1.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.06%
$320.42 - $421.7 $1.6K - $2.11K
8.06K $3.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
205
+ 0.39%
$166.82 - $194.23 $34.2K - $39.8K
53.3K $10.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
46
+ 1.19%
$416.06 - $551.64 $19.1K - $25.4K
3.9K $2.15M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.02K
+ 67.11%
$141.87 - $164.49 $286K - $332K
5.03K $826K
GOOGL
Alphabet Inc.

Communication Services
665
+ 6.44%
$144.7 - $178.6 $96.2K - $119K
11K $1.94M
ENB
Enbridge Inc

Energy
1.01K
+ 0.48%
$41.09 - $47.16 $41.6K - $47.8K
210K $9.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
256
+ 14.84%
$456.74 - $568.03 $117K - $145K
1.98K $1.13M
EMR
Emerson Electric CO

Industrials
150
+ 1.96%
$94.15 - $133.33 $14.1K - $20K
7.81K $1.04M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.73K
+ 0.71%
$51.68 - $52.76 $89.5K - $91.3K
246K $13M
IGV
Ishares Expanded Tech Software

ETFs
525
+ 8.54%
$80.15 - $109.5 $42.1K - $57.5K
6.67K $730K
IEFA
Ishares Tr

ETFs
1.11K
+ 9.58%
$67.83 - $84.09 $75.4K - $93.5K
12.7K $1.06M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
360
+ 1.04%
$103.88 - $123.68 $37.4K - $44.5K
34.8K $4.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
89
+ 0.43%
$72.96 - $90.39 $6.49K - $8.04K
20.7K $1.85M
ELV
Elevance Health, Inc.

Healthcare
508
+ 61.65%
$372.27 - $452.69 $189K - $230K
1.33K $518K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.33K
+ 1.28%
$51.1 - $53.29 $67.9K - $70.8K
105K $5.59M
IVE
Ishares S&P 500 Value ETF

ETFs
564
+ 19.56%
$168.34 - $195.42 $94.9K - $110K
3.45K $673K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.89K
+ 12.87%
$19.1 - $23.83 $55.1K - $68.8K
25.3K $603K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 40.67%
$59.24 - $71.39 $76.3K - $92K
4.46K $317K
VEA
Vanguard Ftse Developed Market

ETFs
1.18K
+ 27.64%
$45.65 - $57.01 $53.7K - $67K
5.43K $309K
IWY
Ishares Tr Russell 200 Growth

ETFs
186
+ 15.07%
$187.5 - $246.51 $34.9K - $45.9K
1.42K $350K
CMI
Cummins Inc

Industrials
154
+ 5.41%
$267.12 - $336.65 $41.1K - $51.8K
3K $981K
MS
Morgan Stanley

Financial Services
305
+ 17.29%
$99.83 - $140.86 $30.4K - $43K
2.07K $291K
QUAL
Ishares Msci Usa Quality Facto

ETFs
189
+ 4.51%
$152.42 - $182.82 $28.8K - $34.6K
4.38K $800K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.33K
+ 12.31%
$26.38 - $32.66 $35K - $43.4K
12.1K $395K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
260
+ 1.76%
$39.89 - $49.46 $10.4K - $12.9K
15.1K $745K
VONE
Vanguard Russell 1000 ETF

ETFs
58
+ 3.16%
$225.48 - $279.48 $13.1K - $16.2K
1.89K $528K
MPC
Marathon Petroleum Corp

Energy
115
+ 6.56%
$118.55 - $170.08 $13.6K - $19.6K
1.87K $310K
VLO
Valero Energy Corp

Energy
320
+ 9.05%
$104.69 - $141.77 $33.5K - $45.4K
3.85K $518K
COP
Conocophillips

Energy
1.03K
+ 30.82%
$82.66 - $106.1 $85.4K - $110K
4.39K $393K
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.14%
$162.76 - $195.77 $977 - $1.17K
4.44K $865K
IEMG
Ishares Inc

ETFs
718
+ 15.54%
N/A
5.34K $286K
IJS
Ishares S&P Smallcap 600 Value

ETFs
12
+ 0.06%
$83.54 - $100.04 $1K - $1.2K
18.6K $1.85M
FAST
Fastenal CO

Industrials
5.59K
+ 100.27%
$40.65 - $83.16 $227K - $465K
11.2K $469K
MMM
3 M CO

Industrials
80
+ 1.83%
$126.09 - $154.15 $10.1K - $12.3K
4.46K $678K
Activity Summary
Buys All Purchases 78 New Holdings 12 Increased Positions 66 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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