Goelzer Investment Management
Latest statistics and disclosures from Goelzer Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, IVV, SLYV, IJR, IJH, and represent 39.73% of Goelzer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: MUNI (+$14M), TLH (+$13M), IVV (+$5.5M), NI, IJH, USB, IJR, VZ, NEE, AZN.
- Started 15 new stock positions in CB, ISRG, TSLA, LIN, AZN, ITW, AFL, CE, LRCX, AMGN. ELV, PSX, IEFA, LKFN, AMD.
- Reduced shares in these 10 stocks: LLY (-$35M), TLT (-$11M), CVS, PRU, Hostess Brands, SNV, VONG, AIG, CI, TFC.
- Sold out of its positions in AAP, CHTR, CXT, DEO, Hostess Brands, PDBC, ITOT, TFC, UPS.
- Goelzer Investment Management was a net seller of stock by $-2.1M.
- Goelzer Investment Management has $1.6B in assets under management (AUM), dropping by 9.43%.
- Central Index Key (CIK): 0001550057
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Portfolio Holdings for Goelzer Investment Management
Goelzer Investment Management holds 228 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 22.1 | $344M | -9% | 589k | 582.92 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $93M | +6% | 194k | 477.63 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 4.3 | $67M | 804k | 83.31 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.8 | $58M | +5% | 539k | 108.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.6 | $56M | +6% | 203k | 277.15 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.5 | $39M | 1.1M | 36.96 |
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| Microsoft Corporation (MSFT) | 2.2 | $35M | 93k | 376.04 |
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| Apple (AAPL) | 1.9 | $30M | 153k | 192.53 |
|
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| Eaton Corp SHS (ETN) | 1.2 | $19M | 77k | 240.82 |
|
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| Exxon Mobil Corporation (XOM) | 1.0 | $16M | 163k | 99.98 |
|
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| Qualcomm (QCOM) | 1.0 | $16M | 112k | 144.63 |
|
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| Merck & Co (MRK) | 1.0 | $15M | 142k | 109.02 |
|
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 1.0 | $15M | +1412% | 288k | 52.80 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $14M | -7% | 28k | 475.31 |
|
| Lockheed Martin Corporation (LMT) | 0.9 | $13M | 30k | 453.24 |
|
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| Chevron Corporation (CVX) | 0.9 | $13M | +2% | 90k | 149.16 |
|
| Omega Healthcare Investors (OHI) | 0.8 | $13M | 422k | 30.66 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $13M | +5390% | 118k | 108.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $13M | 91k | 140.93 |
|
|
| Pepsi (PEP) | 0.8 | $13M | +3% | 73k | 169.84 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $12M | +3% | 241k | 51.27 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $12M | 157k | 75.10 |
|
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| Broadcom (AVGO) | 0.7 | $11M | 10k | 1116.25 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.7 | $11M | +9% | 119k | 94.08 |
|
| Us Bancorp Del Com New (USB) | 0.7 | $11M | +37% | 249k | 43.28 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $11M | -3% | 64k | 165.25 |
|
| Air Products & Chemicals (APD) | 0.7 | $10M | 37k | 273.80 |
|
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| Principal Financial (PFG) | 0.6 | $10M | 127k | 78.67 |
|
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| Analog Devices (ADI) | 0.6 | $9.8M | 50k | 198.56 |
|
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| Gentex Corporation (GNTX) | 0.6 | $9.7M | 296k | 32.66 |
|
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| Johnson & Johnson (JNJ) | 0.6 | $9.5M | +2% | 60k | 156.74 |
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| Cisco Systems (CSCO) | 0.6 | $9.0M | -3% | 178k | 50.52 |
|
| UnitedHealth (UNH) | 0.6 | $8.9M | +2% | 17k | 526.47 |
|
| Te Connectivity SHS (TEL) | 0.6 | $8.8M | 63k | 140.50 |
|
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| JPMorgan Chase & Co. (JPM) | 0.6 | $8.7M | +3% | 51k | 170.10 |
|
| NiSource (NI) | 0.5 | $8.5M | +91% | 320k | 26.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $8.5M | 24k | 356.65 |
|
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| Costco Wholesale Corporation (COST) | 0.5 | $8.4M | 13k | 660.08 |
|
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| Abbvie (ABBV) | 0.5 | $8.3M | 53k | 154.97 |
|
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| Enbridge (ENB) | 0.5 | $8.2M | 228k | 36.02 |
|
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| GATX Corporation (GATX) | 0.5 | $7.9M | 66k | 120.22 |
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| Travelers Companies (TRV) | 0.5 | $7.8M | -3% | 41k | 190.49 |
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| Palo Alto Networks (PANW) | 0.5 | $7.7M | -2% | 26k | 294.88 |
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| Prudential Financial (PRU) | 0.5 | $7.7M | -24% | 74k | 103.71 |
|
| Smucker J M Com New (SJM) | 0.5 | $7.4M | +3% | 59k | 126.38 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $7.4M | 12k | 596.60 |
|
|
| Interpublic Group of Companies (IPG) | 0.5 | $7.3M | 225k | 32.64 |
|
|
| Visa Com Cl A (V) | 0.5 | $7.2M | -2% | 28k | 260.35 |
|
| Verizon Communications (VZ) | 0.5 | $7.2M | +60% | 191k | 37.70 |
|
| CVS Caremark Corporation (CVS) | 0.5 | $7.1M | -27% | 91k | 78.96 |
|
| Citizens Financial (CFG) | 0.5 | $7.1M | -19% | 216k | 33.14 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $7.1M | 139k | 51.31 |
|
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| Procter & Gamble Company (PG) | 0.4 | $7.0M | -8% | 48k | 146.54 |
|
| Polaris Industries (PII) | 0.4 | $6.9M | 73k | 94.77 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $6.6M | 42k | 157.65 |
|
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| SYSCO Corporation (SYY) | 0.4 | $6.5M | 89k | 73.13 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $6.5M | 13k | 507.38 |
|
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $6.4M | 81k | 79.22 |
|
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| International Business Machines (IBM) | 0.4 | $6.3M | 39k | 163.55 |
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| T. Rowe Price (TROW) | 0.4 | $6.3M | 58k | 107.69 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $6.2M | 84k | 74.46 |
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| Medtronic SHS (MDT) | 0.4 | $6.1M | +53% | 75k | 82.38 |
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| Bank of America Corporation (BAC) | 0.4 | $6.1M | 181k | 33.67 |
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| Target Corporation (TGT) | 0.4 | $6.1M | 43k | 142.42 |
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| Amazon (AMZN) | 0.4 | $6.0M | 40k | 151.94 |
|
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $6.0M | 118k | 51.04 |
|
|
| Pfizer (PFE) | 0.4 | $5.9M | -2% | 205k | 28.79 |
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| McKesson Corporation (MCK) | 0.4 | $5.7M | +5% | 12k | 462.98 |
|
| Lowe's Companies (LOW) | 0.4 | $5.5M | +12% | 25k | 222.55 |
|
| Williams-Sonoma (WSM) | 0.3 | $5.4M | -2% | 27k | 201.78 |
|
| Cigna Corp (CI) | 0.3 | $5.4M | -25% | 18k | 299.45 |
|
| TJX Companies (TJX) | 0.3 | $5.3M | -3% | 57k | 93.81 |
|
| Stanley Black & Decker (SWK) | 0.3 | $5.2M | 53k | 98.10 |
|
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| Ingredion Incorporated (INGR) | 0.3 | $5.1M | 47k | 108.53 |
|
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| Honeywell International (HON) | 0.3 | $5.1M | 24k | 209.71 |
|
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| Zoetis Cl A (ZTS) | 0.3 | $5.0M | 25k | 197.37 |
|
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| Iqvia Holdings (IQV) | 0.3 | $4.9M | -5% | 21k | 231.38 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $4.7M | +6% | 9.5k | 489.99 |
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| Schlumberger Com Stk (SLB) | 0.3 | $4.7M | 90k | 52.04 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.6M | +7% | 89k | 52.00 |
|
| Caterpillar (CAT) | 0.3 | $4.6M | +3% | 16k | 295.67 |
|
| Booking Holdings (BKNG) | 0.3 | $4.6M | 1.3k | 3547.22 |
|
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| Freeport-mcmoran CL B (FCX) | 0.3 | $4.6M | 107k | 42.57 |
|
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| Home Depot (HD) | 0.3 | $4.5M | 13k | 346.55 |
|
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| Union Pacific Corporation (UNP) | 0.3 | $4.5M | 18k | 245.62 |
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| Southern Company (SO) | 0.3 | $4.5M | 64k | 70.12 |
|
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| Raytheon Technologies Corp (RTX) | 0.3 | $4.5M | -4% | 54k | 84.14 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $4.3M | -3% | 38k | 114.04 |
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| Fifth Third Ban (FITB) | 0.3 | $4.3M | -6% | 125k | 34.49 |
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| Baxter International (BAX) | 0.3 | $4.1M | +77% | 106k | 38.66 |
|
| American Electric Power Company (AEP) | 0.3 | $4.1M | 50k | 81.22 |
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| Metropcs Communications (TMUS) | 0.3 | $4.1M | 25k | 160.33 |
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| Nexstar Media Group Common Stock (NXST) | 0.3 | $3.9M | 25k | 156.75 |
|
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| Digital Realty Trust (DLR) | 0.2 | $3.8M | 28k | 134.58 |
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| Corteva (CTVA) | 0.2 | $3.8M | -3% | 79k | 47.92 |
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| Arista Networks (ANET) | 0.2 | $3.7M | 16k | 235.51 |
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| BorgWarner (BWA) | 0.2 | $3.7M | 103k | 35.85 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $3.6M | -4% | 52k | 68.80 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $3.4M | -4% | 60k | 57.64 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.4M | 8.0k | 426.51 |
|
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| American Express Company (AXP) | 0.2 | $3.4M | -6% | 18k | 187.34 |
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| Equinix (EQIX) | 0.2 | $3.4M | 4.2k | 805.39 |
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| Walt Disney Company (DIS) | 0.2 | $3.3M | -32% | 37k | 90.29 |
|
| Kla Corp Com New (KLAC) | 0.2 | $3.2M | 5.6k | 581.30 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.2M | 15k | 213.33 |
|
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| Hanover Insurance (THG) | 0.2 | $3.2M | 26k | 121.42 |
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|
| Meta Platforms Cl A (META) | 0.2 | $3.1M | +3% | 8.9k | 353.94 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $3.1M | 12k | 255.32 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.0M | -3% | 9.7k | 303.16 |
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| EOG Resources (EOG) | 0.2 | $2.9M | 24k | 120.95 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.9M | +52% | 8.2k | 350.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.9M | -2% | 12k | 232.64 |
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| Nextera Energy (NEE) | 0.2 | $2.9M | +683% | 47k | 60.74 |
|
| Wells Fargo & Company (WFC) | 0.2 | $2.7M | -2% | 56k | 49.22 |
|
| Fidelity National Information Services (FIS) | 0.2 | $2.6M | -5% | 44k | 60.07 |
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| American Intl Group Com New (AIG) | 0.2 | $2.6M | -42% | 38k | 67.75 |
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| NVIDIA Corporation (NVDA) | 0.2 | $2.5M | +344% | 5.1k | 495.22 |
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| First Solar (FSLR) | 0.2 | $2.5M | +442% | 15k | 172.28 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $2.4M | NEW | 35k | 67.35 |
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| Boston Scientific Corporation (BSX) | 0.2 | $2.4M | +2% | 41k | 57.81 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.3M | 22k | 103.07 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.2M | 4.1k | 530.79 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.2M | 19k | 116.29 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.1M | NEW | 6.1k | 337.36 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.0M | 26k | 77.73 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.8M | -52% | 23k | 78.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.8M | +48% | 4.4k | 409.52 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.7M | -7% | 23k | 75.35 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.6M | 28k | 57.45 |
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| Aon Shs Cl A (AON) | 0.1 | $1.6M | +2% | 5.4k | 291.02 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.6M | -87% | 16k | 98.88 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.4M | +31% | 15k | 96.39 |
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| Pioneer Natural Resources (PXD) | 0.1 | $1.4M | +2% | 6.2k | 224.88 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $1.3M | 49k | 25.52 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.2M | 14k | 89.47 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | -3% | 5.0k | 237.22 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.2M | -26% | 29k | 40.56 |
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| McDonald's Corporation (MCD) | 0.1 | $1.1M | +18% | 3.7k | 296.51 |
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| Cummins (CMI) | 0.1 | $1.1M | -2% | 4.5k | 239.57 |
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| Zimmer Holdings (ZBH) | 0.1 | $1.1M | -22% | 8.9k | 121.70 |
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| Norfolk Southern (NSC) | 0.1 | $1.1M | +15% | 4.5k | 236.38 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | NEW | 4.3k | 248.48 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $946k | 8.7k | 108.43 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $938k | -2% | 13k | 73.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $887k | -3% | 6.4k | 139.69 |
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| Boeing Company (BA) | 0.1 | $887k | +7% | 3.4k | 260.66 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $880k | +7% | 4.9k | 179.97 |
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| Automatic Data Processing (ADP) | 0.1 | $875k | +33% | 3.8k | 232.94 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $863k | +6% | 10k | 83.84 |
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| Franklin Electric (FELE) | 0.0 | $777k | 8.0k | 96.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $774k | -10% | 1.9k | 406.89 |
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| Emerson Electric (EMR) | 0.0 | $750k | +22% | 7.7k | 97.33 |
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| Abbott Laboratories (ABT) | 0.0 | $740k | +40% | 6.7k | 110.07 |
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| Xylem (XYL) | 0.0 | $727k | -5% | 6.4k | 114.36 |
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| American Tower Reit (AMT) | 0.0 | $697k | +7% | 3.2k | 215.88 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $696k | 4.0k | 173.88 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $693k | +20% | 17k | 41.10 |
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| Valero Energy Corporation (VLO) | 0.0 | $687k | -12% | 5.3k | 130.00 |
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| Farmers & Merchants State Bank Com Stk (FMAO) | 0.0 | $684k | 28k | 24.80 |
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| Kraft Heinz (KHC) | 0.0 | $674k | -60% | 18k | 36.98 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $655k | 17k | 37.60 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $654k | -51% | 25k | 26.11 |
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| Oracle Corporation (ORCL) | 0.0 | $632k | 6.0k | 105.43 |
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| Ecolab (ECL) | 0.0 | $620k | -10% | 3.1k | 198.35 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $618k | +15% | 3.2k | 192.48 |
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| Digi International (DGII) | 0.0 | $607k | 23k | 26.00 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $585k | 16k | 36.98 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $576k | 6.1k | 93.81 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $576k | +24% | 13k | 43.85 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $576k | +5% | 2.6k | 219.57 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $572k | -19% | 6.5k | 88.36 |
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| Coca-Cola Company (KO) | 0.0 | $571k | 9.7k | 58.93 |
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| Fastenal Company (FAST) | 0.0 | $569k | -14% | 8.8k | 64.77 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $568k | 3.9k | 147.14 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $548k | 1.4k | 405.64 |
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| Tractor Supply Company (TSCO) | 0.0 | $548k | -2% | 2.5k | 215.07 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $545k | +29% | 2.7k | 200.71 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $545k | 1.1k | 484.21 |
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| Huntington Ingalls Inds (HII) | 0.0 | $519k | 2.0k | 259.64 |
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| BlackRock (BLK) | 0.0 | $513k | +53% | 632.00 | 811.80 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $504k | 3.7k | 136.38 |
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| 3M Company (MMM) | 0.0 | $489k | 4.5k | 109.32 |
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| General Dynamics Corporation (GD) | 0.0 | $488k | +61% | 1.9k | 259.67 |
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| Epam Systems (EPAM) | 0.0 | $486k | -24% | 1.6k | 297.34 |
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| Snap-on Incorporated (SNA) | 0.0 | $462k | 1.6k | 288.84 |
|
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $462k | +46% | 5.7k | 81.28 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $456k | -9% | 1.8k | 250.70 |
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| Nike CL B (NKE) | 0.0 | $448k | +84% | 4.1k | 108.57 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $446k | 6.7k | 66.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $427k | 978.00 | 436.72 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $416k | 5.1k | 82.04 |
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| Lakeland Financial Corporation (LKFN) | 0.0 | $387k | NEW | 5.9k | 65.16 |
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| Xcel Energy (XEL) | 0.0 | $375k | 6.1k | 61.91 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $366k | 7.9k | 46.36 |
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| CSX Corporation (CSX) | 0.0 | $365k | 11k | 34.67 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $365k | 3.2k | 113.97 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $358k | +4% | 2.5k | 145.01 |
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| ConocoPhillips (COP) | 0.0 | $353k | -11% | 3.0k | 116.07 |
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| Amgen (AMGN) | 0.0 | $333k | NEW | 1.2k | 288.02 |
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| Illinois Tool Works (ITW) | 0.0 | $325k | NEW | 1.2k | 261.94 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $324k | 1.5k | 216.94 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $321k | 5.7k | 56.14 |
|
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| Stryker Corporation (SYK) | 0.0 | $317k | 1.1k | 299.46 |
|
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| BP Sponsored Adr (BP) | 0.0 | $316k | 8.9k | 35.40 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $312k | -8% | 2.1k | 148.36 |
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| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $310k | 2.6k | 117.74 |
|
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $306k | 1.7k | 178.79 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $306k | 9.4k | 32.66 |
|
|
| Linde SHS (LIN) | 0.0 | $304k | NEW | 740.00 | 410.71 |
|
| AFLAC Incorporated (AFL) | 0.0 | $302k | NEW | 3.7k | 82.50 |
|
| Becton, Dickinson and (BDX) | 0.0 | $302k | -41% | 1.2k | 243.83 |
|
| Crane Company Common Stock (CR) | 0.0 | $298k | -11% | 2.5k | 118.14 |
|
| Anthem (ELV) | 0.0 | $296k | NEW | 627.00 | 471.56 |
|
| Chart Industries (GTLS) | 0.0 | $290k | +12% | 2.1k | 136.33 |
|
| Waste Management (WM) | 0.0 | $282k | 1.6k | 179.10 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $281k | +4% | 3.9k | 72.43 |
|
| Chubb (CB) | 0.0 | $278k | NEW | 1.2k | 226.00 |
|
| Phillips 66 (PSX) | 0.0 | $270k | NEW | 2.0k | 133.14 |
|
| Advanced Micro Devices (AMD) | 0.0 | $267k | NEW | 1.8k | 147.41 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $254k | 4.3k | 58.44 |
|
|
| First Merchants Corporation (FRME) | 0.0 | $251k | -32% | 6.8k | 37.08 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $243k | 3.4k | 72.02 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $240k | 2.3k | 104.46 |
|
|
| Global Payments (GPN) | 0.0 | $230k | 1.8k | 127.00 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $223k | -91% | 5.9k | 37.65 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $207k | NEW | 2.9k | 70.35 |
|
| Celanese Corporation (CE) | 0.0 | $203k | NEW | 1.3k | 155.37 |
|
| Lam Research Corporation (LRCX) | 0.0 | $203k | NEW | 259.00 | 783.26 |
|
Past Filings by Goelzer Investment Management
SEC 13F filings are viewable for Goelzer Investment Management going back to 2012
- Goelzer Investment Management 2023 Q4 filed Feb. 8, 2024
- Goelzer Investment Management 2023 Q3 filed Nov. 13, 2023
- Goelzer Investment Management 2023 Q2 filed July 27, 2023
- Goelzer Investment Management 2023 Q1 filed April 28, 2023
- Goelzer Investment Management 2022 Q4 filed Jan. 20, 2023
- Goelzer Investment Management 2022 Q3 filed Nov. 14, 2022
- Goelzer Investment Management 2022 Q2 filed Aug. 1, 2022
- Goelzer Investment Management 2022 Q1 filed May 10, 2022
- Goelzer Investment Management 2021 Q4 filed Feb. 11, 2022
- Goelzer Investment Management 2021 Q3 filed Oct. 29, 2021
- Goelzer Investment Management 2021 Q2 filed Aug. 12, 2021
- Goelzer Investment Management 2021 Q1 filed May 6, 2021
- Goelzer Investment Management 2020 Q4 filed Feb. 12, 2021
- Goelzer Investment Management 2020 Q3 filed Oct. 27, 2020
- Goelzer Investment Management 2020 Q2 filed Aug. 12, 2020
- Goelzer Investment Management 2020 Q1 filed May 7, 2020