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, IJH, SCHF, and represent 44.98% of Goelzer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: JMBS (+$14M), AVGO (+$11M), Te Connectivity (+$9.3M), IVV (+$7.5M), SLYV (+$6.3M), GLW, IJH, BAC, VEEV, WSM.
- Started 9 new stock positions in MFC, JMBS, VEEV, VONV, Te Connectivity, SDY, GLW, PAYX, VYM.
- Reduced shares in these 10 stocks: LLY (-$19M), MBB (-$13M), IJR (-$10M), , IVW, CSCO, SGOV, CRWD, SCHF, MSFT.
- Sold out of its positions in BLK, CXT, ITW, IVE, MBB, LKFN, LRCX, NKE, SHM, TEL.
- Goelzer Investment Management was a net seller of stock by $-18M.
- Goelzer Investment Management has $1.8B in assets under management (AUM), dropping by 2.10%.
- Central Index Key (CIK): 0001550057
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Portfolio Holdings for Goelzer Investment Management
Goelzer Investment Management holds 225 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 26.5 | $485M | -3% | 547k | 885.94 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $144M | +5% | 250k | 576.82 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 4.3 | $79M | +8% | 911k | 86.82 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $74M | +3% | 1.2M | 62.32 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.2 | $39M | -3% | 957k | 41.12 |
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| Microsoft Corporation (MSFT) | 2.1 | $38M | -2% | 88k | 430.30 |
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| Apple (AAPL) | 1.9 | $35M | -2% | 152k | 233.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $23M | -31% | 193k | 116.96 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $20M | 169k | 117.22 |
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| Eaton Corp SHS (ETN) | 1.1 | $20M | 59k | 331.44 |
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| Qualcomm (QCOM) | 1.0 | $19M | 110k | 170.05 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $18M | 163k | 109.33 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $17M | 29k | 584.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $16M | 96k | 167.19 |
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| Merck & Co (MRK) | 0.8 | $15M | 134k | 113.56 |
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| Omega Healthcare Investors (OHI) | 0.8 | $14M | 351k | 40.70 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.8 | $14M | NEW | 303k | 46.65 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $14M | 266k | 52.66 |
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| Pepsi (PEP) | 0.8 | $14M | 81k | 170.05 |
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| NVIDIA Corporation (NVDA) | 0.7 | $12M | 101k | 121.44 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $12M | 231k | 52.98 |
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| Chevron Corporation (CVX) | 0.7 | $12M | -2% | 83k | 147.27 |
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| Broadcom (AVGO) | 0.7 | $12M | +900% | 70k | 172.50 |
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| Us Bancorp Del Com New (USB) | 0.6 | $11M | -2% | 244k | 45.73 |
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| NiSource (NI) | 0.6 | $11M | 321k | 34.65 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | 53k | 210.86 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $11M | 58k | 189.80 |
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| Air Products & Chemicals (APD) | 0.6 | $11M | 36k | 297.74 |
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| Principal Financial (PFG) | 0.6 | $11M | 125k | 85.90 |
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| Analog Devices (ADI) | 0.6 | $10M | -2% | 45k | 230.17 |
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| Abbvie (ABBV) | 0.6 | $10M | 53k | 197.48 |
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| Wal-Mart Stores (WMT) | 0.5 | $9.7M | 120k | 80.75 |
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| Johnson & Johnson (JNJ) | 0.5 | $9.5M | 58k | 162.06 |
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| Travelers Companies (TRV) | 0.5 | $9.3M | 40k | 234.12 |
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| Te Connectivity Ord Shs | 0.5 | $9.3M | NEW | 61k | 150.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $9.3M | -8% | 20k | 460.25 |
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| Bank of America Corporation (BAC) | 0.5 | $9.2M | +27% | 231k | 39.68 |
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| Amazon (AMZN) | 0.5 | $9.0M | 48k | 186.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $8.9M | +3% | 16k | 573.77 |
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| Enbridge (ENB) | 0.5 | $8.8M | 217k | 40.61 |
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| UnitedHealth (UNH) | 0.5 | $8.8M | -7% | 15k | 584.68 |
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| Costco Wholesale Corporation (COST) | 0.5 | $8.7M | -9% | 9.8k | 886.52 |
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| Verizon Communications (VZ) | 0.5 | $8.6M | 192k | 44.91 |
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| Citizens Financial (CFG) | 0.5 | $8.5M | 206k | 41.07 |
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| Gentex Corporation (GNTX) | 0.5 | $8.3M | 281k | 29.69 |
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| American Electric Power Company (AEP) | 0.4 | $8.2M | 80k | 102.60 |
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| Palo Alto Networks (PANW) | 0.4 | $8.2M | 24k | 341.80 |
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| International Business Machines (IBM) | 0.4 | $8.1M | 37k | 221.08 |
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| Prudential Financial (PRU) | 0.4 | $7.5M | -6% | 62k | 121.10 |
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| Procter & Gamble Company (PG) | 0.4 | $7.5M | -2% | 43k | 173.20 |
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| Entergy Corporation (ETR) | 0.4 | $7.3M | 55k | 131.61 |
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| Visa Com Cl A (V) | 0.4 | $7.2M | 26k | 274.95 |
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| Interpublic Group of Companies (IPG) | 0.4 | $6.9M | 218k | 31.63 |
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| Cisco Systems (CSCO) | 0.4 | $6.9M | -24% | 129k | 53.22 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $6.8M | -25% | 71k | 95.75 |
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| Bristol Myers Squibb (BMY) | 0.4 | $6.8M | 131k | 51.74 |
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| Smucker J M Com New (SJM) | 0.4 | $6.8M | 56k | 121.10 |
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| SYSCO Corporation (SYY) | 0.4 | $6.6M | 85k | 78.06 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $6.6M | -2% | 12k | 569.67 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $6.6M | -6% | 72k | 91.93 |
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| Lowe's Companies (LOW) | 0.4 | $6.5M | 24k | 270.85 |
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| Medtronic SHS (MDT) | 0.4 | $6.5M | -2% | 73k | 90.03 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $6.3M | 12k | 517.78 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $6.3M | -4% | 110k | 57.22 |
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| Ingredion Incorporated (INGR) | 0.3 | $6.3M | 46k | 137.43 |
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| Target Corporation (TGT) | 0.3 | $6.2M | 40k | 155.86 |
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| TJX Companies (TJX) | 0.3 | $6.1M | 52k | 117.54 |
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| T. Rowe Price (TROW) | 0.3 | $6.1M | 56k | 108.93 |
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| Starbucks Corporation (SBUX) | 0.3 | $6.0M | 62k | 97.49 |
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| Caterpillar (CAT) | 0.3 | $6.0M | 15k | 391.12 |
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| GATX Corporation (GATX) | 0.3 | $5.9M | 45k | 132.45 |
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| Arista Networks (ANET) | 0.3 | $5.8M | 15k | 383.82 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $5.8M | -11% | 15k | 375.38 |
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| Stanley Black & Decker (SWK) | 0.3 | $5.7M | 52k | 110.13 |
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| Union Pacific Corporation (UNP) | 0.3 | $5.7M | +30% | 23k | 246.48 |
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| Cigna Corp (CI) | 0.3 | $5.7M | 16k | 346.44 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $5.6M | 79k | 71.17 |
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| Home Depot (HD) | 0.3 | $5.6M | +8% | 14k | 405.21 |
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| Southern Company (SO) | 0.3 | $5.6M | 62k | 90.18 |
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| McKesson Corporation (MCK) | 0.3 | $5.6M | -2% | 11k | 494.42 |
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| Pfizer (PFE) | 0.3 | $5.5M | 191k | 28.94 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $5.5M | -2% | 45k | 121.16 |
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| Booking Holdings (BKNG) | 0.3 | $5.5M | 1.3k | 4212.12 |
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| Williams-Sonoma (WSM) | 0.3 | $5.4M | +38% | 35k | 154.92 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $5.2M | 97k | 53.72 |
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| Meta Platforms Cl A (META) | 0.3 | $5.2M | +4% | 9.1k | 572.41 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $4.9M | +25% | 95k | 50.94 |
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| BorgWarner (BWA) | 0.3 | $4.8M | -4% | 132k | 36.29 |
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| CVS Caremark Corporation (CVS) | 0.3 | $4.8M | -6% | 76k | 62.88 |
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| Honeywell International (HON) | 0.3 | $4.8M | 23k | 206.71 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $4.7M | 61k | 77.91 |
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| Iqvia Holdings (IQV) | 0.3 | $4.7M | 20k | 236.97 |
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| Zoetis Cl A (ZTS) | 0.3 | $4.7M | -2% | 24k | 195.38 |
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| Fifth Third Ban (FITB) | 0.3 | $4.7M | -5% | 109k | 42.84 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $4.6M | -6% | 92k | 49.92 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $4.3M | -8% | 35k | 123.62 |
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| Apollo Global Mgmt (APO) | 0.2 | $4.2M | +2% | 34k | 124.91 |
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| Corteva (CTVA) | 0.2 | $4.2M | -4% | 72k | 58.79 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $4.2M | -4% | 54k | 77.61 |
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| Kla Corp Com New (KLAC) | 0.2 | $4.2M | 5.4k | 774.41 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $4.1M | 8.3k | 493.80 |
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| American Express Company (AXP) | 0.2 | $4.0M | -2% | 15k | 271.20 |
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| Nexstar Media Group Common Stock (NXST) | 0.2 | $4.0M | 24k | 165.35 |
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| Baxter International (BAX) | 0.2 | $3.9M | 103k | 37.97 |
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| Nextera Energy (NEE) | 0.2 | $3.9M | 46k | 84.53 |
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| Hanover Insurance (THG) | 0.2 | $3.7M | 25k | 148.11 |
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| Schlumberger Com Stk (SLB) | 0.2 | $3.5M | -3% | 83k | 41.95 |
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| Equinix (EQIX) | 0.2 | $3.5M | -3% | 3.9k | 887.63 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $3.5M | -2% | 8.9k | 389.12 |
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| Polaris Industries (PII) | 0.2 | $3.2M | -2% | 38k | 83.24 |
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| Tesla Motors (TSLA) | 0.2 | $3.1M | 12k | 261.63 |
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| Metropcs Communications (TMUS) | 0.2 | $3.1M | 15k | 206.36 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $3.1M | 6.3k | 491.27 |
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| Walt Disney Company (DIS) | 0.2 | $3.0M | -6% | 31k | 96.19 |
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| Corning Incorporated (GLW) | 0.2 | $3.0M | NEW | 66k | 45.15 |
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| EOG Resources (EOG) | 0.2 | $2.9M | 24k | 122.93 |
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| Boston Scientific Corporation (BSX) | 0.2 | $2.9M | -17% | 35k | 83.80 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.8M | -4% | 11k | 263.83 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $2.8M | -6% | 43k | 64.81 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.7M | -7% | 7.6k | 353.48 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.6M | -7% | 45k | 56.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.5M | -2% | 11k | 237.21 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.3M | 17k | 132.25 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.3M | 26k | 88.14 |
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| Carrier Global Corporation (CARR) | 0.1 | $2.2M | 28k | 80.49 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.2M | 20k | 107.66 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.2M | -7% | 22k | 96.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.1M | 4.2k | 488.07 |
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| American Intl Group Com New (AIG) | 0.1 | $2.0M | -14% | 27k | 73.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.7M | -8% | 21k | 83.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.6M | +13% | 5.6k | 283.16 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.5M | NEW | 7.2k | 209.87 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.5M | 15k | 98.10 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.4M | 13k | 103.94 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.2M | 17k | 75.11 |
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| Automatic Data Processing (ADP) | 0.1 | $1.2M | 4.2k | 276.70 |
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| Cummins (CMI) | 0.1 | $1.1M | -2% | 3.5k | 323.79 |
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| McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.7k | 304.51 |
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| Norfolk Southern (NSC) | 0.1 | $1.1M | 4.5k | 248.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.1M | 6.5k | 165.85 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | 6.2k | 170.40 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $964k | -9% | 8.7k | 110.40 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $954k | +3% | 1.6k | 586.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $929k | -5% | 4.6k | 200.78 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $877k | 1.9k | 465.08 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $862k | 9.8k | 87.80 |
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| Abbott Laboratories (ABT) | 0.0 | $843k | 7.4k | 114.01 |
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| Emerson Electric (EMR) | 0.0 | $837k | 7.7k | 109.37 |
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| Digital Realty Trust (DLR) | 0.0 | $815k | 5.0k | 161.83 |
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| Farmers & Merchants State Bank Com Stk (FMAO) | 0.0 | $762k | 28k | 27.65 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $755k | -7% | 6.7k | 112.94 |
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| Tractor Supply Company (TSCO) | 0.0 | $741k | 2.5k | 290.98 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $737k | 4.1k | 179.30 |
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| Coca-Cola Company (KO) | 0.0 | $689k | 9.6k | 71.86 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $687k | 7.0k | 98.12 |
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| First Solar (FSLR) | 0.0 | $677k | -5% | 2.7k | 249.44 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $668k | -9% | 14k | 47.85 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $663k | 16k | 42.02 |
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| Digi International (DGII) | 0.0 | $643k | 23k | 27.53 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $621k | 14k | 45.32 |
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| Zimmer Holdings (ZBH) | 0.0 | $609k | -15% | 5.6k | 107.95 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $608k | -7% | 2.7k | 225.77 |
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| American Tower Reit (AMT) | 0.0 | $606k | -21% | 2.6k | 232.56 |
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| 3M Company (MMM) | 0.0 | $595k | 4.4k | 136.70 |
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| Fastenal Company (FAST) | 0.0 | $591k | -2% | 8.3k | 71.42 |
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| Ecolab (ECL) | 0.0 | $582k | 2.3k | 255.33 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $570k | 3.7k | 154.02 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $564k | -6% | 6.3k | 89.37 |
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| General Dynamics Corporation (GD) | 0.0 | $555k | 1.8k | 302.20 |
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| Xylem (XYL) | 0.0 | $539k | 4.0k | 135.03 |
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| Huntington Ingalls Inds (HII) | 0.0 | $529k | 2.0k | 264.38 |
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| Waste Management (WM) | 0.0 | $529k | +9% | 2.5k | 207.60 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $525k | 6.7k | 78.45 |
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| Valero Energy Corporation (VLO) | 0.0 | $520k | -28% | 3.8k | 135.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $518k | 982.00 | 527.60 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $513k | 1.8k | 282.20 |
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| Aon Shs Cl A (AON) | 0.0 | $500k | 1.4k | 345.99 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $491k | +6% | 2.4k | 200.40 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $487k | 5.0k | 97.42 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $481k | -4% | 777.00 | 618.57 |
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| Boeing Company (BA) | 0.0 | $471k | 3.1k | 152.04 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $465k | 1.9k | 243.47 |
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| Snap-on Incorporated (SNA) | 0.0 | $464k | 1.6k | 289.71 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $461k | -79% | 1.6k | 280.47 |
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| Amgen (AMGN) | 0.0 | $432k | 1.3k | 322.21 |
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| Crane Company Common Stock (CR) | 0.0 | $423k | 2.7k | 158.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $412k | -7% | 1.9k | 220.89 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $403k | -23% | 3.2k | 125.62 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $399k | 2.4k | 167.67 |
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| Xcel Energy (XEL) | 0.0 | $395k | 6.1k | 65.30 |
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| AFLAC Incorporated (AFL) | 0.0 | $392k | 3.5k | 111.80 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $390k | 2.9k | 135.44 |
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| Colgate-Palmolive Company (CL) | 0.0 | $379k | 3.7k | 103.81 |
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| Stryker Corporation (SYK) | 0.0 | $366k | 1.0k | 361.26 |
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| CSX Corporation (CSX) | 0.0 | $363k | 11k | 34.53 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $361k | 2.1k | 173.67 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $360k | -8% | 8.6k | 41.77 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $360k | 5.7k | 63.00 |
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| Anthem (ELV) | 0.0 | $355k | 682.00 | 520.00 |
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| ConocoPhillips (COP) | 0.0 | $354k | +4% | 3.4k | 105.28 |
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| Chubb (CB) | 0.0 | $350k | +4% | 1.2k | 288.39 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $339k | -26% | 9.4k | 36.17 |
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| Kraft Heinz (KHC) | 0.0 | $337k | -12% | 9.6k | 35.11 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $335k | -3% | 1.3k | 260.07 |
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| Linde SHS (LIN) | 0.0 | $329k | 690.00 | 476.86 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $318k | -2% | 2.2k | 145.40 |
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| Phillips 66 (PSX) | 0.0 | $305k | -7% | 2.3k | 131.45 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $302k | 1.9k | 162.91 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $302k | -86% | 3.0k | 100.72 |
|
| Advanced Micro Devices (AMD) | 0.0 | $300k | +3% | 1.8k | 164.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $298k | -6% | 1.5k | 198.06 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $287k | 4.3k | 66.03 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $280k | 8.9k | 31.39 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $278k | 1.3k | 208.70 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $267k | 2.3k | 117.29 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $255k | -14% | 1.1k | 241.10 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $255k | 3.1k | 83.01 |
|
|
| Chart Industries (GTLS) | 0.0 | $241k | -8% | 1.9k | 124.14 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $236k | NEW | 1.8k | 128.20 |
|
| Epam Systems (EPAM) | 0.0 | $232k | -10% | 1.2k | 199.03 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $222k | NEW | 2.7k | 83.33 |
|
| Paychex (PAYX) | 0.0 | $219k | NEW | 1.6k | 134.19 |
|
| Manulife Finl Corp (MFC) | 0.0 | $214k | NEW | 7.2k | 29.55 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $211k | NEW | 1.5k | 142.04 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $204k | -35% | 2.6k | 78.05 |
|
Past Filings by Goelzer Investment Management
SEC 13F filings are viewable for Goelzer Investment Management going back to 2012
- Goelzer Investment Management 2024 Q3 filed Oct. 4, 2024
- Goelzer Investment Management 2024 Q2 filed Aug. 9, 2024
- Goelzer Investment Management 2024 Q1 filed May 2, 2024
- 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