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, AAPL, and represent 43.56% of Goelzer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SCHF (+$18M), ANET (+$5.4M), PANW, BRK.A, ETR, EMN, BAH, AZN, ADBE, TROW.
- Started 14 new stock positions in IEMG, FRME, FELE, VTV, EMN, BLK, AGG, BAH, ANET, SPHQ. IWY, VUG, BRK.A, IVE.
- Reduced shares in these 10 stocks: SLYV (-$6.3M), Arista Networks (-$5.8M), WMT, IJR, IJH, CVS, IWF, JMST, APD, AVGO.
- Sold out of its positions in Arista Networks, SGOV, SDY, XYL.
- Goelzer Investment Management was a net seller of stock by $-1.1M.
- Goelzer Investment Management has $1.7B in assets under management (AUM), dropping by -5.58%.
- Central Index Key (CIK): 0001550057
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Portfolio Holdings for Goelzer Investment Management
Goelzer Investment Management holds 235 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 24.5 | $423M | 547k | 772.00 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.5 | $146M | 248k | 588.68 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 4.2 | $73M | -7% | 839k | 87.25 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $71M | -4% | 1.1M | 62.31 |
|
| Apple (AAPL) | 2.2 | $38M | 154k | 250.42 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $37M | 88k | 421.50 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.0 | $35M | +99% | 1.9M | 18.50 |
|
| Eaton Corp SHS (ETN) | 1.1 | $19M | -2% | 58k | 331.87 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $19M | -14% | 165k | 115.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $18M | 95k | 190.44 |
|
|
| Exxon Mobil Corporation (XOM) | 1.0 | $18M | 166k | 107.57 |
|
|
| Qualcomm (QCOM) | 1.0 | $17M | -2% | 108k | 153.62 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $15M | -6% | 152k | 99.54 |
|
| Broadcom (AVGO) | 0.8 | $15M | -10% | 63k | 231.84 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $14M | 29k | 485.93 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $14M | 102k | 134.29 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.8 | $13M | 300k | 44.18 |
|
|
| Omega Healthcare Investors (OHI) | 0.8 | $13M | 345k | 37.85 |
|
|
| Merck & Co (MRK) | 0.8 | $13M | -2% | 131k | 99.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $13M | 52k | 239.71 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $12M | -10% | 239k | 51.70 |
|
| Pepsi (PEP) | 0.7 | $12M | -2% | 79k | 152.06 |
|
| Chevron Corporation (CVX) | 0.7 | $12M | 81k | 144.84 |
|
|
| NiSource (NI) | 0.7 | $12M | 318k | 36.76 |
|
|
| Us Bancorp Del Com New (USB) | 0.7 | $12M | 240k | 47.83 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $11M | -6% | 217k | 51.73 |
|
| Amazon (AMZN) | 0.6 | $11M | +4% | 50k | 219.39 |
|
| Bank of America Corporation (BAC) | 0.6 | $10M | 229k | 43.95 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $9.8M | +8% | 22k | 453.27 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $9.8M | -8% | 53k | 185.13 |
|
| Principal Financial (PFG) | 0.5 | $9.4M | -2% | 122k | 77.41 |
|
| Analog Devices (ADI) | 0.5 | $9.3M | -2% | 44k | 212.46 |
|
| Travelers Companies (TRV) | 0.5 | $9.3M | -2% | 39k | 240.89 |
|
| Abbvie (ABBV) | 0.5 | $9.2M | 52k | 177.70 |
|
|
| Enbridge (ENB) | 0.5 | $8.9M | -2% | 211k | 42.43 |
|
| Palo Alto Networks (PANW) | 0.5 | $8.9M | +105% | 49k | 181.96 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $8.9M | 9.7k | 916.27 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $8.9M | -2% | 15k | 586.09 |
|
| Citizens Financial (CFG) | 0.5 | $8.8M | -2% | 201k | 43.76 |
|
| Te Connectivity Ord Shs (TEL) | 0.5 | $8.7M | 61k | 142.97 |
|
|
| Air Products & Chemicals (APD) | 0.5 | $8.5M | -18% | 29k | 290.04 |
|
| UnitedHealth (UNH) | 0.5 | $8.4M | +10% | 17k | 505.86 |
|
| Johnson & Johnson (JNJ) | 0.5 | $8.3M | 57k | 144.62 |
|
|
| Entergy Corporation (ETR) | 0.5 | $8.3M | +96% | 109k | 75.82 |
|
| Visa Com Cl A (V) | 0.5 | $8.1M | -2% | 26k | 316.04 |
|
| International Business Machines (IBM) | 0.5 | $7.9M | 36k | 219.83 |
|
|
| Gentex Corporation (GNTX) | 0.5 | $7.9M | -2% | 274k | 28.73 |
|
| Wal-Mart Stores (WMT) | 0.4 | $7.6M | -30% | 84k | 90.35 |
|
| Verizon Communications (VZ) | 0.4 | $7.5M | 188k | 39.99 |
|
|
| Cisco Systems (CSCO) | 0.4 | $7.5M | -2% | 127k | 59.20 |
|
| T. Rowe Price (TROW) | 0.4 | $7.3M | +15% | 65k | 113.09 |
|
| American Electric Power Company (AEP) | 0.4 | $7.2M | 78k | 92.23 |
|
|
| Prudential Financial (PRU) | 0.4 | $7.2M | -2% | 60k | 118.53 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $7.1M | -3% | 126k | 56.56 |
|
| Procter & Gamble Company (PG) | 0.4 | $6.9M | -3% | 42k | 167.65 |
|
| GATX Corporation (GATX) | 0.4 | $6.9M | 45k | 154.96 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $6.7M | -7% | 66k | 101.53 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $6.7M | +24% | 15k | 444.68 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $6.5M | 12k | 569.59 |
|
|
| Booking Holdings (BKNG) | 0.4 | $6.5M | 1.3k | 4968.42 |
|
|
| McKesson Corporation (MCK) | 0.4 | $6.3M | -2% | 11k | 569.91 |
|
| Williams-Sonoma (WSM) | 0.4 | $6.3M | -2% | 34k | 185.18 |
|
| SYSCO Corporation (SYY) | 0.4 | $6.3M | -3% | 82k | 76.46 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $6.2M | -4% | 69k | 90.93 |
|
| TJX Companies (TJX) | 0.4 | $6.2M | 51k | 120.81 |
|
|
| Ingredion Incorporated (INGR) | 0.4 | $6.1M | -2% | 45k | 137.56 |
|
| Lowe's Companies (LOW) | 0.3 | $6.0M | 24k | 246.80 |
|
|
| Interpublic Group of Companies (IPG) | 0.3 | $6.0M | -2% | 213k | 28.02 |
|
| Smucker J M Com New (SJM) | 0.3 | $5.9M | -4% | 54k | 110.12 |
|
| Medtronic SHS (MDT) | 0.3 | $5.7M | 71k | 79.88 |
|
|
| Caterpillar (CAT) | 0.3 | $5.7M | +2% | 16k | 362.76 |
|
| Apollo Global Mgmt (APO) | 0.3 | $5.7M | 34k | 165.16 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $5.6M | +6% | 9.6k | 585.48 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $5.6M | -2% | 107k | 52.16 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $5.5M | +37% | 84k | 65.52 |
|
| Starbucks Corporation (SBUX) | 0.3 | $5.4M | -3% | 60k | 91.25 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $5.4M | NEW | 49k | 110.53 |
|
| Target Corporation (TGT) | 0.3 | $5.4M | 40k | 135.18 |
|
|
| Home Depot (HD) | 0.3 | $5.3M | -2% | 14k | 388.98 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $5.3M | +5% | 103k | 51.51 |
|
| Union Pacific Corporation (UNP) | 0.3 | $5.2M | 23k | 228.04 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $5.2M | 45k | 115.72 |
|
|
| Honeywell International (HON) | 0.3 | $5.2M | 23k | 225.89 |
|
|
| Southern Company (SO) | 0.3 | $5.0M | -2% | 61k | 82.32 |
|
| Pfizer (PFE) | 0.3 | $4.9M | -3% | 184k | 26.53 |
|
| Tesla Motors (TSLA) | 0.3 | $4.9M | 12k | 403.84 |
|
|
| Fifth Third Ban (FITB) | 0.3 | $4.5M | -2% | 106k | 42.28 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $4.5M | -3% | 76k | 58.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $4.5M | +2% | 8.5k | 526.56 |
|
| Cigna Corp (CI) | 0.3 | $4.4M | -2% | 16k | 276.14 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $4.3M | 35k | 124.96 |
|
|
| American Express Company (AXP) | 0.2 | $4.3M | -3% | 14k | 296.79 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $4.2M | 53k | 78.93 |
|
|
| BorgWarner (BWA) | 0.2 | $4.1M | 130k | 31.79 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.1M | NEW | 6.00 | 680920.00 |
|
| Stanley Black & Decker (SWK) | 0.2 | $4.1M | -3% | 51k | 80.29 |
|
| Corteva (CTVA) | 0.2 | $4.0M | 71k | 56.96 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $3.9M | 24k | 162.93 |
|
|
| Iqvia Holdings (IQV) | 0.2 | $3.9M | 20k | 196.51 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $3.8M | 8.8k | 434.93 |
|
|
| Hanover Insurance (THG) | 0.2 | $3.8M | -2% | 24k | 154.66 |
|
| Nexstar Media Group Common Stock (NXST) | 0.2 | $3.7M | 24k | 157.97 |
|
|
| Equinix (EQIX) | 0.2 | $3.7M | 3.9k | 942.90 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $3.5M | 91k | 38.08 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.4M | -44% | 8.5k | 401.58 |
|
| Walt Disney Company (DIS) | 0.2 | $3.4M | -2% | 30k | 111.35 |
|
| Kla Corp Com New (KLAC) | 0.2 | $3.4M | 5.3k | 630.12 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $3.3M | 6.4k | 521.96 |
|
|
| Eastman Chemical Company (EMN) | 0.2 | $3.3M | NEW | 36k | 91.32 |
|
| Metropcs Communications (TMUS) | 0.2 | $3.3M | 15k | 220.73 |
|
|
| Nextera Energy (NEE) | 0.2 | $3.3M | 46k | 71.69 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $3.2M | 35k | 89.32 |
|
|
| Corning Incorporated (GLW) | 0.2 | $3.1M | 66k | 47.52 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $3.1M | -2% | 44k | 70.24 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $3.1M | -2% | 42k | 74.01 |
|
| Schlumberger Com Stk (SLB) | 0.2 | $3.0M | -5% | 79k | 38.34 |
|
| EOG Resources (EOG) | 0.2 | $2.9M | 23k | 122.58 |
|
|
| Baxter International (BAX) | 0.2 | $2.8M | -6% | 96k | 29.16 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.7M | 7.7k | 351.79 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.6M | -6% | 10k | 264.14 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.5M | -2% | 10k | 240.28 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.3M | 26k | 88.40 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.2M | 17k | 129.34 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.2M | -55% | 43k | 50.71 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.0M | -8% | 19k | 108.61 |
|
| Polaris Industries (PII) | 0.1 | $2.0M | -9% | 34k | 57.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.0M | -9% | 3.9k | 511.23 |
|
| Carrier Global Corporation (CARR) | 0.1 | $1.9M | 28k | 68.26 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $1.9M | -5% | 26k | 72.80 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.7M | NEW | 14k | 128.70 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.6M | 21k | 75.61 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.5M | 7.2k | 210.25 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.5M | -6% | 5.2k | 289.81 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.3M | 15k | 87.33 |
|
|
| Cummins (CMI) | 0.1 | $1.3M | +4% | 3.7k | 348.60 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.3M | +7% | 18k | 71.91 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $1.2M | 13k | 92.61 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.2M | -2% | 4.1k | 292.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.2M | -4% | 6.2k | 189.30 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | +10% | 6.8k | 166.64 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | +2% | 3.8k | 289.89 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $1.1M | +16% | 10k | 107.96 |
|
| Norfolk Southern (NSC) | 0.1 | $1.0M | 4.5k | 234.70 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.0M | +2% | 1.7k | 621.67 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $961k | -58% | 9.3k | 103.30 |
|
| Emerson Electric (EMR) | 0.1 | $949k | 7.7k | 123.93 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $878k | -4% | 4.4k | 198.18 |
|
| Digital Realty Trust (DLR) | 0.0 | $861k | -3% | 4.9k | 177.33 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $845k | 9.9k | 85.66 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $832k | 7.4k | 113.11 |
|
|
| Farmers & Merchants State Bank Com Stk (FMAO) | 0.0 | $812k | 28k | 29.45 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $771k | 1.9k | 402.70 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $770k | 6.7k | 115.18 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $747k | +12% | 16k | 48.33 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $734k | +38% | 1.4k | 538.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $732k | 4.1k | 178.08 |
|
|
| Digi International (DGII) | 0.0 | $706k | 23k | 30.23 |
|
|
| Franklin Electric (FELE) | 0.0 | $688k | NEW | 7.1k | 97.45 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $680k | +4% | 7.4k | 92.46 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $670k | +265% | 9.5k | 70.28 |
|
| Tractor Supply Company (TSCO) | 0.0 | $668k | +394% | 13k | 53.06 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $653k | 16k | 41.40 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $633k | +2% | 14k | 44.04 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $628k | NEW | 9.4k | 67.03 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $619k | 2.7k | 232.50 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $615k | -2% | 6.1k | 100.12 |
|
| Zimmer Holdings (ZBH) | 0.0 | $591k | 5.6k | 105.63 |
|
|
| Fastenal Company (FAST) | 0.0 | $579k | -2% | 8.1k | 71.91 |
|
| Boeing Company (BA) | 0.0 | $569k | +3% | 3.2k | 177.00 |
|
| 3M Company (MMM) | 0.0 | $562k | 4.4k | 129.09 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $553k | 1.6k | 339.51 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $552k | 1.6k | 342.16 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $550k | 2.5k | 224.36 |
|
|
| Ecolab (ECL) | 0.0 | $543k | 2.3k | 234.32 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $536k | +10% | 2.1k | 253.75 |
|
| Blackrock (BLK) | 0.0 | $523k | NEW | 510.00 | 1025.11 |
|
| Waste Management (WM) | 0.0 | $514k | 2.5k | 201.79 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $504k | 3.7k | 137.58 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $498k | -4% | 1.4k | 359.16 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $489k | +42% | 1.8k | 266.72 |
|
| Valero Energy Corporation (VLO) | 0.0 | $488k | +3% | 4.0k | 122.59 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $487k | -85% | 11k | 44.89 |
|
| General Dynamics Corporation (GD) | 0.0 | $484k | 1.8k | 263.49 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $483k | 6.7k | 72.18 |
|
|
| American Tower Reit (AMT) | 0.0 | $476k | 2.6k | 183.41 |
|
|
| First Solar (FSLR) | 0.0 | $470k | 2.7k | 176.24 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $461k | 1.8k | 253.69 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $430k | +11% | 2.7k | 161.77 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $426k | +5% | 819.00 | 520.30 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $416k | -6% | 4.7k | 89.07 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $412k | 1.9k | 220.96 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $410k | 2.1k | 197.49 |
|
|
| Xcel Energy (XEL) | 0.0 | $409k | 6.1k | 67.52 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $406k | 2.7k | 151.75 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $401k | +85% | 4.9k | 81.25 |
|
| Coca-Cola Company (KO) | 0.0 | $392k | -34% | 6.3k | 62.26 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $382k | -7% | 3.0k | 128.62 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $382k | 2.0k | 188.98 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $378k | 2.9k | 131.77 |
|
|
| Chart Industries (GTLS) | 0.0 | $371k | 1.9k | 190.84 |
|
|
| Chubb (CB) | 0.0 | $370k | +10% | 1.3k | 276.30 |
|
| Stryker Corporation (SYK) | 0.0 | $366k | 1.0k | 360.05 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $363k | NEW | 1.9k | 190.88 |
|
| AFLAC Incorporated (AFL) | 0.0 | $362k | 3.5k | 103.44 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $342k | NEW | 832.00 | 410.44 |
|
| CSX Corporation (CSX) | 0.0 | $341k | 11k | 32.27 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $338k | 2.2k | 154.94 |
|
|
| ConocoPhillips (COP) | 0.0 | $330k | 3.3k | 99.17 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $330k | +2% | 8.8k | 37.53 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $328k | 5.7k | 57.41 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $315k | NEW | 3.2k | 96.90 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $312k | 9.4k | 33.34 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $310k | +32% | 2.4k | 127.59 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $304k | 1.3k | 228.84 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $289k | 2.3k | 126.75 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $283k | -3% | 1.4k | 195.83 |
|
| Linde SHS (LIN) | 0.0 | $278k | -3% | 663.00 | 418.67 |
|
| Kraft Heinz (KHC) | 0.0 | $273k | -7% | 8.9k | 30.71 |
|
| Epam Systems (EPAM) | 0.0 | $273k | 1.2k | 233.82 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $271k | NEW | 5.2k | 52.22 |
|
| First Merchants Corporation (FRME) | 0.0 | $270k | NEW | 6.8k | 39.89 |
|
| Phillips 66 (PSX) | 0.0 | $264k | 2.3k | 113.93 |
|
|
| Amgen (AMGN) | 0.0 | $263k | -24% | 1.0k | 260.64 |
|
| Becton, Dickinson and (BDX) | 0.0 | $263k | +9% | 1.2k | 226.87 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $259k | 1.9k | 139.50 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $257k | NEW | 1.5k | 169.30 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $254k | 4.3k | 58.51 |
|
|
| Anthem (ELV) | 0.0 | $252k | 682.00 | 368.90 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $240k | 3.1k | 78.60 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $238k | -28% | 2.6k | 90.91 |
|
| Paychex (PAYX) | 0.0 | $229k | 1.6k | 140.22 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $222k | 7.2k | 30.71 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $217k | NEW | 924.00 | 235.27 |
|
| Advanced Micro Devices (AMD) | 0.0 | $217k | 1.8k | 120.79 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $214k | -18% | 7.2k | 29.56 |
|
Past Filings by Goelzer Investment Management
SEC 13F filings are viewable for Goelzer Investment Management going back to 2012
- Goelzer Investment Management 2024 Q4 filed Jan. 21, 2025
- 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