Ellenbecker Investment Group Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$556.5M
Holdings
112
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (112 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AXPAMERICAN EXPRESS CO | 883 | $237K | 0.04% | |
| 102 | SYU1SYNOVUS FINANCIAL CORP | 5,039 | $235K | 0.04% | |
| 103 | TIPISHARES TR | 2,116 | $235K | 0.04% | |
| 104 | DFATDIMENSIONAL | 4,547 | $234K | 0.04% | |
| 105 | LLYELI LILLY AND CO | 280 | $231K | 0.04% | |
| 106 | ORCLORACLE CORP | 1,586 | $221K | 0.04% | |
| 107 | DFASDIMENSIONAL | 3,679 | $219K | 0.04% | |
| 108 | IGIBISHARES TR | 4,074 | $214K | 0.04% | |
| 109 | EFIVSPDR SERIES TRUST | 3,966 | $212K | 0.04% | |
| 110 | XELXCEL ENERGY INC | 2,963 | $209K | 0.04% | |
| 111 | VOOVANGUARD | 403 | $207K | 0.04% | |
| 112 | ADIANALOG DEVICES INC | 1,011 | $204K | 0.04% |
PreviousPage 2 of 2