Goelzer Investment Management
Latest statistics and disclosures from Goelzer Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, IVV, IJH, IJR, SLYV, and represent 43.32% of Goelzer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$57M), IJR (+$8.0M), IVV (+$5.2M), WMT, SBUX, TLH, IWF, MBB, AEP, APO.
- Started 13 new stock positions in APO, TSM, SBUX, CL, VYM, DKS, PAYX, CXT, VIG, ITOT. VUG, INTC, SHM.
- Reduced shares in these 10 stocks: IVW (-$5.1M), ETN, LLY, DLR, PII, MUNI, AVGO, OHI, TMUS, COST.
- Sold out of its positions in FVD, WBA.
- Goelzer Investment Management was a net buyer of stock by $60M.
- Goelzer Investment Management has $1.8B in assets under management (AUM), dropping by 13.56%.
- Central Index Key (CIK): 0001550057
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Portfolio Holdings for Goelzer Investment Management
Goelzer Investment Management holds 239 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 25.7 | $454M | 583k | 777.96 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.1 | $107M | +5% | 204k | 525.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.9 | $69M | +459% | 1.1M | 60.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.8 | $68M | +13% | 611k | 110.52 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 3.8 | $67M | 813k | 82.97 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.3 | $40M | 1.0M | 39.02 |
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| Microsoft Corporation (MSFT) | 2.2 | $39M | 92k | 420.72 |
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| Apple (AAPL) | 1.5 | $27M | +3% | 159k | 171.48 |
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| Eaton Corp SHS (ETN) | 1.1 | $19M | -20% | 61k | 312.68 |
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| Qualcomm (QCOM) | 1.1 | $19M | 111k | 169.30 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $19M | 161k | 116.24 |
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| Merck & Co (MRK) | 1.0 | $18M | -3% | 137k | 131.95 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $17M | +32% | 157k | 105.03 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $14M | -3% | 28k | 523.07 |
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| Pepsi (PEP) | 0.8 | $14M | +10% | 81k | 175.01 |
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| Ishares Tr Mbs Etf (MBB) | 0.8 | $14M | +29% | 154k | 92.42 |
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| Chevron Corporation (CVX) | 0.8 | $14M | -2% | 88k | 157.74 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $14M | 30k | 454.87 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $14M | -2% | 89k | 152.26 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $13M | -13% | 250k | 52.47 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $13M | +3% | 249k | 51.28 |
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| Omega Healthcare Investors (OHI) | 0.7 | $12M | -12% | 368k | 31.67 |
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| Broadcom (AVGO) | 0.6 | $11M | -14% | 8.6k | 1325.41 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $11M | 63k | 179.11 |
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| Us Bancorp Del Com New (USB) | 0.6 | $11M | 252k | 44.70 |
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| Principal Financial (PFG) | 0.6 | $11M | 127k | 86.31 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $11M | +4% | 54k | 200.30 |
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| Gentex Corporation (GNTX) | 0.6 | $11M | 290k | 36.12 |
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| Analog Devices (ADI) | 0.6 | $9.9M | 50k | 197.79 |
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| Abbvie (ABBV) | 0.6 | $9.8M | 54k | 182.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $9.5M | -4% | 23k | 420.51 |
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| Johnson & Johnson (JNJ) | 0.5 | $9.5M | 60k | 158.19 |
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| Travelers Companies (TRV) | 0.5 | $9.3M | 40k | 230.14 |
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| Te Connectivity SHS (TEL) | 0.5 | $9.1M | 63k | 145.24 |
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| UnitedHealth (UNH) | 0.5 | $9.1M | +8% | 18k | 494.70 |
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| Air Products & Chemicals (APD) | 0.5 | $9.0M | 37k | 242.27 |
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| NiSource (NI) | 0.5 | $8.9M | 322k | 27.66 |
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| Cisco Systems (CSCO) | 0.5 | $8.7M | 175k | 49.91 |
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| Amazon (AMZN) | 0.5 | $8.7M | +21% | 48k | 180.38 |
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| GATX Corporation (GATX) | 0.5 | $8.6M | 65k | 134.03 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $8.2M | -38% | 98k | 84.44 |
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| Prudential Financial (PRU) | 0.5 | $8.2M | -5% | 70k | 117.40 |
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| Enbridge (ENB) | 0.5 | $8.1M | 224k | 36.18 |
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| Williams-Sonoma (WSM) | 0.5 | $8.1M | -4% | 25k | 317.53 |
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| Verizon Communications (VZ) | 0.5 | $8.0M | 191k | 41.96 |
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| Costco Wholesale Corporation (COST) | 0.5 | $8.0M | -14% | 11k | 732.63 |
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| Citizens Financial (CFG) | 0.4 | $7.7M | 213k | 36.29 |
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| Wal-Mart Stores (WMT) | 0.4 | $7.5M | +196% | 124k | 60.17 |
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| Visa Com Cl A (V) | 0.4 | $7.4M | -3% | 27k | 279.08 |
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| Bristol Myers Squibb (BMY) | 0.4 | $7.4M | 137k | 54.23 |
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| Target Corporation (TGT) | 0.4 | $7.4M | 42k | 177.21 |
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| Smucker J M Com New (SJM) | 0.4 | $7.3M | 58k | 125.87 |
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| Procter & Gamble Company (PG) | 0.4 | $7.3M | -5% | 45k | 162.25 |
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| Interpublic Group of Companies (IPG) | 0.4 | $7.3M | 222k | 32.63 |
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| International Business Machines (IBM) | 0.4 | $7.2M | 38k | 190.96 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $7.2M | 79k | 91.25 |
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| SYSCO Corporation (SYY) | 0.4 | $7.1M | 87k | 81.18 |
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| T. Rowe Price (TROW) | 0.4 | $7.0M | 58k | 121.92 |
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| Bank of America Corporation (BAC) | 0.4 | $7.0M | +2% | 185k | 37.92 |
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| American Electric Power Company (AEP) | 0.4 | $7.0M | +60% | 81k | 86.10 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $6.9M | 13k | 556.40 |
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| CVS Caremark Corporation (CVS) | 0.4 | $6.9M | -5% | 86k | 79.76 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $6.8M | +107% | 20k | 337.05 |
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| Palo Alto Networks (PANW) | 0.4 | $6.8M | -9% | 24k | 284.13 |
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| Medtronic SHS (MDT) | 0.4 | $6.5M | 75k | 87.15 |
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| NVIDIA Corporation (NVDA) | 0.4 | $6.5M | +41% | 7.2k | 903.56 |
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| McKesson Corporation (MCK) | 0.4 | $6.3M | -5% | 12k | 536.85 |
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| Cigna Corp (CI) | 0.4 | $6.3M | -3% | 17k | 363.19 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $6.3M | 117k | 53.39 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $6.2M | 12k | 504.60 |
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| Lowe's Companies (LOW) | 0.3 | $6.1M | -2% | 24k | 254.73 |
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| Caterpillar (CAT) | 0.3 | $5.6M | 15k | 366.43 |
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| Pfizer (PFE) | 0.3 | $5.5M | -2% | 200k | 27.75 |
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| Ingredion Incorporated (INGR) | 0.3 | $5.4M | 47k | 116.85 |
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| TJX Companies (TJX) | 0.3 | $5.4M | -5% | 54k | 101.42 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $5.3M | 83k | 63.74 |
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| Stanley Black & Decker (SWK) | 0.3 | $5.2M | 54k | 97.93 |
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| Iqvia Holdings (IQV) | 0.3 | $5.2M | -3% | 21k | 252.89 |
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| Home Depot (HD) | 0.3 | $4.9M | 13k | 383.59 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $4.9M | -2% | 9.3k | 522.88 |
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| Honeywell International (HON) | 0.3 | $4.8M | -3% | 24k | 205.25 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $4.8M | -4% | 102k | 47.02 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.8M | +3% | 92k | 51.60 |
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| Schlumberger Com Stk (SLB) | 0.3 | $4.8M | -3% | 87k | 54.81 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $4.7M | -9% | 49k | 97.53 |
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| Booking Holdings (BKNG) | 0.3 | $4.7M | 1.3k | 3627.88 |
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| Southern Company (SO) | 0.3 | $4.6M | 64k | 71.74 |
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| Baxter International (BAX) | 0.3 | $4.5M | 105k | 42.74 |
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| Union Pacific Corporation (UNP) | 0.3 | $4.5M | 18k | 245.93 |
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| Arista Networks (ANET) | 0.3 | $4.5M | -3% | 15k | 289.98 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.3 | $4.5M | 38k | 118.29 |
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| Fifth Third Ban (FITB) | 0.3 | $4.4M | -4% | 119k | 37.21 |
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| Corteva (CTVA) | 0.2 | $4.4M | -3% | 76k | 57.67 |
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| Meta Platforms Cl A (META) | 0.2 | $4.2M | 8.7k | 485.55 |
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| Nexstar Media Group Common Stock (NXST) | 0.2 | $4.2M | 25k | 172.29 |
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| Walt Disney Company (DIS) | 0.2 | $4.2M | -6% | 35k | 122.36 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $4.2M | +76% | 62k | 67.75 |
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| Zoetis Cl A (ZTS) | 0.2 | $4.2M | 25k | 169.21 |
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| Starbucks Corporation (SBUX) | 0.2 | $4.1M | NEW | 45k | 91.39 |
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| Polaris Industries (PII) | 0.2 | $4.0M | -45% | 40k | 100.12 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.9M | 8.1k | 481.57 |
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| Kla Corp Com New (KLAC) | 0.2 | $3.8M | -2% | 5.4k | 698.57 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $3.8M | -3% | 58k | 65.32 |
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| American Express Company (AXP) | 0.2 | $3.6M | -13% | 16k | 227.69 |
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| Hanover Insurance (THG) | 0.2 | $3.5M | 26k | 136.17 |
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| BorgWarner (BWA) | 0.2 | $3.5M | -2% | 100k | 34.74 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $3.4M | -10% | 47k | 72.34 |
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| Equinix (EQIX) | 0.2 | $3.4M | -2% | 4.1k | 825.33 |
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| Fidelity National Information Services (FIS) | 0.2 | $3.2M | 43k | 74.18 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.2M | -7% | 14k | 228.59 |
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| EOG Resources (EOG) | 0.2 | $3.1M | 24k | 127.84 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $3.0M | 12k | 249.86 |
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| Wells Fargo & Company (WFC) | 0.2 | $3.0M | -7% | 52k | 57.96 |
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| Nextera Energy (NEE) | 0.2 | $2.9M | -2% | 46k | 63.91 |
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| Boston Scientific Corporation (BSX) | 0.2 | $2.8M | 42k | 68.49 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.8M | 8.1k | 346.61 |
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| American Intl Group Com New (AIG) | 0.2 | $2.7M | -10% | 34k | 78.17 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.7M | -31% | 8.3k | 320.59 |
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| First Solar (FSLR) | 0.1 | $2.6M | +6% | 16k | 168.80 |
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| Metropcs Communications (TMUS) | 0.1 | $2.5M | -38% | 16k | 163.22 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.5M | 6.2k | 399.09 |
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| Apollo Global Mgmt (APO) | 0.1 | $2.4M | NEW | 21k | 112.45 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.3M | 19k | 125.33 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.2M | -6% | 3.9k | 581.21 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.2M | 26k | 84.09 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.1M | -4% | 21k | 102.76 |
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| Tesla Motors (TSLA) | 0.1 | $2.1M | +173% | 12k | 175.79 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.0M | 23k | 86.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | -3% | 4.2k | 444.01 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.8M | 23k | 79.86 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.6M | 28k | 58.13 |
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| Pioneer Natural Resources (PXD) | 0.1 | $1.6M | -3% | 6.0k | 262.50 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.4M | -6% | 15k | 94.62 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $1.4M | 49k | 27.88 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.3M | 14k | 99.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.3M | 4.9k | 259.90 |
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| Automatic Data Processing (ADP) | 0.1 | $1.2M | +32% | 5.0k | 249.72 |
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| Norfolk Southern (NSC) | 0.1 | $1.1M | 4.5k | 254.87 |
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| Cummins (CMI) | 0.1 | $1.1M | -15% | 3.8k | 294.65 |
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| McDonald's Corporation (MCD) | 0.1 | $1.0M | 3.7k | 281.95 |
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| Zimmer Holdings (ZBH) | 0.1 | $1.0M | -14% | 7.6k | 131.98 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $954k | 10k | 94.41 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $946k | 8.8k | 108.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $946k | 6.3k | 150.93 |
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| Oracle Corporation (ORCL) | 0.1 | $941k | +25% | 7.5k | 125.61 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $938k | 4.9k | 191.88 |
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| Valero Energy Corporation (VLO) | 0.1 | $913k | 5.3k | 170.69 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $881k | -4% | 12k | 72.63 |
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| Emerson Electric (EMR) | 0.0 | $871k | 7.7k | 113.42 |
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| Franklin Electric (FELE) | 0.0 | $859k | 8.0k | 106.81 |
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| Abbott Laboratories (ABT) | 0.0 | $849k | +11% | 7.5k | 113.66 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $809k | +26% | 7.8k | 103.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $798k | +35% | 1.5k | 524.31 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $788k | 1.9k | 418.01 |
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| Digital Realty Trust (DLR) | 0.0 | $746k | -81% | 5.2k | 144.04 |
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| Digi International (DGII) | 0.0 | $746k | 23k | 31.93 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $719k | +2% | 17k | 41.77 |
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| Kraft Heinz (KHC) | 0.0 | $710k | +5% | 19k | 36.90 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $706k | +11% | 4.3k | 164.35 |
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| Xylem (XYL) | 0.0 | $687k | -16% | 5.3k | 129.24 |
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| Tractor Supply Company (TSCO) | 0.0 | $667k | 2.5k | 261.77 |
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| Fastenal Company (FAST) | 0.0 | $649k | -4% | 8.4k | 77.14 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $647k | -53% | 6.8k | 94.66 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $646k | 16k | 40.93 |
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| American Tower Reit (AMT) | 0.0 | $637k | 3.2k | 197.59 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $626k | +47% | 3.1k | 201.50 |
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| Farmers & Merchants State Bank Com Stk (FMAO) | 0.0 | $614k | 28k | 22.29 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $612k | 2.6k | 235.79 |
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| Boeing Company (BA) | 0.0 | $608k | -7% | 3.1k | 192.99 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $605k | -17% | 14k | 42.12 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $604k | -9% | 2.9k | 208.25 |
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| Coca-Cola Company (KO) | 0.0 | $591k | 9.7k | 61.18 |
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| Huntington Ingalls Inds (HII) | 0.0 | $583k | 2.0k | 291.47 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $583k | +6% | 3.9k | 147.73 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $576k | +400% | 6.8k | 85.27 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $554k | -25% | 3.0k | 186.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $540k | -5% | 2.6k | 210.30 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $538k | -5% | 12k | 43.35 |
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| Ecolab (ECL) | 0.0 | $527k | -26% | 2.3k | 230.90 |
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| Waste Management (WM) | 0.0 | $526k | +56% | 2.5k | 213.15 |
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| General Dynamics Corporation (GD) | 0.0 | $519k | -2% | 1.8k | 282.49 |
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| Aon Shs Cl A (AON) | 0.0 | $496k | -72% | 1.5k | 333.72 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $492k | 1.8k | 270.52 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $490k | -12% | 5.7k | 86.48 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $484k | NEW | 4.2k | 115.30 |
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| Snap-on Incorporated (SNA) | 0.0 | $474k | 1.6k | 296.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $472k | 983.00 | 480.60 |
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| 3M Company (MMM) | 0.0 | $461k | -2% | 4.4k | 106.07 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $457k | 5.7k | 80.51 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $454k | 6.7k | 67.75 |
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| BlackRock (BLK) | 0.0 | $445k | -15% | 534.00 | 833.70 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $435k | +35% | 13k | 34.29 |
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| Epam Systems (EPAM) | 0.0 | $421k | -6% | 1.5k | 276.16 |
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| ConocoPhillips (COP) | 0.0 | $414k | +7% | 3.3k | 127.28 |
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| Phillips 66 (PSX) | 0.0 | $409k | +23% | 2.5k | 163.34 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $405k | +28% | 2.2k | 183.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $398k | NEW | 3.3k | 120.99 |
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| Lakeland Financial Corporation (LKFN) | 0.0 | $394k | 5.9k | 66.32 |
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| CSX Corporation (CSX) | 0.0 | $390k | 11k | 37.07 |
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| Amgen (AMGN) | 0.0 | $376k | +14% | 1.3k | 284.32 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $374k | -7% | 3.0k | 125.96 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $368k | -4% | 2.4k | 155.91 |
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| Stryker Corporation (SYK) | 0.0 | $362k | -4% | 1.0k | 357.87 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $360k | 7.9k | 45.61 |
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| Nike CL B (NKE) | 0.0 | $358k | -7% | 3.8k | 93.98 |
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| Anthem (ELV) | 0.0 | $354k | +8% | 682.00 | 518.54 |
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| Chart Industries (GTLS) | 0.0 | $351k | 2.1k | 164.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $345k | NEW | 1.9k | 182.59 |
|
| Crane Company Common Stock (CR) | 0.0 | $341k | 2.5k | 135.13 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $336k | 8.9k | 37.68 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $335k | 5.7k | 58.65 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $333k | 1.2k | 268.33 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $331k | -6% | 1.4k | 238.32 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $329k | NEW | 3.7k | 90.05 |
|
| Xcel Energy (XEL) | 0.0 | $325k | 6.1k | 53.75 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $323k | 1.8k | 180.49 |
|
|
| Linde SHS (LIN) | 0.0 | $320k | -6% | 690.00 | 464.32 |
|
| Chubb (CB) | 0.0 | $319k | 1.2k | 259.13 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $315k | 3.7k | 85.86 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $309k | +41% | 4.2k | 74.22 |
|
| Becton, Dickinson and (BDX) | 0.0 | $307k | 1.2k | 247.45 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $299k | NEW | 1.3k | 224.86 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $296k | -14% | 2.3k | 131.23 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $279k | -32% | 3.4k | 81.78 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $272k | NEW | 2.0k | 136.05 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $272k | 4.3k | 62.62 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $260k | 2.3k | 114.14 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $255k | 3.3k | 76.37 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $244k | NEW | 5.2k | 47.44 |
|
| First Merchants Corporation (FRME) | 0.0 | $236k | 6.8k | 34.90 |
|
|
| Celanese Corporation (CE) | 0.0 | $213k | -5% | 1.2k | 171.86 |
|
| Lam Research Corporation (LRCX) | 0.0 | $213k | -15% | 219.00 | 971.57 |
|
| Global Payments (GPN) | 0.0 | $208k | -14% | 1.6k | 133.66 |
|
| Crane Holdings (CXT) | 0.0 | $206k | NEW | 3.3k | 61.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $206k | NEW | 598.00 | 344.20 |
|
| Intel Corporation (INTC) | 0.0 | $205k | NEW | 4.6k | 44.17 |
|
| Paychex (PAYX) | 0.0 | $200k | NEW | 1.6k | 122.80 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $200k | -15% | 5.0k | 40.06 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $200k | -26% | 2.9k | 70.00 |
|
Past Filings by Goelzer Investment Management
SEC 13F filings are viewable for Goelzer Investment Management going back to 2012
- 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
- Goelzer Investment Management 2020 Q3 filed Oct. 27, 2020
- Goelzer Investment Management 2020 Q2 filed Aug. 12, 2020