Portfolio Holdings & Fund Performance - Ellenbecker Investment Group

List of top 200 securities held by Ellenbecker Investment Group:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-04-15 13:41:30
Total Holdings: 106
Assets Under Management (AUM) :
$518,694,240 ($518.69M)
Reporting Manager: Michele Pawlak
Address:

N21 W23350 RIDGEVIEW PKWY
WAUKESHA, WI 53188

Since : total money flow = , gains and losses =

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