Fund HoldingsGoelzer Investment Management, Inc.

Total Portfolio Value
$1.73B
Total Bought
$105.31M
Total Sold
$67.43M
Net Transaction
+$37.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ELI LILLY & CO(LLY)0550,310+550,3100454,50726.32%+454,507
WELLS FARGO CO NEW(WFC)44,110100,847+56,7373,0987,2400.42%+4,142
COCA COLA CO(KO)047,573+47,57303,4070.20%+3,407
BLACKROCK INC(BLK)5103,394+2,8845233,2120.19%+2,690
PROCTER AND GAMBLE CO(PG)056,409+56,40909,6130.56%+9,613
CATERPILLAR INC(CAT)024,485+24,48508,0750.47%+8,075
SCHWAB STRATEGIC TR01,891,714+1,891,714037,4182.17%+37,418
ISHARES TR020,430+20,43002,0570.12%+2,057
SALESFORCE INC(CRM)07,562+7,56202,0290.12%+2,029
BERKSHIRE HATHAWAY INC DEL21,71221,872+1609,84111,6480.67%+1,807
EXXON MOBIL CORP0164,010+164,010019,5061.13%+19,506
CHEVRON CORP NEW(CVX)080,092+80,092013,3990.78%+13,399
ABBVIE INC(ABBV)050,759+50,759010,6350.62%+10,635
ISHARES TR0157,196+157,196016,3090.94%+16,309
AMERICAN ELEC PWR CO INC076,631+76,63108,3730.48%+8,373
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
064,645+64,64503,2870.19%+3,287
MCKESSON CORP(MCK)11,07111,049-226,3097,4360.43%+1,126
JOHNSON & JOHNSON(JNJ)056,522+56,52209,3740.54%+9,374
VISA INC(V)25,57526,061+4868,0839,1330.53%+1,051
NISOURCE INC(NI)317,899316,852-1,04711,68612,7030.74%+1,017
VERIZON COMMUNICATIONS INC(VZ)0188,453+188,45308,5480.50%+8,548
ENTERGY CORP NEW(ETR)108,858107,732-1,1268,2549,2100.53%+956
TRAVELERS COMPANIES INC(TRV)38,70938,450-2599,32510,1690.59%+844
JANUS DETROIT STR TR
HENDERSON MTG
0311,312+311,312014,0710.81%+14,071
T-MOBILE US INC(TMUS)15,03115,327+2963,3184,0880.24%+770
THE CIGNA GROUP(CI)015,609+15,60905,1350.30%+5,135
BROADCOM INC(AVGO)62,59490,916+28,32214,51215,2220.88%+710
BERKSHIRE HATHAWAY INC DEL6604,0864,7910.28%+705
PRINCIPAL FINANCIAL GROUP IN(PFG)0120,215+120,215010,1430.59%+10,143
MEDTRONIC PLC(MDT)071,299+71,29906,4070.37%+6,407
RTX CORPORATION(RTX)044,494+44,49405,8940.34%+5,894
COSTCO WHSL CORP NEW(COST)9,67710,106+4298,8679,5580.55%+691
ASTRAZENECA PLC(AZN)83,68983,228-4615,4836,1170.35%+634
BOSTON SCIENTIFIC CORP(BSX)35,33736,153+8163,1563,6470.21%+491
SCHWAB STRATEGIC TR022,428+22,42804830.03%+483
SOUTHERN CO(SO)059,379+59,37905,4600.32%+5,460
BRISTOL-MYERS SQUIBB CO(BMY)126,307124,721-1,5867,1447,6070.44%+463
HANOVER INS GROUP INC(THG)24,43024,344-863,7784,2350.25%+456
ISHARES TR0244,454+244,454012,8020.74%+12,802
NEXSTAR MEDIA GROUP INC(NXST)023,158+23,15804,1500.24%+4,150
ALPHABET INC(GOOG)6,23710,326+4,0891,1811,5970.09%+416
PROSHARES TR
S&P 500 DV ARIST
03,835+3,83503920.02%+392
CORTEVA INC(CTVA)070,099+70,09904,4110.26%+4,411
SCHLUMBERGER LTD(SLB)080,262+80,26203,3550.19%+3,355
SPDR INDEX SHS FDS
ST STR ACWI ETF
010,785+10,78503190.02%+319
ENBRIDGE INC(ENB)210,866208,983-1,8838,9479,2600.54%+313
KLA CORP(KLAC)05,370+5,37003,6510.21%+3,651
CISCO SYS INC(CSCO)126,632125,179-1,4537,4977,7250.45%+228
MASTERCARD INCORPORATED(MA)8,5318,605+744,4924,7170.27%+224
DANAHER CORPORATION(DHR)01,079+1,07902210.01%+221
VANGUARD TAX-MANAGED FDS04,255+4,25502160.01%+216
L3HARRIS TECHNOLOGIES INC(LHX)01,001+1,00102100.01%+210
ISHARES TR
CORE MSCI EAFE
9,53411,605+2,0716708780.05%+208
MORGAN STANLEY(MS)01,764+1,76402060.01%+206
EOG RES INC(EOG)023,775+23,77503,0490.18%+3,049
SCHWAB CHARLES CORP(SCHW)41,83141,936+1053,0963,2830.19%+187
ISHARES TR1,9002,883+9833635490.03%+187
ISHARES TR053,063+53,06309,9840.58%+9,984
ZOETIS INC(ZTS)024,782+24,78204,0800.24%+4,080
VEEVA SYS INC(VEEV)7,2257,311+861,5191,6930.10%+174
THERMO FISHER SCIENTIFIC INC(TMO)01,187+1,18705910.03%+591
UNION PAC CORP(UNP)022,692+22,69205,3610.31%+5,361
JPMORGAN CHASE & CO.(JPM)52,18551,645-54012,50912,6690.73%+159
ISHARES TR102,530103,500+9705,2815,4360.31%+154
VANGUARD INDEX FDS1,3631,725+3627348870.05%+152
VERTEX PHARMACEUTICALS INC(VRTX)01,893+1,89309180.05%+918
CHUBB LIMITED
COM
1,3401,707+3673705150.03%+145
AMERICAN INTL GROUP INC023,188+23,18802,0160.12%+2,016
OTIS WORLDWIDE CORP(OTIS)012,995+12,99501,3410.08%+1,341
AUTOMATIC DATA PROCESSING IN4,0614,332+2711,1891,3230.08%+135
NEXTERA ENERGY INC(NEE)048,520+48,52003,4400.20%+3,440
ISHARES TR020,608+20,60801,6840.10%+1,684
AIR PRODS & CHEMS INC029,270+29,27008,6320.50%+8,632
ELEVANCE HEALTH INC(ELV)0824+82403580.02%+358
ABBOTT LABS07,062+7,06209370.05%+937
ECOLAB INC(ECL)02,527+2,52706410.04%+641
AMERICAN TOWER CORP NEW(AMT)02,623+2,62305710.03%+571
JOHNSON CTLS INTL PLC
SHS
52,94853,250+3024,1794,2660.25%+87
STRYKER CORPORATION(SYK)01,213+1,21304520.03%+452
MCDONALDS CORP(MCD)03,815+3,81501,1920.07%+1,192
3M CO(MMM)04,375+4,37506430.04%+643
WASTE MGMT INC DEL(WM)02,546+2,54605890.03%+589
SELECT SECTOR SPDR TR
ST STR ENERG ETF
09,788+9,78809150.05%+915
ISHARES TR015,504+15,50401,4110.08%+1,411
ISHARES TR0101,682+101,68205,6380.33%+5,638
CROWDSTRIKE HLDGS INC(CRWD)1,6121,742+1305526140.04%+63
VANGUARD WORLD FD
HEALTH CAR ETF
01,961+1,96105190.03%+519
ISHARES TR07,717+7,71707360.04%+736
AON PLC(AON)01,386+1,38605530.03%+553
VANGUARD INDEX FDS2,6553,007+3524304830.03%+53
AMGEN INC(AMGN)01,010+1,01003150.02%+315
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,757+3,75705480.03%+548
ISHARES TR9241,234+3102172600.02%+43
VANGUARD INTL EQUITY INDEX F014,813+14,81306700.04%+670
ISHARES TR10,13210,320+1881,0941,1290.07%+36
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
4,9295,271+3424004350.03%+35
DBX ETF TR015,774+15,77406830.04%+683
OMEGA HEALTHCARE INVS INC(OHI)0343,153+343,153013,0670.76%+13,067
RIO TINTO PLC(RIO)075,273+75,27304,5220.26%+4,522
VANGUARD BD INDEX FDS17,71917,71901,2741,3010.08%+27
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