Fund HoldingsGoelzer Investment Management, Inc.

Total Portfolio Value
$1.55B
Total Bought
$146.92M
Total Sold
$77.49M
Net Transaction
+$69.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR182,188193,624+11,43678,23792,4815.95%+14,244
PIMCO ETF TR
INTER MUN BD ACT
0287,499+287,499015,1800.98%+15,180
ISHARES TR0118,424+118,424012,8210.82%+12,821
ISHARES TR0539,418+539,418058,3923.76%+58,392
SPDR SER TR
ST STR SP600SM C
0803,479+803,479066,9384.31%+66,938
ISHARES TR0203,193+203,193056,3153.62%+56,315
MICROSOFT CORP(MSFT)092,454+92,454034,7662.24%+34,766
US BANCORP DEL(USB)0249,441+249,441010,7960.69%+10,796
NISOURCE INC(NI)0319,509+319,50908,4830.55%+8,483
APPLE INC(AAPL)0153,126+153,126029,4811.90%+29,481
QUALCOMM INC(QCOM)0112,003+112,003016,1991.04%+16,199
VERIZON COMMUNICATIONS INC(VZ)0190,874+190,87407,1960.46%+7,196
BROADCOM INC(AVGO)010,124+10,124011,3010.73%+11,301
SCHWAB STRATEGIC TR01,054,713+1,054,713038,9822.51%+38,982
NEXTERA ENERGY INC(NEE)047,141+47,14102,8630.18%+2,863
ASTRAZENECA PLC(AZN)035,321+35,32102,3790.15%+2,379
MEDTRONIC PLC(MDT)074,654+74,65406,1500.40%+6,150
INTUITIVE SURGICAL INC06,127+6,12702,0670.13%+2,067
FIRST SOLAR INC(FSLR)014,504+14,50402,4990.16%+2,499
NVIDIA CORPORATION(NVDA)1,1435,084+3,9414972,5180.16%+2,021
EATON CORP PLC(ETN)076,978+76,978018,5381.19%+18,538
BAXTER INTL INC59,711105,928+46,2172,2534,0950.26%+1,842
ISHARES TR108,532118,670+10,1389,63811,1640.72%+1,527
JPMORGAN CHASE & CO(JPM)051,317+51,31708,7290.56%+8,729
LOCKHEED MARTIN CORP(LMT)029,655+29,655013,4410.86%+13,441
PALO ALTO NETWORKS INC(PANW)026,157+26,15707,7130.50%+7,713
TARGET CORP(TGT)042,550+42,55006,0600.39%+6,060
COSTCO WHSL CORP NEW(COST)12,50612,735+2297,0658,4060.54%+1,341
ANALOG DEVICES INC(ADI)049,599+49,59909,8480.63%+9,848
ACCENTURE PLC IRELAND
SHS CLASS A
5,4008,239+2,8391,6582,8910.19%+1,233
BANK AMERICA CORP179,374180,581+1,2074,9116,0800.39%+1,169
WILLIAMS SONOMA INC(WSM)27,48726,718-7694,2725,3910.35%+1,120
ULTA BEAUTY INC(ULTA)8,9389,547+6093,5704,6780.30%+1,108
TESLA INC(TSLA)04,282+4,28201,0640.07%+1,064
CROWDSTRIKE HLDGS INC(CRWD)12,18612,077-1092,0403,0840.20%+1,044
AMAZON COM INC(AMZN)039,802+39,80206,0480.39%+6,048
TE CONNECTIVITY LTD(TEL)062,577+62,57708,7920.57%+8,792
ADOBE INC(ADBE)12,65012,426-2246,4507,4130.48%+963
LOWES COS INC(LOW)024,694+24,69405,4960.35%+5,496
FIFTH THIRD BANCORP(FITB)133,515124,639-8,8763,3824,2990.28%+917
INTERNATIONAL BUSINESS MACHS(IBM)38,46938,588+1195,3976,3110.41%+914
INTERPUBLIC GROUP COS INC0224,998+224,99807,3440.47%+7,344
ISHARES TR0157,424+157,424011,8230.76%+11,823
TRAVELERS COMPANIES INC(TRV)040,983+40,98307,8070.50%+7,807
RIO TINTO PLC(RIO)083,761+83,76106,2370.40%+6,237
ARISTA NETWORKS INC15,96115,904-572,9363,7460.24%+810
ISHARES TR0241,161+241,161012,3660.80%+12,366
UNION PAC CORP(UNP)018,418+18,41804,5240.29%+4,524
INVESCO QQQ TR2,9604,385+1,4251,0601,7960.12%+735
MERCK & CO INC(MRK)0141,581+141,581015,4350.99%+15,435
GATX CORP(GATX)065,511+65,51107,8760.51%+7,876
STANLEY BLACK & DECKER INC(SWK)053,420+53,42005,2400.34%+5,240
PRINCIPAL FINANCIAL GROUP IN(PFG)0126,987+126,98709,9900.64%+9,990
VISA INC(V)027,698+27,69807,2110.46%+7,211
ALPHABET INC(GOOG)91,85890,767-1,09112,11112,7920.82%+680
BOOKING HOLDINGS INC(BKNG)1,2751,292+173,9324,5830.29%+651
ZOETIS INC(ZTS)24,87825,217+3394,3284,9770.32%+649
KLA CORP(KLAC)05,560+5,56003,2320.21%+3,232
MCKESSON CORP(MCK)012,338+12,33805,7120.37%+5,712
ISHARES TR080,634+80,63406,3880.41%+6,388
SYSCO CORP(SYY)088,592+88,59206,4790.42%+6,479
SCHWAB CHARLES CORP(SCHW)052,138+52,13803,5870.23%+3,587
ISHARES TR089,144+89,14404,6350.30%+4,635
UNITEDHEALTH GROUP INC(UNH)16,51416,893+3798,3268,8940.57%+567
ENBRIDGE INC(ENB)0228,339+228,33908,2250.53%+8,225
META PLATFORMS INC(META)8,5728,858+2862,5733,1350.20%+562
HOME DEPOT INC(HD)013,107+13,10704,5420.29%+4,542
HONEYWELL INTL INC(HON)024,320+24,32005,1000.33%+5,100
SPDR S&P MIDCAP 400 ETF TR(MDY)012,715+12,71506,4510.41%+6,451
FREEPORT-MCMORAN INC(FCX)0107,271+107,27104,5670.29%+4,567
AMERICAN EXPRESS CO(AXP)018,141+18,14103,3990.22%+3,399
PEPSICO INC(PEP)073,448+73,448012,4740.80%+12,474
CATERPILLAR INC(CAT)15,11015,602+4924,1254,6130.30%+488
IQVIA HLDGS INC(IQV)021,276+21,27604,9230.32%+4,923
SMUCKER J M CO(SJM)058,811+58,81107,4330.48%+7,433
RTX CORPORATION(RTX)053,507+53,50704,5020.29%+4,502
T-MOBILE US INC(TMUS)025,429+25,42904,0770.26%+4,077
ISHARES TR063,683+63,683010,5240.68%+10,524
INGREDION INC(INGR)047,177+47,17705,1200.33%+5,120
WELLS FARGO CO NEW(WFC)055,623+55,62302,7380.18%+2,738
ISHARES TR0117,662+117,66206,0050.39%+6,005
ISHARES TR11,06714,543+3,4761,0141,4020.09%+388
DIGITAL RLTY TR INC(DLR)28,28328,314+313,4233,8110.25%+388
LAKELAND FINL CORP(LKFN)05,940+5,94003870.02%+387
ISHARES TR038,018+38,01804,3360.28%+4,336
VANGUARD INDEX FDS014,997+14,99703,1990.21%+3,199
EQUINIX INC(EQIX)04,177+4,17703,3640.22%+3,364
SOUTHERN CO(SO)064,349+64,34904,5120.29%+4,512
AMGEN INC(AMGN)01,157+1,15703330.02%+333
NEXSTAR MEDIA GROUP INC(NXST)024,955+24,95503,9120.25%+3,912
ILLINOIS TOOL WKS INC(ITW)01,240+1,24003250.02%+325
SPDR S&P 500 ETF TR(SPY)028,434+28,434013,5150.87%+13,515
LINDE PLC(LIN)0740+74003040.02%+304
AFLAC INC(AFL)03,663+3,66303020.02%+302
AMERICAN ELEC PWR CO INC050,380+50,38004,0920.26%+4,092
NORFOLK SOUTHN CORP(NSC)04,536+4,53601,0720.07%+1,072
ISHARES TR021,942+21,94202,2620.15%+2,262
ELEVANCE HEALTH INC(ELV)0627+62702960.02%+296
JOHNSON & JOHNSON(JNJ)060,429+60,42909,4720.61%+9,472
BOEING CO(BA)03,401+3,40108870.06%+887
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