Fund HoldingsGoelzer Investment Management, Inc.

Total Portfolio Value
$1.72B
Total Bought
$106.63M
Total Sold
$104.31M
Net Transaction
+$2.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ARISTA NETWORKS INC(ANET)048,637+48,63705,3760.31%+5,376
BERKSHIRE HATHAWAY INC DEL06+604,0860.24%+4,086
EASTMAN CHEM CO(EMN)036,341+36,34103,3190.19%+3,319
APPLE INC(AAPL)152,108153,462+1,35435,44138,4302.23%+2,989
BROADCOM INC(AVGO)70,26162,594-7,66712,12014,5120.84%+2,392
ALPHABET INC(GOOG)095,112+95,112018,1131.05%+18,113
AMAZON COM INC(AMZN)050,314+50,314011,0380.64%+11,038
TESLA INC(TSLA)11,96812,072+1043,1314,8750.28%+1,744
BOOZ ALLEN HAMILTON HLDG COR013,459+13,45901,7320.10%+1,732
ISHARES TR250,051247,578-2,473144,234145,7448.46%+1,510
JPMORGAN CHASE & CO.(JPM)52,46652,185-28111,06312,5090.73%+1,446
APOLLO GLOBAL MGMT INC(APO)33,98234,287+3054,2455,6630.33%+1,418
NVIDIA CORPORATION(NVDA)0101,516+101,516013,6330.79%+13,633
PRICE T ROWE GROUP INC(TROW)064,503+64,50307,2950.42%+7,295
BOOKING HOLDINGS INC(BKNG)1,2991,313+145,4726,5240.38%+1,052
GATX CORP(GATX)044,539+44,53906,9020.40%+6,902
ENTERGY CORP NEW(ETR)55,297108,858+53,5617,2788,2540.48%+976
WILLIAMS SONOMA INC(WSM)033,977+33,97706,2920.37%+6,292
BANK AMERICA CORP231,057229,046-2,0119,16810,0670.58%+898
VISA INC(V)26,28525,575-7107,2278,0830.47%+856
PALO ALTO NETWORKS INC(PANW)23,92349,089+25,1668,1778,9320.52%+755
ASTRAZENECA PLC(AZN)083,689+83,68905,4830.32%+5,483
MCKESSON CORP(MCK)011,071+11,07106,3090.37%+6,309
FRANKLIN ELEC INC(FELE)07,055+7,05506880.04%+688
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
09,370+9,37006280.04%+628
CISCO SYS INC(CSCO)0126,632+126,63207,4970.44%+7,497
BERKSHIRE HATHAWAY INC DEL20,10121,712+1,6119,2529,8410.57%+590
NISOURCE INC(NI)320,496317,899-2,59711,10511,6860.68%+581
WELLS FARGO CO NEW(WFC)044,110+44,11003,0980.18%+3,098
BLACKROCK INC(BLK)0510+51005230.03%+523
ISHARES TR
CORE MSCI EAFE
09,534+9,53406700.04%+670
META PLATFORMS INC(META)9,0849,641+5575,2005,6450.33%+445
ADOBE INC(ADBE)015,038+15,03806,6870.39%+6,687
HONEYWELL INTL INC(HON)022,877+22,87705,1680.30%+5,168
DISNEY WALT CO(DIS)030,431+30,43103,3880.20%+3,388
MASTERCARD INCORPORATED(MA)8,3168,531+2154,1064,4920.26%+386
BRISTOL-MYERS SQUIBB CO(BMY)130,836126,307-4,5296,7697,1440.41%+374
ISHARES TR01,900+1,90003630.02%+363
ULTA BEAUTY INC(ULTA)08,788+8,78803,8220.22%+3,822
VANGUARD INDEX FDS0832+83203410.02%+341
CITIZENS FINL GROUP INC(CFG)206,300201,177-5,1238,4738,8040.51%+331
US BANCORP DEL(USB)244,136240,154-3,98211,16411,4870.67%+322
ISHARES TR03,249+3,24903150.02%+315
SCHWAB CHARLES CORP(SCHW)041,831+41,83103,0960.18%+3,096
ISHARES INC
CORE MSCI EMKT
05,180+5,18002710.02%+271
FIRST MERCHANTS CORP(FRME)06,765+6,76502700.02%+270
VANGUARD INDEX FDS01,519+1,51902570.01%+257
BOSTON SCIENTIFIC CORP(BSX)035,337+35,33703,1560.18%+3,156
INTUITIVE SURGICAL INC6,3216,412+913,1053,3470.19%+241
ISHARES TR0924+92402170.01%+217
VANGUARD INDEX FDS01,363+1,36307340.04%+734
AMERICAN EXPRESS CO(AXP)14,90914,351-5584,0434,2590.25%+216
EQUINIX INC(EQIX)3,9283,926-23,4873,7020.21%+215
T-MOBILE US INC(TMUS)15,05315,031-223,1063,3180.19%+211
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
2,6634,929+2,2662224000.02%+179
CORNING INC(GLW)65,58065,816+2362,9613,1280.18%+167
COSTCO WHSL CORP NEW(COST)09,677+9,67708,8670.51%+8,867
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
01,834+1,83404890.03%+489
CUMMINS INC(CMI)3,5393,699+1601,1461,2890.07%+144
ENBRIDGE INC(ENB)216,807210,866-5,9418,8058,9470.52%+143
ISHARES TR010,132+10,13201,0940.06%+1,094
CHART INDS INC01,942+1,94203710.02%+371
SELECT SECTOR SPDR TR
ST STR FINL ETF
015,462+15,46207470.04%+747
TJX COS INC NEW(TJX)51,87551,418-4576,0976,2120.36%+114
EMERSON ELEC CO(EMR)07,656+7,65609490.06%+949
ALPHABET INC(GOOG)06,237+6,23701,1810.07%+1,181
BOEING CO(BA)03,213+3,21305690.03%+569
CROWDSTRIKE HLDGS INC(CRWD)01,612+1,61205520.03%+552
SNAP ON INC(SNA)01,628+1,62805530.03%+553
ORACLE CORP(ORCL)6,1926,838+6461,0551,1390.07%+84
VANGUARD WORLD FD
INF TECH ETF
01,659+1,65901,0310.06%+1,031
VANGUARD WHITEHALL FDS1,8412,431+5902363100.02%+74
VANGUARD INDEX FDS02,114+2,11405360.03%+536
DIGI INTL INC(DGII)023,350+23,35007060.04%+706
HANOVER INS GROUP INC(THG)25,08524,430-6553,7153,7780.22%+63
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,452+2,45205500.03%+550
TRAVELERS COMPANIES INC(TRV)39,60038,709-8919,2719,3250.54%+53
ISHARES TR97,346102,530+5,1845,2295,2810.31%+52
ISHARES TR06,145+6,14506150.04%+615
FARMERS & MERCHANTS BANCORP27,56427,56407628120.05%+50
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,078+2,07804100.02%+410
ISHARES TR034,699+34,69904,3360.25%+4,336
DIGITAL RLTY TR INC(DLR)04,856+4,85608610.05%+861
EPAM SYS INC(EPAM)01,167+1,16702730.02%+273
VANGUARD BD INDEX FDS017,719+17,71901,2740.07%+1,274
VANGUARD INDEX FDS02,655+2,65504300.02%+430
AUTOMATIC DATA PROCESSING IN4,1864,061-1251,1581,1890.07%+30
DICKS SPORTING GOODS INC(DKS)01,330+1,33003040.02%+304
ISHARES TR02,277+2,27702890.02%+289
CHUBB LIMITED
COM
01,340+1,34003700.02%+370
VANGUARD WORLD FD
COMM SRVC ETF
02,184+2,18403380.02%+338
GOLDMAN SACHS ETF TR06,687+6,68707700.04%+770
ACCENTURE PLC IRELAND
SHS CLASS A
7,5867,661+752,6822,6950.16%+14
XCEL ENERGY INC(XEL)06,050+6,05004080.02%+408
VEEVA SYS INC(VEEV)7,1847,225+411,5081,5190.09%+11
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,662+2,66206190.04%+619
PAYCHEX INC(PAYX)1,6301,63002192290.01%+10
MANULIFE FINL CORP(MFC)7,2407,24002142220.01%+8
BECTON DICKINSON & CO(BDX)01,159+1,15902630.02%+263
JOHNSON CTLS INTL PLC
SHS
53,78652,948-8384,1744,1790.24%+5
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