HoldingsChannel.com
Ellenbecker Investment Group Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 133,506 +8,474 $34,498
     IVV133,506+8,474$34,498
ISHARES TR (AGG) 215,325 -530 $24,842
     AGG215,325-530$24,842
ISHARES TR (IWF) 127,848 -2,491 $19,260
     IWF127,848-2,491$19,260
VANGUARD INDEX FDS (VO) 70,490 -993 $9,280
     VO70,490-993$9,280
ISHARES TR (IWD) 87,076 -1,608 $8,636
     IWD87,076-1,608$8,636
ISHARES TR (IGIB) 147,216 -749 $8,085
     IGIB147,216-749$8,085
VANGUARD INDEX FDS (VB) 65,996 +1,564 $7,619
     VB65,996+1,564$7,619
ISHARES TR (IJR) 129,480 +15,904 $7,265
     IJR129,480+15,904$7,265
ISHARES TR (USRT) 143,744 +14,852 $5,630
     USRT143,744+14,852$5,630
VANGUARD INTL EQUITY INDEX F (VEU) 119,666 -3,073 $4,909
     VEU119,666-3,073$4,909
SPDR SERIES TRUST (SDY) 36,111 -1,121 $2,884
     SDY36,111-1,121$2,884
APPLE INC 8,135 +28 $2,069
     AAPL8,135+28$2,069
VANGUARD BD INDEX FD INC (BSV) 24,846 -3,297 $2,042
     BSV24,846-3,297$2,042
PHILIP MORRIS INTL INC 27,960 +61 $2,040
     PM27,960+61$2,040
ALTRIA GROUP INC 43,740 +45 $1,691
     MO43,740+45$1,691
ISHARES TR (IWR) 39,012 -242 $1,684
     IWR39,012-242$1,684
WEC ENERGY GROUP INC 14,586 +27 $1,285
     WEC14,586+27$1,285
MICROSOFT CORP 7,755 +309 $1,223
     MSFT7,755+309$1,223
ISHARES TR (TIP) 7,423 +553 $875
     TIP7,423+553$875
SYSCO CORP 18,700 UNCH $853
     SYY18,700UNCH$853
ISHARES TR (HYG) 11,012 +902 $849
     HYG11,012+902$849
ISHARES TR (IWM) 7,047 -347 $807
     IWM7,047-347$807
SPDR S&P 500 ETF TR (SPY) 2,768 +1,090 $714
     SPY2,768+1,090$714
VANGUARD INTL EQUITY INDEX F (VWO) 21,060 +2,335 $707
     VWO21,060+2,335$707
ALPS ETF TR (AMLP) 195,370 +14,934 $672
     AMLP195,370+14,934$672
VANECK VECTORS      $475
     JP MORGAN MKTS ETF16,700+589$475
JOHNSON & JOHNSON 3,551 -20 $466
     JNJ3,551-20$466
FIDELITY NATL INFORMATION SV 3,653 +7 $444
     FIS3,653+7$444
HONEYWELL INTL INC 3,238 -3 $433
     HON3,238-3$433
AMAZON.COM INC 213 +6 $415
     AMZN213+6$415
PEPSICO INC 3,285 -534 $395
     PEP3,285-534$395
AT&T INC 12,834 -1,737 $374
     T12,834-1,737$374
HOME DEPOT INC 1,964 +49 $367
     HD1,964+49$367
MERCK & CO INC 4,663 +90 $359
     MRK4,663+90$359
WAL MART STORES INC 3,115 +7 $354
     WMT3,115+7$354
FISERV INC 3,394 -251 $322
     FISV3,394-251$322
ABBVIE INC 4,186 +5 $319
     ABBV4,186+5$319
MCDONALDS CORP 1,833 +5 $303
     MCD1,833+5$303
ISHARES TR (IDV) 11,464 -1,426 $259
     IDV11,464-1,426$259
ISHARES TR (MBB) 2,224 +2,224 $246
     MBB2,224+2,224$246
CHEVRON CORP 3,358 +510 $243
     CVX3,358+510$243
ALLIANT ENERGY CORP INC 2,007 -3,043 $242
     LNT2,007-3,043$242
ROCKWELL AUTOMATION INC 1,559 UNCH $235
     ROK1,559UNCH$235
SHERWIN WILLIAMS CO INC 501 UNCH $230
     SHW501UNCH$230
BERKSHIRE HATHAWAY INC CL B      $225
     BRK.B1,231+266$225
ISHARES TR (ESGU) 3,869 +38 $222
     ESGU3,869+38$222
3M CO 1,620 +45 $221
     MMM1,620+45$221
EXXON MOBIL CORP 5,740 -108 $218
     XOM5,740-108$218
THERMO FISHER SCIENTIFIC INC 766 UNCH $217
     TMO766UNCH$217
VANGUARD INTL EQUITY INDEX F (VTI) 1,673 -105 $216
     VTI1,673-105$216

See Full List: All Stocks Held By Ellenbecker Investment Group
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ellenbecker Investment Group

Size ($ in 1000's)
At 03/31/2020: $158,840
At 12/31/2019: $192,608

Ellenbecker Investment Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ellenbecker Investment Group 13F filings. Link to 13F filings: SEC filings

Ellenbecker Investment Group Top Holdings 13F Filings | www.HoldingsChannel.com

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