The Analysis of Goelzer Investment Management, Inc.'s Holdings
Currently, Goelzer Investment Management, Inc. holds 247 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in ABBV (+10.4K shares, valued at $2.4M), KO (+33.0K shares, valued at $2.2M), WMT (+19.5K shares, valued at $2.0M); decreased their positions in LLY (-13.2K shares, valued at $10.0M), IJH (-71.5K shares, valued at $4.7M), TEL (-14.6K shares, valued at $3.2M); initiated new positions in NFLX (+1.5K shares, valued at $1.8M), KR (+18.1K shares, valued at $1.2M), VUG (+710 shares, valued at $340.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LLY ELI LILLY & CO544.5K shares-2.36%2025-09-302025-10-14
IVV ISHARES TR257.3K shares0.16%2025-09-302025-10-14
SLYV SPDR SERIES TRUST878.6K shares-0.79%2025-09-302025-10-14
IJH ISHARES TR1.1M shares-6.05%2025-09-302025-10-14
SCHF SCHWAB STRATEGIC TR1.9M shares-1.03%2025-09-302025-10-14
MSFT MICROSOFT CORP83.1K shares-0.34%2025-09-302025-10-14
JMTG J P MORGAN EXCHANGE TRADED F777.1K shares1.96%2025-09-302025-10-14
AAPL APPLE INC147.6K shares-0.04%2025-09-302025-10-14
AVGO BROADCOM INC107.8K shares-0.86%2025-09-302025-10-14
GOOG ALPHABET INC95.5K shares-1.07%2025-09-302025-10-14
JPM JPMORGAN CHASE & CO.65.1K shares-0.83%2025-09-302025-10-14
NVDA NVIDIA CORPORATION107.8K shares-0.46%2025-09-302025-10-14
IJR ISHARES TR162.6K shares-1.30%2025-09-302025-10-14
ETN EATON CORP PLC49.3K shares-1.31%2025-09-302025-10-14
XOM EXXON MOBIL CORP160.0K shares-1.41%2025-09-302025-10-14
TLH ISHARES TR161.1K shares1.30%2025-09-302025-10-14
OHI OMEGA HEALTHCARE INVS INC338.7K shares-1.06%2025-09-302025-10-14
JMBS JANUS DETROIT STR TR312.3K shares0.31%2025-09-302025-10-14
ABBV ABBVIE INC60.7K shares20.57%2025-09-302025-10-14
IGSB ISHARES TR255.3K shares3.70%2025-09-302025-10-14
LMT LOCKHEED MARTIN CORP27.1K shares-1.49%2025-09-302025-10-14
NI NISOURCE INC306.0K shares-2.56%2025-09-302025-10-14
QCOM QUALCOMM INC79.4K shares-1.87%2025-09-302025-10-14
CVX CHEVRON CORP NEW83.4K shares-1.34%2025-09-302025-10-14
BAC BANK AMERICA CORP226.8K shares-1.74%2025-09-302025-10-14
CAT CATERPILLAR INC24.3K shares-0.80%2025-09-302025-10-14
AMZN AMAZON COM INC52.5K shares-0.67%2025-09-302025-10-14
IWD ISHARES TR53.4K shares0.22%2025-09-302025-10-14
USB US BANCORP DEL221.5K shares-1.51%2025-09-302025-10-14
MRK MERCK & CO INC127.0K shares-1.68%2025-09-302025-10-14
TRV TRAVELERS COMPANIES INC37.9K shares-0.74%2025-09-302025-10-14
WMT WALMART INC102.5K shares23.53%2025-09-302025-10-14
ENB ENBRIDGE INC206.1K shares-1.86%2025-09-302025-10-14
ADI ANALOG DEVICES INC41.9K shares-1.98%2025-09-302025-10-14
JNJ JOHNSON & JOHNSON55.4K shares-1.65%2025-09-302025-10-14
TEL TE CONNECTIVITY PLC44.8K shares-24.52%2025-09-302025-10-14
ETR ENTERGY CORP NEW104.6K shares-1.65%2025-09-302025-10-14
PFG PRINCIPAL FINANCIAL GROUP IN116.2K shares-2.30%2025-09-302025-10-14
SPY SPDR S&P 500 ETF TR14.1K shares-0.48%2025-09-302025-10-14
COST COSTCO WHSL CORP NEW10.0K shares0.28%2025-09-302025-10-14
PANW PALO ALTO NETWORKS INC45.4K shares-0.25%2025-09-302025-10-14
V VISA INC25.5K shares-0.73%2025-09-302025-10-14
PG PROCTER AND GAMBLE CO55.7K shares-1.05%2025-09-302025-10-14
UNH UNITEDHEALTH GROUP INC24.3K shares0.88%2025-09-302025-10-14
AEP AMERICAN ELEC PWR CO INC74.5K shares-2.18%2025-09-302025-10-14
CSCO CISCO SYS INC122.3K shares-2.03%2025-09-302025-10-14
VZ VERIZON COMMUNICATIONS INC189.9K shares-0.09%2025-09-302025-10-14
MCK MCKESSON CORP10.7K shares-0.89%2025-09-302025-10-14
WFC WELLS FARGO CO NEW98.3K shares-1.80%2025-09-302025-10-14
IBM INTERNATIONAL BUSINESS MACHS28.8K shares-1.54%2025-09-302025-10-14
CFG CITIZENS FINL GROUP INC153.0K shares-1.79%2025-09-302025-10-14
WSM WILLIAMS SONOMA INC40.1K shares-1.07%2025-09-302025-10-14
MUNI PIMCO ETF TR147.2K shares-14.12%2025-09-302025-10-14
PEP PEPSICO INC54.2K shares-28.64%2025-09-302025-10-14
BRK.B BERKSHIRE HATHAWAY INC DEL14.6K shares-0.03%2025-09-302025-10-14
GNTX GENTEX CORP259.0K shares-2.16%2025-09-302025-10-14
RTX RTX CORPORATION43.1K shares-0.73%2025-09-302025-10-14
ANET ARISTA NETWORKS INC48.6K shares-0.89%2025-09-302025-10-14
BKNG BOOKING HOLDINGS INC1.3K shares0.00%2025-09-302025-10-14
TJX TJX COS INC NEW47.5K shares-0.28%2025-09-302025-10-14
MDT MEDTRONIC PLC70.2K shares-0.47%2025-09-302025-10-14
META META PLATFORMS INC9.0K shares-0.17%2025-09-302025-10-14
IVW ISHARES TR54.2K shares-20.47%2025-09-302025-10-14
MDY SPDR S&P MIDCAP 400 ETF TR11.0K shares-1.06%2025-09-302025-10-14
ACWX ISHARES TR99.5K shares-1.61%2025-09-302025-10-14
SYY SYSCO CORP78.5K shares-1.99%2025-09-302025-10-14
IJK ISHARES TR66.3K shares-2.95%2025-09-302025-10-14
AZN ASTRAZENECA PLC82.0K shares-2.22%2025-09-302025-10-14
JMST J P MORGAN EXCHANGE TRADED F121.9K shares10.63%2025-09-302025-10-14
ADBE ADOBE INC17.6K shares-6.31%2025-09-302025-10-14
LOW LOWES COS INC24.5K shares-0.12%2025-09-302025-10-14
IGIB ISHARES TR112.3K shares7.11%2025-09-302025-10-14
PRU PRUDENTIAL FINL INC57.4K shares-1.96%2025-09-302025-10-14
IPG INTERPUBLIC GROUP COS INC206.3K shares-2.46%2025-09-302025-10-14
KLAC KLA CORP5.3K shares-0.88%2025-09-302025-10-14
HD HOME DEPOT INC13.8K shares-1.55%2025-09-302025-10-14
APD AIR PRODS & CHEMS INC20.1K shares-2.53%2025-09-302025-10-14
TROW PRICE T ROWE GROUP INC53.4K shares-2.72%2025-09-302025-10-14
BMY BRISTOL-MYERS SQUIBB CO121.4K shares-2.55%2025-09-302025-10-14
SO SOUTHERN CO57.5K shares-1.91%2025-09-302025-10-14
SWK STANLEY BLACK & DECKER INC72.9K shares-2.69%2025-09-302025-10-14
KO COCA COLA CO80.5K shares69.47%2025-09-302025-10-14
INGR INGREDION INC42.9K shares-2.31%2025-09-302025-10-14
UNP UNION PAC CORP22.1K shares-2.02%2025-09-302025-10-14
JCI JOHNSON CTLS INTL PLC47.0K shares-2.08%2025-09-302025-10-14
GLW CORNING INC62.9K shares-3.00%2025-09-302025-10-14
HON HONEYWELL INTL INC23.9K shares-1.09%2025-09-302025-10-14
MA MASTERCARD INCORPORATED8.6K shares0.61%2025-09-302025-10-14
RIO RIO TINTO PLC72.9K shares-1.32%2025-09-302025-10-14
APO APOLLO GLOBAL MGMT INC34.6K shares-0.63%2025-09-302025-10-14
AXP AMERICAN EXPRESS CO13.8K shares-1.31%2025-09-302025-10-14
GATX GATX CORP26.2K shares-2.60%2025-09-302025-10-14
BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-09-302025-10-14
FITB FIFTH THIRD BANCORP101.0K shares-2.88%2025-09-302025-10-14
PFE PFIZER INC176.5K shares-3.15%2025-09-302025-10-14
IJJ ISHARES TR34.6K shares-0.80%2025-09-302025-10-14
CTVA CORTEVA INC65.2K shares-2.95%2025-09-302025-10-14
NXST NEXSTAR MEDIA GROUP INC22.2K shares-2.69%2025-09-302025-10-14
THG HANOVER INS GROUP INC23.7K shares-1.71%2025-09-302025-10-14
CI THE CIGNA GROUP14.9K shares-2.83%2025-09-302025-10-14
JAAA JANUS DETROIT STR TR83.6K shares38.34%2025-09-302025-10-14
TSLA TESLA INC9.5K shares-0.55%2025-09-302025-10-14
BLK BLACKROCK INC3.3K shares-1.97%2025-09-302025-10-14
SCHW SCHWAB CHARLES CORP40.5K shares-1.38%2025-09-302025-10-14
IWF ISHARES TR7.9K shares-1.68%2025-09-302025-10-14
TMUS T-MOBILE US INC15.2K shares-0.94%2025-09-302025-10-14
ZTS ZOETIS INC24.5K shares-0.22%2025-09-302025-10-14
NEE NEXTERA ENERGY INC47.5K shares-1.04%2025-09-302025-10-14
BSX BOSTON SCIENTIFIC CORP35.3K shares-0.63%2025-09-302025-10-14
SBUX STARBUCKS CORP40.3K shares-3.09%2025-09-302025-10-14
APTV APTIV PLC38.6K shares0.23%2025-09-302025-10-14
TGT TARGET CORP37.0K shares-5.43%2025-09-302025-10-14
DIS DISNEY WALT CO28.7K shares-5.16%2025-09-302025-10-14
FCX FREEPORT-MCMORAN INC78.4K shares-6.13%2025-09-302025-10-14
VO VANGUARD INDEX FDS9.7K shares-1.44%2025-09-302025-10-14
EQIX EQUINIX INC3.6K shares0.22%2025-09-302025-10-14
VB VANGUARD INDEX FDS10.5K shares0.04%2025-09-302025-10-14
GD GENERAL DYNAMICS CORP7.8K shares-1.18%2025-09-302025-10-14
GOOGL ALPHABET INC10.8K shares-1.99%2025-09-302025-10-14
EOG EOG RES INC22.7K shares-3.63%2025-09-302025-10-14
SLB SCHLUMBERGER LTD72.7K shares-3.73%2025-09-302025-10-14
IWR ISHARES TR25.3K shares-0.92%2025-09-302025-10-14
UNM UNUM GROUP28.5K shares-2.66%2025-09-302025-10-14
VEEV VEEVA SYS INC7.2K shares0.11%2025-09-302025-10-14
LRCX LAM RESEARCH CORP16.0K shares0.07%2025-09-302025-10-14
IJS ISHARES TR18.6K shares0.06%2025-09-302025-10-14
ORCL ORACLE CORP7.2K shares-1.43%2025-09-302025-10-14
IWS ISHARES TR14.5K shares-10.20%2025-09-302025-10-14
EFA ISHARES TR20.7K shares-0.02%2025-09-302025-10-14
ACN ACCENTURE PLC IRELAND7.8K shares-4.99%2025-09-302025-10-14
NFLX NETFLIX INC1.5K sharesnew addition2025-09-302025-10-14
VTI VANGUARD INDEX FDS5.3K shares-2.04%2025-09-302025-10-14
AIG AMERICAN INTL GROUP INC21.4K shares-1.63%2025-09-302025-10-14
QQQ INVESCO QQQ TR2.8K shares-28.53%2025-09-302025-10-14
CARR CARRIER GLOBAL CORPORATION27.6K shares0.00%2025-09-302025-10-14
CRM SALESFORCE INC6.7K shares-9.27%2025-09-302025-10-14
TLT ISHARES TR16.4K shares4.66%2025-09-302025-10-14
BND VANGUARD BD INDEX FDS18.5K shares4.14%2025-09-302025-10-14
NSC NORFOLK SOUTHN CORP4.4K shares0.00%2025-09-302025-10-14
EMN EASTMAN CHEM CO20.5K shares-43.66%2025-09-302025-10-14
ADP AUTOMATIC DATA PROCESSING IN4.4K shares0.69%2025-09-302025-10-14
CMI CUMMINS INC3.0K shares-0.10%2025-09-302025-10-14
KR KROGER CO18.1K sharesnew addition2025-09-302025-10-14
VGT VANGUARD WORLD FD1.6K shares0.00%2025-09-302025-10-14
OTIS OTIS WORLDWIDE CORP13.0K shares0.00%2025-09-302025-10-14
VONG VANGUARD SCOTTSDALE FDS9.8K shares-2.61%2025-09-302025-10-14
MCD MCDONALDS CORP3.9K shares2.22%2025-09-302025-10-14
AGZ ISHARES TR9.7K shares-5.43%2025-09-302025-10-14
SGOV ISHARES TR10.5K shares19.91%2025-09-302025-10-14
VOO VANGUARD INDEX FDS1.7K shares-14.99%2025-09-302025-10-14
ABT ABBOTT LABS7.6K shares9.43%2025-09-302025-10-14
EMR EMERSON ELEC CO7.5K shares-3.43%2025-09-302025-10-14
VBR VANGUARD INDEX FDS4.5K shares1.04%2025-09-302025-10-14
IQV IQVIA HLDGS INC4.7K shares-75.59%2025-09-302025-10-14
XLE SELECT SECTOR SPDR TR9.8K shares0.06%2025-09-302025-10-14
CRWD CROWDSTRIKE HLDGS INC1.7K shares-0.17%2025-09-302025-10-14
DGII DIGI INTL INC23.4K shares0.00%2025-09-302025-10-14
QUAL ISHARES TR4.3K shares-1.00%2025-09-302025-10-14
DLR DIGITAL RLTY TR INC4.8K shares0.00%2025-09-302025-10-14
XLF SELECT SECTOR SPDR TR15.3K shares0.12%2025-09-302025-10-14
GSLC GOLDMAN SACHS ETF TR6.3K shares0.00%2025-09-302025-10-14
IGV ISHARES TR6.5K shares-3.00%2025-09-302025-10-14
VWO VANGUARD INTL EQUITY INDEX F13.6K shares-9.73%2025-09-302025-10-14
DBEF DBX ETF TR15.8K shares-0.13%2025-09-302025-10-14
VRTX VERTEX PHARMACEUTICALS INC1.9K shares-1.74%2025-09-302025-10-14
IEF ISHARES TR7.5K shares-3.86%2025-09-302025-10-14
TSCO TRACTOR SUPPLY CO12.4K shares-1.55%2025-09-302025-10-14
XLK SELECT SECTOR SPDR TR2.5K shares1.56%2025-09-302025-10-14
SCHB SCHWAB STRATEGIC TR27.2K shares7.37%2025-09-302025-10-14
ECL ECOLAB INC2.5K shares0.12%2025-09-302025-10-14
FMAO FARMERS & MERCHANTS BANCORP27.6K shares0.00%2025-09-302025-10-14
VOE VANGUARD INDEX FDS3.9K shares-22.53%2025-09-302025-10-14
MMM 3M CO4.4K shares-1.80%2025-09-302025-10-14
FELE FRANKLIN ELEC INC7.1K shares0.00%2025-09-302025-10-14
VLO VALERO ENERGY CORP3.8K shares-0.26%2025-09-302025-10-14
BA BOEING CO2.9K shares-2.93%2025-09-302025-10-14
AAXJ ISHARES TR6.7K shares0.00%2025-09-302025-10-14
VOT VANGUARD INDEX FDS2.0K shares-5.44%2025-09-302025-10-14
HII HUNTINGTON INGALLS INDS INC2.0K shares0.00%2025-09-302025-10-14
WM WASTE MGMT INC DEL2.5K shares0.00%2025-09-302025-10-14
SNA SNAP ON INC1.6K shares0.94%2025-09-302025-10-14
TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.00%2025-09-302025-10-14
TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares-4.89%2025-09-302025-10-14
VONE VANGUARD SCOTTSDALE FDS1.8K shares-3.44%2025-09-302025-10-14
FAST FASTENAL CO11.3K shares0.69%2025-09-302025-10-14
IEFA ISHARES TR6.1K shares-51.89%2025-09-302025-10-14
FSLR FIRST SOLAR INC2.4K shares-3.99%2025-09-302025-10-14
ULTA ULTA BEAUTY INC932 shares-3.62%2025-09-302025-10-14
AON AON PLC1.4K shares0.00%2025-09-302025-10-14
CB CHUBB LIMITED1.7K shares1.82%2025-09-302025-10-14
XEL XCEL ENERGY INC6.0K shares0.00%2025-09-302025-10-14
ISRG INTUITIVE SURGICAL INC1.1K shares-78.29%2025-09-302025-10-14
XLV SELECT SECTOR SPDR TR3.5K shares0.14%2025-09-302025-10-14
AMT AMERICAN TOWER CORP NEW2.5K shares-5.18%2025-09-302025-10-14
XLY SELECT SECTOR SPDR TR1.9K shares-9.15%2025-09-302025-10-14
SYK STRYKER CORPORATION1.2K shares2.48%2025-09-302025-10-14
CR CRANE COMPANY2.5K shares0.00%2025-09-302025-10-14
IWM ISHARES TR1.9K shares0.00%2025-09-302025-10-14
VONV VANGUARD SCOTTSDALE FDS5.0K shares-5.56%2025-09-302025-10-14
XLI SELECT SECTOR SPDR TR2.8K shares0.78%2025-09-302025-10-14
VHT VANGUARD WORLD FD1.6K shares-5.76%2025-09-302025-10-14
VNQ VANGUARD INDEX FDS4.6K shares0.00%2025-09-302025-10-14
COP CONOCOPHILLIPS4.4K shares-0.07%2025-09-302025-10-14
BWA BORGWARNER INC9.4K shares-16.12%2025-09-302025-10-14
ITOT ISHARES TR2.8K shares0.00%2025-09-302025-10-14
MPC MARATHON PETE CORP2.1K shares10.17%2025-09-302025-10-14
AFL AFLAC INC3.4K shares-1.68%2025-09-302025-10-14
GSIE GOLDMAN SACHS ETF TR9.0K shares0.00%2025-09-302025-10-14
CWI SPDR INDEX SHS FDS10.2K shares-15.40%2025-09-302025-10-14
CVS CVS HEALTH CORP4.7K shares-4.05%2025-09-302025-10-14
VYM VANGUARD WHITEHALL FDS2.4K shares0.00%2025-09-302025-10-14
CSX CSX CORP9.6K shares0.00%2025-09-302025-10-14
VUG VANGUARD INDEX FDS710 sharesnew addition2025-09-302025-10-14
VOX VANGUARD WORLD FD1.8K shares-11.05%2025-09-302025-10-14
ELV ELEVANCE HEALTH INC FORMERLY1.1K shares-21.02%2025-09-302025-10-14
LIN LINDE PLC707 shares12.76%2025-09-302025-10-14
AMD ADVANCED MICRO DEVICES INC2.0K shares-0.98%2025-09-302025-10-14
NOBL PROSHARES TR3.1K shares-17.99%2025-09-302025-10-14
JIRE J P MORGAN EXCHANGE TRADED F4.3K shares0.00%2025-09-302025-10-14
GTLS CHART INDS INC1.6K shares0.00%2025-09-302025-10-14
VEU VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2025-09-302025-10-14
LHX L3HARRIS TECHNOLOGIES INC1.0K shares2.10%2025-09-302025-10-14
PSX PHILLIPS 662.3K shares1.01%2025-09-302025-10-14
VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-09-302025-10-14
MS MORGAN STANLEY1.9K shares-7.20%2025-09-302025-10-14
AMGN AMGEN INC1.0K shares-4.94%2025-09-302025-10-14
IWP ISHARES TR2.0K shares0.00%2025-09-302025-10-14
TRP TC ENERGY CORP5.1K shares-75.10%2025-09-302025-10-14
DKS DICKS SPORTING GOODS INC1.2K shares0.00%2025-09-302025-10-14
ASML ASML HOLDING N V274 sharesnew addition2025-09-302025-10-14
GE GE AEROSPACE867 sharesnew addition2025-09-302025-10-14
FRME FIRST MERCHANTS CORP6.8K shares0.00%2025-09-302025-10-14
IVE ISHARES TR1.1K shares-67.54%2025-09-302025-10-14
BP BP PLC6.7K sharesnew addition2025-09-302025-10-14
MUB ISHARES TR2.1K sharesnew addition2025-09-302025-10-14
XLP SELECT SECTOR SPDR TR2.8K shares-0.39%2025-09-302025-10-14
DHR DANAHER CORPORATION1.1K shares2.27%2025-09-302025-10-14
ACWI ISHARES TR1.5K sharesnew addition2025-09-302025-10-14
PAYX PAYCHEX INC1.7K shares2.58%2025-09-302025-10-14
TT TRANE TECHNOLOGIES PLC500 shares0.00%2025-09-302025-10-14
MFC MANULIFE FINL CORP6.7K shares1.77%2025-09-302025-10-14
ZBH ZIMMER BIOMET HOLDINGS INC2.1K shares-5.11%2025-09-302025-10-14
CL COLGATE PALMOLIVE CO2.5K shares0.00%2025-09-302025-10-14
XYL XYLEM INC1.4K sharesnew addition2025-09-302025-10-14
WAB WABTEC1.0K shares0.00%2025-09-302025-10-14
VPU VANGUARD WORLD FD1.1K sharesnew addition2025-09-302025-10-14
AREC AMERICAN RES CORP13.5K shares0.00%2025-09-302025-10-14
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available