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Michele Pawlak

@Ellenbecker Investment Group

Latest period2024 - Q4ReportedManaged Assets$559.15MTotal holdings112
Assets growth rate5.67%Assets growth rate (2-Q avg)6.08%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ellenbecker Investment Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Ellenbecker Investment Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 559.15M in assets, with a quarterly growth rate of 5.67% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Michele Pawlak, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PYLDPimco
Recent Activity
New Position
2.87%
$16.039M
618,783 shares@ $25.93 avg price
SPMDSpdr Series Trust
Recent Activity
New Position
1.28%
$7.13M
130,380 shares@ $54.7 avg price
PHYLPgim Investments
Recent Activity
New Position
0.3%
$1.67M
48,064 shares@ $34.75 avg price
VONGVanguard
Recent Activity
New Position
0.08%
$418,206
4,048 shares@ $103.32 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.05%
$262,202
883 shares@ $296.95 avg price
UMBFUmb Financial Corp
Recent Activity
New Position
0.04%
$211,512
1,874 shares@ $112.87 avg price