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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
AOKIshares Tr
Recent Activity
Exited
0%
$248,153
6,418 shares@ $38.67 avg price
SCHBSchwab Us
Recent Activity
Exited
0%
$244,394
3,674 shares@ $66.52 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$205,530
637 shares@ $322.66 avg price