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