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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
WMTWal-mart Stores Inc
Recent Activity
Decreased -2.25%
0.22%
$1.212M
13,418 shares@ $90.36 avg price
BRK.BBerkshire Hathaway Inc Cl B
Recent Activity
Decreased -5.13%
0.21%
$1.155M
2,548 shares@ $453.28 avg price
DGROIshares Tr
Recent Activity
Decreased -5.17%
0.21%
$1.143M
18,639 shares@ $61.35 avg price
HYGIshares Tr
Recent Activity
Decreased -36.67%
0.2%
$1.116M
14,187 shares@ $78.66 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -3.43%
0.2%
$1.064M
3,205 shares@ $331.93 avg price
SCHPSchwab Us
Recent Activity
Decreased -28.13%
0.19%
$1.042M
40,358 shares@ $25.84 avg price
TSLATesla Motors Inc
Recent Activity
Decreased -9.46%
0.18%
$996,273
2,467 shares@ $403.84 avg price
SYYSysco Corp
Recent Activity
Decreased -5.45%
0.16%
$887,904
11,612 shares@ $76.47 avg price
HDHome Depot Inc
Recent Activity
Decreased -5.9%
0.16%
$873,505
2,245 shares@ $389.09 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -13.55%
0.15%
$827,377
4,656 shares@ $177.71 avg price