- New Purchases: MBB,
- Added Positions: IVV, IJR, USRT, SPY, VB, VWO, TIP, HYG, AMLP, MSFT, BRK.B, CVX, HD, AMZN, MMM, DIS, MRK,
- Reduced Positions: IWF, BSV, IWD, VEU, VO, LNT, SDY, T, PEP, IDV, IWM, FISV, VTI, XOM,
- Sold Out: SNV, NCBS, ABT, AMGN, USB, UTX, IVW, SPLV,
For the details of Ellenbecker Investment Group's stock buys and sells, go to https://www.gurufocus.com/guru/ellenbecker+investment+group/current-portfolio/portfolio
These are the top 5 holdings of Ellenbecker Investment Group- iShares Core S&P 500 (IVV) - 133,506 shares, 21.84% of the total portfolio. Shares added by 6.78%
- iShares Core U.S. Aggregate Bond (AGG) - 215,325 shares, 15.73% of the total portfolio. Shares reduced by 0.25%
- iShares Russell 1000 Growth (IWF) - 127,848 shares, 12.19% of the total portfolio. Shares reduced by 1.91%
- Vanguard Mid-Cap (VO) - 70,490 shares, 5.88% of the total portfolio. Shares reduced by 1.39%
- iShares Russell 1000 Value (IWD) - 87,076 shares, 5.47% of the total portfolio. Shares reduced by 1.81%
Ellenbecker Investment Group initiated holding in iShares MBS ETF. The purchase prices were between $105.3 and $110.44, with an estimated average price of $108.82. The stock is now traded at around $109.99. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,224 shares as of .
Added: SPDR S&P 500 (SPY)Ellenbecker Investment Group added to a holding in SPDR S&P 500 by 64.96%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $246.59. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,768 shares as of .
Added: Berkshire Hathaway Inc (BRK.B)Ellenbecker Investment Group added to a holding in Berkshire Hathaway Inc by 27.56%. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $175.66. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,231 shares as of .
Sold Out: Synovus Financial Corp (SNV)Ellenbecker Investment Group sold out a holding in Synovus Financial Corp. The sale prices were between $12.74 and $40, with an estimated average price of $31.17.
Sold Out: Nicolet Bankshares Inc (NCBS)Ellenbecker Investment Group sold out a holding in Nicolet Bankshares Inc. The sale prices were between $51.85 and $73.85, with an estimated average price of $67.49.
Sold Out: U.S. Bancorp (USB)Ellenbecker Investment Group sold out a holding in U.S. Bancorp. The sale prices were between $28.93 and $59.29, with an estimated average price of $48.59.
Sold Out: Abbott Laboratories (ABT)Ellenbecker Investment Group sold out a holding in Abbott Laboratories. The sale prices were between $62.82 and $91.86, with an estimated average price of $83.67.
Sold Out: Amgen Inc (AMGN)Ellenbecker Investment Group sold out a holding in Amgen Inc. The sale prices were between $182.24 and $241.7, with an estimated average price of $219.21.
Sold Out: United Technologies Corp (UTX)Ellenbecker Investment Group sold out a holding in United Technologies Corp. The sale prices were between $74.95 and $156.83, with an estimated average price of $135.31.
Reduced: Alliant Energy Corp (LNT)Ellenbecker Investment Group reduced to a holding in Alliant Energy Corp by 60.26%. The sale prices were between $39.99 and $60.17, with an estimated average price of $54.88. The stock is now traded at around $44.72. The impact to a portfolio due to this sale was -0.08%. Ellenbecker Investment Group still held 2,007 shares as of .
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