• 13F History

Goelzer Investment Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$1.72B
Signature - Title
Gregory W. Goelzer - Chief Excecutive Officer
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Goelzer Investment Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goelzer Investment Management, Inc. reported 235 stock holdings with total value $1.72B as of Q4 2024. Top holdings included LLY, IVV, SLYV, IJH, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 235 $1.72B +$54.8M -$55.9M -$1.08M LLY, IVV, SLYV, IJH, AAPL 13F-HR 1/21/2025, 11:07 AM
Q3 2024 225 $1.82B +$64.8M -$82.9M -$18.1M LLY, IVV, SLYV, IJH, SCHF 13F-HR 10/4/2024, 04:07 PM
Q2 2024 226 $1.79B +$52.8M -$97.6M -$44.8M LLY, IVV, IJH, SLYV, MSFT 13F-HR 8/9/2024, 12:51 PM
Q1 2024 239 $1.77B +$113M -$52.4M +$60.3M LLY, IVV, IJH, IJR, SLYV 13F-HR 5/1/2024, 07:12 PM
Q4 2023 228 $1.55B +$79.4M -$81.6M -$2.15M LLY, IVV, SLYV, IJR, IJH 13F-HR 2/7/2024, 05:40 PM
Q3 2023 230 $1.42B +$326M -$44.9M +$281M LLY, IVV, SLYV, IJR, IJH 13F-HR 11/13/2023, 01:50 PM
Q2 2023 221 $1.18B +$23.3M -$38.2M -$15M IVV, SLYV, IJR, IJH, SCHF 13F-HR 7/26/2023, 08:46 PM
Q1 2023 222 $1.15B +$67M -$77M -$9.97M IVV, SLYV, IJR, IJH, SCHF 13F-HR 4/27/2023, 09:06 PM
Q4 2022 237 $1.17B +$113M -$44.6M +$68.8M SLYV, IVV, IJR, IJH, SCHF 13F-HR 1/20/2023, 03:00 PM
Q3 2022 223 $1B +$69.6M -$30M +$39.7M IVV, SLYV, IJR, IJH, LLY 13F-HR 11/10/2022, 08:15 PM
Q2 2022 220 $1.04B +$66.2M -$18.2M +$48M SLYV, IVV, IJR, IJH, LLY 13F-HR 7/29/2022, 08:54 PM
Q1 2022 216 $1.16B +$53.3M -$70.3M -$17M SLYV, IVV, IJR, IJH, MSFT 13F-HR 5/9/2022, 06:15 PM
Q4 2021 225 $1.23B +$41.8M -$42.4M -$555K SLYV, IJR, IVV, IJH, MSFT 13F-HR 2/11/2022, 03:42 PM
Q3 2021 216 $1.14B +$35.9M -$79.6M -$43.7M SLYV, IJR, IVV, IJH, MSFT 13F-HR 10/29/2021, 05:16 PM
Q2 2021 216 $1.2B +$48.5M -$46.7M +$1.87M IJR, SLYV, IJH, IVV, ACWX 13F-HR 8/12/2021, 04:59 PM
Q1 2021 200 $1.14B +$40.3M -$84.6M -$44.3M IJR, SLYV, IJH, IVV, ACWX 13F-HR 5/5/2021, 08:56 PM
Q4 2020 195 $1.09B +$51.3M -$143M -$91.3M IJR, SLYV, IJH, IVV, AAPL 13F-HR 2/12/2021, 03:59 PM
Q3 2020 247 $1.08B +$63.7M -$47.3M +$16.5M LLY, IJR, SPY, IJH, AAPL 13F-HR 10/27/2020, 05:13 PM
Q2 2020 240 $1.04B +$76.9M -$44.6M +$32.3M LLY, IJR, SPY, IJH, MSFT 13F-HR 8/11/2020, 05:55 PM
Q1 2020 238 $877M +$52.1M -$36.2M +$15.8M LLY, SPY, IJR, ACWX, IJH 13F-HR 5/7/2020, 03:41 PM
Q4 2019 247 $1.17B +$32.4M -$25M +$7.4M LLY, SPY, IJR, ACWX, IJH 13F-HR 2/7/2020, 04:24 PM
Q3 2019 252 $1.09B +$50.5M -$32.7M +$17.8M ACWX, LLY, SPY, IJR, IJH 13F-HR 11/6/2019, 03:35 PM
Q2 2019 257 $1.09B +$65.5M -$46.2M +$19.3M ACWX, LLY, SPY, IJR, IJH 13F-HR 7/29/2019, 04:41 PM
Q1 2019 267 $1.06B +$221M -$26.9M +$194M LLY, ACWX, IJR, IJH, SPY 13F-HR 5/3/2019, 05:28 PM
Q4 2018 195 $781M +$54.7M -$25.1M +$29.6M ACWX, IJR, DBEF, OHI, IJH 13F-HR 1/25/2019, 05:35 PM
Q3 2018 200 $897M +$33.3M -$25.3M +$8.05M ACWX, IJR, DBEF, AAPL, IJH 13F-HR 11/13/2018, 07:40 AM
Q2 2018 203 $859M +$57.3M -$27.4M +$29.9M ACWX, IJR, DBEF, IJH, AAPL 13F-HR 8/14/2018, 09:26 AM
Q1 2018 205 $835M +$52M -$68.7M -$16.7M ACWX, DBEF, IJR, AAPL, IJH 13F-HR 5/7/2018, 09:20 AM
Q4 2017 204 $890M +$47M -$34.5M +$12.6M ACWX, DBEF, AAPL, IJR, IJH 13F-HR 2/6/2018, 12:22 PM
Q3 2017 198 $848M +$40.2M -$30.4M +$9.88M ACWX, DBEF, CWB, AAPL, IJR 13F-HR 10/31/2017, 08:41 AM
Q2 2017 197 $816M +$55.5M -$32.5M +$23M ACWX, DBEF, CWB, AAPL, IJH 13F-HR 8/1/2017, 08:51 AM
Q1 2017 195 $802M +$60.6M -$28.6M +$32M ACWX, DBEF, AAPL, CWB, IJR 13F-HR 5/4/2017, 07:39 PM
Q4 2016 198 $770M +$58M -$37.3M +$20.8M ACWX, DBEF, CWB, SPY, IJR 13F-HR 2/10/2017, 02:57 PM
Q3 2016 195 $741M +$34.1M -$25.8M +$8.38M ACWX, DBEF, CWB, HYS, AAPL 13F-HR 11/2/2016, 03:35 PM
Q2 2016 193 $725M +$71.6M -$28.8M +$42.9M ACWX, DBEF, HYS, SPY, CWB 13F-HR 7/21/2016, 08:43 PM
Q1 2016 197 $700M +$87.9M -$32.3M +$55.6M DBEF, ACWX, HYS, AAPL, SPY 13F-HR 5/5/2016, 05:33 PM
Q4 2015 197 $686M +$76.6M -$23.9M +$52.7M DBEF, HYS, AAPL, SPY, ACWX 13F-HR 2/1/2016, 06:02 PM
Q3 2015 197 $630M +$71.1M -$19.9M +$51.1M DBEF, AAPL, SPY, HYS, ESRX 13F-HR 11/5/2015, 06:35 PM
Q2 2015 196 $661M +$51.3M -$25M +$26.3M DBEF, SPY, GILD, ESRX, AAPL 13F-HR 8/4/2015, 04:43 PM
Q1 2015 193 $662M +$57.8M -$35.1M +$22.7M DBEF, SPY, AAPL, ESRX, CVS 13F-HR 4/20/2015, 06:38 AM
Q4 2014 198 $662M +$88M -$21.5M +$66.5M DBEF, SPY, AAPL, ESRX, ABBV 13F-HR 2/10/2015, 08:42 PM
Q3 2014 194 $602M +$49.7M -$24.2M +$25.5M DBEF, EFA, AAPL, PEP, ESRX 13F-HR 10/16/2014, 09:06 AM
Q2 2014 189 $602M +$64.5M -$19.9M +$44.5M DBEF, DLR, AAPL, PEP, OHI 13F-HR 7/25/2014, 03:51 PM
Q1 2014 187 $561M +$46.5M -$22.8M +$23.7M DBEF, DLR, ESRX, T, PEP 13F-HR 4/25/2014, 03:01 PM
Q4 2013 191 $552M XOM, DBEF, T, DLR, PEP 13F-HR 2/14/2014, 04:27 PM