Elm3 Financial Group, LLC Portfolio Holdings
Elm3 Financial Group, LLC
- $117 Billion
- Q4 2024
Elm3 Financial Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Actively Managed Exc with a value of $12.2B, Nvidia Corp with a value of $7.36B, Blackrock ETF Tr Ii Fltg Rate with a value of $6.4B, Microsoft Corp with a value of $5.45B, and Eli Lilly & CO with a value of $5.32B.
Examining the 13F form we can see an increase of $117B in the current position value.
Elm3 Financial Group, LLC is based out at Alpharetta, GA
Below you can find more details about Elm3 Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$117 Billion
ETFs: $34.5 Billion
Technology: $23 Billion
Financial Services: $12.2 Billion
Healthcare: $7.49 Billion
Consumer Cyclical: $6.92 Billion
Industrials: $3.9 Billion
Communication Services: $2.55 Billion
Energy: $1.95 Billion
Other: $1.14 Billion