Elk River Wealth Management, LLC Purchases in Q3 2025

Elk River Wealth Management, LLC

  • $608 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
39.2K
+ 113.32%
$86.91 - $99.57 $3.4M - $3.9M
73.7K $7.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.93K
+ 2.12%
$108.46 - $120.63 $751K - $836K
334K $39.7M
IVV
Ishares Core S&P 500 ETF

ETFs
418
+ 0.82%
$620.67 - $670.08 $259K - $280K
51.5K $34.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.29K
+ 1.28%
$136.48 - $142.97 $723K - $757K
418K $58.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
17.3K
+ 44.43%
$167.28 - $188.45 $2.9M - $3.27M
56.3K $9.49M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.43K
+ 0.83%
$111.55 - $125.05 $159K - $179K
175K $21.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.23K
+ 0.62%
$181.56 - $190.33 $223K - $234K
199K $37.7M
NVDA
Nvidia Corp

Technology
7
+ 0.01%
$153.3 - $186.58 $1.07K - $1.31K
50.6K $9.43M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.81K
+ 1.03%
$69.02 - $73.57 $263K - $280K
372K $27.4M
GS
Goldman Sachs Group Inc

Financial Services
749
+ 13.98%
$696.56 - $806.32 $522K - $604K
6.11K $4.86M
MUB
Ishares National Muni Bond ETF

ETFs
4.33K
New
$103.24 - $106.68 $447K - $462K
4.33K $461K
XOM
Exxon Mobil Corp

Energy
131
+ 0.19%
$105.83 - $117.22 $13.9K - $15.4K
69.6K $7.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
509
New
$617.65 - $666.84 $314K - $339K
509 $339K
HYG
Ishares Tr

ETFs
3.77K
+ 57.16%
$79.85 - $81.32 $301K - $306K
10.4K $841K
SITM
Sitime Corp

Technology
785
New
$190.16 - $318.05 $149K - $250K
785 $236K
USTB
Victory Portfolios Ii Victorys

ETFs
2.13K
+ 5.93%
$50.54 - $51.1 $108K - $109K
38.1K $1.94M
VB
Vanguard Small Cap ETF

ETFs
121
+ 5.27%
$237.58 - $259.17 $28.7K - $31.4K
2.42K $614K
IWM
Ishares Russell 2000 ETF

ETFs
89
+ 7.4%
$214.92 - $244.84 $19.1K - $21.8K
1.29K $312K
VEA
Vanguard Ftse Developed Market

ETFs
540
+ 14.46%
$56.02 - $60.3 $30.3K - $32.6K
4.27K $256K
PANW
Palo Alto Networks Inc

Technology
263
+ 0.5%
$167.06 - $208.19 $43.9K - $54.8K
52.4K $10.7M
Ge Vernova Inc
5.23K
New
N/A
5.23K $0
Victory Portfolios Ii
26.7K
+ 8.2%
N/A
352K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.76K
+ 2.54%
$38.58 - $58.24 $67.7K - $102K
70.8K $2.78M
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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