Elk River Wealth Management, LLC Portfolio Holdings
Elk River Wealth Management, LLC
- $541 Million
- Q4 2024
Elk River Wealth Management, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $541 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Divide with a value of $52.2M, Ishares Core S&P Sm Cap ETF with a value of $35.4M, Invesco S&P 500 Equal Weight E with a value of $33.6M, Ishares Core S&P 500 ETF with a value of $29.4M, and Apple Inc. with a value of $26.7M.
Examining the 13F form we can see an decrease of $1.5M in the current position value, from $542M to 541M.
Below you can find more details about Elk River Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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