Elm Partners Management LLC Purchases in Q3 2025

Elm Partners Management LLC

  • $1.81 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
1.31K
New
$332.09 - $358.86 $434K - $469K
1.31K $446K
IWN
Ishares Russell2000 Val ETF

ETFs
2.28K
New
$157.1 - $178.94 $358K - $407K
2.28K $402K
VDC
Vanguard Consumer Staples ETF

ETFs
1.86K
New
$212.64 - $225.25 $394K - $418K
1.86K $396K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.53K
New
$66.38 - $71.68 $367K - $396K
5.53K $394K
WMT
Walmart Inc.

Consumer Defensive
3.78K
New
$94.4 - $104.27 $357K - $394K
3.78K $389K
VBR
Vanguard Small Cap Value ETF

ETFs
1.59K
+ 52.34%
$195.41 - $212.37 $310K - $337K
4.62K $964K
BNDX
Vanguard Total International B

ETFs
7.19K
New
$49.0 - $49.51 $352K - $356K
7.19K $355K
VOX
Vanguard Communication Service

ETFs
925
+ 9.41%
$169.0 - $192.17 $156K - $178K
10.8K $2.02M
LOW
Lowes Companies Inc

Consumer Cyclical
1.33K
New
$215.01 - $273.02 $286K - $363K
1.33K $333K
ASML
Asml Holding Nv

Technology
341
New
$689.63 - $968.09 $235K - $330K
341 $330K
VCR
Vanguard Consumer Discretionar

ETFs
268
+ 4.18%
$359.61 - $401.35 $96.4K - $108K
6.68K $2.65M
MA
Mastercard Inc

Financial Services
550
New
$550.18 - $598.96 $303K - $329K
550 $312K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
571
+ 46.12%
$459.11 - $506.91 $262K - $289K
1.81K $909K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.21K
New
$91.28 - $97.59 $293K - $313K
3.21K $307K
LMT
Lockheed Martin Corp

Industrials
610
New
$410.74 - $499.21 $251K - $305K
610 $304K
AMD
Advanced Micro Devices Inc

Technology
1K
+ 14.94%
$134.8 - $184.42 $135K - $185K
7.7K $1.25M
NVO
Novo Nordisk A S

Healthcare
5.33K
New
$45.38 - $71.7 $242K - $382K
5.33K $295K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.89K
+ 5.46%
$23.82 - $25.84 $116K - $126K
94.4K $2.43M
RTX
Raytheon Technologies Corp

Industrials
632
+ 7.29%
$144.19 - $167.33 $91.1K - $106K
9.3K $1.56M
ETN
Eaton Corp PLC

Industrials
709
+ 113.8%
$342.99 - $392.76 $243K - $278K
1.33K $498K
VLO
Valero Energy Corp

Energy
1.62K
New
$131.77 - $175.63 $213K - $285K
1.62K $275K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
10.8K
New
$25.0 - $25.33 $270K - $274K
10.8K $273K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.3K
New
$24.46 - $26.5 $251K - $272K
10.3K $270K
MCD
Mcdonalds Corp

Consumer Cyclical
885
New
$291.67 - $316.99 $258K - $281K
885 $268K
QQQ
Invesco Qqq Trust, Series 1

ETFs
441
New
$546.99 - $602.2 $241K - $266K
441 $264K
IEFA
Ishares Tr

ETFs
2.56K
+ 24.95%
$81.7 - $87.53 $209K - $224K
12.8K $1.12M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.67K
New
$52.12 - $55.33 $244K - $259K
4.67K $258K
XLF
Financial Sector Spdr

ETFs
3.92K
+ 15.79%
$51.37 - $54.25 $201K - $213K
28.7K $1.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.79K
+ 1.83%
$21.69 - $23.34 $60.5K - $65K
155K $3.61M
PLTR
Palantir Technologies Inc.

Technology
1.34K
New
$130.68 - $186.97 $175K - $251K
1.34K $244K
PM
Philip Morris International Inc.

Consumer Defensive
1.5K
New
$157.77 - $183.27 $237K - $275K
1.5K $243K
TMO
Thermo Fisher Scientific Inc.

Healthcare
500
New
$404.94 - $499.99 $202K - $250K
500 $242K
DIS
Walt Disney CO

Communication Services
2.1K
New
$112.25 - $124.0 $236K - $261K
2.1K $240K
URA
Global X Uranium ETF

ETFs
4.69K
New
$36.45 - $50.4 $171K - $236K
4.69K $223K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
196
+ 0.98%
$108.46 - $120.63 $21.3K - $23.6K
20.3K $2.41M
GLD
Spdr Gold Trust

ETFs
603
New
$300.96 - $355.47 $181K - $214K
603 $214K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.64K
New
$122.57 - $132.57 $200K - $217K
1.64K $212K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
530
New
$366.54 - $479.53 $194K - $254K
530 $207K
NEE
Nextera Energy Inc

Utilities
2.75K
New
$69.77 - $77.54 $192K - $214K
2.75K $207K
VHT
Vanguard Health Care ETF

ETFs
598
+ 12.95%
$239.12 - $259.95 $143K - $155K
5.22K $1.35M
ELV
Elevance Health, Inc.

Healthcare
637
New
$274.66 - $395.76 $175K - $252K
637 $205K
EBAY
Ebay Inc

Consumer Cyclical
2.25K
New
$75.33 - $100.77 $169K - $226K
2.25K $204K
DE
Deere & CO

Industrials
448
New
$457.26 - $524.37 $205K - $235K
448 $204K
LMND
Lemonade, Inc.

Financial Services
3.8K
New
$36.28 - $60.96 $138K - $232K
3.8K $203K
VIS
Vanguard Industrial ETF

ETFs
366
+ 8.06%
$281.0 - $296.29 $103K - $108K
4.91K $1.45M
SAN
Banco Santander, S.A.

Financial Services
16.8K
New
$8.27 - $10.48 $139K - $176K
16.8K $175K
VOE
Vanguard Mid Cap Value Index F

ETFs
825
+ 29.91%
$164.63 - $174.58 $136K - $144K
3.58K $625K
MKL
Markel Corp

Financial Services
97
+ 48.02%
$1898.34 - $2031.8 $184K - $197K
299 $571K
LLY
Eli Lilly & CO

Healthcare
290
+ 8.03%
$625.65 - $812.69 $181K - $236K
3.9K $2.98M
Activity Summary
Buys All Purchases 125 New Holdings 52 Increased Positions 73 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 3 Puts 0
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