Elm Partners Management LLC Portfolio Holdings

Elm Partners Management LLC

  • $1.47 Billion
  • Q4 2024

Elm Partners Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.47 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $260M, Vanguard Ftse Emerging Mkts Et with a value of $153M, Ishares Core S&P Total U.S. St with a value of $149M, Ishares Inc with a value of $127M, and Ishares Trishares 0 3 Mnth Tre with a value of $117M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $1.44B to 1.47B.

Below you can find more details about Elm Partners Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.47 Billion
ETFs: $1.47 Billion
Financial Services: $306,000
Technology: $287,000
Healthcare: $204,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $1.47 Billion
  • Prior Value $1.44 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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