Elmwood Wealth Management, Inc. Incresed Positions in Q4 2025

Elmwood Wealth Management, Inc.

  • $280 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
8.75K
+ 33.78%
$245.27 - $275.25 $2.15M - $2.41M
34.6K $9.26M
GOOG
Alphabet Inc.

Communication Services
5.94K
+ 52.38%
$237.49 - $291.74 $1.41M - $1.73M
17.3K $4.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.17K
+ 304.9%
$653.02 - $687.39 $2.07M - $2.18M
4.21K $2.8M
VIG
Vanguard Dividend Appreciation

ETFs
10.8K
+ 195.19%
N/A
16.3K $2.96M
NVDA
Nvidia Corp

Technology
8.01K
+ 28.01%
$179.83 - $207.04 $1.44M - $1.66M
36.6K $6.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.82K
+ 49.88%
$475.68 - $513.11 $1.34M - $1.44M
8.46K $4.31M
GOOGL
Alphabet Inc.

Communication Services
85
+ 0.56%
$236.57 - $291.31 $20.1K - $24.8K
15.3K $4.24M
AMZN
Amazon Com Inc

Consumer Cyclical
894
+ 4.9%
$213.04 - $254.0 $190K - $227K
19.1K $4.49M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.71K
+ 5.98%
$50.85 - $51.0 $443K - $444K
154K $7.86M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.8K
+ 13.01%
$50.83 - $51.07 $396K - $398K
67.7K $3.45M
VEA
Vanguard Ftse Developed Market

ETFs
2.51K
+ 1.69%
$59.18 - $62.09 $148K - $156K
151K $9.24M
IEFA
Ishares Tr

ETFs
2.32K
+ 3.41%
$86.09 - $89.88 $200K - $209K
70.5K $6.25M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
1.13K
+ 1.25%
$74.93 - $82.69 $85K - $93.8K
91.6K $6.99M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.63K
+ 35.29%
$185.12 - $192.11 $302K - $313K
6.25K $1.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.23K
+ 9.35%
$52.54 - $55.77 $222K - $236K
49.5K $2.71M
LLY
Eli Lilly & CO

Healthcare
45
+ 5.84%
$799.57 - $1025.28 $36K - $46.1K
816 $833K
ELD
Wisdomtree Emerging Local Debt

ETFs
7.89K
+ 6.98%
$28.49 - $28.96 $225K - $228K
121K $3.48M
IEMG
Ishares Inc

ETFs
4.26K
+ 7.52%
N/A
60.8K $3.26M
BNDX
Vanguard Total International B

ETFs
4.14K
+ 6.93%
$49.3 - $49.91 $204K - $207K
63.9K $3.16M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.19K
+ 12.21%
$47.86 - $48.14 $201K - $202K
38.5K $1.85M
CMF
Ishares California Muni Bond E

ETFs
2.45K
+ 3.73%
$56.96 - $57.62 $139K - $141K
68K $3.9M
PWZ
Invesco California Amt Free Mu

ETFs
4.31K
+ 3.47%
$23.96 - $24.35 $103K - $105K
129K $3.12M
SUB
Ishares Short Term National Mu

ETFs
1.54K
+ 2.5%
$106.22 - $106.81 $163K - $164K
63K $6.71M
POCT
Innovator U.S. Equity Power Bu

ETFs
3.18K
+ 4.64%
$42.64 - $43.66 $135K - $139K
71.6K $3.09M
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.11%
$333.75 - $394.54 $1.67K - $1.97K
4.58K $1.73M
JPIB
Jpmorgan International Bond Op

ETFs
2.83K
+ 3.67%
$48.68 - $49.38 $138K - $140K
79.8K $3.9M
PG
Procter & Gamble CO

Consumer Defensive
1.23K
+ 17.26%
$145.5 - $153.18 $179K - $188K
8.34K $1.22M
MRK
Merck & Co., Inc.

Healthcare
995
+ 31.77%
$82.49 - $92.93 $82.1K - $92.5K
4.13K $383K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.57K
+ 1.82%
$50.57 - $50.77 $130K - $130K
144K $7.28M
JNJ
Johnson & Johnson

Healthcare
112
+ 1.98%
$185.98 - $199.58 $20.8K - $22.4K
5.78K $1.15M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.69K
+ 2.65%
$49.98 - $50.59 $84.5K - $85.5K
65.4K $3.29M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.04K
+ 1.97%
$40.28 - $40.85 $123K - $124K
158K $6.37M
MLN
Vaneck Long Muni ETF

ETFs
4.37K
+ 9.93%
$17.45 - $17.76 $76.2K - $77.5K
48.3K $851K
PEP
Pepsico Inc

Consumer Defensive
16
+ 0.17%
$138.84 - $153.71 $2.22K - $2.46K
9.27K $1.37M
VB
Vanguard Small Cap ETF

ETFs
200
+ 19.03%
$248.1 - $260.08 $49.6K - $52K
1.25K $312K
VTI
Vanguard Total Stock Market Et

ETFs
124
+ 5.08%
$321.8 - $337.95 $39.9K - $41.9K
2.56K $845K
PFE
Pfizer Inc

Healthcare
1.75K
+ 15.45%
$24.23 - $27.37 $42.5K - $48K
13.1K $328K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
468
+ 10.58%
$78.65 - $79.19 $36.8K - $37.1K
4.89K $385K
DIS
Walt Disney CO

Communication Services
1.24K
+ 10.87%
$105.69 - $116.65 $131K - $144K
12.6K $1.33M
PJAN
Innovator U.S. Equity Power Bu

ETFs
49
+ 0.06%
$45.42 - $46.3 $2.23K - $2.27K
86.3K $3.98M
AVGO
Broadcom Inc.

Technology
32
+ 3.0%
$324.63 - $385.98 $10.4K - $12.4K
1.1K $376K
V
Visa Inc.

Financial Services
260
+ 6.84%
$325.75 - $352.42 $84.7K - $91.6K
4.06K $1.32M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.31K
+ 1.59%
$44.43 - $46.12 $58K - $60.2K
83.2K $3.75M
ACN
Accenture PLC

Technology
133
+ 5.82%
$234.02 - $253.35 $31.1K - $33.7K
2.42K $583K
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.91%
$157.0 - $179.44 $2.83K - $3.23K
2K $351K
AMT
American Tower Corp

Real Estate
255
+ 11.54%
$176.64 - $193.32 $45K - $49.3K
2.47K $444K
SBUX
Starbucks Corp

Consumer Cyclical
195
+ 4.27%
$78.46 - $87.26 $15.3K - $17K
4.76K $403K
AXP
American Express CO

Financial Services
25
+ 3.14%
$316.26 - $372.77 $7.91K - $9.32K
820 $279K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
32
+ 0.39%
$72.17 - $75.74 $2.31K - $2.42K
8.18K $612K
Activity Summary
Buys All Purchases 111 New Holdings 37 Increased Positions 74 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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