Elmwood Wealth Management, Inc. has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $222 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $8.26M, Vanguard Ftse Developed Market with a value of $7.52M, Ssga Active ETF Tr Spdr Doblel with a value of $6.65M, Vanguard with a value of $6.36M, and Jp Morgan ETF Tr Ultra Short I with a value of $6.12M.
Examining the 13F form we can see an increase of $16.4M in the current position value, from $206M to 222M.
Below you can find more details about Elmwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
ETFs: $147 Million
Technology: $17.7 Million
Healthcare: $17.3 Million
Financial Services: $12.7 Million
Consumer Defensive: $7.83 Million
Industrials: $5.13 Million
Communication Services: $5.09 Million
Consumer Cyclical: $4.81 Million
Other: $4.24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
