Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $222 Million
  • Q3 2024

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 Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $222 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
Track This Portfolio

Track Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email