Elm3 Financial Group, LLC Purchases and Sells in Q1 2025

Elm3 Financial Group, LLC

$114 Billion
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	19K + 91.24%	$190.26 - $242.06 $3.61M - $4.59M	39.8K $7.57B
HD	2.31K + 118.19%	$347.25 - $424.87 $801K - $980K	4.26K $1.56B
BXSL	24.2K + 70.01%	$31.3 - $34.5 $759K - $836K	58.9K $1.91B
VTI	2.61K + 282.36%	$271.18 - $303.12 $708K - $791K	3.53K $971M
IWP	2.44K + 94.61%	$114.9 - $139.6 $280K - $341K	5.02K $590M
PTY	13.4K + 15.51%	$14.22 - $14.83 $190K - $198K	99.6K $1.44B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	21.1K New	$196.12 - $229.48 $4.13M - $4.83M	21.1K $4.26B
FDEV	29.8K New	$27.06 - $30.02 $807K - $896K	29.8K $876M
EWY	11.4K New	$51.16 - $58.46 $584K - $668K	11.4K $617M
EWT	12.7K New	$47.48 - $53.82 $603K - $684K	12.7K $603M
EPOL	19.2K New	$20.91 - $29.15 $402K - $561K	19.2K $539M
EWD	11.4K New	$37.28 - $45.14 $427K - $516K	11.4K $481M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO ACTIVELY MANAGED EXC	-144K - 30.32%	N/A	332K $8.45B
NVDA	-3.74K - 6.82%	$106.98 - $149.43 $400K - $559K	51.1K $5.54B
AVGO	-944 - 4.87%	$167.43 - $244.7 $158K - $231K	18.4K $3.08B
QQQ	-2K - 19.86%	$468.34 - $539.52 $939K - $1.08M	8.09K $3.79B
BRLN	-21.1K - 17.21%	N/A	101K $5.26B
JAAA	-20.4K - 33.88%	$50.48 - $51.04 $1.03M - $1.04M	39.8K $2.02B

Activity Summary All Purchases 43 New Holdings 15 Increased Positions 28 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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