Elm3 Financial Group, LLC Purchases and Sells in Q2 2025

Elm3 Financial Group, LLC

$120 Billion
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HWM	621 + 7.4%	$112.33 - $186.13 $69.8K - $116K	9.02K $1.68B
CGDV	10.5K + 45.54%	$31.93 - $39.49 $334K - $413K	33.5K $1.32B
PPA	1.88K + 47.01%	$105.2 - $141.69 $198K - $267K	5.89K $834M
PANW	1.26K + 44.5%	$152.44 - $204.64 $193K - $258K	4.1K $839M
FDEV	6.47K + 21.69%	$26.86 - $32.58 $174K - $211K	36.3K $1.18B
GDE	5.74K + 111.81%	$35.4 - $47.16 $203K - $271K	10.9K $513M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRWD	1.04K New	$321.63 - $509.31 $334K - $529K	1.04K $529M
NFLX	359 New	$855.86 - $1339.13 $307K - $481K	359 $481M
FCOM	7.26K New	$50.44 - $64.81 $366K - $471K	7.26K $471M
CEG	1.43K New	$170.96 - $322.76 $244K - $461K	1.43K $461M
NRG	2.35K New	$83.61 - $162.67 $196K - $381K	2.35K $377M
FIDELITY COVINGTON TRUST	13.2K New	N/A	13.2K $375M

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO ACTIVELY MANAGED EXC	-76.3K - 23.01%	N/A	255K $6.53B
BRLN	-26.1K - 25.73%	N/A	75.3K $3.9B
AAPL	-2.54K - 14.5%	$172.42 - $223.89 $439K - $570K	15K $3.08B
JAAA	-15K - 37.68%	$49.79 - $50.75 $746K - $761K	24.8K $1.26B
LLY	-503 - 7.84%	$713.71 - $898.95 $359K - $452K	5.91K $4.61B
BLACKROCK ETF TRUST II	-9.87K - 49.01%	N/A	10.3K $533M

Activity Summary All Purchases 42 New Holdings 16 Increased Positions 26 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

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