Elm3 Financial Group, LLC Purchases and Sells in Q3 2025

Elm3 Financial Group, LLC

$122 Billion
Q3 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	1.89K + 46.3%	$357.4 - $423.42 $674K - $798K	5.96K $2.41B
PTY	24.5K + 21.84%	$13.77 - $14.45 $337K - $353K	136K $1.97B
PPA	956 + 16.24%	$139.82 - $155.45 $134K - $149K	6.84K $1.06B
FIDELITY COVINGTON TRUST	4.57K + 34.49%	N/A	17.8K $553M
ARISTA NETWORKS INC	121 + 3.41%	N/A	3.67K $535M
FIDELITY COVINGTON TRUST	2.7K + 23.38%	N/A	14.2K $586M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ATO	2.03K New	$151.51 - $170.75 $308K - $347K	2.03K $347M
EME	466 New	$530.88 - $655.83 $247K - $306K	466 $303M
UNH	862 New	$237.77 - $353.61 $205K - $305K	862 $298M
PDN	7.08K New	$38.58 - $41.85 $273K - $296K	7.08K $291M
DIM	3.1K New	$74.14 - $78.94 $230K - $245K	3.1K $240M
URI	227 New	$774.14 - $975.23 $176K - $221K	227 $217M

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO ACTIVELY MANAGED EXC	-36.9K - 14.46%	N/A	218K $5.59B
BRLN	-17.5K - 23.29%	N/A	57.8K $3.01B
LLY	-1.02K - 17.18%	$625.65 - $812.69 $636K - $826K	4.9K $3.74B
MTUM	-3.28K - 18.28%	$236.25 - $257.69 $775K - $845K	14.7K $3.76B
NVO	-4.16K - 43.46%	$45.38 - $71.7 $189K - $298K	5.41K $300M
BXSL	-3.36K - 6.26%	$26.07 - $32.55 $87.5K - $109K	50.3K $1.31B

Activity Summary All Purchases 40 New Holdings 8 Increased Positions 32 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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