Elm3 Financial Group, LLC Purchases in Q1 2025

Elm3 Financial Group, LLC

  • $114 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
21.1K
New
$196.12 - $229.48 $4.13M - $4.83M
21.1K $4.26B
AMZN
Amazon Com Inc

Consumer Cyclical
19K
+ 91.24%
$190.26 - $242.06 $3.61M - $4.59M
39.8K $7.57B
FDEV
Fidelity International Multifa

ETFs
29.8K
New
$27.06 - $30.02 $807K - $896K
29.8K $876M
HD
Home Depot, Inc.

Consumer Cyclical
2.31K
+ 118.19%
$347.25 - $424.87 $801K - $980K
4.26K $1.56B
BXSL
Blackstone Secured Lending Fund

Financial Services
24.2K
+ 70.01%
$31.3 - $34.5 $759K - $836K
58.9K $1.91B
VTI
Vanguard Total Stock Market Et

ETFs
2.61K
+ 282.36%
$271.18 - $303.12 $708K - $791K
3.53K $971M
EWY
Ishares Inc Msci South Korea E

ETFs
11.4K
New
$51.16 - $58.46 $584K - $668K
11.4K $617M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
12.7K
New
$47.48 - $53.82 $603K - $684K
12.7K $603M
EPOL
Ishares Tr Msci Poland ETF

ETFs
19.2K
New
$20.91 - $29.15 $402K - $561K
19.2K $539M
EWD
Ishares Inc Msci Sweden ETF

ETFs
11.4K
New
$37.28 - $45.14 $427K - $516K
11.4K $481M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.93K
New
$71.17 - $73.66 $279K - $289K
3.93K $288M
FICO
Fair Isaac Corp

Technology
145
New
$1695.35 - $2030.47 $246K - $294K
145 $267M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.44K
+ 94.61%
$114.9 - $139.6 $280K - $341K
5.02K $590M
LNG
Cheniere Energy, Inc.

Energy
1.03K
New
$209.32 - $253.66 $215K - $260K
1.03K $237M
AJG
Arthur J. Gallagher & Co.

Financial Services
673
New
$275.89 - $345.24 $186K - $232K
673 $232M
MCK
Mckesson Corp

Healthcare
344
New
$566.21 - $672.99 $195K - $232K
344 $232M
Fidelity Covington Trust
6.99K
New
N/A
6.99K $220M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
5.13K
New
$37.13 - $42.37 $191K - $217K
5.13K $211M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
13.4K
+ 15.51%
$14.22 - $14.83 $190K - $198K
99.6K $1.44B
FENY
Fidelity Covington Tr Msci Ene

ETFs
7.85K
New
$23.24 - $26.16 $182K - $205K
7.85K $200M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.71K
+ 107.76%
$39.97 - $48.7 $228K - $278K
11K $440M
VB
Vanguard Small Cap ETF

ETFs
962
+ 67.18%
$217.89 - $252.64 $210K - $243K
2.39K $531M
THYF
T Rowe Price Exchange Traded F
3.9K
+ 12.59%
N/A
34.9K $1.79B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.53K
+ 13.84%
$110.9 - $132.93 $392K - $470K
29.1K $3.31B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.5K
+ 38.41%
$20.7 - $21.15 $135K - $138K
23.4K $485M
VO
Vanguard Mid Cap ETF

ETFs
417
+ 35.55%
$251.87 - $277.95 $105K - $116K
1.59K $411M
CGDV
Capital Group Divid Value ETF

ETFs
1.82K
+ 8.6%
$34.95 - $37.36 $63.6K - $68K
23K $819M
META
Meta Platforms, Inc.

Communication Services
114
+ 19.03%
$576.36 - $736.67 $65.7K - $84K
713 $411M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
699
+ 19.11%
$65.44 - $70.64 $45.7K - $49.4K
4.36K $298M
FMIL
Fidelity Covington Tr New Mill
1.72K
+ 25.16%
N/A
8.56K $372M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.64K
+ 9.4%
$23.9 - $24.43 $63K - $64.4K
30.7K $739M
BIT
Black Rock Multi Sector Income Trust

Financial Services
2.33K
+ 10.06%
$14.43 - $14.85 $33.7K - $34.7K
25.5K $370M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
417
+ 3.68%
$49.92 - $50.3 $20.8K - $21K
11.7K $589M
XOM
Exxon Mobil Corp

Energy
12
+ 0.64%
$105.44 - $118.93 $1.27K - $1.43K
1.89K $224M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
32
+ 0.23%
$15.0 - $15.91 $480 - $509
13.7K $213M
PFN
Pimco Income Strategy Fund Ii

Financial Services
17
+ 0.04%
$7.41 - $7.64 $126 - $130
38.6K $291M
NDAQ
Nasdaq, Inc.

Financial Services
118
+ 3.11%
$72.17 - $83.76 $8.52K - $9.88K
3.92K $297M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
500
+ 1.67%
$9.49 - $9.97 $4.75K - $4.99K
30.4K $291M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
179
+ 2.14%
$89.18 - $104.04 $16K - $18.6K
8.54K $781M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
93
+ 4.55%
$165.25 - $224.62 $15.4K - $20.9K
2.14K $355M
GOOG
Alphabet Inc.

Communication Services
25
+ 1.08%
$156.06 - $207.71 $3.9K - $5.19K
2.34K $365M
VRT
Vertiv Holdings CO

Industrials
459
+ 17.5%
N/A
3.08K $223M
Activity Summary
Buys All Purchases 43 New Holdings 15 Increased Positions 28 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elm3 Financial Group, LLC Portfolio

Follow Elm3 Financial Group, LLC 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 Elm3 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elm3 Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email