Elm3 Financial Group, LLC Incresed Positions in Q3 2025

Elm3 Financial Group, LLC

  • $122 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
1.89K
+ 46.3%
$357.4 - $423.42 $674K - $798K
5.96K $2.41B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
24.5K
+ 21.84%
$13.77 - $14.45 $337K - $353K
136K $1.97B
PPA
Invesco Exchange Traded Fd Tr

ETFs
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
Fidelity Covington Trust
3.86K
+ 38.61%
N/A
13.9K $415M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
234
+ 2.15%
$47.23 - $57.41 $11.1K - $13.4K
11.1K $637M
PDI
Pimco Dynamic Income Fund

Financial Services
2.7K
+ 3.2%
$18.85 - $20.07 $50.8K - $54.1K
87K $1.72B
KLAC
Kla Corp

Technology
17
+ 3.15%
$843.9 - $1078.6 $14.3K - $18.3K
556 $600M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.86K
+ 19.71%
$50.05 - $50.36 $93K - $93.6K
11.3K $567M
FCOM
Fidelity Covington Tr Msci Com

ETFs
677
+ 9.32%
$63.98 - $72.59 $43.3K - $49.1K
7.94K $564M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
3.62K
+ 12.05%
$24.02 - $24.28 $87K - $88K
33.7K $809M
FDEV
Fidelity International Multifa

ETFs
1.68K
+ 4.63%
$31.72 - $33.63 $53.4K - $56.6K
38K $1.26B
JPM
Jpmorgan Chase & CO

Financial Services
96
+ 5.88%
$282.78 - $316.06 $27.1K - $30.3K
1.73K $546M
BIT
Black Rock Multi Sector Income Trust

Financial Services
7.19K
+ 26.38%
$13.31 - $14.89 $95.7K - $107K
34.5K $461M
VO
Vanguard Mid Cap ETF

ETFs
128
+ 8.65%
$279.83 - $293.74 $35.8K - $37.6K
1.61K $472M
Fidelity Covington Trust
1.78K
+ 17.5%
N/A
12K $361M
FIDI
Fidelity Covington Tr

ETFs
1.48K
+ 9.55%
$23.22 - $24.85 $34.3K - $36.7K
17K $415M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
2.01K
+ 6.19%
$12.52 - $13.45 $25.2K - $27K
34.5K $462M
RSP
Invesco S&P 500 Equal Weight E

ETFs
138
+ 8.44%
$181.56 - $190.33 $25.1K - $26.3K
1.77K $336M
NFLX
Netflix Inc

Communication Services
65
+ 18.11%
$1147.87 - $1297.18 $74.6K - $84.3K
424 $508M
PFN
Pimco Income Strategy Fund Ii

Financial Services
2K
+ 4.92%
$7.37 - $7.67 $14.7K - $15.3K
42.7K $324M
PH
Parker Hannifin Corp

Industrials
7
+ 2.33%
$697.13 - $769.67 $4.88K - $5.39K
307 $233M
MCK
Mckesson Corp

Healthcare
11
+ 3.32%
$659.01 - $772.54 $7.25K - $8.5K
342 $264M
META
Meta Platforms, Inc.

Communication Services
27
+ 3.37%
$695.21 - $791.73 $18.8K - $21.4K
828 $608M
EFO
Proshares Trust Ultra Msci Eaf
48
+ 1.23%
N/A
3.94K $235M
CEG
Constellation Energy Corp

Utilities
15
+ 1.05%
$298.82 - $354.89 $4.48K - $5.32K
1.44K $475M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1
+ 0.01%
$28.95 - $29.73 $29 - $29.7
7.52K $223M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1K
+ 3.2%
$9.36 - $9.87 $9.36K - $9.87K
32.3K $306M
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 1.15%
$412.46 - $514.1 $4.95K - $6.17K
1.05K $515M
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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