Elm3 Financial Group, LLC Incresed Positions in Q2 2025

Elm3 Financial Group, LLC

  • $120 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
621
+ 7.4%
$112.33 - $186.13 $69.8K - $116K
9.02K $1.68B
CGDV
Capital Group Divid Value ETF

ETFs
10.5K
+ 45.54%
$31.93 - $39.49 $334K - $413K
33.5K $1.32B
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.88K
+ 47.01%
$105.2 - $141.69 $198K - $267K
5.89K $834M
PANW
Palo Alto Networks Inc

Technology
1.26K
+ 44.5%
$152.44 - $204.64 $193K - $258K
4.1K $839M
FDEV
Fidelity International Multifa

ETFs
6.47K
+ 21.69%
$26.86 - $32.58 $174K - $211K
36.3K $1.18B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
5.74K
+ 111.81%
$35.4 - $47.16 $203K - $271K
10.9K $513M
EWY
Ishares Inc Msci South Korea E

ETFs
424
+ 3.71%
$48.92 - $72.65 $20.7K - $30.8K
11.8K $850M
Fidelity Covington Trust
4.56K
+ 65.23%
N/A
11.5K $428M
META
Meta Platforms, Inc.

Communication Services
88
+ 12.34%
$484.66 - $738.09 $42.7K - $65K
801 $591M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
145
+ 1.14%
$40.95 - $57.85 $5.94K - $8.39K
12.9K $738M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
614
+ 5.58%
$35.12 - $48.24 $21.6K - $29.6K
11.6K $561M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
12.3K
+ 12.35%
$12.71 - $14.52 $156K - $179K
112K $1.56B
EPOL
Ishares Tr Msci Poland ETF

ETFs
183
+ 0.95%
$24.54 - $32.26 $4.49K - $5.9K
19.4K $627M
PDI
Pimco Dynamic Income Fund

Financial Services
7.94K
+ 10.4%
$17.02 - $19.87 $135K - $158K
84.3K $1.6B
EWD
Ishares Inc Msci Sweden ETF

ETFs
235
+ 2.05%
$37.07 - $46.35 $8.71K - $10.9K
11.7K $534M
FMIL
Fidelity Covington Tr New Mill
1
+ 0.01%
N/A
8.56K $418M
PFL
Pimco Income Strategy Fund

Financial Services
5.95K
+ 27.18%
$7.76 - $8.58 $46.2K - $51K
27.8K $232M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
4.8K
+ 17.33%
$11.76 - $13.64 $56.4K - $65.5K
32.5K $412M
BIT
Black Rock Multi Sector Income Trust

Financial Services
1.73K
+ 6.76%
$13.11 - $14.6 $22.6K - $25.2K
27.3K $398M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
476
+ 6.76%
$27.29 - $29.28 $13K - $13.9K
7.52K $220M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
900
+ 2.96%
$8.45 - $9.78 $7.6K - $8.8K
31.3K $305M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1K
+ 8.06%
$9.86 - $10.92 $9.86K - $10.9K
13.4K $146M
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.2%
$197.25 - $244.33 $395 - $489
1.03K $250M
PFN
Pimco Income Strategy Fund Ii

Financial Services
2.05K
+ 5.3%
$6.87 - $7.56 $14.1K - $15.5K
40.7K $301M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.11K
+ 1278.79%
$87.84 - $1441.89 $185K - $3.04M
2.28K $205M
Activity Summary
Buys All Purchases 42 New Holdings 16 Increased Positions 26 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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