Elm3 Financial Group, LLC New Holdings in Q4 2024

Elm3 Financial Group, LLC

  • $117 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.15K
New
$113.79 - $124.5 $473K - $517K
4.15K $476M
AZO
Autozone Inc

Consumer Cyclical
140
New
$2981.19 - $3370.27 $417K - $472K
140 $448M
GOOG
Alphabet Inc.

Communication Services
2.31K
New
$163.08 - $198.16 $377K - $459K
2.31K $441M
SMIN
Ishares Msci India Small Cap I

ETFs
5.5K
New
$75.68 - $86.0 $416K - $473K
5.5K $420M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.04K
New
$172.07 - $207.36 $352K - $424K
2.04K $404M
UNH
Unitedhealth Group Inc

Healthcare
797
New
$485.52 - $625.25 $387K - $498K
797 $403M
JPM
Jpmorgan Chase & CO

Financial Services
1.68K
New
$205.18 - $250.29 $344K - $419K
1.68K $402M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
28.4K
New
$13.32 - $14.3 $378K - $406K
28.4K $381M
DLR
Digital Realty Trust, Inc.

Real Estate
2.05K
New
$156.46 - $195.69 $321K - $401K
2.05K $364M
KLAC
Kla Corp

Technology
573
New
$614.46 - $829.55 $352K - $475K
573 $361M
META
Meta Platforms, Inc.

Communication Services
599
New
$554.08 - $632.68 $332K - $379K
599 $351M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.76K
New
$50.73 - $51.08 $343K - $345K
6.76K $344M
VB
Vanguard Small Cap ETF

ETFs
1.43K
New
$233.76 - $261.58 $335K - $375K
1.43K $344M
BIT
Black Rock Multi Sector Income Trust

Financial Services
23.2K
New
$14.25 - $15.15 $331K - $351K
23.2K $339M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.58K
New
$116.4 - $138.52 $300K - $357K
2.58K $327M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
3.75K
New
$86.03 - $94.92 $323K - $356K
3.75K $324M
FMIL
Fidelity Covington Tr New Mill
6.84K
New
N/A
6.84K $314M
VO
Vanguard Mid Cap ETF

ETFs
1.17K
New
$261.5 - $284.63 $307K - $334K
1.17K $310M
VRT
Vertiv Holdings CO

Industrials
2.62K
New
N/A
2.62K $298M
NDAQ
Nasdaq, Inc.

Financial Services
3.8K
New
$70.87 - $83.05 $269K - $316K
3.8K $294M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
29.9K
New
$9.64 - $10.11 $288K - $302K
29.9K $293M
PFN
Pimco Income Strategy Fund Ii

Financial Services
38.6K
New
$7.33 - $7.72 $283K - $298K
38.6K $288M
VTI
Vanguard Total Stock Market Et

ETFs
924
New
$280.04 - $302.45 $259K - $279K
924 $268M
TSLA
Tesla, Inc.

Consumer Cyclical
644
New
$213.65 - $479.86 $138K - $309K
644 $260M
EPI
Wisdomtree Tr India Earnings F

ETFs
5.51K
New
$45.09 - $50.08 $248K - $276K
5.51K $249M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.3K
New
$42.05 - $48.31 $223K - $256K
5.3K $245M
Invesco Exch Traded Fd Tr Ii
1.82K
New
N/A
1.82K $245M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.66K
New
$64.85 - $73.04 $237K - $267K
3.66K $239M
PH
Parker Hannifin Corp

Industrials
368
New
$621.74 - $709.46 $229K - $261K
368 $234M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.87K
New
$74.5 - $78.37 $214K - $225K
2.87K $214M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.65K
New
$124.26 - $134.12 $205K - $221K
1.65K $212M
PFL
Pimco Income Strategy Fund

Financial Services
25.1K
New
$8.27 - $8.77 $207K - $220K
25.1K $210M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
176
New
$1146.59 - $1270.6 $202K - $224K
176 $209M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
13.6K
New
$15.05 - $16.03 $205K - $219K
13.6K $208M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.22K
New
$28.6 - $29.27 $207K - $211K
7.22K $207M
XOM
Exxon Mobil Corp

Energy
1.87K
New
$105.51 - $125.37 $198K - $235K
1.87K $202M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
12.4K
New
$10.39 - $11.25 $129K - $140K
12.4K $130M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
11.9K
New
$10.56 - $11.31 $125K - $134K
11.9K $127M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.9K
New
$7.83 - $8.16 $85.4K - $89K
10.9K $85.8M
Activity Summary
Buys All Purchases 90 New Holdings 90 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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