Elk River Wealth Management, LLC Purchases in Q1 2025

Elk River Wealth Management, LLC

  • $522 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
26.7K
+ 600.81%
$194.65 - $222.86 $5.19M - $5.95M
31.1K $6.51M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
21.9K
+ 6.39%
$58.04 - $65.84 $1.27M - $1.44M
365K $23.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
65.7K
+ 1903.91%
$47.79 - $59.89 $3.14M - $3.93M
69.1K $3.47M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15.5K
+ 3.93%
$128.74 - $138.67 $2M - $2.15M
411K $55.1M
GS
Goldman Sachs Group Inc

Financial Services
5.07K
New
$524.81 - $672.19 $2.66M - $3.41M
5.07K $2.77M
VLUE
Ishares Msci Usa Value Factor

ETFs
7.04K
+ 4.27%
$104.89 - $113.56 $738K - $799K
172K $18.2M
ECL
Ecolab Inc.

Basic Materials
57
+ 0.37%
$229.72 - $269.82 $13.1K - $15.4K
15.4K $3.9M
BSX
Boston Scientific Corp

Healthcare
2K
New
$89.38 - $106.18 $179K - $212K
2K $201K
WFC
Wells Fargo & Company

Financial Services
2.8K
New
$66.78 - $81.42 $187K - $228K
2.8K $201K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.47K
+ 2.33%
$169.43 - $182.84 $757K - $817K
196K $33.7M
XLV
Select Sector Spdr Fund Health

ETFs
193
+ 4.46%
$137.61 - $149.68 $26.6K - $28.9K
4.52K $653K
IWM
Ishares Russell 2000 ETF

ETFs
355
+ 20.77%
$198.1 - $229.79 $70.3K - $81.6K
2.06K $413K
Victory Portfolios Ii
8.68K
+ 2.69%
N/A
331K $0
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.22%
$217.89 - $252.64 $1.09K - $1.26K
2.3K $509K
MS
Morgan Stanley

Financial Services
1.66K
+ 3.43%
$111.68 - $141.08 $186K - $235K
50.2K $5.86M
PHM
Pultegroup Inc

Consumer Cyclical
228
+ 0.27%
$101.09 - $118.51 $23K - $27K
84.6K $8.69M
PANW
Palo Alto Networks Inc

Technology
466
+ 0.89%
$167.82 - $208.28 $78.2K - $97.1K
53K $9.04M
HQY
Healthequity, Inc.

Healthcare
96
+ 0.15%
$84.32 - $114.51 $8.09K - $11K
65.8K $5.72M
IVV
Ishares Core S&P 500 ETF

ETFs
1.09K
+ 2.18%
$554.06 - $615.85 $603K - $670K
51K $28.5M
NVDA
Nvidia Corp

Technology
1.38K
+ 2.75%
$106.98 - $149.43 $148K - $207K
51.7K $5.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.9K
+ 4.83%
$102.49 - $119.96 $1.52M - $1.78M
322K $33.5M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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