Elk River Wealth Management, LLC Sells in Q4 2024

Elk River Wealth Management, LLC

  • $541 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
-68.4K
- 92.23%
$64.54 - $75.92 $4.41M - $5.19M
5.76K $426K
PHM
Pultegroup Inc

Consumer Cyclical
-301
- 0.36%
$108.86 - $149.04 $32.8K - $44.9K
84.3K $9.19M
UNH
Unitedhealth Group Inc

Healthcare
-104
- 0.6%
$485.52 - $625.25 $50.5K - $65K
17.1K $8.67M
LLY
Eli Lilly & CO

Healthcare
-26
- 0.29%
$727.2 - $932.06 $18.9K - $24.2K
9.06K $6.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-38
- 0.38%
$501.29 - $612.85 $19K - $23.3K
9.86K $5.13M
XOM
Exxon Mobil Corp

Energy
-752
- 1.04%
$105.51 - $125.37 $79.3K - $94.3K
71.4K $7.68M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-90
- 0.05%
$174.22 - $187.62 $15.7K - $16.9K
192K $33.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-206
- 0.73%
$244.52 - $284.07 $50.4K - $58.5K
28K $6.91M
MSFT
Microsoft Corp

Technology
-466
- 0.88%
$406.35 - $454.46 $189K - $212K
52.6K $22.2M
PEP
Pepsico Inc

Consumer Defensive
-559
- 2.18%
$151.29 - $176.1 $84.6K - $98.4K
25.1K $3.81M
UNP
Union Pacific Corp

Industrials
-105
- 0.51%
$223.15 - $249.32 $23.4K - $26.2K
20.4K $4.66M
ECL
Ecolab Inc.

Basic Materials
-59
- 0.38%
$234.32 - $261.43 $13.8K - $15.4K
15.3K $3.59M
PFE
Pfizer Inc

Healthcare
-2.2K
- 10.44%
$24.8 - $30.19 $54.6K - $66.4K
18.9K $500K
JNJ
Johnson & Johnson

Healthcare
-67
- 1.25%
$143.34 - $165.86 $9.6K - $11.1K
5.29K $764K
IWD
Ishares Russell 1000 Val ETF

ETFs
-476
- 21.61%
$183.23 - $199.79 $87.2K - $95.1K
1.73K $319K
ACN
Accenture PLC

Technology
-139
- 0.68%
$343.9 - $376.86 $47.8K - $52.4K
20.2K $7.12M
BOKF
Bok Financial Corp

Financial Services
-441
- 7.24%
$101.23 - $119.67 $44.6K - $52.8K
5.65K $601K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-565
- 5.05%
$61.68 - $67.87 $34.8K - $38.3K
10.6K $661K
DHS
Wisdomtree Tr U.S

ETFs
-354
- 5.74%
$92.66 - $100.58 $32.8K - $35.6K
5.82K $543K
MMM
3 M CO

Industrials
-79
- 2.55%
$124.74 - $137.12 $9.85K - $10.8K
3.02K $389K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-98
- 3.22%
$75.1 - $82.99 $7.36K - $8.13K
2.95K $222K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-153
- 13.75%
$370.24 - $418.94 $56.6K - $64.1K
960 $385K
CHD
Church & Dwight CO Inc

Consumer Defensive
-297
- 0.84%
$99.11 - $112.25 $29.4K - $33.3K
34.9K $3.65M
CVX
Chevron Corp

Energy
-80
- 1.36%
$141.15 - $162.53 $11.3K - $13K
5.82K $842K
TXN
Texas Instruments Inc

Technology
-96
- 0.29%
N/A
33.2K $6.45M
CSCO
Cisco Systems, Inc.

Technology
-151
- 3.62%
$52.45 - $60.02 $7.92K - $9.06K
4.02K $237K
PGC
Peapack Gladstone Financial Corp

Financial Services
-1.6K
- 10.32%
$26.5 - $37.57 $42.4K - $60.1K
13.9K $445K
IVV
Ishares Core S&P 500 ETF

ETFs
-989
- 1.94%
$570.51 - $610.59 $564K - $604K
49.9K $29.4M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-37
- 1.85%
$107.98 - $143.92 $4K - $5.33K
1.96K $263K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-98
- 1.33%
$1146.59 - $1270.6 $112K - $125K
7.27K $8.62M
COST
Costco Wholesale Corp

Consumer Defensive
-103
- 0.59%
$873.59 - $994.69 $90K - $102K
17.4K $15.9M
APH
Amphenol Corp

Technology
-412
- 0.37%
$62.07 - $75.35 $25.6K - $31K
112K $7.78M
HON
Honeywell International Inc

Industrials
-85
- 0.25%
$202.84 - $236.0 $17.2K - $20.1K
34K $7.68M
MA
Mastercard Inc

Financial Services
-270
- 1.06%
$491.3 - $536.15 $133K - $145K
25.3K $13.3M
HQY
Healthequity, Inc.

Healthcare
-496
- 0.75%
$78.18 - $104.65 $38.8K - $51.9K
65.7K $6.3M
MS
Morgan Stanley

Financial Services
-609
- 1.24%
$104.42 - $134.99 $63.6K - $82.2K
48.5K $6.1M
JPM
Jpmorgan Chase & CO

Financial Services
-425
- 0.95%
$205.18 - $250.29 $87.2K - $106K
44.5K $10.7M
AAPL
Apple Inc.

Technology
-435
- 0.41%
$221.69 - $259.02 $96.4K - $113K
107K $26.7M
GOOGL
Alphabet Inc.

Communication Services
-1.06K
- 1.07%
$161.86 - $196.66 $172K - $208K
97.6K $18.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-996
- 1.29%
$180.88 - $232.93 $180K - $232K
76.2K $16.7M
AVGO
Broadcom Inc.

Technology
-377
- 0.33%
$159.67 - $250.0 $60.2K - $94.3K
112K $26.1M
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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