Elk River Wealth Management, LLC Sells in Q2 2025

Elk River Wealth Management, LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-13.2K
- 77.57%
$274.35 - $599.47 $3.61M - $7.89M
3.8K $1.19M
AAPL
Apple Inc.

Technology
-454
- 0.43%
$172.42 - $223.89 $78.3K - $102K
105K $21.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-241
- 2.47%
$390.26 - $489.06 $94.1K - $118K
9.5K $3.85M
XOM
Exxon Mobil Corp

Energy
-702
- 1.0%
$99.93 - $119.04 $70.2K - $83.6K
69.5K $7.49M
CHD
Church & Dwight CO Inc

Consumer Defensive
-432
- 1.25%
$91.57 - $110.76 $39.6K - $47.8K
34.3K $3.29M
LLY
Eli Lilly & CO

Healthcare
-73
- 0.84%
$713.71 - $898.95 $52.1K - $65.6K
8.64K $6.73M
LOW
Lowes Companies Inc

Consumer Cyclical
-195
- 0.7%
$210.83 - $235.28 $41.1K - $45.9K
27.7K $6.15M
ZTS
Zoetis Inc.

Healthcare
-336
- 1.13%
$144.41 - $170.3 $48.5K - $57.2K
29.3K $4.58M
ACN
Accenture PLC

Technology
-115
- 0.58%
$279.23 - $323.21 $32.1K - $37.2K
19.8K $5.93M
ABBV
Abb Vie Inc.

Healthcare
-185
- 3.43%
$170.16 - $206.27 $31.5K - $38.2K
5.21K $967K
IWM
Ishares Russell 2000 ETF

ETFs
-862
- 41.76%
$174.82 - $215.79 $151K - $186K
1.2K $259K
TXN
Texas Instruments Inc

Technology
-749
- 2.28%
N/A
32.1K $6.24M
PEP
Pepsico Inc

Consumer Defensive
-514
- 23.32%
$128.02 - $151.37 $65.8K - $77.8K
1.69K $223K
PGC
Peapack Gladstone Financial Corp

Financial Services
-1K
- 7.19%
$24.64 - $29.4 $24.6K - $29.4K
12.9K $364K
DHS
Wisdomtree Tr U.S

ETFs
-36
- 0.62%
$87.71 - $98.37 $3.16K - $3.54K
5.78K $554K
USTB
Victory Portfolios Ii Victorys

ETFs
-425
- 1.17%
$50.21 - $50.82 $21.3K - $21.6K
36K $1.83M
Blackrock Inc
-21
- 0.49%
N/A
4.25K $0
Victory Portfolios Ii
-6.16K
- 1.86%
N/A
325K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-47
- 2.72%
$166.82 - $194.23 $7.84K - $9.13K
1.68K $326K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-200
- 15.67%
$139.8 - $197.22 $28K - $39.4K
1.08K $212K
VB
Vanguard Small Cap ETF

ETFs
-5
- 0.22%
$193.73 - $237.37 $969 - $1.19K
2.3K $543K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11
- 0.1%
$51.16 - $62.02 $563 - $682
10.5K $651K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-570
- 3.79%
$152.42 - $182.82 $86.9K - $104K
14.5K $2.64M
PHM
Pultegroup Inc

Consumer Cyclical
-1.08K
- 1.27%
$92.02 - $106.54 $99.1K - $115K
83.5K $8.81M
GOOG
Alphabet Inc.

Communication Services
-8
- 0.14%
$146.58 - $180.01 $1.17K - $1.44K
5.77K $1.02M
ECL
Ecolab Inc.

Basic Materials
-152
- 0.99%
$225.65 - $270.95 $34.3K - $41.2K
15.2K $4.1M
MA
Mastercard Inc

Financial Services
-176
- 0.7%
$479.92 - $590.74 $84.5K - $104K
24.9K $14M
TXT
Textron Inc

Industrials
-1.45K
- 2.63%
$60.72 - $80.34 $88.2K - $117K
53.8K $4.32M
MNST
Monster Beverage Corp

Consumer Defensive
-105
- 0.13%
$55.01 - $64.24 $5.78K - $6.75K
82.7K $5.18M
ICE
Intercontinental Exchange, Inc.

Financial Services
-308
- 0.78%
$151.62 - $183.47 $46.7K - $56.5K
39K $7.15M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-51
- 0.07%
$45.98 - $56.15 $2.34K - $2.86K
69.1K $3.88M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-54
- 0.43%
$272.36 - $339.57 $14.7K - $18.3K
12.5K $4.25M
COST
Costco Wholesale Corp

Consumer Defensive
-130
- 0.83%
$908.13 - $1056.85 $118K - $137K
15.5K $15.3M
HON
Honeywell International Inc

Industrials
-335
- 1.0%
$182.86 - $232.88 $61.3K - $78K
33.3K $7.76M
HQY
Healthequity, Inc.

Healthcare
-822
- 1.25%
$76.77 - $113.06 $63.1K - $92.9K
65K $6.81M
MS
Morgan Stanley

Financial Services
-541
- 1.08%
$99.83 - $140.86 $54K - $76.2K
49.7K $7M
LHX
L3 Harris Technologies, Inc.

Industrials
-212
- 0.68%
$200.21 - $256.99 $42.4K - $54.5K
30.9K $7.75M
PANW
Palo Alto Networks Inc

Technology
-838
- 1.58%
$152.44 - $204.64 $128K - $171K
52.1K $10.7M
JPM
Jpmorgan Chase & CO

Financial Services
-373
- 0.84%
$210.28 - $289.91 $78.4K - $108K
43.9K $12.7M
GOOGL
Alphabet Inc.

Communication Services
-995
- 1.02%
$144.7 - $178.6 $144K - $178K
96.5K $17M
AMZN
Amazon Com Inc

Consumer Cyclical
-616
- 0.81%
$167.32 - $223.3 $103K - $138K
75.4K $16.5M
INTU
Intuit Inc

Technology
-208
- 1.47%
$544.07 - $787.63 $113K - $164K
13.9K $10.9M
NVDA
Nvidia Corp

Technology
-1.16K
- 2.24%
$94.31 - $157.99 $109K - $183K
50.6K $7.99M
APH
Amphenol Corp

Technology
-1.99K
- 1.78%
$59.09 - $98.75 $118K - $196K
110K $10.9M
MSFT
Microsoft Corp

Technology
-447
- 0.85%
$354.56 - $497.45 $158K - $222K
52.2K $25.9M
AVGO
Broadcom Inc.

Technology
-1.26K
- 1.18%
$146.29 - $275.65 $184K - $347K
106K $29.2M
Activity Summary
Buys All Purchases 19 New Holdings 6 Increased Positions 13 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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