Elk River Wealth Management, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $486 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Divide with a value of $47.6M, Ishares Core S&P Sm Cap ETF with a value of $32M, Invesco S&P 500 Equal Weight E with a value of $31.3M, Ishares Core S&P 500 ETF with a value of $26.1M, and Microsoft Corp with a value of $21.9M.
Examining the 13F form we can see an decrease of $27.2M in the current position value, from $513M to 486M.
Below you can find more details about Elk River Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$486 Million
ETFs: $190 Million
Technology: $97.2 Million
Consumer Cyclical: $47.8 Million
Healthcare: $40.7 Million
Financial Services: $37.5 Million
Consumer Defensive: $26 Million
Industrials: $19 Million
Communication Services: $15.7 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions