Elk River Wealth Management, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $542 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 $54.7M, Ishares Core S&P Sm Cap ETF with a value of $35.5M, Invesco S&P 500 Equal Weight E with a value of $34.4M, Ishares Core S&P 500 ETF with a value of $29.4M, and Apple Inc. with a value of $24.9M.
Examining the 13F form we can see an increase of $37.6M in the current position value, from $505M to 542M.
Below you can find more details about Elk River Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$542 Million
ETFs: $215 Million
Technology: $117 Million
Consumer Cyclical: $46.5 Million
Healthcare: $44.1 Million
Financial Services: $41.6 Million
Consumer Defensive: $27.3 Million
Industrials: $19.1 Million
Communication Services: $17.8 Million
Other: $13.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
