Elm Partners Management LLC Portfolio Holdings

Elm Partners Management LLC

  • $1.44 Billion
  • Q3 2024

Elm Partners Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.44 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $226M, Vanguard Ftse Emerging Mkts Et with a value of $152M, Ishares Core S&P Total U.S. St with a value of $151M, Vanguard Ftse Europe ETF Ftse with a value of $135M, and Ishares Inc with a value of $132M.

Examining the 13F form we can see an increase of $137M in the current position value, from $1.3B to 1.44B.

Below you can find more details about Elm Partners Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.44 Billion
ETFs: $1.44 Billion
Technology: $202,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$416,000 0.03% of portfolio
2,484
Q1 2024 New
$0
$306,000 0.02% of portfolio
2,260
Q3 2024 New
$0
$279,000 0.02% of portfolio
6,261
Q3 2024 New
$0
$251,000 0.02% of portfolio
2,608
Q3 2024 Added 0.77%
$0
$285,000 0.02% of portfolio
1,962
Q4 2023 New
$0
$260,000 0.02% of portfolio
1,561
Q1 2024 New
$0
$308,000 0.02% of portfolio
1,625
Q2 2024 Reduced 3.33%
$0
$293,000 0.02% of portfolio
2,221
Q1 2024 New
$3.1T
$202,000 0.01% of portfolio
471
Q3 2024 New
$0
$206,000 0.01% of portfolio
937
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $1.44 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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