Elm3 Financial Group, LLC Incresed Positions in Q1 2025

Elm3 Financial Group, LLC

  • $114 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
19K
+ 91.24%
$190.26 - $242.06 $3.61M - $4.59M
39.8K $7.57B
HD
Home Depot, Inc.

Consumer Cyclical
2.31K
+ 118.19%
$347.25 - $424.87 $801K - $980K
4.26K $1.56B
BXSL
Blackstone Secured Lending Fund

Financial Services
24.2K
+ 70.01%
$31.3 - $34.5 $759K - $836K
58.9K $1.91B
VTI
Vanguard Total Stock Market Et

ETFs
2.61K
+ 282.36%
$271.18 - $303.12 $708K - $791K
3.53K $971M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.44K
+ 94.61%
$114.9 - $139.6 $280K - $341K
5.02K $590M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
13.4K
+ 15.51%
$14.22 - $14.83 $190K - $198K
99.6K $1.44B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.71K
+ 107.76%
$39.97 - $48.7 $228K - $278K
11K $440M
VB
Vanguard Small Cap ETF

ETFs
962
+ 67.18%
$217.89 - $252.64 $210K - $243K
2.39K $531M
THYF
T Rowe Price Exchange Traded F
3.9K
+ 12.59%
N/A
34.9K $1.79B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.53K
+ 13.84%
$110.9 - $132.93 $392K - $470K
29.1K $3.31B
VO
Vanguard Mid Cap ETF

ETFs
417
+ 35.55%
$251.87 - $277.95 $105K - $116K
1.59K $411M
CGDV
Capital Group Divid Value ETF

ETFs
1.82K
+ 8.6%
$34.95 - $37.36 $63.6K - $68K
23K $819M
META
Meta Platforms, Inc.

Communication Services
114
+ 19.03%
$576.36 - $736.67 $65.7K - $84K
713 $411M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
699
+ 19.11%
$65.44 - $70.64 $45.7K - $49.4K
4.36K $298M
FMIL
Fidelity Covington Tr New Mill
1.72K
+ 25.16%
N/A
8.56K $372M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.64K
+ 9.4%
$23.9 - $24.43 $63K - $64.4K
30.7K $739M
BIT
Black Rock Multi Sector Income Trust

Financial Services
2.33K
+ 10.06%
$14.43 - $14.85 $33.7K - $34.7K
25.5K $370M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
417
+ 3.68%
$49.92 - $50.3 $20.8K - $21K
11.7K $589M
XOM
Exxon Mobil Corp

Energy
12
+ 0.64%
$105.44 - $118.93 $1.27K - $1.43K
1.89K $224M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
32
+ 0.23%
$15.0 - $15.91 $480 - $509
13.7K $213M
PFN
Pimco Income Strategy Fund Ii

Financial Services
17
+ 0.04%
$7.41 - $7.64 $126 - $130
38.6K $291M
NDAQ
Nasdaq, Inc.

Financial Services
118
+ 3.11%
$72.17 - $83.76 $8.52K - $9.88K
3.92K $297M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
500
+ 1.67%
$9.49 - $9.97 $4.75K - $4.99K
30.4K $291M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
179
+ 2.14%
$89.18 - $104.04 $16K - $18.6K
8.54K $781M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
93
+ 4.55%
$165.25 - $224.62 $15.4K - $20.9K
2.14K $355M
GOOG
Alphabet Inc.

Communication Services
25
+ 1.08%
$156.06 - $207.71 $3.9K - $5.19K
2.34K $365M
VRT
Vertiv Holdings CO

Industrials
459
+ 17.5%
N/A
3.08K $223M
Activity Summary
Buys All Purchases 43 New Holdings 15 Increased Positions 28 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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