Elm3 Financial Group, LLC Sells in Q2 2025

Elm3 Financial Group, LLC

  • $120 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Invesco Actively Managed Exc
-76.3K
- 23.01%
N/A
255K $6.53B
BRLN
Blackrock ETF Tr Ii Fltg Rate
-26.1K
- 25.73%
N/A
75.3K $3.9B
AAPL
Apple Inc.

Technology
-2.54K
- 14.5%
$172.42 - $223.89 $439K - $570K
15K $3.08B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-15K
- 37.68%
$49.79 - $50.75 $746K - $761K
24.8K $1.26B
LLY
Eli Lilly & CO

Healthcare
-503
- 7.84%
$713.71 - $898.95 $359K - $452K
5.91K $4.61B
Blackrock ETF Trust Ii
-9.87K
- 49.01%
N/A
10.3K $533M
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.1K
- 52.03%
$79.56 - $82.92 $485K - $506K
5.62K $466M
NVO
Novo Nordisk A S

Healthcare
-6.18K
- 39.23%
$58.08 - $81.05 $359K - $501K
9.58K $661M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-5.25K
- 47.07%
$72.12 - $76.23 $379K - $400K
5.91K $448M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.64K
- 42.69%
$82.17 - $99.96 $299K - $364K
4.89K $481M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-4.34K
- 34.14%
$45.9 - $47.2 $199K - $205K
8.37K $394M
ACGL
Arch Capital Group Ltd.

Financial Services
-1.48K
- 14.92%
$84.99 - $96.82 $126K - $144K
8.46K $770M
SPY
Spdr S&P 500 ETF Trust

ETFs
-367
- 32.71%
$496.48 - $617.85 $182K - $227K
755 $466M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.4K
- 36.02%
$50.1 - $51.02 $120K - $122K
4.26K $217M
PSX
Phillips 66

Energy
-881
- 27.57%
$92.87 - $125.73 $81.8K - $111K
2.32K $276M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-2.31K
- 19.7%
$49.82 - $50.25 $115K - $116K
9.43K $472M
MPC
Marathon Petroleum Corp

Energy
-985
- 36.33%
$118.55 - $170.08 $117K - $168K
1.73K $287M
Wisdomtree Tr
-3.76K
- 29.46%
N/A
9.01K $473M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-2.28K
- 4.67%
$48.48 - $50.99 $111K - $116K
46.6K $2.38B
PGR
Progressive Corp

Financial Services
-10
- 0.21%
$255.27 - $288.74 $2.55K - $2.89K
4.77K $1.27B
LMT
Lockheed Martin Corp

Industrials
-195
- 17.65%
$430.82 - $486.45 $84K - $94.9K
910 $422M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-691
- 22.08%
$80.28 - $91.78 $55.5K - $63.4K
2.44K $215M
HD
Home Depot, Inc.

Consumer Cyclical
-188
- 4.41%
$335.24 - $380.78 $63K - $71.6K
4.07K $1.49B
IVV
Ishares Core S&P 500 ETF

ETFs
-202
- 18.05%
$498.8 - $620.9 $101K - $125K
917 $569M
WRB
Berkley W R Corp

Financial Services
-1.67K
- 5.87%
$64.28 - $75.17 $107K - $125K
26.7K $1.96B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.94K
- 8.27%
$20.12 - $21.0 $39K - $40.7K
21.5K $450M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.67K
- 8.65%
$50.39 - $60.05 $84.2K - $100K
17.6K $1.06B
SPGI
S&P Global Inc.

Financial Services
-91
- 9.36%
$438.31 - $527.29 $39.9K - $48K
881 $465M
AZO
Autozone Inc

Consumer Cyclical
-4
- 2.99%
$3478.38 - $3880.15 $13.9K - $15.5K
130 $483M
AJG
Arthur J. Gallagher & Co.

Financial Services
-15
- 2.23%
$310.86 - $348.77 $4.66K - $5.23K
658 $211M
THYF
T Rowe Price Exchange Traded F
-993
- 2.85%
N/A
33.9K $1.77B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-621
- 2.02%
$23.13 - $24.23 $14.4K - $15K
30.1K $729M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-10
- 0.07%
$13.74 - $15.66 $137 - $157
13.7K $204M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-1.4K
- 3.12%
$10.73 - $12.54 $15.1K - $17.6K
43.5K $540M
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 4.2%
$908.13 - $1056.85 $31.8K - $37K
798 $790M
VO
Vanguard Mid Cap ETF

ETFs
-110
- 6.92%
$228.54 - $279.83 $25.1K - $30.8K
1.48K $414M
PH
Parker Hannifin Corp

Industrials
-32
- 9.64%
$517.23 - $700.54 $16.6K - $22.4K
300 $210M
MCK
Mckesson Corp

Healthcare
-13
- 3.78%
$652.83 - $732.78 $8.49K - $9.53K
331 $243M
VTI
Vanguard Total Stock Market Et

ETFs
-300
- 8.49%
$243.75 - $303.93 $73.1K - $91.2K
3.23K $983M
VB
Vanguard Small Cap ETF

ETFs
-103
- 4.3%
$193.73 - $237.37 $20K - $24.4K
2.29K $543M
DTM
Dt Midstream, Inc.

Energy
-515
- 8.82%
$87.23 - $109.91 $44.9K - $56.6K
5.32K $585M
SMIN
Ishares Msci India Small Cap I

ETFs
-100
- 2.6%
$64.64 - $77.18 $6.46K - $7.72K
3.74K $289M
GOOG
Alphabet Inc.

Communication Services
-94
- 4.02%
$146.58 - $180.01 $13.8K - $16.9K
2.25K $398M
DLR
Digital Realty Trust, Inc.

Real Estate
-157
- 8.08%
$136.11 - $177.69 $21.4K - $27.9K
1.79K $311M
MOD
Modine Manufacturing CO

Consumer Cyclical
-576
- 12.3%
$69.3 - $105.57 $39.9K - $60.8K
4.11K $405M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3.13K
- 14.86%
$180.84 - $240.32 $566K - $752K
17.9K $4.31B
NDAQ
Nasdaq, Inc.

Financial Services
-3
- 0.08%
$66.4 - $89.42 $199 - $268
3.91K $350M
IWP
Ishares Russell Mid Cap Growth

ETFs
-379
- 7.55%
$104.34 - $138.68 $39.5K - $52.6K
4.64K $643M
TDG
Trans Digm Group Inc

Industrials
-22
- 3.05%
$1231.75 - $1520.64 $27.1K - $33.5K
699 $1.06B
Activity Summary
Buys All Purchases 42 New Holdings 16 Increased Positions 26 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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