Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $221 Million
  • Q1 2025

Elmwood Wealth Management, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $221 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $7.61M, Vanguard Ftse Developed Market with a value of $7.16M, Ishares Treasury Floating Rate with a value of $7.08M, Ishares Short Term National Mu with a value of $6.4M, and Jp Morgan Ultra Short Mun Inco with a value of $6.22M.

Examining the 13F form we can see an decrease of $6.95M in the current position value, from $228M to 221M.

Below you can find more details about Elmwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $221 Million
ETFs: $153 Million
Technology: $16.1 Million
Financial Services: $14.7 Million
Healthcare: $11.2 Million
Consumer Defensive: $7.57 Million
Communication Services: $4.95 Million
Industrials: $4.86 Million
Consumer Cyclical: $4.27 Million
Other: $4.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.61 Million 3.44% of portfolio
151,240
Q1 2025 Reduced 7.41%
$0
$7.16 Million 3.23% of portfolio
140,894
Q1 2025 Reduced 0.41%
$0
$7.08 Million 3.2% of portfolio
139,822
Q1 2025 Reduced 12.39%
$0
$6.4 Million 2.89% of portfolio
60,641
Q1 2025 Added 2.04%
$0
$6.22 Million 2.81% of portfolio
122,330
Q1 2025 Added 14.09%
$0
$6.03 Million 2.72% of portfolio
149,574
Q1 2025 Reduced 6.73%
$0
$5.58 Million 2.52% of portfolio
110,260
Q1 2025 Reduced 6.09%
$0
$5.46 Million 2.47% of portfolio
93,022
Q1 2025 Reduced 7.67%
$3.39T
$5.26 Million 2.38% of portfolio
23,680
Q1 2025 Reduced 1.26%
$0
$4.75 Million 2.14% of portfolio
51,742
Q1 2025 Reduced 19.53%
$0
$4.72 Million 2.13% of portfolio
62,407
Q1 2025 Added 0.16%
$0
$3.89 Million 1.76% of portfolio
176,231
Q1 2025 Added 7.54%
$0
$3.8 Million 1.72% of portfolio
75,730
Q1 2025 Added 10.84%
$0
$3.67 Million 1.66% of portfolio
65,165
Q1 2025 Reduced 0.04%
$0
$3.59 Million 1.62% of portfolio
148,190
Q1 2025 Reduced 2.83%
$0
$3.49 Million 1.57% of portfolio
72,795
Q1 2025 Added 9.1%
$0
$3.48 Million 1.57% of portfolio
97,530
Q1 2025 Reduced 2.43%
$439B
$3.35 Million 1.51% of portfolio
3,545
Q1 2025 Reduced 3.35%
$0
$3.33 Million 1.5% of portfolio
73,225
Q1 2025 Added 53.43%
$0
$3.24 Million 1.46% of portfolio
80,712
Q1 2025 Reduced 5.49%
$0
$3.14 Million 1.42% of portfolio
69,393
Q1 2025 Added 3.53%
$1.91T
$3.15 Million 1.42% of portfolio
16,547
Q1 2025 Reduced 2.27%
$0
$3.11 Million 1.4% of portfolio
62,690
Q1 2025 Reduced 7.11%
$0
$3.11 Million 1.4% of portfolio
45,555
Q1 2025 Added 91.37%
$515B
$3.07 Million 1.39% of portfolio
5,610
Q1 2025 Reduced 3.19%
$0
$3.06 Million 1.38% of portfolio
175,709
Q1 2025 Reduced 4.05%
$0
$3.04 Million 1.37% of portfolio
56,623
Q1 2025 Added 1.59%
$0
$2.9 Million 1.31% of portfolio
108,206
Q1 2025 Reduced 1.41%
$696B
$2.83 Million 1.28% of portfolio
5,309
Q1 2025 Reduced 2.93%
$383B
$2.84 Million 1.28% of portfolio
5,428
Q1 2025 Reduced 3.12%
$0
$2.81 Million 1.27% of portfolio
78,344
Q1 2025 Added 0.19%
$0
$2.8 Million 1.26% of portfolio
25,423
Q1 2025 Added 7.81%
$0
$2.64 Million 1.19% of portfolio
68,018
Q1 2025 Reduced 7.01%
$0
$2.61 Million 1.18% of portfolio
53,495
Q1 2025 Added 6.44%
$0
$2.51 Million 1.14% of portfolio
79,774
Q1 2025 Reduced 0.63%
$718B
$2.41 Million 1.09% of portfolio
9,817
Q1 2025 Reduced 3.41%
$2.94T
$2.42 Million 1.09% of portfolio
6,436
Q1 2025 Reduced 1.89%
$0
$2.28 Million 1.03% of portfolio
24,360
Q1 2025 Added 12.43%
$272B
$2.22 Million 1.0% of portfolio
20,500
Q1 2025 Added 1.72%
$268B
$2.17 Million 0.98% of portfolio
8,077
Q1 2025 Reduced 1.04%
$957B
$2.03 Million 0.92% of portfolio
13,139
Q1 2025 Reduced 1.68%
$229B
$2.03 Million 0.92% of portfolio
15,276
Q1 2025 Reduced 1.71%
$0
$2.01 Million 0.91% of portfolio
31,691
Q1 2025 Reduced 4.38%
$0
$1.85 Million 0.84% of portfolio
36,323
Q1 2025 Reduced 3.89%
$0
$1.84 Million 0.83% of portfolio
45,264
Q1 2025 Added 15.51%
$0
$1.81 Million 0.82% of portfolio
45,038
Q1 2025 Reduced 1.53%
$986B
$1.77 Million 0.8% of portfolio
11,321
Q1 2025 Added 14.56%
$0
$1.71 Million 0.77% of portfolio
20,886
Q1 2025 Reduced 8.83%
$0
$1.6 Million 0.72% of portfolio
31,625
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $221 Million
  • Prior Value $228 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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