Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024

Elmwood Wealth Management, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 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 $8.22M, Ishares Treasury Floating Rate with a value of $8.06M, Vanguard Ftse Developed Market with a value of $6.76M, Ssga Active ETF Tr Spdr Doblel with a value of $6.32M, and Ishares Short Term National Mu with a value of $6.27M.

Examining the 13F form we can see an increase of $5.93M in the current position value, from $222M to 228M.

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

Portfolio value $228 Million
ETFs: $153 Million
Technology: $18.5 Million
Financial Services: $14.3 Million
Healthcare: $14.2 Million
Consumer Defensive: $7.55 Million
Communication Services: $5.91 Million
Consumer Cyclical: $5.24 Million
Industrials: $4.95 Million
Other: $4.37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.22 Million 3.6% of portfolio
163,350
Q4 2024 Added 131.8%
$0
$8.06 Million 3.53% of portfolio
159,604
Q4 2024 Reduced 2.17%
$0
$6.76 Million 2.96% of portfolio
141,468
Q4 2024 Reduced 0.71%
$0
$6.32 Million 2.77% of portfolio
160,374
Q4 2024 Reduced 0.2%
$0
$6.27 Million 2.74% of portfolio
59,429
Q4 2024 Added 6.54%
$3.57T
$6.01 Million 2.63% of portfolio
23,982
Q4 2024 Added 2.12%
$0
$5.91 Million 2.59% of portfolio
117,408
Q4 2024 Reduced 2.68%
$0
$5.88 Million 2.57% of portfolio
64,300
Q4 2024 Added 138.26%
$0
$5.86 Million 2.57% of portfolio
100,749
Q4 2024 Reduced 6.57%
$0
$5.44 Million 2.38% of portfolio
107,219
Q4 2024 Added 10.82%
$0
$4.38 Million 1.92% of portfolio
62,308
Q4 2024 Reduced 4.36%
$0
$3.8 Million 1.66% of portfolio
163,876
Q4 2024 Added 195.39%
$0
$3.73 Million 1.64% of portfolio
65,190
Q4 2024 Added 1.6%
$1.94T
$3.71 Million 1.63% of portfolio
16,931
Q4 2024 Reduced 0.09%
$0
$3.69 Million 1.62% of portfolio
87,308
Q4 2024 Reduced 1.96%
$0
$3.69 Million 1.62% of portfolio
152,510
Q4 2024 Added 2.13%
$0
$3.52 Million 1.54% of portfolio
85,397
Q4 2024 Added 0.57%
$0
$3.41 Million 1.49% of portfolio
68,325
Q4 2024 Added 15.02%
$0
$3.38 Million 1.48% of portfolio
67,491
Q4 2024 Added 8.92%
$419B
$3.36 Million 1.47% of portfolio
3,668
Q4 2024 Reduced 1.53%
$0
$3.27 Million 1.43% of portfolio
183,123
Q4 2024 Reduced 0.68%
$57.2M
$3.22 Million 1.41% of portfolio
2,025,740
Q4 2024 Reduced 6.89%
$0
$3.15 Million 1.38% of portfolio
66,723
Q4 2024 New
$523B
$3.05 Million 1.34% of portfolio
5,795
Q4 2024 Reduced 0.34%
$0
$2.99 Million 1.31% of portfolio
55,737
Q4 2024 Added 11.22%
$0
$2.95 Million 1.29% of portfolio
67,028
Q4 2024 Added 12.64%
$0
$2.89 Million 1.27% of portfolio
73,148
Q4 2024 Added 0.37%
$490B
$2.83 Million 1.24% of portfolio
5,603
Q4 2024 Reduced 2.1%
$0
$2.79 Million 1.22% of portfolio
109,748
Q4 2024 Added 5.48%
$2.8T
$2.77 Million 1.21% of portfolio
6,560
Q4 2024 Added 3.55%
$0
$2.72 Million 1.19% of portfolio
23,581
Q4 2024 Added 3.48%
$268B
$2.73 Million 1.19% of portfolio
8,162
Q4 2024 Added 23.24%
$270B
$2.71 Million 1.18% of portfolio
20,153
Q4 2024 Added 0.75%
$0
$2.68 Million 1.18% of portfolio
78,197
Q4 2024 Added 5.06%
$0
$2.53 Million 1.11% of portfolio
80,279
Q4 2024 Reduced 4.01%
$0
$2.55 Million 1.11% of portfolio
47,726
Q4 2024 Added 12.87%
$922B
$2.53 Million 1.11% of portfolio
13,364
Q4 2024 Reduced 0.07%
$683B
$2.48 Million 1.09% of portfolio
5,469
Q4 2024 Added 1.52%
$0
$2.47 Million 1.08% of portfolio
50,260
Q4 2024 Reduced 3.43%
$720B
$2.44 Million 1.07% of portfolio
10,164
Q4 2024 Added 0.07%
$0
$2.07 Million 0.9% of portfolio
21,666
Q4 2024 Added 6.67%
$0
$2.01 Million 0.88% of portfolio
33,141
Q4 2024 Reduced 1.45%
$0
$1.92 Million 0.84% of portfolio
37,793
Q4 2024 New
$951B
$1.88 Million 0.82% of portfolio
9,882
Q4 2024 Added 2.99%
$0
$1.84 Million 0.8% of portfolio
22,909
Q4 2024 Reduced 3.83%
$0
$1.83 Million 0.8% of portfolio
23,805
Q4 2024 New
$0
$1.79 Million 0.78% of portfolio
45,738
Q4 2024 Reduced 0.47%
$232B
$1.76 Million 0.77% of portfolio
15,541
Q4 2024 Reduced 2.29%
$0
$1.73 Million 0.76% of portfolio
73,507
Q4 2024 Added 0.67%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $228 Million
  • Prior Value $222 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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