Elmwood Wealth Management, Inc. has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $219 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Caribou Biosciences, Inc. with a value of $12.2M, Vanguard with a value of $9.83M, Jp Morgan ETF Tr Ultra Short I with a value of $7.24M, Ssga Active ETF Tr Spdr Doblel with a value of $7.09M, and Ishares Treasury Floating Rate with a value of $6.72M.

Examining the 13F form we can see an increase of $80.5M in the current position value, from $138M to 219M.

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

Portfolio value $219 Million
ETFs: $138 Million
Healthcare: $27.4 Million
Financial Services: $13.2 Million
Technology: $13.2 Million
Consumer Defensive: $7.62 Million
Consumer Cyclical: $5.43 Million
Communication Services: $5.26 Million
Industrials: $4.36 Million
Other: $4.37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 123
  • Current Value $219 Million
  • Prior Value $138 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 20 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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