Elmwood Wealth Management, Inc. Purchases in Q3 2025

Elmwood Wealth Management, Inc.

  • $253 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PWZ
Invesco California Amt Free Mu

ETFs
99.3K
+ 395.97%
$22.77 - $24.07 $2.26M - $2.39M
124K $2.97M
AAPL
Apple Inc.

Technology
3.72K
+ 16.76%
$202.38 - $256.87 $752K - $955K
25.9K $6.59M
TFLO
Ishares Treasury Floating Rate

ETFs
39.9K
+ 22.73%
$50.45 - $50.65 $2.01M - $2.02M
215K $10.9M
NVDA
Nvidia Corp

Technology
6.47K
+ 29.26%
$153.3 - $186.58 $992K - $1.21M
28.6K $5.33M
USFR
Wisdomtree Floating Rate Treas

ETFs
29.5K
+ 29.45%
$50.23 - $50.48 $1.48M - $1.49M
130K $6.51M
GOOGL
Alphabet Inc.

Communication Services
2.03K
+ 15.36%
$174.36 - $254.72 $354K - $517K
15.3K $3.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.1K
+ 18.54%
$50.47 - $50.74 $1.11M - $1.12M
141K $7.17M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
1.24K
+ 1.39%
$61.01 - $75.47 $75.8K - $93.8K
90.4K $6.68M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
36.6K
New
$27.55 - $28.94 $1.01M - $1.06M
36.6K $1.06M
MSFT
Microsoft Corp

Technology
1.78K
+ 27.67%
$491.09 - $535.64 $876K - $955K
8.23K $4.26M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.02K
+ 1.83%
$82.22 - $96.68 $84.2K - $99K
57K $5.51M
TSLA
Tesla, Inc.

Consumer Cyclical
2.14K
New
$293.94 - $444.72 $630K - $953K
2.14K $953K
VEA
Vanguard Ftse Developed Market

ETFs
6.4K
+ 4.51%
$56.02 - $60.3 $359K - $386K
148K $8.88M
GOOG
Alphabet Inc.

Communication Services
50
+ 0.44%
$175.16 - $255.24 $8.76K - $12.8K
11.3K $2.76M
NTLA
Intellia Therapeutics, Inc.

Healthcare
10.1K
+ 14.92%
$9.88 - $17.76 $100K - $180K
78.1K $1.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
New
$546.99 - $602.2 $575K - $633K
1.05K $630K
IEFA
Ishares Tr

ETFs
4.27K
+ 6.69%
$81.7 - $87.53 $349K - $374K
68.1K $5.95M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.12K
+ 2.37%
$24.46 - $26.5 $101K - $109K
178K $4.68M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.27K
+ 90.95%
$224.68 - $282.71 $285K - $358K
2.66K $742K
AMZN
Amazon Com Inc

Consumer Cyclical
1.88K
+ 11.48%
$211.65 - $238.24 $398K - $448K
18.3K $4.01M
META
Meta Platforms, Inc.

Communication Services
548
New
$695.21 - $791.73 $381K - $434K
548 $402K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.26K
+ 5.02%
$121.46 - $130.92 $152K - $164K
26.2K $3.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.1K
+ 7.36%
$49.43 - $54.52 $153K - $169K
45.3K $2.45M
JPM
Jpmorgan Chase & CO

Financial Services
370
+ 3.85%
$282.78 - $316.06 $105K - $117K
9.99K $3.15M
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.84K
+ 3.59%
$42.28 - $45.71 $120K - $130K
81.9K $3.73M
AVGO
Broadcom Inc.

Technology
1.07K
New
$264.74 - $369.57 $282K - $394K
1.07K $351K
ORCL
Oracle Corp

Technology
1.19K
New
$218.96 - $328.33 $259K - $389K
1.19K $333K
VGSH
Vanguard

ETFs
5.23K
+ 6.28%
$58.43 - $58.88 $306K - $308K
88.5K $5.21M
ELD
Wisdomtree Emerging Local Debt

ETFs
7.46K
+ 7.07%
$27.5 - $29.07 $205K - $217K
113K $3.25M
PLTR
Palantir Technologies Inc.

Technology
1.53K
New
$130.68 - $186.97 $199K - $285K
1.53K $278K
JPIB
Jpmorgan International Bond Op

ETFs
5.02K
+ 6.97%
$48.32 - $49.13 $242K - $246K
77K $3.77M
BNDX
Vanguard Total International B

ETFs
5.41K
+ 9.96%
$49.0 - $49.51 $265K - $268K
59.7K $2.95M
MEAR
Blackrock Short Maturity Munic

ETFs
4.82K
+ 6.29%
$50.17 - $50.56 $242K - $244K
81.4K $4.11M
ABBV
Abb Vie Inc.

Healthcare
745
+ 38.88%
$184.85 - $231.54 $138K - $172K
2.66K $616K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
330
+ 6.21%
$459.11 - $506.91 $152K - $167K
5.65K $2.84M
UNH
Unitedhealth Group Inc

Healthcare
220
+ 4.08%
$237.77 - $353.61 $52.3K - $77.8K
5.61K $1.94M
PJUL
Innovator U.S. Equity Power Bu

ETFs
3.41K
+ 6.1%
$43.83 - $45.64 $149K - $156K
59.3K $2.71M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.45K
+ 2.97%
$39.58 - $40.74 $176K - $181K
155K $6.27M
JNJ
Johnson & Johnson

Healthcare
374
+ 7.06%
$155.17 - $185.42 $58K - $69.3K
5.67K $1.05M
NFLX
Netflix Inc

Communication Services
195
New
$1147.87 - $1297.18 $224K - $253K
195 $233K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.13K
+ 2.92%
$50.81 - $51.07 $210K - $211K
146K $7.43M
MCD
Mcdonalds Corp

Consumer Cyclical
685
New
$291.67 - $316.99 $200K - $217K
685 $208K
LOW
Lowes Companies Inc

Consumer Cyclical
800
New
$215.01 - $273.02 $172K - $218K
800 $201K
POCT
Innovator U.S. Equity Power Bu

ETFs
1.03K
+ 1.53%
$41.27 - $43.1 $42.5K - $44.4K
68.4K $2.95M
PJAN
Innovator U.S. Equity Power Bu

ETFs
105
+ 0.12%
$43.95 - $45.8 $4.61K - $4.81K
86.3K $3.95M
CVX
Chevron Corp

Energy
747
+ 24.35%
$145.57 - $161.83 $109K - $121K
3.82K $592K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
588
+ 2.49%
$99.08 - $103.57 $58.3K - $60.9K
24.2K $2.49M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.62K
+ 7.77%
$40.49 - $40.7 $147K - $147K
50.2K $2.04M
PAPR
Innovator U.S. Equity Power Bu

ETFs
195
+ 0.15%
$37.32 - $38.38 $7.28K - $7.48K
126K $4.84M
Activity Summary
Buys All Purchases 95 New Holdings 15 Increased Positions 80 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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