Elmwood Wealth Management, Inc. Purchases in Q3 2024

Elmwood Wealth Management, Inc.

  • $222 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
33.5K
+ 25.82%
$50.42 - $50.66 $1.69M - $1.7M
163K $8.26M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
29.1K
+ 220.67%
$39.71 - $49.27 $1.16M - $1.43M
42.3K $2.01M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
11.7K
+ 104.84%
$101.72 - $112.94 $1.19M - $1.32M
22.8K $2.57M
IEFA
Ishares Tr

ETFs
13.3K
+ 25.57%
$70.09 - $78.74 $930K - $1.04M
65.1K $5.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 28.23%
$61.11 - $67.85 $746K - $829K
55.5K $3.76M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18K
+ 22.9%
$50.61 - $50.96 $912K - $919K
96.8K $4.93M
NVDA
Nvidia Corp

Technology
7.79K
+ 63.82%
$98.91 - $134.91 $771K - $1.05M
20K $2.43M
VEA
Vanguard Ftse Developed Market

ETFs
8.39K
+ 6.26%
$47.6 - $53.31 $399K - $447K
142K $7.52M
MSFT
Microsoft Corp

Technology
2.18K
+ 52.54%
$395.15 - $467.56 $862K - $1.02M
6.34K $2.73M
MEAR
Blackrock Short Maturity Munic

ETFs
16.2K
+ 37.62%
$49.99 - $50.34 $812K - $818K
59.4K $2.99M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
13.5K
New
$47.01 - $48.2 $636K - $652K
13.5K $650K
UBER
Uber Technologies, Inc

Technology
7.3K
New
$58.48 - $77.47 $427K - $565K
7.3K $548K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
18.9K
+ 14.45%
$23.61 - $24.64 $445K - $465K
149K $3.65M
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.55K
+ 12.97%
$34.48 - $38.87 $295K - $332K
74.4K $2.87M
LLY
Eli Lilly & CO

Healthcare
585
New
$772.14 - $960.02 $452K - $562K
585 $518K
ARKG
Ark Genomic Revolution ETF (De

ETFs
16.4K
+ 39.69%
$22.89 - $27.41 $376K - $450K
57.8K $1.48M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.54K
+ 10.27%
$41.9 - $48.26 $232K - $268K
59.5K $2.85M
GXTG
Global X Fds Thematic Growth E

ETFs
11.1K
+ 17.88%
$21.8 - $25.42 $241K - $282K
73K $1.86M
IEMG
Ishares Inc

ETFs
7.93K
+ 18.8%
$53.64 - $53.64 $425K - $425K
50.1K $2.69M
ICLN
Ishares

ETFs
4.4K
+ 2.14%
$13.26 - $14.77 $58.3K - $65K
210K $3.08M
PIO
Invesco Exchange Traded Fd Tr

ETFs
5.32K
+ 13.09%
$39.3 - $43.08 $209K - $229K
46K $1.98M
PULS
Pgim ETF Tr

ETFs
5.57K
+ 132.75%
$49.47 - $49.8 $276K - $278K
9.77K $486K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.32K
New
$43.59 - $49.35 $232K - $263K
5.32K $261K
SPY
Spdr S&P 500 ETF Trust

ETFs
349
+ 34.25%
$517.38 - $573.86 $181K - $200K
1.37K $785K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.71K
+ 7.73%
$79.29 - $84.02 $136K - $144K
23.8K $2M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
348
+ 1.05%
$60.13 - $68.17 $20.9K - $23.7K
33.6K $2.28M
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.93K
+ 2.33%
$37.89 - $40.48 $73.2K - $78.2K
84.9K $3.44M
CMF
Ishares California Muni Bond E

ETFs
2.35K
+ 3.81%
$56.65 - $58.17 $133K - $137K
64.2K $3.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
425
New
$434.77 - $502.96 $185K - $214K
425 $207K
RTX
Raytheon Technologies Corp

Industrials
1.71K
New
$99.55 - $123.34 $171K - $211K
1.71K $207K
ELD
Wisdomtree Emerging Local Debt

ETFs
973
+ 0.94%
$26.06 - $28.14 $25.4K - $27.4K
104K $2.91M
PANW
Palo Alto Networks Inc

Technology
501
+ 58.94%
$294.18 - $368.01 $147K - $184K
1.35K $461K
BNDX
Vanguard Total International B

ETFs
1.8K
+ 3.58%
$48.42 - $50.35 $87.1K - $90.6K
52K $2.62M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.07K
+ 3.45%
$49.93 - $51.15 $103K - $106K
62K $3.17M
ACN
Accenture PLC

Technology
91
+ 4.65%
$295.44 - $355.81 $26.9K - $32.4K
2.05K $723K
UNP
Union Pacific Corp

Industrials
62
+ 1.15%
$221.78 - $256.09 $13.8K - $15.9K
5.47K $1.35M
PAUG
Innovator U.S. Equity Power Bu

ETFs
3K
+ 41.1%
$35.57 - $37.86 $107K - $114K
10.3K $389K
SCHA
Schwab Strategic Tr Us Small C

ETFs
50
+ 0.18%
$46.9 - $51.96 $2.35K - $2.6K
28.3K $1.46M
MLN
Vaneck Long Muni ETF

ETFs
1.76K
+ 0.97%
$17.77 - $18.32 $31.3K - $32.3K
184K $3.37M
TLTE
Flexshares Tr Morningstar Emer

ETFs
600
+ 2.98%
$50.61 - $57.87 $30.4K - $34.7K
20.8K $1.19M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
2.38K
+ 5.91%
$40.28 - $40.8 $95.8K - $97.1K
42.6K $1.74M
VTI
Vanguard Total Stock Market Et

ETFs
207
+ 7.85%
$255.18 - $283.2 $52.8K - $58.6K
2.84K $805K
DLR
Digital Realty Trust, Inc.

Real Estate
470
+ 22.25%
$144.47 - $162.98 $67.9K - $76.6K
2.58K $417K
POCT
Innovator U.S. Equity Power Bu

ETFs
970
+ 1.35%
$37.79 - $38.95 $36.7K - $37.8K
72.9K $2.84M
MUB
Ishares National Muni Bond ETF

ETFs
400
+ 3.37%
$106.13 - $108.7 $42.5K - $43.5K
12.3K $1.33M
VB
Vanguard Small Cap ETF

ETFs
113
+ 7.19%
$214.77 - $237.72 $24.3K - $26.9K
1.69K $399K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.77K
+ 2.16%
N/A
83.6K $2.64M
PJUN
Innovator U.S. Equity Power Bu

ETFs
1K
+ 12.05%
$34.72 - $36.88 $34.7K - $36.9K
9.3K $342K
IDVO
Amplify ETF Tr Intl Enhanced D
12.1K
+ 8.57%
N/A
153K $0
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email