Elmwood Wealth Management, Inc. Incresed Positions in Q1 2024

Elmwood Wealth Management, Inc.

  • $219 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
89.5K
+ 112.07%
$57.88 - $58.54 $5.18M - $5.24M
169K $9.83M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
108K
+ 158.27%
$39.46 - $40.35 $4.28M - $4.37M
177K $7.09M
PJAN
Innovator U.S. Equity Power Bu

ETFs
95.2K
+ 633.97%
$36.88 - $39.11 $3.51M - $3.72M
110K $4.31M
VEA
Vanguard Ftse Developed Market

ETFs
72.4K
+ 144.84%
$46.21 - $50.27 $3.35M - $3.64M
122K $6.14M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
59.8K
+ 71.54%
$50.23 - $50.49 $3.01M - $3.02M
144K $7.24M
TFLO
Ishares Treasury Floating Rate

ETFs
51.5K
+ 63.64%
$50.47 - $50.7 $2.6M - $2.61M
133K $6.72M
POCT
Innovator U.S. Equity Power Bu

ETFs
59K
+ 293.07%
$35.88 - $37.5 $2.12M - $2.21M
79.1K $2.97M
PAPR
Innovator U.S. Equity Power Bu

ETFs
58.7K
+ 129.04%
$32.46 - $33.59 $1.91M - $1.97M
104K $3.5M
SCHC
Schwab Strategic Tr Intl Small

ETFs
49.1K
+ 495.25%
$33.2 - $35.86 $1.63M - $1.76M
59K $2.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.4K
+ 165.18%
$55.41 - $62.08 $1.46M - $1.64M
42.4K $2.63M
IEMG
Ishares Inc

ETFs
29.6K
+ 425.28%
$47.6 - $51.96 $1.41M - $1.54M
36.6K $1.89M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
15.6K
+ 264.61%
$82.14 - $90.99 $1.28M - $1.42M
21.5K $1.96M
AMZN
Amazon Com Inc

Consumer Cyclical
5.86K
+ 51.53%
$144.57 - $180.38 $847K - $1.06M
17.2K $3.11M
MA
Mastercard Inc

Financial Services
2.18K
+ 56.64%
$418.77 - $488.64 $911K - $1.06M
6.02K $2.9M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
47.6K
+ 62.74%
$26.17 - $27.18 $1.25M - $1.29M
123K $3.25M
COST
Costco Wholesale Corp

Consumer Defensive
1.29K
+ 42.21%
$644.69 - $785.59 $830K - $1.01M
4.34K $3.18M
ELD
Wisdomtree Emerging Local Debt

ETFs
43K
+ 91.49%
$27.23 - $27.98 $1.17M - $1.2M
90K $2.46M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.5K
+ 107.84%
$39.04 - $42.23 $997K - $1.08M
49.2K $2.06M
PIO
Invesco Exchange Traded Fd Tr

ETFs
22.8K
+ 138.4%
$37.72 - $43.11 $861K - $984K
39.3K $1.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
20.1K
+ 230.91%
$44.84 - $49.24 $903K - $992K
28.9K $1.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.65K
+ 43.16%
$359.29 - $420.52 $591K - $692K
5.46K $2.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
14.3K
+ 81.96%
$59.15 - $63.58 $845K - $908K
31.7K $2.01M
PJUL
Innovator U.S. Equity Power Bu

ETFs
20.8K
+ 29.17%
$35.81 - $37.98 $744K - $789K
92K $3.49M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
21.6K
+ 128.73%
$40.35 - $40.62 $870K - $876K
38.3K $1.55M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
27.1K
+ 51.7%
N/A
79.6K $2.51M
GXTG
Global X Fds Thematic Growth E

ETFs
33.1K
+ 115.53%
$22.13 - $24.47 $733K - $810K
61.8K $1.49M
INTU
Intuit Inc

Technology
1.12K
+ 69.54%
$586.82 - $669.36 $659K - $752K
2.74K $1.78M
JPM
Jpmorgan Chase & CO

Financial Services
2.43K
+ 29.4%
$167.09 - $200.3 $405K - $486K
10.7K $2.14M
ARKG
Ark Genomic Revolution ETF (De

ETFs
26.7K
+ 289.59%
$27.9 - $32.96 $744K - $879K
35.9K $1.03M
GOOGL
Alphabet Inc.

Communication Services
3.85K
+ 38.57%
$131.4 - $153.51 $506K - $591K
13.8K $2.09M
CRM
Salesforce, Inc.

Technology
1.57K
+ 29.11%
$251.12 - $316.88 $395K - $499K
6.98K $2.1M
MCHP
Microchip Technology Inc

Technology
7.5K
+ 55.67%
$80.58 - $93.34 $604K - $700K
21K $1.88M
ABT
Abbott Laboratories

Healthcare
5.4K
+ 48.22%
$109.52 - $120.96 $592K - $654K
16.6K $1.89M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.81K
+ 78.78%
$190.17 - $207.9 $535K - $585K
6.39K $1.32M
ABC
Amerisourcebergen Corp

Healthcare
3.31K
+ 137.92%
N/A
5.7K $1.06M
DHR
Danaher Corp

Healthcare
1.93K
+ 35.95%
$224.58 - $256.19 $433K - $494K
7.29K $1.82M
CMF
Ishares California Muni Bond E

ETFs
10.3K
+ 19.51%
$57.33 - $58.04 $589K - $596K
62.9K $3.62M
DIS
Walt Disney CO

Communication Services
1.34K
+ 10.8%
$89.29 - $122.36 $120K - $164K
13.8K $1.69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.95K
+ 122.73%
$153.84 - $169.37 $454K - $499K
5.35K $906K
TRV
Travelers Companies, Inc.

Financial Services
1.52K
+ 34.52%
$191.3 - $230.14 $290K - $349K
5.92K $1.36M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
10.3K
+ 107.75%
$50.01 - $50.35 $513K - $516K
19.8K $995K
CVS
Cvs Health Corp

Healthcare
5.78K
+ 75.15%
$71.99 - $81.42 $416K - $471K
13.5K $1.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.7K
+ 18.32%
$50.36 - $51.06 $488K - $495K
62.6K $3.17M
D
Dominion Energy, Inc

Utilities
8.91K
+ 71.26%
$44.15 - $49.19 $393K - $438K
21.4K $1.05M
MKC
Mccormick & CO Inc

Consumer Defensive
5.29K
+ 78.63%
$64.61 - $77.3 $342K - $409K
12K $923K
AAPL
Apple Inc.

Technology
5.09K
+ 25.02%
$169.0 - $195.18 $861K - $994K
25.4K $4.36M
ROK
Rockwell Automation, Inc

Industrials
1.69K
+ 51.34%
$253.28 - $307.22 $427K - $518K
4.97K $1.45M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.34K
+ 7.71%
$50.62 - $50.84 $422K - $424K
117K $5.92M
ECL
Ecolab Inc.

Basic Materials
1.36K
+ 41.94%
$195.25 - $231.76 $265K - $315K
4.6K $1.06M
Activity Summary
Buys All Purchases 109 New Holdings 20 Increased Positions 89 Sells All Sells 12 Reductions 12 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