Elmwood Wealth Management, Inc. Incresed Positions 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
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.55K
+ 12.97%
$34.48 - $38.87 $295K - $332K
74.4K $2.87M
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
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
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
Goldman Sachs ETF Tr
3.5K
+ 4.94%
N/A
74.4K $0
HON
Honeywell International Inc

Industrials
44
+ 0.98%
$196.73 - $220.21 $8.66K - $9.69K
4.53K $935K
DIS
Walt Disney CO

Communication Services
18
+ 0.14%
$85.6 - $98.61 $1.54K - $1.77K
13.2K $1.26M
NTLA
Intellia Therapeutics, Inc.

Healthcare
600
+ 0.89%
$19.72 - $27.36 $11.8K - $16.4K
67.8K $1.39M
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
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