Elmwood Wealth Management, Inc. Incresed Positions in Q1 2025

Elmwood Wealth Management, Inc.

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
21.8K
+ 91.37%
$67.24 - $84.27 $1.46M - $1.83M
45.6K $3.11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.1K
+ 14.09%
$50.72 - $50.92 $766K - $769K
122K $6.22M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
25.5K
+ 53.43%
$45.41 - $60.95 $1.16M - $1.55M
73.2K $3.33M
MEAR
Blackrock Short Maturity Munic

ETFs
7.41K
+ 10.84%
$49.97 - $50.36 $370K - $373K
75.7K $3.8M
IEFA
Ishares Tr

ETFs
99
+ 0.16%
$69.57 - $78.65 $6.89K - $7.79K
62.4K $4.72M
JPIB
Jpmorgan International Bond Op

ETFs
6.07K
+ 9.1%
$46.97 - $48.35 $285K - $294K
72.8K $3.49M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.02K
+ 29.81%
$47.33 - $47.92 $285K - $288K
26.2K $1.25M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
6.08K
+ 15.51%
$40.24 - $40.65 $245K - $247K
45.3K $1.84M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
2.69K
+ 12.43%
$91.45 - $100.11 $246K - $270K
24.4K $2.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.37K
+ 3.53%
$42.5 - $46.71 $101K - $110K
69.4K $3.14M
SUB
Ishares Short Term National Mu

ETFs
1.21K
+ 2.04%
$105.3 - $106.24 $128K - $129K
60.6K $6.4M
PANW
Palo Alto Networks Inc

Technology
945
+ 34.34%
$167.82 - $208.28 $159K - $197K
3.7K $630K
SCHC
Schwab Strategic Tr Intl Small

ETFs
147
+ 0.19%
$33.57 - $37.22 $4.93K - $5.47K
78.3K $2.81M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.4K
+ 7.54%
$21.75 - $24.28 $269K - $300K
176K $3.89M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.84K
+ 7.81%
$108.02 - $120.45 $199K - $222K
25.4K $2.8M
AMT
American Tower Corp

Real Estate
50
+ 2.45%
$173.46 - $217.6 $8.67K - $10.9K
2.09K $454K
LLY
Eli Lilly & CO

Healthcare
21
+ 3.4%
$725.72 - $929.72 $15.2K - $19.5K
638 $526K
IEMG
Ishares Inc

ETFs
886
+ 1.59%
N/A
56.6K $3.04M
BX
Blackstone Inc.

Financial Services
835
+ 30.74%
$136.53 - $186.74 $114K - $156K
3.55K $496K
Goldman Sachs ETF Tr
7.53K
+ 9.96%
N/A
83.2K $0
Dimensional ETF Trust
23.8K
+ 135.44%
N/A
41.4K $0
Blackrock ETF Trust Ii
14.1K
+ 11.29%
N/A
139K $0
IDVO
Amplify ETF Tr Intl Enhanced D
1.65K
+ 1.04%
N/A
160K $0
NDIV
Amplify ETF Tr Nat Res Dividen
44
+ 0.05%
N/A
89.4K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.13%
$169.43 - $182.84 $1.02K - $1.1K
4.62K $799K
DLR
Digital Realty Trust, Inc.

Real Estate
463
+ 17.83%
$142.1 - $183.56 $65.8K - $85K
3.06K $438K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.07%
$165.25 - $224.62 $165 - $225
1.41K $233K
GERN
Geron Corp

Healthcare
2.09K
+ 7.96%
$1.59 - $3.6 $3.32K - $7.51K
28.3K $44K
ARKG
Ark Genomic Revolution ETF (De

ETFs
3.31K
+ 5.33%
$20.76 - $29.81 $68.8K - $98.7K
65.5K $1.36M
GOOG
Alphabet Inc.

Communication Services
1.44K
+ 14.56%
$156.06 - $207.71 $225K - $299K
11.3K $1.77M
ETN
Eaton Corp PLC

Industrials
85
+ 3.74%
$271.83 - $371.23 $23.1K - $31.6K
2.36K $640K
NTLA
Intellia Therapeutics, Inc.

Healthcare
15
+ 0.02%
$7.11 - $12.8 $107 - $192
67.8K $481K
NVDA
Nvidia Corp

Technology
347
+ 1.72%
$106.98 - $149.43 $37.1K - $51.9K
20.5K $2.22M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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