Elmwood Wealth Management, Inc. Incresed Positions in Q4 2024

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
92.9K
+ 131.8%
$50.23 - $50.46 $4.67M - $4.69M
163K $8.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
37.3K
+ 138.26%
$91.29 - $91.8 $3.41M - $3.43M
64.3K $5.88M
CRM
Salesforce, Inc.

Technology
1.54K
+ 23.24%
$270.87 - $367.87 $417K - $566K
8.16K $2.73M
AAPL
Apple Inc.

Technology
497
+ 2.12%
$221.69 - $259.02 $110K - $129K
24K $6.01M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
5.44K
+ 12.87%
$46.89 - $58.31 $255K - $317K
47.7K $2.55M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.5K
+ 10.82%
$50.67 - $50.9 $530K - $533K
107K $5.44M
MEAR
Blackrock Short Maturity Munic

ETFs
8.92K
+ 15.02%
$49.94 - $50.28 $445K - $448K
68.3K $3.41M
SUB
Ishares Short Term National Mu

ETFs
3.65K
+ 6.54%
$104.94 - $106.2 $383K - $388K
59.4K $6.27M
SCHW
Schwab Charles Corp

Financial Services
2.41K
+ 16.1%
$63.31 - $82.85 $152K - $199K
17.3K $1.28M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.67K
+ 49.32%
$47.26 - $48.18 $315K - $321K
20.2K $956K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.07%
$205.18 - $250.29 $1.44K - $1.75K
10.2K $2.44M
NVDA
Nvidia Corp

Technology
150
+ 0.75%
$117.0 - $148.88 $17.6K - $22.3K
20.2K $2.71M
GOOG
Alphabet Inc.

Communication Services
287
+ 2.99%
$163.08 - $198.16 $46.8K - $56.9K
9.88K $1.88M
DIS
Walt Disney CO

Communication Services
308
+ 2.34%
$92.39 - $117.6 $28.5K - $36.2K
13.5K $1.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.53K
+ 8.92%
$49.79 - $51.14 $275K - $283K
67.5K $3.38M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
793
+ 3.48%
$111.85 - $120.71 $88.7K - $95.7K
23.6K $2.72M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
3.4K
+ 44.7%
$38.14 - $45.74 $130K - $156K
11K $431K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
1.36K
+ 6.67%
$94.66 - $102.14 $128K - $138K
21.7K $2.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.52K
+ 12.64%
$44.04 - $49.49 $331K - $372K
67K $2.95M
PJUL
Innovator U.S. Equity Power Bu

ETFs
483
+ 0.57%
$40.12 - $41.68 $19.4K - $20.1K
85.4K $3.52M
POCT
Innovator U.S. Equity Power Bu

ETFs
270
+ 0.37%
$38.63 - $40.03 $10.4K - $10.8K
73.1K $2.89M
PULS
Pgim ETF Tr

ETFs
985
+ 10.08%
$49.51 - $49.79 $48.8K - $49K
10.8K $532K
DLR
Digital Realty Trust, Inc.

Real Estate
15
+ 0.58%
$156.46 - $195.69 $2.35K - $2.94K
2.6K $460K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 3.69%
$172.07 - $207.36 $8.6K - $10.4K
1.41K $277K
TRV
Travelers Companies, Inc.

Financial Services
9
+ 0.16%
$225.97 - $266.66 $2.03K - $2.4K
5.79K $1.4M
MSFT
Microsoft Corp

Technology
225
+ 3.55%
$406.35 - $454.46 $91.4K - $102K
6.56K $2.77M
PANW
Palo Alto Networks Inc

Technology
1.4K
+ 103.7%
$181.96 - $405.9 $255K - $569K
2.75K $500K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.19K
+ 2.13%
$24.19 - $24.63 $77.1K - $78.5K
153K $3.69M
SCHX
Schwab Strategic Tr Us Large C

ETFs
108K
+ 195.39%
$22.4 - $68.28 $2.43M - $7.4M
164K $3.8M
CMF
Ishares California Muni Bond E

ETFs
1.03K
+ 1.6%
$56.66 - $58.1 $58.2K - $59.7K
65.2K $3.73M
ETN
Eaton Corp PLC

Industrials
5
+ 0.22%
$326.96 - $377.52 $1.63K - $1.89K
2.27K $753K
ACN
Accenture PLC

Technology
15
+ 0.73%
$343.9 - $376.86 $5.16K - $5.65K
2.06K $725K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.65K
+ 200.03%
$27.54 - $83.04 $211K - $636K
11.5K $318K
Blackrock ETF Trust Ii
7.46K
+ 6.36%
N/A
125K $0
KOCT
Innovator Laddered Fund Of U.S
1.2K
+ 17.14%
N/A
8.2K $0
NDIV
Amplify ETF Tr Nat Res Dividen
2.85K
+ 3.29%
N/A
89.4K $0
IDVO
Amplify ETF Tr Intl Enhanced D
5.35K
+ 3.5%
N/A
158K $0
Goldman Sachs ETF Tr
1.32K
+ 1.78%
N/A
75.7K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
82
+ 1.52%
$442.29 - $483.08 $36.3K - $39.6K
5.47K $2.48M
CVX
Chevron Corp

Energy
11
+ 0.32%
$141.15 - $162.53 $1.55K - $1.79K
3.42K $495K
ARKG
Ark Genomic Revolution ETF (De

ETFs
4.43K
+ 7.66%
$22.66 - $27.11 $100K - $120K
62.2K $1.46M
SCHO
Schwab Short Term Us Treasury

ETFs
24K
+ 100.0%
$24.06 - $48.88 $578K - $1.17M
48K $1.16M
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.04%
$57.29 - $63.1 $115 - $126
4.89K $280K
MRK
Merck & Co., Inc.

Healthcare
9
+ 0.34%
$96.31 - $114.76 $867 - $1.03K
2.66K $264K
LLY
Eli Lilly & CO

Healthcare
32
+ 5.47%
$727.2 - $932.06 $23.3K - $29.8K
617 $476K
NVS
Novartis Ag

Healthcare
43
+ 1.62%
$96.78 - $117.18 $4.16K - $5.04K
2.7K $262K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1K
+ 3.89%
$31.92 - $36.14 $31.9K - $36.1K
26.7K $853K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 0.07%
$209.89 - $233.24 $840 - $933
6.12K $1.3M
UNP
Union Pacific Corp

Industrials
77
+ 1.41%
$223.15 - $249.32 $17.2K - $19.2K
5.55K $1.27M
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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