Elmwood Wealth Management, Inc. Incresed Positions in Q2 2025

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
16K
+ 21.82%
$39.47 - $62.61 $631K - $1M
89.2K $5.59M
TFLO
Ishares Treasury Floating Rate

ETFs
35.7K
+ 25.51%
$50.47 - $50.66 $1.8M - $1.81M
175K $8.89M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
10.4K
+ 22.85%
$61.92 - $81.5 $645K - $848K
56K $4.56M
NVDA
Nvidia Corp

Technology
1.61K
+ 7.87%
$94.31 - $157.99 $152K - $255K
22.1K $3.49M
PAPR
Innovator U.S. Equity Power Bu

ETFs
28.5K
+ 29.22%
$33.22 - $37.29 $947K - $1.06M
126K $4.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.2K
+ 15.67%
$50.52 - $50.92 $968K - $976K
141K $7.21M
VEA
Vanguard Ftse Developed Market

ETFs
860
+ 0.61%
$45.65 - $57.01 $39.3K - $49K
142K $8.08M
MSFT
Microsoft Corp

Technology
8
+ 0.12%
$354.56 - $497.45 $2.84K - $3.98K
6.44K $3.21M
IEFA
Ishares Tr

ETFs
1.47K
+ 2.35%
$67.83 - $84.09 $99.6K - $123K
63.9K $5.33M
SCHC
Schwab Strategic Tr Intl Small

ETFs
761
+ 0.97%
$32.41 - $42.59 $24.7K - $32.4K
79.1K $3.37M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.95K
+ 26.51%
$47.02 - $47.83 $327K - $332K
33.2K $1.59M
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.47K
+ 2.95%
$38.7 - $44.05 $95.5K - $109K
86.2K $3.8M
SUB
Ishares Short Term National Mu

ETFs
2.58K
+ 4.26%
$104.77 - $106.34 $271K - $275K
63.2K $6.72M
GOOGL
Alphabet Inc.

Communication Services
81
+ 0.62%
$144.7 - $178.6 $11.7K - $14.5K
13.2K $2.33M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.87K
+ 10.64%
$50.1 - $51.02 $194K - $197K
40.2K $2.05M
NTLA
Intellia Therapeutics, Inc.

Healthcare
135
+ 0.2%
$6.28 - $9.67 $848 - $1.31K
67.9K $637K
PANW
Palo Alto Networks Inc

Technology
14
+ 0.38%
$152.44 - $204.64 $2.13K - $2.86K
3.71K $759K
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 3.04%
$496.48 - $617.85 $15.4K - $19.2K
1.05K $648K
BNDX
Vanguard Total International B

ETFs
827
+ 1.55%
$48.77 - $49.55 $40.3K - $41K
54.3K $2.69M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.3K
+ 2.87%
$40.41 - $40.68 $52.5K - $52.8K
46.6K $1.89M
BX
Blackstone Inc.

Financial Services
104
+ 2.93%
$120.07 - $151.11 $12.5K - $15.7K
3.66K $546K
MEAR
Blackrock Short Maturity Munic

ETFs
875
+ 1.16%
$49.74 - $50.27 $43.5K - $44K
76.6K $3.85M
VEU
Vanguard Ftse All World Ex Us

ETFs
36
+ 0.75%
$54.19 - $67.22 $1.95K - $2.42K
4.86K $326K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.01%
$22.92 - $28.05 $22.9 - $28.1
11.5K $322K
CMF
Ishares California Muni Bond E

ETFs
1.01K
+ 1.55%
$54.52 - $56.7 $55.1K - $57.3K
66.2K $3.69M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.12K
+ 1.78%
$48.13 - $49.85 $53.7K - $55.6K
63.8K $3.13M
D
Dominion Energy, Inc

Utilities
19
+ 0.11%
$49.66 - $58.0 $944 - $1.1K
17.2K $973K
AMT
American Tower Corp

Real Estate
3
+ 0.14%
$203.96 - $228.19 $612 - $685
2.09K $461K
PWZ
Invesco California Amt Free Mu

ETFs
650
+ 2.66%
$22.71 - $24.18 $14.8K - $15.7K
25.1K $585K
Dimensional ETF Trust
12.7K
+ 30.68%
N/A
54.1K $0
Blackrock ETF Trust Ii
5.08K
+ 3.66%
N/A
144K $0
IDVO
Amplify ETF Tr Intl Enhanced D
2.97K
+ 1.86%
N/A
163K $0
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
555
+ 0.37%
$39.34 - $40.41 $21.8K - $22.4K
150K $6.02M
DUK
Duke Energy Corp

Utilities
9
+ 0.34%
$112.46 - $124.05 $1.01K - $1.12K
2.62K $309K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.16%
$713.71 - $898.95 $714 - $899
639 $498K
MLN
Vaneck Long Muni ETF

ETFs
919
+ 0.52%
$16.49 - $17.52 $15.2K - $16.1K
177K $2.98M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.02%
$212.1 - $244.27 $212 - $244
5.72K $1.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.13%
$483.48 - $539.8 $3.38K - $3.78K
5.32K $2.58M
Activity Summary
Buys All Purchases 46 New Holdings 7 Increased Positions 39 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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