Elmwood Wealth Management, Inc. Reduced Holdings in Q3 2025

Elmwood Wealth Management, Inc.

  • $253 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MLN
Vaneck Long Muni ETF

ETFs
-133K
- 75.11%
$16.52 - $17.5 $2.19M - $2.32M
44K $768K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-16.3K
- 36.42%
$43.84 - $45.74 $716K - $747K
28.5K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 0.85%
$915.95 - $994.57 $26.6K - $28.8K
3.39K $3.14M
SUB
Ishares Short Term National Mu

ETFs
-1.8K
- 2.85%
$106.17 - $107.3 $191K - $193K
61.4K $6.56M
MCHP
Microchip Technology Inc

Technology
-200
- 0.98%
$60.95 - $75.26 $12.2K - $15.1K
20.3K $1.3M
HON
Honeywell International Inc

Industrials
-68
- 1.52%
$207.7 - $240.4 $14.1K - $16.3K
4.42K $929K
MKC
Mccormick & CO Inc

Consumer Defensive
-100
- 0.96%
$64.3 - $77.17 $6.43K - $7.72K
10.3K $690K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-622
- 2.5%
$91.44 - $91.77 $56.9K - $57.1K
24.3K $2.23M
SBUX
Starbucks Corp

Consumer Cyclical
-210
- 4.4%
$81.9 - $96.86 $17.2K - $20.3K
4.57K $386K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-560
- 5.89%
$50.37 - $50.7 $28.2K - $28.4K
8.96K $454K
ABC
Amerisourcebergen Corp

Healthcare
-115
- 2.57%
N/A
4.35K $806K
DLR
Digital Realty Trust, Inc.

Real Estate
-10
- 0.33%
$161.21 - $180.02 $1.61K - $1.8K
3.04K $526K
NDIV
Amplify ETF Tr Nat Res Dividen
-22.1K
- 25.68%
N/A
64.1K $0
DHR
Danaher Corp

Healthcare
-20
- 0.32%
$181.46 - $212.2 $3.63K - $4.24K
6.29K $1.25M
MUB
Ishares National Muni Bond ETF

ETFs
-55
- 0.45%
$103.24 - $106.68 $5.68K - $5.87K
12.2K $1.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-23
- 0.47%
$66.38 - $71.68 $1.53K - $1.65K
4.84K $345K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.95%
$617.65 - $666.84 $6.18K - $6.67K
1.04K $692K
CMF
Ishares California Muni Bond E

ETFs
-580
- 0.88%
$55.16 - $57.13 $32K - $33.1K
65.6K $3.74M
TRV
Travelers Companies, Inc.

Financial Services
-35
- 0.64%
$250.62 - $279.43 $8.77K - $9.78K
5.43K $1.52M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-115
- 0.18%
$48.5 - $50.19 $5.58K - $5.77K
63.7K $3.19M
PEP
Pepsico Inc

Consumer Defensive
-25
- 0.27%
$133.81 - $152.16 $3.35K - $3.8K
9.26K $1.3M
ROK
Rockwell Automation, Inc

Industrials
-10
- 0.22%
$328.67 - $358.52 $3.29K - $3.59K
4.57K $1.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-795
- 1.56%
$25.29 - $28.33 $20.1K - $22.5K
50.1K $1.4M
Activity Summary
Buys All Purchases 95 New Holdings 15 Increased Positions 80 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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