Elmwood Wealth Management, Inc. Reduced Holdings in Q1 2025

Elmwood Wealth Management, Inc.

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRBU
Caribou Biosciences, Inc.

Healthcare
-1.56M
- 76.89%
$0.88 - $1.88 $1.37M - $2.93M
468K $426K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.6K
- 19.53%
$91.45 - $91.75 $1.15M - $1.15M
51.7K $4.75M
TFLO
Ishares Treasury Floating Rate

ETFs
-19.8K
- 12.39%
$50.48 - $50.68 $999K - $1M
140K $7.08M
AAPL
Apple Inc.

Technology
-302
- 1.26%
$209.68 - $247.1 $63.3K - $74.6K
23.7K $5.26M
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.1K
- 7.41%
$50.29 - $50.5 $609K - $612K
151K $7.61M
AMZN
Amazon Com Inc

Consumer Cyclical
-384
- 2.27%
$190.26 - $242.06 $73.1K - $93K
16.5K $3.15M
CRM
Salesforce, Inc.

Technology
-85
- 1.04%
$268.36 - $359.95 $22.8K - $30.6K
8.08K $2.17M
GOOGL
Alphabet Inc.

Communication Services
-225
- 1.68%
$154.33 - $206.19 $34.7K - $46.4K
13.1K $2.03M
VGSH
Vanguard

ETFs
-7.73K
- 7.67%
$58.07 - $58.69 $449K - $453K
93K $5.46M
MSFT
Microsoft Corp

Technology
-124
- 1.89%
$375.39 - $447.2 $46.5K - $55.5K
6.44K $2.42M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.15K
- 6.09%
$50.39 - $50.66 $360K - $362K
110K $5.58M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-10.8K
- 6.73%
$38.99 - $40.37 $421K - $436K
150K $6.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.8K
- 7.11%
$49.25 - $50.66 $236K - $243K
62.7K $3.11M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.69K
- 5.49%
$39.81 - $42.17 $187K - $198K
80.7K $3.24M
POCT
Innovator U.S. Equity Power Bu

ETFs
-5.13K
- 7.01%
$38.53 - $40.49 $198K - $208K
68K $2.64M
DHR
Danaher Corp

Healthcare
-326
- 4.83%
$201.62 - $250.59 $65.7K - $81.7K
6.43K $1.32M
SCHO
Schwab Short Term Us Treasury

ETFs
-10K
- 20.9%
$24.1 - $24.34 $242K - $244K
38K $924K
MLN
Vaneck Long Muni ETF

ETFs
-7.41K
- 4.05%
$17.22 - $18.0 $128K - $133K
176K $3.06M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-3.59K
- 4.11%
$41.09 - $43.24 $147K - $155K
83.7K $3.47M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.43K
- 2.43%
$35.21 - $37.69 $85.7K - $91.7K
97.5K $3.48M
MCHP
Microchip Technology Inc

Technology
-100
- 0.49%
$48.41 - $64.3 $4.84K - $6.43K
20.5K $990K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-3.48K
- 25.1%
$50.24 - $50.57 $175K - $176K
10.4K $523K
ROK
Rockwell Automation, Inc

Industrials
-100
- 2.12%
$255.29 - $303.75 $25.5K - $30.4K
4.62K $1.19M
PEP
Pepsico Inc

Consumer Defensive
-839
- 8.23%
$142.64 - $156.42 $120K - $131K
9.35K $1.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-475
- 0.9%
$23.16 - $27.04 $11K - $12.8K
52.4K $1.23M
NKE
Nike, Inc.

Consumer Cyclical
-125
- 1.21%
$63.29 - $81.72 $7.91K - $10.2K
10.2K $650K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.02K
- 8.83%
$79.17 - $82.04 $160K - $166K
20.9K $1.71M
INTU
Intuit Inc

Technology
-143
- 5.45%
$555.63 - $630.23 $79.5K - $90.1K
2.48K $1.52M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3K
- 29.13%
$37.4 - $39.42 $112K - $118K
7.3K $275K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-4.32K
- 2.83%
$24.07 - $24.5 $104K - $106K
148K $3.59M
ACN
Accenture PLC

Technology
-20
- 0.97%
$300.91 - $398.25 $6.02K - $7.97K
2.04K $637K
PULS
Pgim ETF Tr

ETFs
-1.5K
- 13.95%
$49.56 - $49.78 $74.3K - $74.7K
9.26K $460K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.47K
- 3.89%
$50.87 - $51.09 $74.8K - $75.1K
36.3K $1.85M
CMF
Ishares California Muni Bond E

ETFs
-25
- 0.04%
$55.93 - $57.47 $1.4K - $1.44K
65.2K $3.67M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.35K
- 14.52%
$36.56 - $38.35 $49.4K - $51.8K
7.95K $294K
ABC
Amerisourcebergen Corp

Healthcare
-180
- 3.87%
N/A
4.47K $827K
MRK
Merck & Co., Inc.

Healthcare
-24
- 0.9%
$83.01 - $101.02 $1.99K - $2.42K
2.63K $236K
JPM
Jpmorgan Chase & CO

Financial Services
-347
- 3.41%
$225.19 - $279.95 $78.1K - $97.1K
9.82K $2.41M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-300
- 6.35%
$76.94 - $78.28 $23.1K - $23.5K
4.43K $346K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-505
- 0.63%
N/A
79.8K $2.51M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.5K
- 5.61%
$31.09 - $34.34 $46.6K - $51.5K
25.2K $837K
COST
Costco Wholesale Corp

Consumer Defensive
-123
- 3.35%
$890.62 - $1076.86 $110K - $132K
3.55K $3.35M
SCHW
Schwab Charles Corp

Financial Services
-982
- 5.66%
$71.24 - $83.64 $70K - $82.1K
16.4K $1.28M
C
Citigroup Inc

Financial Services
-100
- 1.54%
$67.23 - $84.63 $6.72K - $8.46K
6.4K $454K
PG
Procter & Gamble CO

Consumer Defensive
-119
- 1.73%
$158.56 - $176.26 $18.9K - $21K
6.75K $1.15M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.45K
- 4.38%
$59.28 - $66.1 $86K - $95.8K
31.7K $2.01M
Innovator Etfs Trust
-800
- 8.0%
N/A
9.2K $0
KOCT
Innovator Laddered Fund Of U.S
-600
- 7.32%
N/A
7.6K $0
UNH
Unitedhealth Group Inc

Healthcare
-175
- 3.12%
$461.52 - $548.18 $80.8K - $95.9K
5.43K $2.84M
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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