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
VEU
Vanguard Ftse All World Ex Us

ETFs
-70
- 1.43%
$56.51 - $62.98 $3.96K - $4.41K
4.82K $292K
TLTE
Flexshares Tr Morningstar Emer

ETFs
-300
- 1.54%
$49.54 - $54.45 $14.9K - $16.3K
19.2K $1.01M
MKC
Mccormick & CO Inc

Consumer Defensive
-650
- 5.76%
$71.24 - $84.73 $46.3K - $55.1K
10.6K $874K
CVX
Chevron Corp

Energy
-350
- 10.24%
$146.71 - $167.97 $51.3K - $58.8K
3.07K $513K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-700
- 1.53%
$38.78 - $41.4 $27.1K - $29K
45K $1.81M
MA
Mastercard Inc

Financial Services
-185
- 3.19%
$504.67 - $576.31 $93.4K - $107K
5.61K $3.07M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-51
- 0.63%
$58.01 - $64.46 $2.96K - $3.29K
8.11K $503K
SBUX
Starbucks Corp

Consumer Cyclical
-100
- 2.02%
$91.75 - $115.81 $9.18K - $11.6K
4.86K $476K
DUK
Duke Energy Corp

Utilities
-100
- 3.69%
$105.87 - $121.97 $10.6K - $12.2K
2.61K $318K
ABBV
Abb Vie Inc.

Healthcare
-165
- 7.83%
$169.2 - $216.66 $27.9K - $35.7K
1.94K $406K
D
Dominion Energy, Inc

Utilities
-74
- 0.43%
$52.85 - $57.43 $3.91K - $4.25K
17.2K $964K
UNP
Union Pacific Corp

Industrials
-14
- 0.25%
$225.21 - $254.42 $3.15K - $3.56K
5.54K $1.31M
TRV
Travelers Companies, Inc.

Financial Services
-329
- 5.68%
$232.43 - $265.13 $76.5K - $87.2K
5.46K $1.44M
ECL
Ecolab Inc.

Basic Materials
-110
- 2.48%
$229.72 - $269.82 $25.3K - $29.7K
4.32K $1.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-394
- 6.44%
$208.48 - $244.03 $82.1K - $96.1K
5.72K $1.4M
ELD
Wisdomtree Emerging Local Debt

ETFs
-1.54K
- 1.41%
$25.27 - $26.81 $39K - $41.3K
108K $2.9M
JNJ
Johnson & Johnson

Healthcare
-18
- 0.34%
$142.06 - $167.7 $2.56K - $3.02K
5.34K $885K
V
Visa Inc.

Financial Services
-11
- 0.28%
$306.92 - $362.71 $3.38K - $3.99K
3.86K $1.35M
ABT
Abbott Laboratories

Healthcare
-265
- 1.71%
$111.1 - $140.22 $29.4K - $37.2K
15.3K $2.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-160
- 2.93%
$442.66 - $534.52 $70.8K - $85.5K
5.31K $2.83M
VEA
Vanguard Ftse Developed Market

ETFs
-574
- 0.41%
$47.4 - $52.99 $27.2K - $30.4K
141K $7.16M
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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