Elmwood Wealth Management, Inc. Sells in Q4 2024

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRBU
Caribou Biosciences, Inc.

Healthcare
-150K
- 6.89%
$1.59 - $2.79 $239K - $419K
2.03M $3.22M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10K
- 67.91%
$77.02 - $78.58 $770K - $786K
4.73K $365K
VEA
Vanguard Ftse Developed Market

ETFs
-1.02K
- 0.71%
$47.57 - $52.44 $48.4K - $53.4K
141K $6.76M
IEFA
Ishares Tr

ETFs
-2.84K
- 4.36%
$70.06 - $77.43 $199K - $220K
62.3K $4.38M
UNH
Unitedhealth Group Inc

Healthcare
-120
- 2.1%
$485.52 - $625.25 $58.3K - $75K
5.6K $2.83M
VGSH
Vanguard

ETFs
-7.09K
- 6.57%
$58.02 - $58.88 $411K - $417K
101K $5.86M
DHR
Danaher Corp

Healthcare
-49
- 0.72%
$226.16 - $274.52 $11.1K - $13.5K
6.76K $1.55M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-328
- 0.2%
$39.3 - $41.34 $12.9K - $13.6K
160K $6.32M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-486
- 1.45%
$60.13 - $67.31 $29.2K - $32.7K
33.1K $2.01M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.23K
- 2.68%
$50.37 - $50.6 $163K - $164K
117K $5.91M
PIO
Invesco Exchange Traded Fd Tr

ETFs
-215
- 0.47%
$39.06 - $42.96 $8.4K - $9.24K
45.7K $1.79M
TLTE
Flexshares Tr Morningstar Emer

ETFs
-1.23K
- 5.9%
$50.95 - $58.58 $62.4K - $71.8K
19.5K $995K
SPY
Spdr S&P 500 ETF Trust

ETFs
-349
- 25.51%
$567.81 - $607.81 $198K - $212K
1.02K $597K
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.02%
$151.29 - $176.1 $303 - $352
10.2K $1.55M
VCIT
Vanguard Intermediate Term Cor

ETFs
-912
- 3.83%
$80.13 - $83.77 $73.1K - $76.4K
22.9K $1.84M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-3.45K
- 8.08%
$40.34 - $40.62 $139K - $140K
39.2K $1.58M
BNDX
Vanguard Total International B

ETFs
-1.79K
- 3.43%
$48.91 - $50.61 $87.3K - $90.3K
50.3K $2.47M
NKE
Nike, Inc.

Consumer Cyclical
-185
- 1.75%
$73.36 - $89.13 $13.6K - $16.5K
10.4K $784K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-640
- 12.19%
$174.22 - $187.62 $112K - $120K
4.61K $807K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-2.27K
- 14.06%
$50.23 - $50.47 $114K - $114K
13.8K $695K
D
Dominion Energy, Inc

Utilities
-771
- 4.27%
$52.63 - $60.92 $40.6K - $47K
17.3K $930K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.35K
- 4.01%
N/A
80.3K $2.53M
MLN
Vaneck Long Muni ETF

ETFs
-1.25K
- 0.68%
$17.61 - $18.29 $22K - $22.9K
183K $3.27M
MKC
Mccormick & CO Inc

Consumer Defensive
-175
- 1.53%
$73.97 - $84.09 $12.9K - $14.7K
11.3K $859K
CI
Cigna Corp

Healthcare
-48
- 5.1%
$265.59 - $358.58 $12.7K - $17.2K
894 $246K
PG
Procter & Gamble CO

Consumer Defensive
-215
- 3.04%
$161.05 - $179.7 $34.6K - $38.6K
6.87K $1.15M
ABBV
Abb Vie Inc.

Healthcare
-79
- 3.62%
$164.99 - $203.87 $13K - $16.1K
2.11K $374K
ABT
Abbott Laboratories

Healthcare
-365
- 2.29%
$111.93 - $119.39 $40.9K - $43.6K
15.5K $1.76M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-78
- 0.95%
$58.88 - $64.8 $4.59K - $5.05K
8.16K $480K
SBUX
Starbucks Corp

Consumer Cyclical
-125
- 2.46%
$87.44 - $102.5 $10.9K - $12.8K
4.96K $452K
VTI
Vanguard Total Stock Market Et

ETFs
-207
- 7.28%
$280.04 - $302.45 $58K - $62.6K
2.64K $763K
PFE
Pfizer Inc

Healthcare
-50
- 0.48%
$24.8 - $30.19 $1.24K - $1.51K
10.3K $273K
VB
Vanguard Small Cap ETF

ETFs
-113
- 6.71%
$233.76 - $261.58 $26.4K - $29.6K
1.57K $377K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-48
- 1.42%
$71.75 - $75.11 $3.44K - $3.61K
3.34K $239K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.75K
- 1.96%
$41.16 - $42.25 $71.8K - $73.7K
87.3K $3.69M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.07K
- 1.06%
$35.71 - $37.1 $38.4K - $39.8K
100K $3.67M
COST
Costco Wholesale Corp

Consumer Defensive
-57
- 1.53%
$873.59 - $994.69 $49.8K - $56.7K
3.67K $3.36M
TSLA
Tesla, Inc.

Consumer Cyclical
-135
- 15.92%
$213.65 - $479.86 $28.8K - $64.8K
713 $287K
V
Visa Inc.

Financial Services
-89
- 2.25%
$273.87 - $320.91 $24.4K - $28.6K
3.87K $1.22M
MA
Mastercard Inc

Financial Services
-20
- 0.34%
$491.3 - $536.15 $9.83K - $10.7K
5.8K $3.05M
GOOGL
Alphabet Inc.

Communication Services
-10
- 0.07%
$161.86 - $196.66 $1.62K - $1.97K
13.4K $2.53M
AMZN
Amazon Com Inc

Consumer Cyclical
-16
- 0.09%
$180.88 - $232.93 $2.89K - $3.73K
16.9K $3.71M
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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