Elmwood Wealth Management, Inc. Sells in Q2 2025

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-51.1K
- 33.8%
$50.28 - $50.47 $2.57M - $2.58M
100K $5.04M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-26.8K
- 51.86%
$91.43 - $91.74 $2.45M - $2.46M
24.9K $2.28M
UNH
Unitedhealth Group Inc

Healthcare
-40
- 0.74%
$274.35 - $599.47 $11K - $24K
5.39K $1.68M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-27.2K
- 39.26%
$39.89 - $49.46 $1.09M - $1.35M
42.1K $2.08M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-24.8K
- 30.74%
$37.66 - $43.85 $934K - $1.09M
55.9K $2.45M
AAPL
Apple Inc.

Technology
-1.51K
- 6.36%
$172.42 - $223.89 $260K - $337K
22.2K $4.55M
VGSH
Vanguard

ETFs
-9.73K
- 10.46%
$58.32 - $58.95 $567K - $574K
83.3K $4.9M
PEP
Pepsico Inc

Consumer Defensive
-70
- 0.75%
$128.02 - $151.37 $8.96K - $10.6K
9.28K $1.23M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-6.37K
- 4.3%
$23.32 - $24.45 $148K - $156K
142K $3.47M
VB
Vanguard Small Cap ETF

ETFs
-521
- 33.14%
$193.73 - $237.37 $101K - $124K
1.05K $249K
MKC
Mccormick & CO Inc

Consumer Defensive
-209
- 1.97%
$71.11 - $82.25 $14.9K - $17.2K
10.4K $789K
JNJ
Johnson & Johnson

Healthcare
-46
- 0.86%
$146.36 - $159.82 $6.73K - $7.35K
5.3K $808K
DHR
Danaher Corp

Healthcare
-115
- 1.79%
$174.64 - $205.16 $20.1K - $23.6K
6.31K $1.25M
IEMG
Ishares Inc

ETFs
-1.12K
- 1.98%
N/A
55.5K $2.98M
VCIT
Vanguard Intermediate Term Cor

ETFs
-962
- 4.61%
$79.56 - $82.92 $76.5K - $79.8K
19.9K $1.65M
ABBV
Abb Vie Inc.

Healthcare
-25
- 1.29%
$170.16 - $206.27 $4.25K - $5.16K
1.92K $355K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-853
- 8.23%
$50.29 - $50.56 $42.9K - $43.1K
9.52K $481K
UNP
Union Pacific Corp

Industrials
-25
- 0.45%
$208.27 - $238.46 $5.21K - $5.96K
5.51K $1.27M
SBUX
Starbucks Corp

Consumer Cyclical
-84
- 1.73%
$79.69 - $99.41 $6.69K - $8.35K
4.78K $437K
V
Visa Inc.

Financial Services
-150
- 3.89%
$308.27 - $373.31 $46.2K - $56K
3.71K $1.32M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
-183
- 1.66%
$28.23 - $38.37 $5.17K - $7.02K
10.8K $338K
MRK
Merck & Co., Inc.

Healthcare
-25
- 0.95%
$73.47 - $87.12 $1.84K - $2.18K
2.61K $206K
ACN
Accenture PLC

Technology
-3
- 0.15%
$279.23 - $323.21 $838 - $970
2.04K $609K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-900
- 1.13%
N/A
78.9K $2.49M
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 1.78%
N/A
5.51K $1M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1K
- 12.58%
$34.48 - $39.76 $34.5K - $39.8K
6.95K $276K
PFE
Pfizer Inc

Healthcare
-45
- 0.44%
$21.59 - $24.84 $972 - $1.12K
10.3K $249K
GERN
Geron Corp

Healthcare
-85
- 0.3%
$1.18 - $1.62 $100 - $138
28.2K $39K
PULS
Pgim ETF Tr

ETFs
-20
- 0.22%
$49.39 - $49.76 $988 - $995
9.24K $459K
Goldman Sachs ETF Tr
-6.32K
- 7.6%
N/A
76.9K $0
NDIV
Amplify ETF Tr Nat Res Dividen
-3.25K
- 3.63%
N/A
86.2K $0
NVS
Novartis Ag

Healthcare
-98
- 3.7%
$101.96 - $121.01 $9.99K - $11.9K
2.55K $308K
JPIB
Jpmorgan International Bond Op

ETFs
-826
- 1.13%
$47.18 - $48.62 $39K - $40.2K
72K $3.5M
CRM
Salesforce, Inc.

Technology
-76
- 0.94%
$236.26 - $291.15 $18K - $22.1K
8K $2.18M
VTI
Vanguard Total Stock Market Et

ETFs
-197
- 7.47%
$243.75 - $303.93 $48K - $59.9K
2.44K $741K
RTX
Raytheon Technologies Corp

Industrials
-5
- 0.29%
$113.75 - $148.48 $569 - $742
1.71K $249K
COST
Costco Wholesale Corp

Consumer Defensive
-128
- 3.61%
$908.13 - $1056.85 $116K - $135K
3.42K $3.38M
ABT
Abbott Laboratories

Healthcare
-54
- 0.35%
$123.95 - $138.08 $6.69K - $7.46K
15.2K $2.07M
MA
Mastercard Inc

Financial Services
-50
- 0.89%
$479.92 - $590.74 $24K - $29.5K
5.56K $3.12M
ELD
Wisdomtree Emerging Local Debt

ETFs
-2.71K
- 2.51%
$25.49 - $27.97 $69.2K - $75.9K
105K $2.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.5K
- 2.86%
$20.42 - $25.3 $30.6K - $38K
50.9K $1.29M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-748
- 3.07%
$82.93 - $99.12 $62K - $74.1K
23.6K $2.34M
ECL
Ecolab Inc.

Basic Materials
-7
- 0.16%
$225.65 - $270.95 $1.58K - $1.9K
4.32K $1.16M
NKE
Nike, Inc.

Consumer Cyclical
-16
- 0.16%
$53.27 - $72.04 $852 - $1.15K
10.2K $726K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-13
- 0.92%
$141.37 - $228.57 $1.84K - $2.97K
1.39K $315K
HON
Honeywell International Inc

Industrials
-44
- 0.97%
$182.86 - $232.88 $8.05K - $10.2K
4.48K $1.04M
DLR
Digital Realty Trust, Inc.

Real Estate
-7
- 0.23%
$136.11 - $177.69 $953 - $1.24K
3.05K $532K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-13
- 0.05%
$29.41 - $37.21 $382 - $484
25.2K $938K
POCT
Innovator U.S. Equity Power Bu

ETFs
-669
- 0.98%
$36.35 - $41.3 $24.3K - $27.6K
67.3K $2.78M
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
Track This Portfolio

Track Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email