Elmwood Wealth Management, Inc. Sells in Q3 2024

Elmwood Wealth Management, Inc.

  • $222 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-57K
- 34.57%
$57.74 - $59.13 $3.29M - $3.37M
108K $6.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.1K
- 10.47%
$50.25 - $50.74 $709K - $716K
121K $6.12M
SUB
Ishares Short Term National Mu

ETFs
-4.23K
- 7.05%
$104.3 - $106.3 $441K - $450K
55.8K $5.92M
CVS
Cvs Health Corp

Healthcare
-5.11K
- 41.32%
$55.81 - $63.18 $285K - $323K
7.26K $455K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-13.7K
- 7.84%
$39.37 - $41.68 $538K - $570K
161K $6.65M
MCHP
Microchip Technology Inc

Technology
-191
- 0.93%
$72.0 - $95.98 $13.8K - $18.3K
20.3K $1.63M
GOOGL
Alphabet Inc.

Communication Services
-141
- 1.04%
$148.65 - $191.18 $21K - $27K
13.4K $2.22M
SBUX
Starbucks Corp

Consumer Cyclical
-3.66K
- 41.87%
$72.51 - $98.6 $266K - $361K
5.09K $495K
GOOG
Alphabet Inc.

Communication Services
-75
- 0.78%
$149.54 - $192.66 $11.2K - $14.4K
9.6K $1.6M
ABC
Amerisourcebergen Corp

Healthcare
-754
- 13.96%
N/A
4.65K $860K
INTU
Intuit Inc

Technology
-13
- 0.49%
$602.97 - $670.49 $7.84K - $8.72K
2.63K $1.63M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-2.65K
- 11.54%
$86.85 - $95.74 $230K - $254K
20.3K $1.94M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-4.42K
- 4.73%
$39.31 - $41.32 $174K - $183K
89.1K $3.68M
USFR
Wisdomtree Floating Rate Treas

ETFs
-830
- 1.16%
$50.2 - $50.48 $41.7K - $41.9K
70.5K $3.54M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-930
- 5.46%
$50.15 - $50.66 $46.6K - $47.1K
16.1K $815K
TSLA
Tesla, Inc.

Consumer Cyclical
-455
- 34.92%
$191.76 - $263.26 $87.3K - $120K
848 $221K
ROK
Rockwell Automation, Inc

Industrials
-3
- 0.06%
$248.27 - $294.37 $745 - $883
4.72K $1.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-400
- 10.57%
$71.45 - $75.64 $28.6K - $30.3K
3.38K $254K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-196
- 0.72%
$91.42 - $91.82 $17.9K - $18K
27K $2.48M
C
Citigroup Inc

Financial Services
-75
- 1.14%
$56.11 - $67.61 $4.21K - $5.07K
6.5K $406K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
-336
- 4.23%
$36.12 - $43.96 $12.1K - $14.8K
7.61K $299K
NDIV
Amplify ETF Tr Nat Res Dividen
-13.3K
- 13.36%
N/A
86.5K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-1.84K
- 2.84%
N/A
62.8K $0
Blackrock ETF Trust Ii
-803
- 0.68%
N/A
117K $0
PFE
Pfizer Inc

Healthcare
-37
- 0.36%
$27.7 - $31.39 $1.02K - $1.16K
10.4K $300K
PEP
Pepsico Inc

Consumer Defensive
-198
- 1.91%
$161.9 - $179.3 $32.1K - $35.5K
10.2K $1.73M
SCHO
Schwab Short Term Us Treasury

ETFs
-39
- 0.16%
$47.93 - $49.06 $1.87K - $1.91K
24K $1.18M
CRM
Salesforce, Inc.

Technology
-319
- 4.6%
$238.42 - $276.53 $76.1K - $88.2K
6.62K $1.81M
DUK
Duke Energy Corp

Utilities
-107
- 3.8%
$99.35 - $117.71 $10.6K - $12.6K
2.71K $312K
D
Dominion Energy, Inc

Utilities
-2.45K
- 11.94%
$48.01 - $58.53 $118K - $143K
18.1K $1.04M
ABBV
Abb Vie Inc.

Healthcare
-100
- 4.38%
$163.84 - $199.33 $16.4K - $19.9K
2.19K $431K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.59K
- 2.5%
$33.61 - $35.94 $87K - $93K
101K $3.63M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-7.35K
- 5.73%
$25.59 - $27.67 $188K - $203K
121K $3.33M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 1.39%
$160.76 - $177.82 $16.1K - $17.8K
7.08K $1.23M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-149
- 2.38%
$210.25 - $231.86 $31.3K - $34.5K
6.11K $1.36M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-491
- 1.87%
$31.15 - $35.67 $15.3K - $17.5K
25.7K $903K
COST
Costco Wholesale Corp

Consumer Defensive
-88
- 2.31%
$801.83 - $917.05 $70.6K - $80.7K
3.73K $3.3M
JPM
Jpmorgan Chase & CO

Financial Services
-108
- 1.05%
$194.9 - $224.8 $21K - $24.3K
10.2K $2.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-79
- 1.48%
$162.83 - $179.16 $12.9K - $14.2K
5.25K $940K
ECL
Ecolab Inc.

Basic Materials
-42
- 0.94%
$228.86 - $255.76 $9.61K - $10.7K
4.43K $1.13M
AMT
American Tower Corp

Real Estate
-25
- 1.21%
$192.27 - $242.73 $4.81K - $6.07K
2.04K $473K
JNJ
Johnson & Johnson

Healthcare
-32
- 0.6%
$145.48 - $167.38 $4.66K - $5.36K
5.33K $864K
MKC
Mccormick & CO Inc

Consumer Defensive
-370
- 3.13%
$69.44 - $84.76 $25.7K - $31.4K
11.5K $942K
NKE
Nike, Inc.

Consumer Cyclical
-38
- 0.36%
$71.09 - $89.44 $2.7K - $3.4K
10.6K $932K
DHR
Danaher Corp

Healthcare
-223
- 3.17%
$239.25 - $280.76 $53.4K - $62.6K
6.8K $1.89M
ABT
Abbott Laboratories

Healthcare
-233
- 1.44%
$100.07 - $118.13 $23.3K - $27.5K
15.9K $1.81M
TRV
Travelers Companies, Inc.

Financial Services
-33
- 0.57%
$201.87 - $242.35 $6.66K - $8K
5.78K $1.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-33
- 0.61%
$405.19 - $478.57 $13.4K - $15.8K
5.39K $2.48M
MA
Mastercard Inc

Financial Services
-68
- 1.16%
$429.6 - $500.99 $29.2K - $34.1K
5.82K $2.87M
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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