Elmwood Wealth Management, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $8.22M, Ishares Treasury Floating Rate with a value of $8.06M, Vanguard Ftse Developed Market with a value of $6.76M, Ssga Active ETF Tr Spdr Doblel with a value of $6.32M, and Ishares Short Term National Mu with a value of $6.27M.
Examining the 13F form we can see an increase of $5.93M in the current position value, from $222M to 228M.
Below you can find more details about Elmwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
ETFs: $153 Million
Technology: $18.5 Million
Financial Services: $14.3 Million
Healthcare: $14.2 Million
Consumer Defensive: $7.55 Million
Communication Services: $5.91 Million
Consumer Cyclical: $5.24 Million
Industrials: $4.95 Million
Other: $4.37 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
