Elmwood Wealth Management, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $221 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 $7.61M, Vanguard Ftse Developed Market with a value of $7.16M, Ishares Treasury Floating Rate with a value of $7.08M, Ishares Short Term National Mu with a value of $6.4M, and Jp Morgan Ultra Short Mun Inco with a value of $6.22M.
Examining the 13F form we can see an decrease of $6.95M in the current position value, from $228M to 221M.
Below you can find more details about Elmwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $153 Million
Technology: $16.1 Million
Financial Services: $14.7 Million
Healthcare: $11.2 Million
Consumer Defensive: $7.57 Million
Communication Services: $4.95 Million
Industrials: $4.86 Million
Consumer Cyclical: $4.27 Million
Other: $4.15 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
